FRANKLIN STREET ADVISORS - Key Persons
Job Titles:
- Principal
- Relationship Manager With the Family Office Division
Drew is a Relationship Manager with the Family Office division of Franklin Street Partners and has been with the firm since 2002. He works closely with high net worth families in a variety of wealth management roles, ranging from portfolio management to lifestyle management. Drew received his undergraduate and MBA degrees from the University of North Carolina's Kenan-Flagler Business School. He is very active in the community and serves on the Advisory Board of the UNC School of Social Work. djames@franklin-street.com
Job Titles:
- Franklin Street Support Services Specialist
Beth is a Franklin Street Support Services Specialist. Beth served as accountant and human resource manager for Franklin Street Partners for over 17 years. Prior to joining the firm in 2001, Beth was a Sales Assistant for Centura Securities. Beth is a graduate of the University of North Carolina in Wilmington with a degree in Business Management.
Blake is a Trust Administrator with Franklin Street Partners, having joined the firm in 2022. Prior to Franklin Street, Blake worked for Bank of America Private Bank as a Vice President, Specialized Fiduciary Officer III on their National ILIT Team located in Charlotte, NC, where he managed 240+ irrevocable life insurance trusts, and he also served as the primary relationship Trust Officer on various accounts. In 2019, Blake received his designation as a Certified Trust and Financial Advisor. Blake is a graduate of Campbell University with a BBA degree in Trust & Wealth Management and a minor in Financial Planning.
Job Titles:
- Managing Director of Franklin Street Support Services
Carol is the Managing Director of Franklin Street Support Services. Carol served as Chief Financial Officer and Chief Compliance Officer of Franklin Street Partners for 25 years. Prior to joining Franklin Street in 1993, she was Accounting Manager for Digital Pathways, Inc., a California-based high-tech computer security system manufacturer, acquired by Symantec Corp. She started her career with First National Bank of South Carolina. Carol graduated in 1981 from the University of South Florida with a degree in Business Administration.
Cathy is a Family Office Administrator who joined Franklin Street Partners in 2017. She was an Operations Specialist with Franklin Street from 2017 to 2022. Cathy began her career in banking at Marine Midland in NY and previously worked in the education field. Cathy is a graduate of SUNY Binghamton with a degree in Management.
Job Titles:
- Principal
- Relationship Manager With
Chuck is a Relationship Manager with Franklin Street Partners. He focuses on advising high net worth individuals and families, as well as foundations, endowments and institutional clients. Prior to joining Franklin Street, Chuck was most recently a client advisor and investment consultant with Greenbriar Consulting, LLC. He was also with Wachovia Corporation for 25 years, serving as a Senior Vice President with Wachovia Asset Management in portfolio and relationship management positions. He also was the Philanthropic Investment Director of Wachovia Trust Company, responsible for managing nonprofit and trust client assets. Chuck received his Bachelor of Science from East Carolina University and completed the Young Executive Institute Program at the University of North Carolina at Chapel Hill's Kenan-Flagler Business School. He holds the Accredited Investment Fiduciary designation. cmahaffey@franklin-street.com
Job Titles:
- Fixed Income Portfolio Manager
Chris is a Fixed Income Portfolio Manager for Franklin Street Partners. He previously served as a Marketing and Investment Analyst for the Firm. Prior to joining Franklin Street in January 2019, Chris worked in various capacities in the salt water fishing industry in North Carolina and Florida. Chris has a B.A in Economics from the University of North Carolina at Chapel Hill. He graduated in December 2018 with an MBA from East Carolina University.
Job Titles:
- Director of Research
- Head
- Member of the Equity Investment Team
Christy is Head of Equity Strategies and Director of Research for the Firm. She is responsible for the Firms' view on equity strategy and portfolio management of the Firm's internally-managed concentrated, equity strategies: Strategic Growth, Partners' Advantaged, Equity Income, Growth & Income Blend, and Sustainable, Responsible Equity. Christy is a member of the Firm's Investment Policy Committee. Prior to joining Franklin Street Partners in 2013, Christy led the RS Investments, LLC, Core Growth Equity Team and managed the Capital Appreciation Mutual Fund (formerly Oak Value) for 10 years. She also held a variety of positions including Director of Research, Investment Committee Member and Principal of Oak Value Capital Management Inc., which was acquired by RS Investments, LLC in September, 2010. Ms. Phillips has 26 years of investment professional experience including a long tenure as a Senior Equity Analyst at various sell-side firms including Smith Barney Inc. and Lehman Brothers, in New York. She has been featured in Barron's, Litman Gregory No-Load Fund Analyst, and Morningstar's Ultimate Stock Pickers. Ms. Phillips received a BS from The University of Tennessee in 1986.
