VULCAN VALUE PARTNERS - Key Persons
Addie Wagstaff joined Vulcan Value Partners in 2014. Addie facilitates operational functions among the Investment team including the preparation and maintenance of periodic reports and other special projects.
Addie earned her BS in Finance from the University of Alabama.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2017 As an Associate Analyst
Andrew Loftin joined Vulcan Value Partners in 2017 as an Associate Analyst. In 2020, Andrew was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan Value Partners, Andrew worked as an analyst at Steinberg Asset Management, interned at MSD Capital, and was an investment analyst at Clinton Group. Andrew began his career as an investment banking analyst at Merrill Lynch.
Andrew received his MBA from Columbia Business School, where he was a member of the Value Investing Program. He also holds a Master of Accounting from the Kenan-Flagler Business School at the University of North Carolina and a BA in Government from Georgetown University.
Job Titles:
- Principal, Director of Trading & Operations
Anne Jones joined Vulcan Value Partners in 2009. Anne oversees Vulcan's Trading and Operations Teams, who are primarily responsible for trade execution, account onboarding and maintenance, and client reporting. Anne also serves on the Executive Committee and the Board of Directors for Vulcan Value Partners.
Prior to joining Vulcan Value Partners, Anne was an Associate Vice President at Morgan Keegan. Her primary responsibilities included trading equities, options, and mutual funds, client account management including research and reporting, and money movement transactions.
Anne attended the Sally McDonnell-Barksdale Honors College at the University of Mississippi, where she earned her BS in Business Administration in Economics. Anne is a registered representative of ALPS Distributors, Inc.
Ashley Mann joined Vulcan Value Partners in 2022. Ashley assists the Chief Compliance Officer in administering Vulcan's regulatory compliance and risk management programs across different functional areas of the firm.
Before joining Vulcan Value Partners, Ashley was the Director of Compliance and Supervision for RFG Advisory overseeing the RIA's audit program, trading activity, and portfolio management. Ashley has been working in financial services since 1999. His prior experience also includes Director of Advertising Compliance for Protective Life Insurance Company, supervisor for the Principal Review Desk at BBVA Securities and Compliance Officer at Concourse Financial Group.
Ashley graduated magna cum laude from Huntingdon College of Business with a BS in Business Administration and Organizational Management. He also holds numerous FINRA licenses including the Series 7, 63, 24, 4, 66, and 53. Ashley is a registered representative and designated supervisor of ALPS Distributors, Inc.
Ben Foster joined Vulcan Value Partners in 2013. Ben assists the Chief Compliance Officer in administering Vulcan's regulatory compliance and risk management programs across different functional areas of the firm.
Ben earned his BS in Telecommunications & Film and his MBA in Strategy and Operations from the University of Alabama, where he was also a Blackburn Fellow. He holds the Investment Advisor Certified Compliance Professional designation from NRS and the Certified Securities Compliance Professional Certification from the National Society of Compliance Professionals.
Ben Jackson joined Vulcan Value Partners in 2020 and is responsible for equity research.
Prior to joining Vulcan Value Partners, Ben was an Equity Research Associate at Barclays Capital in New York, covering Asset Managers, Brokers, and Exchanges, with a focus in traditional asset managers.
Ben earned his BS in Finance with a specialization in Value Investing from the University of Alabama. Ben is a registered representative of ALPS Distributors, Inc.
Job Titles:
- Principal, Director of Client Service
Bill Hjorth joined Vulcan Value Partners in 2009. Bill is responsible for leading the firm's Client Service & Development team in addition to managing and developing relationships with institutional clients and consultants.
Prior to joining Vulcan Value Partners, Bill served as a Regional Vice President for Evergreen Investments, where he managed a regional territory and was responsible for marketing separate accounts and mutual funds to financial advisors. Bill also worked as a Team Leader and senior internal sales consultant for Evergreen Investments. Earlier in his career, he worked in similar capacities at CDC IXIS Asset Management. Bill began his career as a financial advisor for John Hancock.
