Archive for February, 2010

Experience the SS&A Difference

February 28, 2010  |   Featured,Insight   |     |   Comments Off on Experience the SS&A Difference

Today's financial landscape can be confusing. We believe both the regulatory structure and Wall Street have made it this way. In our opinion, looking at recent history, Wall Street is not in the advice business, as most investors think. Instead, Wall Street is in the business of manufacturing and selling products. In our minds there ...

Investing for the Benefits

February 20, 2010  |   All Else   |     |   Comments Off on Investing for the Benefits

Our clients decide what they’d rather be doing than worrying about their money. Their choices are wide ranging, they include everything from unwinding to working to transform their world, in big ways and small ways. Here is a short list of ways our clients now invest their most valuable asset, time:
Build their business                                   Travel
Join a ...

George "Mackay" Salley, CFA

February 17, 2010  |   Partners & Associates   |     |   Comments Off on George "Mackay" Salley, CFA

George SalleyMackay discovered his passion for investing when he was assigned to work in the Pension department during his time at DuPont in the late 1960’s.

Mackay currently serves as Smith Salley’s Chairman. To get to where he is today, Mackay earned a Bachelor of Science in Business Administration from The Citadel. Mackay received his MBA from ...

G. Gregory Smith, Jr.

February 16, 2010  |   Partners & Associates   |     |   Comments Off on G. Gregory Smith, Jr.

G. Gregory Smith, Jr.Gregory’s drive and commitment to detail has served him well as the founder of Smith Salley and current CEO. His dedication to his clients’ long term success is second to none and sets the tone for the firm. Prior to starting Smith Salley, Gregory was a portfolio manager at Franklin Street Partners in Chapel Hill where he gained ...

James S. Agnew "Jim"

February 15, 2010  |   Partners & Associates   |     |   Comments Off on James S. Agnew "Jim"

Member & Portfolio Manager
Jim AgnewJim comes to Smith, Salley & Associates with 50 years of experience in research and portfolio management. Jim retired from CCB/SunTrust after 35 years with the bank after working in various capacities, most recently as senior portfolio manager in the Wealth and Investment Management division.

Jim specializes in value equities as well as taxable and tax ...

Andrew D. Davis, CFA

February 15, 2010  |   Partners & Associates   |     |   Comments Off on Andrew D. Davis, CFA

Chief Investment Officer, Member, Portfolio Manager & Fixed Income Manager
Andrew DavisAndrew serves as our Chief Investment Officer and senior fixed income manager. He joined Smith Salley in March of 2006 with ten years of experience in both fixed income and equity research and portfolio management. Prior to joining SS&A, Andrew managed personal and institutional portfolios for SunTrust Banks in ...

E. Scott Batchelor Jr., CFP®

February 15, 2010  |   Partners & Associates   |     |   Comments Off on E. Scott Batchelor Jr., CFP®

Certified Financial Planner™, Member & Portfolio Manager
Scott BatchelorScott got his start with Smith Salley as a summer intern while attending the Kenan-Flagler Business School at the University of North Carolina in 2005.  In May 2006, upon earning his Bachelor of Science in Business Administration from UNC, Scott came on as a full ...

H. Brian May

February 10, 2010  |   Partners & Associates   |     |   Comments Off on H. Brian May

Portfolio Manager, Chief Compliance Officer
Brian MayPrior working at SS&A, Brian was Chief Operating Officer and Senior Portfolio Manager for Jonathan Smith & Co. in Greensboro. In his 14 years at Jsco, he gained experience in equity research, portfolio management, client care and operations. At SS&A, Brian’s primary focus is on portfolio management and compliance.

Brian is the last of nine children and grew up ...