Cindy Stroik - Chief Compliance Officer
Cindy is the Chief Compliance Officer of Franklin Street Advisors. She has more than 11 years' experience in the financial industry. Cindy joined Franklin Street Advisors' parent company, Fifth Third Bank, N.A. in September 2021, serving as the Vice President and Director of Asset Management Compliance. She is also Chief Compliance Officer for MainStreet Investment Advisors, LLC and Fifth Third Wealth Advisors, LLC., each registered investment advisory firms and wholly owned subsidiaries of Fifth Third Bank, N.A. Prior to joining Fifth Third, she was the Senior Compliance Adviser for Wilmington Investment Management ("WTIM"), an affiliate of Wilmington Trust/M&T Bank that provided retail investment advisory services through sponsorship of a Wrap program. Prior to WTIM, she served as Chief Compliance Officer and Counsel for WBI Investments, Inc. and The Hartshorne Group, providing compliance oversight and legal support to the firms' investment management, family wealth management, mutual fund and ETF offerings. She graduated with a B.A. from the University of Delaware and earned her J.D. from Drexel University Thomas R. Kline School of Law. She is admitted as a member of the Bar of Pennsylvania and New Jersey.
Job Titles:
- Associate Relationship Manager With
Colin is an Associate Relationship Manager with Franklin Street Partners. He joined the firm in January of 2016. Colin works within the Family Office group performing roles ranging from portfolio organization to lifestyle management. He received his Bachelor of Science in Business Administration and MBA from the University of North Carolina's Kenan-Flagler Business School. Colin spent six seasons playing professional baseball within the Washington Nationals organization after spending four years as a member of UNC's varsity baseball team. cbates@franklin-street.com
Craig is the Director of Fixed Income and External Managers at Franklin Street Partners. In his role, Craig is responsible for the portfolio management of the firm's internally managed short duration, core, opportunistic credit, and preferred securities strategies. Craig also oversees the external manager program for equities, fixed income, and alternative investment managers and is a member of the firm's Investment Committee. He currently serves on PIMCO's advisory board. Before joining Franklin Street Partners in 2012, he spent six years as a portfolio manager at Merrill Lynch in the Global Private Client Group. Craig is a graduate of North Carolina State University and holds both the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA®) designations.
Job Titles:
- Member of the Equity Investment Team
- Senior Equity Analyst and Portfolio Manager
Dennis is a Senior Equity Analyst and Portfolio Manager on the Franklin Street Equity Team. Prior to joining FSP in 2015, he developed extensive investment experience in research and portfolio management positions with Belltower Advisors, Proxima Alfa Investments, PENN Capital Management, and Wachovia Securities. Dennis holds the Chartered Financial Analyst designation and received a BA from the University of North Carolina at Chapel Hill in 1999 and an MBA from UNC's Kenan-Flagler Business School in 2006.
Job Titles:
- Support Services Administrative Officer With
Diana is a Support Services Administrative Officer with Franklin Street Partners, previously serving as a Compliance Officer and Family Office Administrator. Prior to joining the firm in April 2011, she practiced law in Charlotte, North Carolina, with Alston & Bird LLP and Cadwalader Wickersham & Taft LLP in each firm's global finance group. Diana also spent seven years with Bank of America and Banc of America Securities LLC in corporate and investment banking. Diana graduated from Wake Forest University with a degree in Business and earned a Juris Doctor from The Marshall Wythe School of Law at the College of William & Mary. She is a member of the North Carolina and Georgia bars. She has 25 years of experience working in the financial services industry.
Job Titles:
- Director of Operations
- in 2007 As Operations Manager
Jason is the Director of Operations of Franklin Street Partners. Jason joined Franklin Street Partners in 2007 as Operations Manager for the Hedge Fund of Funds team. Jason has also worked for Advent Software, Inc., a leading portfolio management software company, where he managed a team of consultants. Jason began his career at Schwab Performance Technologies, Inc. He received his Masters in Business Administration from North Carolina State University and his undergraduate degree in Mathematics from Campbell University.
