Philip Orlando
Chief Equity Market Strategist
Federated Hermes
New York, NY

Guy Adami
Fast Money Analyst
& Professional Investor
New York, NY

Frank L. Amoroso
Wilmington, NC

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

Sonny Bowser
Vice President and Regional Planning Consultant
Fidelity Investments

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

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

John E. Coyne, III
Brinker Capital
Philadelphia, PA

Michael P. DiCarlo
DFS Advisors
Boston, MA

Stuart Dorsett
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
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
Securities Division N.C. Sect of State
Raleigh, NC

Ethan Seid
Ass’t Vice President – Alternative Specialist
First Eagle Investments
New York, NY

Tracy Maynier
Barclays Global Investor Services
New York, NY

Bruce McGranahan
Former IRT President & Petroleum Engineer
Wilmington, NC

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

Chris Mutascio
Senior Managing Director

Girard Newkirk
Founder and CEO of KWHCoin
Wilmington, NC

Dhruv Nagrath, CFA
Vice President and Investment Strategist

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

George Rountree, III
Former NC House of Representatives
Wilmington, NC

Jose Sartarelli
Chancellor of UNCW
Wilmington, NC

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

Jonathan Schneider, CFA
Blackstone Individual Investor Solutions
Equity Concepts

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

Joe Sciortino
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

Tony Stroud, CPA
Stroud & Company, CPAs
Wilmington, NC

Richard Suttmeier
Chief Market Strategist
Trenton, NJ

Jeff Terrell, CFA
Regional Portfolio Manager
BB&T Wealth
Charlotte, NC

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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2022 Officers

Lang Craighill – President
Charles Buckland – Treasurer
James Thornton – Secretary
Lynne Baldacci – Speakers
Danielle Annechiarico– Immediate Past President

2022 Governors

Shannon Chiarello

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480