Andrew Davis, CFA

Chief Investment Officer Andrew serves as the firm’s Chief Investment Officer and head of our investment committee. He is responsible for setting the overall investment direction for all aspects of the firm. He joined Smith Salley in March of 2006 with ten years of experience in fixed income, 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 … more >

Andrew Davis, CFA 2017-08-11T23:15:08+00:00

Blake Guyler, CFA

Director of Core Equity Strategy & Equity Research Blake joined Smith, Salley & Associates in March of 2014 with a focus on equity research 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 Sterling Capital Management (division of BB&T Bank) and at Dean Investment Associates. Blake earned a Bachelor of Science degree in Finance from The Ohio … more >

Blake Guyler, CFA 2017-08-11T23:18:57+00:00

Gregory Smith, Jr., MBA

CEO/President 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. Gregory received a Bachelor of Science … more >

Gregory Smith, Jr., MBA 2017-08-31T21:32:00+00:00

Brian May

Chief Compliance Officer & Investment Committee Member 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 … more >

Brian May 2017-07-20T03:04:34+00:00

Mackay Salley, CFA

Chairman, Investment Committee Member 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. 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. He is a CFA Charterholder and member of the North Carolina Society of Financial Analysts. Prior to joining Smith, Salley & Associates, Mackay was a … more >

Mackay Salley, CFA 2017-08-11T23:24:58+00:00

Jim Agnew, MBA

Portfolio Manager & Investment Committee Member 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 … more >

Jim Agnew, MBA 2017-08-11T23:26:27+00:00

Scott Batchelor, Jr., CFP®

Financial Advisor 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. As a CFP® practitioner, Scott … more >

Scott Batchelor, Jr., CFP® 2017-08-14T16:21:43+00:00

Andrew Donovan, CFP®, MBA

Financial Advisor Andrew, Certified Financial Planner®, joined Smith, Salley & Associates in 2015 and is serving as a financial advisor. As a CFP® professional, he responsible for working directly with clients to solidify their financial plan and appropriate investment strategies to meet their long-term goals. His work ensures that financial planning is tightly integrated into the wealth management process from the very start of any relationship.Andrew is also a member of the Investment Committee. Previous to joining SS&A, Andrew spent seven years in the insurance business with a regional … more >

Andrew Donovan, CFP®, MBA 2017-08-31T21:29:06+00:00

Allen Ropp, CFP®

Associate Financial Advisor Allen joined Smith, Salley & Associates in January of 2017 and works as an associate financial counselor. Allen primary role is to support the team of financial advisors with all aspects of client relationships. This includes building retirement plans, coordinating account reviews and daily client service. Allen has completed the prestigious CERTIFIED FINANCIAL PLANNER® designation. Prior to joining Smith Salley, Allen spent two years with a wealth management firm in Northern Virginia. Allen grew up in Chesapeake, VA and in 2014 graduated from the Pamplin College … more >

Allen Ropp, CFP® 2017-08-31T21:28:01+00:00

Murray Hewell

Fixed Income Analyst Murray 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 moved into fixed income management by joining the Bond & Investments group at Wachovia. In 1988 Murray co-founded First Winston Securities and was both a partner and … more >

Murray Hewell 2017-08-14T16:14:51+00:00