Jeanine is a Family Office Administrator with Franklin Street Partners. She joined the firm in August 2021. Jeanine previously worked with Hope Reins, a local non-profit organization, establishing the organization's financial and administrative processes. She also spent eight years as a Program and Operations Manager at Kenan-Flagler Business School in Executive Development. She has an MBA from Averett University, a B.A. from California State University, and served in the United States Marine Corps.
Jill is a Trust Administrator with Franklin Street Partners, having joined the firm in 2015. She previously served as an Operations Specialist with the firm for over 4 years. Jill has over 20 years of experience in the banking industry and began her career with Central Carolina Bank's Trust Department. Prior to joining FSP, she worked with First Citizens Bank in Commercial Lending. Jill is a graduate of Campbell University with a BBA degree in Trust Management.
John is an Operations Specialist who joined Franklin Street Partners in February 2019. He has over 30 years of experience in the banking and trust services industries. John joined us from SunTrust Bank, where he held recent positions in Trust Client Support and Trust Operations. Prior to that, he worked with Coast Federal Credit Union. He earned his B.B.A in Trust Management from Campbell University. In 2016 and 2017, John was awarded the President's Volunteer Service Award at the Bronze Level in recognition of his community volunteer service hours.
Job Titles:
- Senior Client Portfolio Strategist With
Johns is a Senior Client Portfolio Strategist with Franklin Street Partners and has over 25 years of experience in the financial services industry. Prior to joining the firm, Johns worked at BB&T as a Senior Vice President providing both investment management and investment advisory services; in this capacity, he served institutional, high net worth and plan sponsor clients. Johns also spent seven years at Bank of America in the area of corporate finance/banking. Johns graduated with a BA in English from the University of North Carolina at Chapel Hill and received his MA in Economic and Political Development from Manchester University in England; he also earned his MBA from Duke University's Fuqua School of Business. Johns holds the Chartered Financial Analyst designation and formerly served as a board member on the CFA Society North Carolina.
J.B. is a Relationship Manager with Franklin Street Partners, developing and implementing client specific portfolio strategies for institutional and high net worth clients. Prior to joining the firm in 2007, J.B. was a portfolio manager at Capital One Asset Management, LLC, following several years as an analyst within Capital One Private Client Group where he provided due diligence and research for strategic business initiatives and client investments. He began his career at JPMorgan Private Bank, focusing on wealth management for high net worth individuals. J.B. holds the Chartered Financial Analyst® designation, is a Certified Financial Planner™ professional, and graduated with honors from Duke University with a degree in Economics. jfox@franklin-street.com
Josh is a Relationship Manager at Franklin Street Partners. Prior to joining Franklin Street in 2016, he worked at UBS Financial Services, Inc. as a financial advisor working with family offices and institutions to deliver investment management solutions. Josh received a Bachelor of Business Administration in Trust & Wealth Management from Campbell University in 2014 and a Master of Science in Finance from Auburn University in 2018. jcturner@franklin-street.com
Kate is a Trust Advisor with Franklin Street Partners and has been with the firm since August 2005. She works with client relationships that have named Franklin Street Trust Company as Trustee, Co-Trustee, Executor or Co-Executor. Prior to joining the firm, Kate worked in the Private Client Group with J.P. Morgan and specialized as a Trust Officer in their Palm Beach, FL office. In 2008, Kate received her designation as a Certified Trust and Financial Advisor. Kate graduated from the University of Maryland with a degree in Economics.
Madison is a Family Office Administrator who joined Franklin Street Partners in September 2022. Prior to her role with Franklin Street, she worked in the athletic hospitality, premium seating, and event planning industries. Madison received a bachelor's degree from the University of North Carolina at Chapel Hill in Sport Administration and a master's degree from Western Carolina University in Sport Management.
Job Titles:
- Client Service Associate
- Associate With Franklin Street Partners and Has Been
Lori is a Client Service Associate with Franklin Street Partners and has been with the firm since 2000. Prior to joining Franklin Street, Lori began her career in the Trust Department at Barnett Bank in Jacksonville, FL. Following her time with Barnett Bank, she moved to North Carolina and began work in the Trust Department at Central Carolina Bank (CCB) in Durham. Lori has over 30 years of experience serving clients in the financial services industry.
