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 & [...]

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 [...]

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 [...]

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 [...]

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. [...]

H. Brian May

Portfolio Manager, Chief Compliance Officer 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 a Bachelor [...]

Andrew Donovan

Portfolio Manager & Associate Financial Planner 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 commercial insurance business with a local firm.  He received his undergraduate degree from the University of North Carolina and went on to earn his MBA from Ohio University.  Originally a native [...]

J. Blake Guyler, CFA

Senior Equity  Analyst & Portfolio Manager 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 State University [...]

George L. Wyatt

Fixed Income  Analyst, Client Service Specialist George’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 of experience in trust administration, risk management and planning. Prior to joining SSA, he was Trust Administrative Officer II with U.S. Trust, Bank of America Private Wealth Management in [...]

Cody Oikemus

Investment Analyst Cody joined Smith, Salley & Associates in September of 2014 as an investment analyst. His primary focus is equity research, conducting due diligence on potential investment opportunities, and assisting Portfolio Managers in implementing equity strategies for client accounts. In addition, he works closely with Portfolio Managers and Client Service Specialists to create client presentations. Cody is also a member of the Investment Committee. Cody grew up in Charlotte and in 2014 he graduated with honors from the Poole College of Management at North Carolina State University with [...]