CCM INVESTMENT ADVISERS - Key Persons
Job Titles:
- Portfolio Manager
- Vice President
- CERTIFIED FINANCIAL PLANNER
- CFP®Vice President
- Chairman of the Local Advisory Board for the Midlands Junior Golf Foundation
Mr. Carimi, a CERTIFIED FINANCIAL PLANNER™ professional, graduated from the University of South Carolina, Moore School of Business in 2009 with a Bachelor of Science Degree in Business Administration. He began his career as a Personal Banker with Wachovia Bank, a Wells Fargo Company. Prior to joining CCM in 2022, Mr. Carimi worked as Private Wealth Advisor with Synovus Bank. His responsibilities at CCM include management of client portfolios, creating and implementing financial plans, and designing and presenting appropriate investment portfolios to current and prospective clients.
Mr. Carimi serves as Chairman of the local advisory board for the Midlands Junior Golf Foundation, an organization benefitting First Tee of Columbia where children are taught life skills through the game of golf. He is also the current Treasurer for the Midlands Fatherhood Coalition, a non-profit organization providing fathers skills to make a difference for their children, families and communities. Mr. Carimi is also a graduate of Leadership Columbia class of 2020.
Job Titles:
- Chief Compliance Officer
- Member of the Investment Management Team
- Vice President
Mr. Fulmer joined CCM Investment Advisers in 2011 after graduating from the University of South Carolina, Moore School of Business with a Bachelor of Science Degree in Business Administration with an emphasis in Finance. Mr. Fulmer serves as CCM's Chief Compliance Officer, overseeing the implementation and application of securities regulations to CCM's daily processes. Mr. Fulmer is also the firm's Director of Trading and MIS Director. His other responsibilities at CCM include portfolio management, equity research and analysis, and fundamental research on the energy, materials and utilities sectors.
Chris W. Antley - Chief Investment Officer, SVP
Job Titles:
- Chief Investment Officer
- Member of the Investment Management Team
- Senior Vice President
Mr. Antley joined CCM after graduating from the Honors College of the University of South Carolina in 1988 and then receiving his Master of Business Administration Degree from the University of South Carolina in 1990. While at CCM, Mr. Antley has worked in all areas of investment management including corporate accounting, portfolio accounting, quantitative modeling, asset allocation, macro-economic research, equity and fixed income fundamental research, and portfolio management. Mr. Antley serves as the firm's Chief Investment Officer, where he maintains the firm's Asset Allocation Model. His individual areas of fundamental research include the healthcare, information technology and communications sectors. Mr. Antley has responsibility for the management of client portfolios, marketing support, and oversight of information technology, portfolio accounting and administration for CCM. Mr. Antley is a guest lecturer at the University of South Carolina's Moore School of Business and has been featured on the Dow Jones and Bloomberg newswires.
Mr. Antley joined CCM in 1990 after graduating from the Honors College of the University of South Carolina and then receiving his Master of Business Administration Degree from the University of South Carolina.
Job Titles:
- Member of the Investment Management Team
- Senior Vice President
- in 2023 As a Portfolio Manager
- Senior Vice President ( Fixed Income Strategist )
Mr. Leveque joined CCM in 2023 as a Portfolio Manager and CCM's Fixed Income Strategist. He is responsible for quantitative and fundamental research, asset allocation, security selection, and contributes to the overall implementation of CCM's fixed income investment strategies. Prior to joining CCM, Mr. Leveque worked at Payden & Rygel in Los Angeles, where he was responsible for overseeing $4 billion in municipal bonds as the lead Trader and Portfolio Manager for the firm's tax-advantaged strategies. He was responsible for portfolio management across the firm's SMA accounts, ranging in size from $1 million to $1 billion. Additionally, he was a Portfolio Manager on the Payden California Municipal Social Impact Fund (PYCRX), which in 2022 received a Refinitiv Lipper Fund Award for Best California Intermediate Debt Fund over 3 Years. Mr. Leveque earned his Master of Finance degree, Magna Cum Laude, from the Freeman School of Business at Tulane University in 2008 and graduated from Rhodes College in 2006 with a BA in Political Science.
Job Titles:
- Member of the Investment Management Team
- Senior Vice President
- Senior Vice President ( Equity Strategist )
Mr. Burkett joined CCM in 1998 after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina. Mr. Burkett is the Equity Strategist for CCM and is responsible for development of the CCM Equity Model. His other responsibilities at CCM include portfolio management, information systems, performance composite, research on fixed income products as well as the consumer discretionary and consumer staples equity sectors. Prior to his college studies, Mr. Burkett served as a linguist in the United States Army 82nd Airborne Division. Mr. Burkett is a CFA Charterholder and a past President of the CFA Society of South Carolina. Mr. Burkett is a guest lecturer at the University of South Carolina's Moore School of Business.
Mr. Burkett joined CCM Investment Advisers in 1998 after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.
Job Titles:
- Marketing Director
- Member of the Investment Management Team
- Vice President
Ms. Rhodes was graduated from the University of South Carolina in 1995 with a Bachelor of Science Degree in Business Administration Marketing and Management. She began her career as Staffing Director for Priority One Staffing Services. Prior to joining CCM in 2001, she served as Training Coordinator for IJL/Wachovia's Investment Consulting Services division. Her responsibilities at CCM are marketing products and services to clients in the Southeastern region.
Ms. Rhodes joined CCM in 2001. She earned a Bachelor of Science Degree in Business Administration Marketing and Management from the University of South Carolina.
Job Titles:
- Member of the Investment Management Team
- President
Mr. Key began his career at the South Carolina National Bank as a Corporate Banker and later moved to First Union Bank where he created and managed the Private Banking Group in Columbia, South Carolina. He subsequently served as Treasurer of The Seibels Bruce Group, a property and casualty insurance company. Mr. Key joined CCM Investment Advisers in 1998 and his responsibilities include strategic organization oversight of the firm, management of client portfolios, marketing and fundamental research in the finance and REIT sectors. Mr. Key was graduated from Furman University and received his MBA from the University of South Carolina in 1982. He is a CFA Charterholder, a former Certified Cash Manager, has served as an adjunct professor of finance at the University of South Carolina and has provided expert consultation on legal matters involving lending and securities. Mr. Key is a past President of the CFA Society of South Carolina.
Mr. Key joined CCM in 1998, after serving as Treasurer of The Seibels Bruce Group, a property and casualty insurance company. He received his MBA from the University of South Carolina.