Job Titles:
- Relationship Manager With
Macon is a Relationship Manager with Franklin Street Partners. Having joined the firm in June 2023, he focuses on foundations, endowments, and family offices. Prior to Franklin Street, Macon was a Managing Director with Morgan Creek Capital Management where he had a similar client focus. Macon's varied background in the financial services industry has included stints in New York, London, Prague and Charlotte. He is a member of the UNC Lineberger Board of Visitors Emeritus in Chapel Hill, NC. Macon received a Bachelor of Arts in History from the University of North Carolina at Chapel Hill mpatton@franklin-street.com
Job Titles:
- Client Service Associate
- Associate With
Margaret is a Client Service Associate with Franklin Street Partners. She joined the team in September 2021. Prior to joining Franklin Street, Margaret began her career in financial services in the Trust Department at CCB in Durham for 10 years, where she held various roles. She was also an Estates Paralegal for 14 years, concentrating on Estate Administration. Margaret is a graduate of the University of North Carolina at Greensboro.
Job Titles:
- Senior Client Portfolio Strategist
Matt is a Senior Client Portfolio Strategist and Alternative Investment Analyst with Franklin Street Partners and has been with the firm since 2014. Matt was previously a Trust Officer and worked with client relationships in which the Trust Company was named in a fiduciary capacity. He graduated with honors from Campbell University with a BBA in Trust and Wealth Management and a minor in Financial Planning. Matt also holds the Chartered Financial Analyst® designation and is a Certified Financial Planner TM professional.
Megan is an Administrative Assistant who joined Franklin Street Partners in July 2023. She previously worked with the Orange County Recreation Department as a Program Coordinator. Megan received a bachelor's degree from Appalachian State University in Recreation Management.
Mert is the Managing Director, Trust Administration, Family Office and Operations at Franklin Street Partners. Prior to joining the firm, Mert held the positions of Director of Trust Operations with Kaspick & Company and Vice President of State Street Bank & Trust, managing trust accounting operations and client relationship functions. Mert has over 35 years of experience in wealth management and holds the Certified Public Accountancy designation. He graduated from High Point University with a degree in Business Administration and Economics.
Job Titles:
- Marketing and Investing Analyst
Michael is a Marketing and Investing Analyst at Franklin Street Partners and joined the firm in July 2022. He previously worked in the banking industry at State Employees' Credit Union. He graduated with honors from North Carolina State University in December 2021 with a B.S. degree in Business Administration with a concentration in Finance.
Job Titles:
- Principal
- Relationship Manager With Franklin Street Partners and Has Been
Richard is a Relationship Manager with Franklin Street Partners and has been with the firm since November of 1997. He specializes in equity and balanced account management, focusing on both institutional and private investors. Previously, Richard was a Senior Vice President-Portfolio Manager for Bank of America Private Investments. He holds the Chartered Financial Analyst designation and is a member of the North Carolina Society of Financial Analysts and the Chartered Financial Analyst Institute. He currently serves as board member for the Carol Woods Retirement Community of Chapel Hill, Ronald McDonald House of Durham and the board of Advisors of the UNC Chapel Hill Division of Student Affairs. Richard graduated from the University of North Carolina at Chapel Hill and has been in the financial service industry for over 35 years. rblankenship@franklin-street.com
Job Titles:
- Senior Client Portfolio Strategist With Franklin Street and Has Been
Roger is Senior Client Portfolio Strategist with Franklin Street and has been with the firm since 2002. During his tenure with the firm he has been involved with the management of in-house and externally managed equity and balanced portfolios for wealthy families, foundations and endowments to address their specific needs and asset allocation strategy. With over 20 years experience in the industry, Roger previously worked for Paine Webber and UBS Financial as a Financial Advisor, focusing on wealth management for high net worth investors. He is a graduate of the University of North Carolina at Chapel Hill.