Bill has a BA in Business Management from Providence College and is a registered representative for ALPS Distributors, Inc.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2019 As an Associate Analyst
Brad Headley joined Vulcan Value Partners in 2019 as an Associate Analyst. In 2022, Brad was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan, Brad had 5 years of accounting experience, most recently at Chubb Insurance in their investment accounting division.
Brad earned his BS in Accounting and Finance from the University of Delaware and his MBA from Columbia University, where he was a member of Columbia's Value Investing Program. Brad is a CFA Charterholder.
Job Titles:
- Founder, Chairman, Chief Investment Officer, Portfolio Manager
C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $9 billion for a global client base as of March 31, 2023.
Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management.
Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama.
Job Titles:
- Principal, Director of Portfolio Accounting
Candace Edwards joined Vulcan Value Partners in 2010. Candace is responsible for leading the firm's Portfolio Accounting team.
Prior to joining the firm, Candace worked for Harbinger Capital Partners as a fund accountant. Her responsibilities included back office support for multiple hedge funds monitoring trading activity and cash movement between trader, brokers and outside administration, daily reconciliation and gathering month end pricing data for portfolios. Prior to that, Candace worked as an accounting supervisor in the cash and investments department for Life of the South Insurance Company.
Candace has a BS in Business Administration with an emphasis in Accounting from the University of Southern Mississippi.
Charles Read joined Vulcan Value Partners in 2022. Charles oversees the cyber security program for the firm including network security, endpoint protection, security education, and GRC functions.
Prior to joining Vulcan Value Partners, Charles held various network engineering and cyber security roles at Samford University, UAB Hospital, and Cigna.
Charles holds a BA in Public Administration from Samford University as well as a MS in Cyber Security from Western Governors University. Charles is also a Certified Information Systems Security Professional.
Charles Smith joined Vulcan Value Partners in 2021. Charles develops data pipelines as a member of the Data Science team.
Before joining Vulcan Value Partners, Charles worked as a software development engineer for Amazon.com, a site reliability engineer for Google, and as a software engineer for Tower Research Capital.
Charles earned his BS in Electrical Engineering at Purdue University.
Chet Minniear joined Vulcan Value Partners in 2020. Chet provides operational support for client onboarding, account maintenance, proxy voting and corporate actions, and ongoing client reporting.
Prior to joining Vulcan Value Partners, Chet was an Operational Service Manager for Delta Airlines, where he was responsible for on-time departures, safety, security, and other key performance indicators. Chet began his career as a Naval Aviation Rescue Swimmer serving 7 years active duty and had the opportunity of attending SERE school along with Officer Candidate school.
Chet earned his MBA with a concentration in Leadership from Auburn University. He also has a BA in Communications from Ashland University.
Job Titles:
- Portfolio Manager
- Principal
Colin Casey joined Vulcan Value Partners in 2017. Colin is responsible for portfolio management and equity research
Prior to joining Vulcan Value Partners, Colin worked as a business teaching fellow at the Meltwater Entrepreneurial School of Technology in Ghana. In his time there, he delivered lectures to future entrepreneurs in topics ranging from financial modeling to competitive dynamics. Colin began his career as an analyst at Croft & Bender, a boutique investment bank specializing in middle market mergers and acquisitions and private capital raising.
Colin earned his MBA from the Darden School at the University of Virginia and holds a BS in Management from the Georgia Institute of Technology.
Daniel Church joined Vulcan Value Partners in 2021. Daniel applies analytical, statistical and programming skills to interpret large data sets as a member of the Data Science team.
Prior to joining Vulcan Value Partners, Daniel was a consultant with West Monroe Partners. During his time there he wore many different hats from lead developer to project manager and worked across the financials and utilities industries.
Daniel earned his BS in Electrical Engineering from the University of Alabama.
Darryl Wine joined Vulcan Value Partners in 2018. Darryl delivers software application solutions as a member of the Data Management team.
Prior to joining Vulcan Value Partners, Darryl supported the Investment Systems group at a mid-tier life insurance company in Birmingham. Darryl has over 25 years of experience in software engineering, data management, and technology integration.
