Frank L. Amoroso
Author
Wilmington, NC

Philip S. Blancato
President and Chief Executive Officer
Ladenburg Thalmann Asset Management

John B. Carew
Founder, President, CIO
Tandem Investment Advisors
Charleston, SC

Jason Cole
Executive Director
UBS Americas, Inc.
Washington, DC

John E. Coyne, III
President
Brinker Capital
Philadelphia, PA

Michael P. DiCarlo
President
DFS Advisors
Boston, MA

Stuart Dorsett
Attorney
Ward and Smith
Raleigh, NC

Andrew J. Duffy, CFA
President & Sr Port Manager
Ascent Investment Advisors

Brian Eckel, Spruill Thompson, & Paul Loukas
Cape Fear Commercial Real Estate
Wilmington, NC

Joseph R. Elegante, CFA
Senior Portfolio Manager, Executive Director
Chicago, IL

Jack Fuller
Pres. & CEO GE Hitachi Nuclear Energy
Wilmington, NC

Jonathan Gloub, CFA
Managing Director
J.P. Morgan Asset Management
New York, NY

Richard Golod
Director
Global Investments Invesco
Chicago, IL

William H. Hawkins
President & CEO
Medtronic, Inc.
Minneapolis, MN

David Hinman
VP & Portfolio Manager
Pacific Investment Management Co.
Newport Beach, CA

Michael Jacobs
Founder and CEO
Jacobs Capital
Wilmington, NC

Mark E. Johannessen, CFP
Managing Director
Sullivan, Bruyette, Speros & Blayney
McLean, VA

Dr. Adam Jones
Associate Professor of Economics – UNCW
Regional Economist
Wilmington, NC

John Jung
Sr. Managing Director
BB&T Capital Markets
Richmond, VA

Jeff Keane
V.P. & Charitable Planning Consultant
Fidelity Charitable
Raleigh, NC

Nicco Leone
Founder and Managing Partner
of Nemean Capital

David Massey
Director
Securities Division N.C. Sect of State
Raleigh, NC

 

Tracy Maynier
Principal
Barclays Global Investor Services
New York, NY

Colin McGranahan
Man Dir & US Dir of Research
Sanford C Bernstein

Devin McGranahan
From Repair/Replace to Predict/Prevent
Sr. Partner, Leader of the Global Ins Prac
McKinsey & Company

William T. Mills
Regional VP
American Funds
Los Angeles, CA

Lisa More
Vice President
Wilmington Trust Company
Wilmington, DE

Allen B. Morgan
Chairman Morgan Keegan, Inc.
Memphis, TN

James H. Morgan
President & CEO
Interstate/Johnson Lane
Charlotte, NC

Cary Morris
Financial Services Analyst
Scott & Stringfellow
Richmond, VA

Robert C. Puff
Pres. & CIO
American Century Investment Mgmt
Kansas City, MO

George U. Sauter
Managing Director & CIO
The Vanguard Group
Valley Forge, PA

Terry A. Simpson, CFA, CAIA
Multi-Asset Investment Strategist
BlackRock Global
New York City, NY

Joe Sciortino
Director
Hedge Fund Group UBS Wealth Mgmt
New York, NY

George L. Strobel
Overview of State and Federal Tax Credits
Co-Founder & Director
State Tax Credit Exchange

Richard Suttmeier
Chief Market Strategist
ValuEngine.com
Trenton, NJ

Michael Thompson
Director of Education and Business Relations
Worden Brothers
Melbourne, FL

Stuart Veale
Founder and Managing Director
Investment Performance Institute
Wilmington, NC

John Ward
Owner and General Manager
Wilmington’s Southern Home and
Big South Auction & Antiques
Wilmington, NC

Samuel Wardell, CFA
Sr Vice President and Investment Strategist
Pioneer Investments

Ted Weisberg
Founder & Floor Broker
Seaport Securities Corp.
New York, NY

 

 

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2018 Officers

Chris Riley – President
Beau Cummings – Vice President
Paul Knott – Treasurer
Lang Craighill – Secretary
Bruce McGranahan – Immediate Past President

2018 Governors

Danielle Annechiarico
Leping Beck
Cliff Brock
Jay McClung

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480
Roundtable477@gmail.com