Job Titles:
- Member of the Equity Investment Team
Ron is the firm's primary Equity Trader and joined Franklin Street Partners in 2005. Previously Ron held the position of Operations Manager for the firm. He has over 30 years' experience in various positions in the banking and brokerage industries. Prior to joining Franklin Street, he was an Assistant Vice President at SunTrust Bank, (formerly Central Carolina Bank). Prior to SunTrust, he was also employed by North Carolina Trust Company, Bank of America (formerly NationsBank), Suffolk County National Bank, and MacPeg, Ross, O'Connell & Goldaber, Inc.
Sheri, an Operations Specialist, joined Franklin Street Partners in April 2019. She has over 40 years of experience in the banking industry in a variety of loan and trust administration, customer support and internal audit roles. Most recently, she worked with SunTrust Bank in Private Wealth Management where she provided trust administration support. Sheri is a graduate of UNC-Chapel Hill with a Bachelor of Arts in Psychology.
Stephanie is an Operations Specialist who joined Franklin Street Partners in 2023. Prior to joining the firm, she has worked as a Cash Manager for Bell Partners and Duke University. Stephanie is a graduate of Greensboro College and Alamance Community College. She also holds the Certified Treasury Professional designation and the Lean Six Sigma Yellow Belt Certification and has 30 years of experience in the financial services industry.
Susan is an Administrative Assistant at Franklin Street Partners. Prior to joining the firm in 2006, Susan worked in both the construction industry and the psychology field. Susan is a graduate of the University of Virginia with a degree in Psychology and the University of Illinois at Urbana-Champaign with a Masters of Education in Counseling Psychology.
Job Titles:
- Brick ) Brown, III, CFP®, Principal
- the Fixed Income Portfolio Manager and Trader
Mr. M. S. (Brick) Brown, III, Relationship Manager, joined Franklin Street Advisors in June 2009. He works primarily with high net worth families and regional foundations/endowments. Previously, Mr. Brown served as National Sales Director for Wachovia's Nonprofit and Philanthropic Services group, a division of Wachovia Trust. During his more than 27 years with Wachovia, Brown held a number of leadership positions in the areas of retail banking, corporate banking, and wealth management. Born in 1960, Mr. Brown graduated from North Carolina State University with a BA in Business Management, and in 1992 completed the Young Executives Institute Program at the University of North Carolina at Chapel Hill's Kenan-Flagler Business School. Mr. Brown holds the CERTIFIED FINANCIAL PLANNER™ certification. He currently serves as a board member for the UNC Lineberger Comprehensive Cancer Center (Emeritus), the Boys and Girls Club of Wake County (Past Chair), the North Carolina Youth Outdoor Engagement Commission, and the North Carolina Aquarium Society (Chair-elect and Investment Committee). Mr. Brown also serves on the Investment Committee for the Episcopal Diocese of North Carolina.
Tia is the Fixed Income Portfolio Manager and Trader in our Fixed Income Department. She joined Franklin Street in 1999 after working at Bounds Asset Management. Tia is responsible for the analysis and selection of bonds, as well as many other operational duties. She is a graduate of the University of North Carolina at Chapel Hill.
Job Titles:
- Member of the Equity Investment Team
- Senior Equity Analyst and Portfolio Manager
Todd is a Senior Equity Analyst and Portfolio Manager. Prior to joining Franklin Street, Todd ran Echelon Point Advisors, an investment consulting firm that advised institutional clients and high-net-worth family offices. Previously, Todd served as an Analyst and Portfolio Manager at KDI Capital Partners. He has also held Equity Research Analyst positions at RS Investments and Morningstar.Prior to entering the investment industry, Todd served as an Infantry Officer with the 82nd Airborne Division. He is an Army Ranger School graduate and was awarded two Bronze Stars for meritorious achievement in Iraq and Afghanistan. Todd received a BSBA from the University of Tennessee in 2000 and an MBA from UNC's Kenan-Flagler Business School in 2007.
Bob is President of Franklin Street Partners. In addition, he leads the marketing and business development efforts for the firm. He retired as President of Wachovia Trust Company in January 2009, after 27 years with Wachovia Bank. Bob is past chairman of the Board for IFB Solutions and serves as Chairman of the Investment Committee for the Episcopal Diocese of North Carolina. Bob is also on the Board of Directors for the NC State Investment Fund, Inc. Bob received his B.A. in Business Administration from North Carolina State University. bnewell@franklin-street.com