Darryl earned his BS in Electrical Engineering from the University of Alabama.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2020 As an Associate Analyst
David Shelton joined Vulcan Value Partners in 2020 as an Associate Analyst. In 2023, David was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan, David was a Vice President in the Debt Capital Markets group at Stephens Inc., where he executed debt placements across a variety of industries.
David earned a BA in Economics from Sewanee: The University of the South and an MBA from The University of Chicago Booth School of Business.
Delia Darden joined Vulcan Value Partners in 2013. Delia supports the entire firm by organizing administrative activities, providing administrative support to all employees, and assisting with special projects, as needed.
Prior to joining Vulcan Value Partners, Delia worked in management at Sam's Club.
Emily Gardiner joined Vulcan Value Partners in 2013. Emily is responsible for coordinating ESG efforts across the firm, including proxy review and execution, company engagement, research integration, and internal ESG reports. She also facilitates operational functions among the Investment team.
Emily attended the University of Montevallo where she earned her BS in Business Administration in Management.
Hampton McFadden joined Vulcan Value Partners in 2009. Hampton is responsible for portfolio management and equity research.
Prior to joining the firm, Hampton was the Co-Founder and CEO of Republic Capital Access, which developed a proprietary system to create a customized, flexible program for funding the working capital needs of government contractors. Earlier in his career, he served as Executive Vice President, General Counsel, Secretary, and Chief Risk Officer of a publicly traded bank holding company. Hampton began his career as an attorney in private law practice with an emphasis on publicly traded and privately held healthcare and financial companies.
Hampton earned his JD from Vanderbilt University. He also has a BA in Philosophy from Amherst College. In addition to being a CFA Charterholder, Hampton holds the CFA Institute Certificate in ESG Investing.
Job Titles:
- Client Service & Development
Gary Wilson joined Vulcan Value Partners in 2021. Gary is responsible for managing and developing relationships with institutional clients and consultants.
Prior to joining Vulcan Value Partners, Gary served as Client & Consultant Relations Director for Southeastern Asset Management, where he was responsible for managing institutional client and consultant relationships. Earlier in his career, Gary served both client service and research roles for Citigroup Japan in the Tokyo office.
Gary earned his MA in International Relations & Economics from Johns Hopkins School of Advanced International Studies. He also has a BA in History from Colgate University. Gary is a registered representative of ALPS Distributors, Inc.
Geoff Kiker joined Vulcan Value Partners in 2013. Geoff supports the portfolio managers and works with broker-dealer partners to execute investment decisions through public market equity trading.
Prior to joining Vulcan Value Partners, Geoff served in a variety of roles for Regions Investment Management, where he started his career in finance as an operations specialist before trading mutual funds. More recently, he was the Taxable Bond Trader for Regions Institutional Investment Management, where he was responsible for bond trading and analysis.
Geoff earned his BS in Finance from the University of Alabama at Birmingham, with dual concentrations in Financial Management and Investment & Institutions.
Holmes Hill joined Vulcan Value Partners in 2021. Holmes supplements the work of the equity trading team and assists with non-trading functions in collaboration with the operations and compliance teams.
Before joining Vulcan Value Partners, Holmes was a Trading Operations Professional at Viking Global Investors LP, where he was responsible for supporting the facilitation of trading from post execution through settlement. Prior to that, he was a Corporate Finance Accountant at Viking Global Investors LP and an Experienced Associate in Alternative Investments at PricewaterhouseCoopers LLP in New York.
Holmes earned his Master of Accountancy and BS in Business Administration from Samford University.
Jacob Zimmer joined Vulcan Value Partners in 2021. Jacob delivers software application solutions as a member of the Data Management team.
Prior to joining Vulcan Value Partners, Jacob was enrolled at The University of Alabama. He helped his father run Ajian Sushi in Tuscaloosa, as well as promoting and marketing for various musical artists and upcoming movie releases through college work programs.
Jacob earned his BS in Business Administration in Operations Management, as well as MBA in Data Analytics from The University of Alabama. He holds PCEP and PCAP certifications in Python programming.
