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 are two types of financial professionals, those who have a fiduciary obligation and those who do not. Let us explain further. To separate the various types of advisors, the easiest approach is to investigate [...]

Experience the SS&A Difference 2017-03-18T15:31:59+00:00

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 nonprofit board                            Build a house Start a new business                                Volunteer  to tutor Run for office                                           Invent something new Invest in an African orphanage      [...]

Investing for the Benefits 2017-03-18T15:31:48+00:00

George "Mackay" Salley, CFA

Mackay 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 The Moore School of Business at the University of South Carolina. A CFA Charterholder, Mackay is also a member of the North Carolina Society of Financial Analysts. Prior to joining Smith, Salley & [...]

George "Mackay" Salley, CFA 2017-03-18T15:31:16+00:00

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 experience in portfolio management and equity research having co-managed the Franklin Street Trust Small Cap Fund and provided research for the Core Equity Fund. In 1997, Gregory received a Bachelor of [...]

G. Gregory Smith, Jr. 2017-03-18T15:30:59+00:00

James S. Agnew "Jim"

Member & Portfolio Manager Jim 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 free fixed income securities. Jim received his bachelor’s degree from Georgia Tech. His post graduate work includes an LLB from Woodrow Wilson Law College and a Masters Degree in [...]

James S. Agnew "Jim" 2017-05-02T08:30:02+00:00

Andrew D. Davis, CFA

Chief Investment Officer, Member, Portfolio Manager & Fixed Income Manager Andrew 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 Charlotte, NC. During his nine years with the bank Andrew was a member of the fixed income strategy committee and the value equity stock selection committee. He co-managed a taxable [...]

Andrew D. Davis, CFA 2017-05-02T08:30:59+00:00

E. Scott Batchelor Jr., CFP®

Certified Financial Planner™, Member & Portfolio Manager Scott 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 time member of the team.  Scott was hired to develop the Financial Planning side of the practice and in early 2009 he completed the Certified Financial Planner™ certification and now oversees the planning functions of the firm. [...]

E. Scott Batchelor Jr., CFP® 2017-05-02T08:28:25+00:00

H. Brian May

 Chief Compliance Officer & Portfolio Manager Prior 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 in Hickory, North Carolina. His wife, Anna, is a third grade teacher at Caldwell Academy where one of his four children currently attend. Brian has [...]

H. Brian May 2017-05-02T08:32:43+00:00