Russell L. Robinson, President
B.S., University of Alabama
Has worked with investments since 1983. Worked for several leading Financial Institutions including the Tennessee Consolidated Retirement System and Nations Bank.
Paul Heer, Principal and CPA
B.S., University of Notre Dame
Has worked with investments since 1968, including 18 years at SunTrust Bank, Nashville where he managed $650 million in employee benefit assets and $100 million in personal trust assets Member of the Finance board of the Catholic Diocese since 1973 Chairman of Investment Committee of the Catholic Diocese since 1995 Member and former Officer/Board Member of the Nashville Society of Financial Analysts
Amy D. Wells, Vice President and Senior Portfolio Manager
B.A., University of Tennessee
Has worked with investments since 1984, including 10 years in Trust Investments with SunTrust, Nashville. Amy is a graduate of Southern Trust School, Board Member of Residential Services, Inc. and Treasurer for the McLeroy Foundation.
Trent C. Green, Vice President
B.S., David Lipscomb University
Has worked with investments since 1996, including six years with Prudential Securities and three years with Morgan Stanley.