Job Titles:
- Principal, Client Service & Development
- Representative of ALPS Distributors, Inc
James Kelley joined Vulcan Value Partners in 2017. James is responsible for managing and developing relationships with institutional clients and consultants.
Prior to joining Vulcan Value Partners, James was a Client Service/Portfolio Management associate at DePrince, Race & Zollo, Inc. (DRZ). As part of the Client Service team at DRZ, he was responsible for managing institutional client relationships, portfolio management and research.
James earned his BS in Business Administration in Finance from Auburn University. James is a registered representative of ALPS Distributors, Inc.
Jasmyn Montgomery joined Vulcan Value Partners in 2022. Jasmyn supports the Controller and CFO and her responsibilities include accounts receivable, accounts payable, cash and treasury management, payroll support, general ledger maintenance and financial statement preparation.
Prior to joining Vulcan Value Partners, Jasmyn worked in Finance at The Jefferson County Commission assisting in management of The County's debt portfolio. Prior to that, she was a Senior Corporate Accountant at Bayer Properties and also worked in accounting at HealthSouth.
Jasmyn earned her BS in Business Administration in Accounting from The University of Alabama - Huntsville.
Job Titles:
- Principal, Portfolio Accountant
Jason Dees joined Vulcan Value Partners in 2015. Jason is responsible for account reconciliation, trade settlements, reporting and performance measurement.
Prior to joining the firm, Jason held roles in asset liability management, quantitative analysis, and investment accounting. Jason has over 20 years of experience in the financial services industry.
Jason has a BS in Business Administration/Finance from Auburn University and a Master of Business Administration from the University of Alabama at Birmingham. In 2017 Jason earned the right to use the Certificate in Investment Performance Measurement designation. The CIPM designation attests to a certificate holder's success in a rigorous and comprehensive study program in the field of investment performance evaluation and presentation.
Job Titles:
- Chief Executive Officer
- President
- Principal
Jeff St. Denis joined Vulcan Value Partners in 2016. Prior to becoming President and Chief Executive Officer in 2023, he was responsible for managing and developing relationships with institutional clients and consultants.
Jeff earned his MBA from the Darden School at the University of Virginia. He also has a BA in History from the University of Virginia. Jeff is a registered representative of ALPS Distributors, Inc.
Jennifer Ferdin joined Vulcan in 2019. Jennifer provides administrative assistance to the Investment team.
Prior to joining Vulcan Value Partners, Jennifer was the Executive Assistant and Travel Coordinator for the CEO of Chester's International.
Jennifer studied International Travel and Hospitality and has over 20 years of experience.
John Ray joined Vulcan Value Partners in 2015. John leads the technology infrastructure and cyber-security team.
Prior to joining Vulcan Value Partners, John was the Director of IT for a major restaurant franchisee, where he was responsible for all IT infrastructure, security, and compliance for over 60 locations. Prior to that, John worked as an IT Manager for a Blue Cross/Blue Shield of Alabama subsidiary, Cahaba GBA. While there, John led a team that included help desk support, application development, business and technical analysis, data warehousing, and server and network engineering. He has led efforts including data center transitions, systems implementation, technical and security audits, as well as IT vendor management and oversight.
John earned his BS in Business Administration with a major in Management Information Systems from Auburn University.
Josh Jones - Chief Compliance Officer
Josh is responsible for oversight and administration of Vulcan's regulatory compliance and risk management programs across all functional areas of the firm.
Prior to joining Vulcan Value Partners, Josh worked in the Compliance group at Los Angeles Capital Management and assisted in development and implementation of internal policies and procedures across the firm's compliance programs. In addition, Josh has worked within the audit and compliance functions at Regions Bank and BBVA Compass.
Josh earned his MBA and MS in Finance from Auburn University. He also has a BS in Finance with a specialization in Investment Management from the University of Alabama. He holds the Investment Advisor Certified Compliance Professional designation from NRS and the Certified Securities Compliance Professional Certification from the National Society of Compliance Professionals.
Job Titles:
- Principal, Portfolio Accountant
Kelly Jerrell joined Vulcan Value Partners in 2016. Kelly is responsible for account reconciliation, trade settlements, reporting and performance measurement.
