EASTOVER CAPITAL - Key Persons
Anna and her husband enjoy traveling and being involved in the Charlotte community. Anna is an active member of her church, St. Nektarios Greek Orthodox Church.
David joined the Eastover Capital team in 2021, where he serves as the Chief Operating Officer. He has worked in the financial services industry since 1989, most recently as a relationship manager for a nationally chartered trust company. Helping individuals and families achieve their financial goals is his favorite part of the job. David graduated with a degree in Business Administration from Kansas State University in Manhattan, KS.
David joined Eastover in 2009 and brings over 25 years of experience in the investment, trust, and private banking industries. As a Private Client Advisor, he worked with high net worth clients in all facets of family wealth management and planning. David also is a member of our Investment Policy Committee. A Charlotte native, he graduated with a Bachelor of Science from Appalachian State University.
Job Titles:
- CO - FOUNDER & ECONOMIC ADVISOR
Donn cofounded Eastover in 1988. Prior to Eastover, he founded Interstate Asset Management, a subsidiary of Interstate Securities, now a part of Wells Fargo. Donn serves as our Economic Advisor and is a member of our Investment Policy Committee and brings over 45 years of industry experience to the table. He received a bachelor's degree from Indiana University and an MBA from the University of Hartford.
Job Titles:
- CLIENT ADVISOR
- Member of the Children 's Theater of Charlotte Board
Jon joined Eastover in 2019 with thirty years of experience in the financial planning, investment, private banking, and trust arenas. In Jon's various roles, he assisted affluent families to simplify all their financial priorities. Jon graduated with a Bachelor of Science degree from West Virginia Wesleyan College.
Jon has been a member of the Children's Theater of Charlotte Board as well as a member of the Charlotte Arts and Science Grant Board. During his free time, Jon devotes his time to his wife and the various activities that involve his son or daughter. He also enjoys playing a tennis match or a round of golf with his friends.
Job Titles:
- CHIEF EXECUTIVE OFFICER & CLIENT ADVISOR
- Chief Executive Officer and Client Advisor for Eastover Capital Management
Will serves as Chief Executive Officer and Client Advisor for Eastover Capital Management. Will was hired in 2011 by the Board of Directors to serve as the President and CEO. In 2015, he acquired sole ownership of the company Will's primary responsibilities at Eastover consist of meeting with individual and institutional clients, cultivating the development of strategies, overseeing the company's investment approach, and chairing the Investment Policy Committee.
Prior to joining Eastover, Will served multiple national and regional firms over his twenty-seven years in the investment industry. He started out as a Financial Advisor, and since then, he has held multiple leadership roles, including National Sales Manager, Director of Business Development, and founder and CEO of a FINRA member firm. He received a Bachelor of Science degree in Personnel Management from the University of South Carolina in 1992.