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J. Thomas Antonelli
Jr., CFA - Portfolio Manager and
Principal
Investment Experience: 31 years
1993 – Present
1990 – 1993
1987 – 1990
1983 – 1987
1968 – 1979 |
Flippin, Bruce & Porter, Inc.
Coldwell Banker Forehand Co., Sales Associate
Legg Mason Wood Walker, Inc., Investment Executive
Wheat First Securities, Senior V.P.; Investment Manager;
Dept. Head
Wheat First Securities, Assistant V.P.; Dept. Head |
Mount Saint Mary’s College, B.S. Business Administration
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Richard A.
Bond, CFA - Security Analyst and
Principal
Investment Experience: 25 years
1996 – Present
1986 – 1996
1984 – 1986
1982 – 1984
1979 – 1981 |
Flippin, Bruce & Porter, Inc.
First Union Bank, V.P.; Senior Underwriter
Midstate Bank & Trust Co., Assistant V.P.; Commercial
Banking
Mellon Bank, Banking Officer
D.C. Hutchinson & Co., Certified Public Accountant |
The Pennsylvania State University, B.S. Accounting
University of Pittsburgh, M.B.A. Finance |
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John T. Bruce, CFA
- Portfolio Manager and Founder
Investment Experience: 31 years
1985 – Present
1979 – 1985
1977 – 1979 |
Flippin, Bruce & Porter,
Inc.
Capitoline Investment Services, Inc., V.P.; Portfolio
Manager
Anderson & Strudwick, Account Representative |
Virginia Polytechnic Institute and State University, B.S. Finance |
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Norman D. Darden III, CFA
- Portfolio Manager and Principal
Investment Experience: 20 years
1999 - Present
1997 - 1999
1994 - 1997
1991 - 1994
1987 - 1991
|
Flippin, Bruce & Porter,
Inc.
AmSouth Bank, Senior V.P.; Portfolio Manager; Director
of Portfolio Management
AmSouth Bank, V.P.; Portfolio Manager; Director of Regional
Portfolio Management
AmSouth Bank, Assistant V.P.; Portfolio Manager; Research
Analyst
AmSouth Bank, Trust Investment Officer; Portfolio Manager;
Research Analyst |
University of Montevallo, B.B.A. Business Administration |
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John M. Flippin - Portfolio
Manager and Founder
Investment Experience: 41 years
1985 – Present
1973 – 1985
1967 – 1973 |
Flippin, Bruce & Porter,
Inc.
Capitoline Investment Services, Inc., Senior V.P.; Portfolio
Manager
United Virginia Bank, Investment Officer; Portfolio Manager |
Rhodes College, B.A. Economics
Memphis State University, M.B.A. Finance |
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David R. Gardner, CFA
- Portfolio Manager and Principal
Investment Experience: 39 years
1997 – Present
1992 – 1997
1982 – 1992
1973 – 1982
|
Flippin, Bruce & Porter,
Inc.
First Colony Life Insurance Co., V.P.; Investments
Meridian Mutual Insurance
Co., V.P.; Director of Investments and Financial Planning
The Northern Trust Co., Second V.P.; Trust and Investments |
Ripon College, B.A. Psychology
University of Wisconsin, M.B.A. Finance
DePaul University, M.S. Tax |
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David J. Marshall, CFA
- Portfolio Manager and Principal
Investment Experience: 29 years
1994
– Present
1986 – 1994
1983 – 1986
1979 – 1983 |
Flippin, Bruce & Porter,
Inc.
Capitoline Investment Services, Inc., V.P.; Portfolio
Manager
E. F. Hutton & Co., Account Executive
Dean Witter, Account Executive |
The College of William and Mary, B.B.A. Management |
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J. Scott Morrell, CFA -
Security Analyst and Principal
Investment Experience: 25 years
1995 – Present
1985 – 1995
1983 – 1985 |
Flippin, Bruce & Porter,
Inc.
Capitoline Investment Services, Inc., V.P.; Portfolio
Manager
J. C. Bradford & Company, Account Executive |
East Tennessee State University, B.S. History |
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Stephen W. Simmons, CFA -
Director of Equity Research and Principal
Investment Experience: 19 years
1998
– Present
1998 – 1998
1994 – 1998
1992 – 1994
1990 – 1992
1989 – 1990 |
Flippin, Bruce & Porter,
Inc.
T. Leavell & Associates, Portfolio Manager
Retirement Systems of Alabama, Director of Equity Research
AmSouth Bank, Assistant V.P.; Portfolio Manager; Analyst
AmSouth Bank, Trust Investment Officer; Portfolio Manager;
Analyst
AmSouth Bank, Investment Trainee |
University of Alabama, B.S. Finance
Auburn University, M.B.A. Finance
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George D. Vermilya Jr., CFA
- Portfolio Manager and Principal
Investment Experience: 24 years
1997 – Present
1994 – 1997
1993 – 1997
1984 – 1993 |
Flippin, Bruce & Porter,
Inc.
First Colony Life Insurance Co., Associate V.P.;
Director of Private Placements; Portfolio Manager
American Mayflower Life Insurance Co. (Sub of First Colony
Life), V.P.; Portfolio Manager
First Colony Life Insurance Co., Assistant V.P.; Analyst;
Portfolio Manager (3 yrs); Financial Analyst (6 yrs) |
Washington and Lee University, B.A. Religion
The College of William and Mary, M.B.A. Finance |
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Mark V. Zadell - Security Analyst and Principal
Investment Experience: 11 years
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2005 – Present
2003 – 2005
2002 – 2003
2000 – 2001
1997 – 2000
1996 – 1996 |
Flippin, Bruce & Porter, Inc.
Credit Lyonnais (Calyon) Securities, USA, Equity Research Analyst
Blaylock & Partners LP, Equity Research Analyst
Triene, Inc., Chief Financial Officer
Banc of America Securities, LLC, Equity Research Analyst
Morgan Stanley, Equity Research Intern
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Bowling Green State University, B.S. Business Administration
University of Chicago, M.B.A. Finance and Accounting |
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