Prior to working at Vulcan Value Partners, Kelly was a senior asset liability analyst for Iberia Bank forecasting and managing interest rate risk of the firm's $20 billion balance sheet. Prior to this Kelly worked with Sterne Agee & Leach Inc. for nearly 10 years. Over that time, his roles included broker dealer fixed income trading support, settlement and back office support for the firm's MBS trading, and as an asset liability management analyst for the firm's community bank clients.
Kelly has a Bachelor of Science in Finance with a double concentration in both Financial Management and Investments & Institutions from the University of Alabama at Birmingham (UAB). In 2021, Kelly earned the right to use the Certificate in Investment Performance Measurement designation. The CIPM designation attests to a certificate holder's success in a rigorous and comprehensive study program in the field of investment performance evaluation and presentation. Kelly is a registered representative with ALPS Distributors, Inc.
Job Titles:
- Client Service Operations Manager
Kelly Meadows joined Vulcan Value Partners in 2014. Kelly manages the workflow of the Client Service & Development team by ensuring the prompt and accurate dissemination of investor inquiries and deliverables. She is also responsible for content management, quality control, systems implementations, and process improvements.
Prior to joining Vulcan Value Partners, Kelly served as a Marketing Associate for Harbert Management Corporation, where she was responsible for fundraising across ten alternative asset classes including private equity, real estate and absolute returns.
Kelly earned her MA in Finance from the University of Alabama. She also has a BS in Commerce and Business Administration with a double major in Finance and Economics from the University of Alabama. Kelly is a registered representative of ALPS Distributors, Inc.
Kimberly Harwell joined Vulcan Value Partners in 2018. Kim supports the Client Service & Development team with administrative functions.
Prior to joining Vulcan Value Partners, Kimberly was the Executive Assistant to the CEO/Founder of PS Logistics. She is the Co-Founder of The Over the Mountain Miracle League, a 501(c)(3) charitable organization providing children with mental or physical challenges an opportunity to play baseball.
Kimberly earned her BS in Business Administration in Marketing from Auburn University.
Job Titles:
- Enterprise Solutions Architect
Kyle Tribble joined Vulcan Value Partners in 2020. Kyle delivers database and software architecture solutions as a member of the Data Management team.
Prior to joining Vulcan Value Partners, Kyle was a Senior Application Architect for Protective Life Corporation, where he was responsible for the design and implementation of corporate software systems.
Kyle earned his BS in Electrical and Computer Engineering from the University of Alabama at Birmingham.
Job Titles:
- Executive Assistant
- Office Manager
Laurie Rapier joined Vulcan Value Partners in 2016. Laurie ensures that office operations and procedures run smoothly. She and her team are responsible for managing and organizing the firm's administrative activities. Laurie also handles special projects including office renovation and expansion and company events. Additionally, she is the Executive Assistant to the President and the CFO.
Prior to working at Vulcan Value Partners, Laurie worked in Administration and Human Resources in the legal field and the health insurance industry.
Laurie earned her Bachelor of Science in Communications from the University of Alabama.
Leslie Boshell joined Vulcan Value Partners in 2013. Leslie provides operational support for client onboarding, account maintenance, proxy voting and corporate actions, and ongoing client reporting.
Prior to Vulcan Value Partners, Leslie worked as a trader and accountant for Hansen-Mueller.
Leslie earned her BS in Business Administration in Marketing from University of Montevallo.
Lockett LaGroue joined Vulcan Value Partners in 2014. Lockett provides operational support for client onboarding, account maintenance, proxy voting and corporate actions, and ongoing client reporting.
Prior to joining Vulcan Value Partners, Lockett spent a total of 13 years at two regional investment firms where she held various positions ranging from Investment Analyst to Client Service and Operations Manager. Her primary responsibilities included generating proposals and analytics for financial advisors and educating advisors on managed platform offerings. She served as the primary liaison between financial advisors and asset managers, spearheading managed account conversions, training advisors on account opening procedures, and managing all new account and account maintenance processes.
Lockett earned her BA in History from the University of Alabama.
