Author Archive


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 ...

Andrew Donovan

January 15, 2010  |   Partners & Associates   |     |   0 Comment

Portfolio Manager & Associate Financial Plannerdonovan-215
Andrew joined Smith, Salley & Associates in June of 2015 and is serving as an associate financial planner and financial advisor as he pursues the Certified Financial Planner™ designation.  In addition, he works closely with Scott Batchelor in client development.  Andrew is also a member of the Investment Committee.

Previous to joining SS&A, Andrew spent seven years in the ...

J. Blake Guyler, CFA

January 14, 2010  |   Partners & Associates   |     |   0 Comment

Senior Equity  Analyst & Portfolio Manager
Blake joined Smith, Salley & Associates in March of 2014 with a focus on equity Blakeresearch and portfolio management. Blake’s career in the investment industry started in the investment consulting business and as Pension Manager at NCR Corporation in Dayton, OH. For the ten years prior to joining SS&A he served as an Equity Research Analyst at ...

George L. Wyatt

January 11, 2010  |   Partners & Associates   |     |   0 Comment

Fixed Income  Analyst, Client Service Specialist
George WyattGeorge’s primary focus at the firm is on the execution of the fixed income strategies and bond portfolios.  He also serves as our lead trust and estate planning  trouble shooter for our clients.  His other duties include trading, portfolio administration, investment analysis, and client service.  George joined Smith Salley in July of 2013 with 5 years ...

Customized Solutions

April 21, 2009  |   Featured   |     |   0 Comment

At Smith, Salley & Associates, we know that when it comes to choosing an investment advisor, our clients want a firm that can deliver more than standard investment advice. Our clients' situations often demand creativity and thoughtful reflection to design advice that serves both the present situation without sacrificing the future.

If that is not your current experience and ...

Addition of Brian May

March 16, 2009  |   News & Press   |     |   Comments Off on Addition of Brian May

Smith, Salley & Associates is pleased to announce the addition of Brian May as an analyst and portfolio manager. May, a resident of Greensboro, comes to Smith, Salley & Associates with 14 years of experience in research and portfolio management. Prior to joining SS&A, he was most recently a Partner and Senior Portfolio manager with Jonathan Smith & Co.

May received a Bachelor of Science in Business Administration from Appalachian State. ...

Murray M. Hewell

January 13, 2009  |   Partners & Associates   |     |   0 Comment

Fixed Income Analyst
Murray HewellMurray joined Smith, Salley & Associates in of September of 2016 with over 30 years of experience in fixed income markets. Murray is a native of Greenville, South Carolina and a proud graduate of the University of South Carolina where he graduated with a B.S. in Business Administration. Murray’s career began with Wachovia Bank in 1980.  In 1982 he ...

Know Your ABC's: The Impact of Fees on Investment Performance

August 18, 2008  |   Insight   |     |   0 Comment

By G. Gregory Smith, Jr.

As a follow up to our study on how taxes can impair investment returns, we thought it only logical to address how fees are another “hidden pitfall” for investors. The following discussion is intended to be a primer on how investment managers are compensated. The multitude of investment vehicles on the market today prohibit a comprehensive explanation, but ...

Taxes — The Hidden Pitfall for Investors

February 18, 2008  |   Insight   |     |   0 Comment

By  E. Scott Batchelor, Jr.

Performance is the great leveler in the investment world. Most people are less concerned with how the vehicle looks than with how fast it travels, how much it costs, and how it will hold up in a crash (and yes, all three puns intended). However, measuring performance is not always as simple as one might think; especially when you take into account the ...

Page 3 of 41234