Louis Anderson joined Vulcan Value Partners in 2015. Louis is responsible for the comprehensive management of all corporate accounting functions for the company including financial reporting, budgeting, tax, general ledger, policies and procedures to ensure proper internal controls related to accounting and finance.
Prior to working at Vulcan Value Partners, Louis was a financial analyst for FireRock Building Materials, a New Capital Partners Company.
Louis earned his BS in Business Administration in Accounting from the University of Alabama. Louis is a CFA Charterholder.
Mac Dunbar joined Vulcan Value Partners in 2010. Mac is responsible for working alongside our Chief Investment Officer to develop and direct the execution of the firm's overall research effort. In addition to his role as Director of Research, Mr. Dunbar is responsible for portfolio management and equity research.
Prior to joining Vulcan Value Partners, Mac worked as an Associate in the investment banking department at Susquehanna International Group.
Mac earned his MBA from the University of Virginia Darden School of Business. He also has a Master of Education and BA from the University of Virginia, with a double major in History and Religious Studies. Mac is a CFA Charterholder.
Job Titles:
- Director of Research
- Portfolio Manager
- Principal
Job Titles:
- Principal, Enterprise Business Analyst
Michael Kiser joined Vulcan Value Partners in 2014. Michael provides business analysis for large-scale, firm-wide projects. Prior to his current role, Michael was on the portfolio accounting team.
Before joining Vulcan Value Partners, Michael served as Director of Securities Analysis for a mid-tier life insurance company in Birmingham. Michael has over 20 years of experience in securities analysis, back-office operations and project management.
Michael earned his BS in Finance - Investments and Institutions from University of Alabama at Birmingham (UAB).
Mike McDonald joined Vulcan Value Partners in 2018. Mike provides local network, workstation, peripheral and end user support as a member of the IT team.
Prior to joining Vulcan Value Partners, Mike worked as a Systems Analyst for Kassouf & Co. and at Television Park as a media content manager in the engineering department. He also served in the Army for ten years working in information technology, information assurance security, and network management. He completed two tours of duty in Afghanistan and has served as an Army Sergeant for the last 8 years. Since 2014, he has been actively serving in the Army reserves.
Michele O'Daniel joined Vulcan Value Partners in 2013. Michele supports the portfolio managers and works with broker-dealer partners to execute investment decisions through public market equity trading.
Michele has over 25 years of banking and financial experience. Prior to joining Vulcan, Michele worked at Regions Investment Management where she was primarily responsible for equity trading. Prior to trading, she worked in Regions Wealth Management Operations where she was responsible for trade settlement, reconciliation, corporate actions and performance measurement. Michele began her career at AmSouth Bank in consumer banking and later worked in the Trust and Trust Operations areas at AmSouth Bank.
Michele holds a CFA Investment Certificate.
Mike Streufert joined Vulcan Value Partners in 2017. Mike provides core network, server, cloud and cyber-security support as a member of the IT team.
Job Titles:
- Chief Technology Officer
- Principal
Phillip Wiginton joined Vulcan Value Partners in 2016. Phillip oversees the development and delivery of world-class technology. and manages the teams providing technology infrastructure and applications for the firm, including Information Technology, Data Management and Data Science.
Phillip has spent over 40 years in the computer technology field including 21 years leading his own technology consulting company.
Phillip's education includes computer science as well as a BS degree in Business Administration from Samford University.
Richard Davis joined Vulcan Value Partners in 2013.
Richard has over 25 years of experience in financial services including banking, financial management, and private equity. Prior to joining Vulcan Value Partners, Richard served as Director of Investments with Harbert Management's Private Equity group where he was responsible for the origination, valuation, structuring, and management of private equity investments targeting lower middle-market companies. In addition, Richard has served on the Board of Directors for several closely-held companies. Richard began his career as a Corporate Banker for First Union National Bank.
Richard earned his MBA in Finance and a BS in Business Administration from the University of Alabama.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2021 As an Associate Analyst
Robert Smith joined Vulcan Value Partners in 2021 as an Associate Analyst. In 2023, Robert was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan Value Partners, Robert was an Associate in the Mergers and Acquisitions group at KeyBanc Capital Markets, where he executed sell-side transactions for middle market clients across a variety of industries.
Robert earned a BS in Accounting and Finance from the University of Alabama.
About Santi Santi Hechart joined Vulcan Value Partners in 2020. Santi is responsible for supporting the Client Service & Development team by assisting with RFPs and DDQs, portfolio analytics and generating client reports. Prior to joining Vulcan Value Partners, Santiago was a Client Associate with Wells Fargo Advisors, where he was responsible for trading equities and mutual funds, client account management, and money movement transactions. Prior to that, Santiago served as a Financial Advisor with Merrill Lynch. Santiago earned his B.S. degree with special honors in Economics from Jacksonville State University. Santiago is a registered representative of ALPS Distributors, Inc.
Job Titles:
- Director of Communications
- Principal
Shelly Bridges joined Vulcan Value Partners in 2015. Shelly manages all internal and external communications for the firm including investor communications, media relations, marketing, and community relations. Prior to her role in communications, she began her career as an Operations Specialist and additionally worked on the Client Service & Development team.
Prior to joining Vulcan Value Partners, Shelly worked as a Paraplanner and Financial Advisor for Ameriprise Financial.
Shelly earned her BS in Business Administration in Finance from Auburn University. Shelly is a registered representative of ALPS Distributors, Inc.
Stephanie Suttles joined Vulcan Value Partners in 2016. Stephanie provides administrative and operational support to the CEO.
Prior to joining Vulcan, Stephanie worked in Washington, DC for a Member of the House of Representatives.
Stephanie earned her BS in Commerce and Business Administration at the University of Alabama. She also earned her Juris Doctorate at the University of Alabama School of Law and is licensed with the Alabama State Bar.
Job Titles:
- Portfolio Manager
- Principal
Stephen Simmons joined Vulcan Value Partners in 2013. Stephen is responsible for portfolio management and equity research.
Stephen has over 20 years of experience valuing businesses across a wide variety of industries. Prior to joining Vulcan Value Partners, Stephen served as Chief Financial Officer for Consolidated Shoe Company, a Virginia company designing, sourcing and wholesaling branded women's shoes. In addition to his finance and accounting duties, he was responsible for overseeing U.S. branded sales. Previously, Stephen served as Director of Equity Research, Portfolio Manager and Principal for Flippin, Bruce & Porter. Earlier in his career, he served as Director of Equity Research for the Retirement Systems of Alabama. After undergraduate school, Stephen began his career in the Trust Investment Department at AmSouth Bank.
Stephen earned his MBA from Auburn University Montgomery and his BS in Finance from the University of Alabama. Stephen is a CFA Charterholder.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2019 As an Associate Analyst
Taylor Cline joined Vulcan Value Partners in 2019 as an Associate Analyst. In 2022, Taylor was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan Value Partners, Taylor worked as a research associate at Janus Henderson Investors, focusing on high yield bonds and leveraged loans across a number of different industries.
Taylor earned his BS in Finance from Miami University.
Job Titles:
- Executive Assistant
- Travel Coordinator
Theresa Davis joined Vulcan Value Partners in 2015. Theresa provides administrative assistance to the Investment team and is responsible for supporting the travel needs of the company.
Prior to working at Vulcan Value Partners, Theresa was the Executive Assistant to the CEO, COO and Executive team at Atherotech Diagnostic. Theresa has over 25 years of executive assistant experience.
Job Titles:
- Analyst
- Equity Analyst
- Principal
- in 2018 As an Associate Analyst
Trenton Green joined Vulcan Value Partners in 2018 as an Associate Analyst. In 2021, Trenton was promoted to Analyst and is responsible for equity research.
Prior to joining Vulcan Value Partners, Trenton worked as a senior equity research associate at Manning & Napier, a long-only value-oriented public equity investment manager. During his time at Manning & Napier, he worked on the portfolio team dedicated to managing growth-oriented large cap and mid-cap funds.
Trenton earned his BS in Business Administration from the University of Arkansas, majoring in Investment Management with a double minor in Economics and Spanish.