MINIS AND COMPANY - Key Persons
Job Titles:
- Senior Portfolio Manager for the Minis & Company
Brian is a Senior Portfolio Manager for the Minis & Company team. Prior to joining Minis & Company and its parent company, SouthState Bank, Brian was a regional portfolio manager for Wachovia serving Western North Carolina and the Upstate of South Carolina. Brian is a past president for the South Carolina Financial Planning Association chapter. He is also a member of the Investment Management Consultants Association, the Greenville Estate Planning Council, and the Spartanburg Estate Planning Council. Brian is a member of the Piedmont Economics Club, a board member of SC Economics, and a board member of the City of Greenville's Firemen's Pension Fund. Brian graduated from Clemson University with a B.S. in Economics and received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian lives in Greenville with his wife, Heather. He enjoys reading and being outdoors.
Carol Galletta joined our team in 1981. She earned her Associates Degree at Dekalb Technical College.
She has dedicated 32 years towards helping Minis & Company provide the best service possible to our clients. As a Portfolio Assistant, she is responsible for the reconciliation of client accounts and assisting the Portfolio Managers with client meetings and client communication.
Job Titles:
- Portfolio Manager for the Minis & Company
David Kirkpatrick is a Portfolio Manager for the Minis & Company team. He has more than 12 years in the investment management industry, most recently as a Vice President and Portfolio Manager for a large regional bank. A native of Spartanburg, SC, David lives in Columbia, SC with his wife and two children. He and his family are supporters of St. Lawrence Place and are members of Shandon Presbyterian Church where David teaches youth Sunday School. He attended The University of South Carolina where he earned undergraduate degrees in Finance and Marketing along with a Master in Business Administration. David is also a Certified Financial Planner®.
Joanne Seymour joined the Minis & Company team in 1996. Joanne attended Southeastern Louisiana University, and took several courses with the American Banker's Association through the American Institute of Banking. She has more than 25 years of experience in the finance industry and previously worked for another major bank in Savannah, GA within their Trust Department.
As a Portfolio Assistant, she is responsible for the reconciliation of client accounts and assisting the Portfolio Managers with client meetings and client communication.
Joanne is involved with a number of charitable organizations, including the Pancreatic Cancer Action Network' Purple Stride and the Leukemia and Lymphoma Society's Light the Night. She attends Islands Christian Church.
John Carpenter joined the Minis & Company team in 1997. John attended Florida State University and South University, studying Psychology and Business Administration.
John has 15 years of experience in the financial services industry. He is the primary contact between Minis & Company and the brokerage community when transactions are placed.
Kyle is a portfolio manager based in the Savannah, GA Bull Street office. Prior to Minis & Company, Kyle worked at Spruce Investment Advisors where he served as an advisor to families, endowments, and foundations. While there, he helped clients define their financial goals and constructed investment portfolios designed to match those objectives.
Prior to Spruce, Kyle worked at Perella Weinberg Partners in New York City where he was a marketing and investor relations specialist for the firm's $10 billion alternative investment platform. Kyle began his career as a research analyst with a focus on hedge funds and private equity. He served in this research capacity at both Union Bancaire Privée and Taylor Investment Advisors.
Kyle graduated cum laude from Fairfield University with a B.S. in Finance and received a Certificate in Financial Planning from New York University School of Professional Studies. He is also a Certified Financial Planner® professional. Kyle lives in Savannah with his wife Sabrina and their daughter Amelia. He enjoys spending time with his family, playing golf and reading.
Job Titles:
- Office Manager
- Member of Southside Baptist Church
- Office Manager at Minis & Company
Linda Martin joined Minis & Company in 1979 and has since dedicated 34 years of service towards our team. Linda also earned her Associates in Business Studies from Armstrong Atlantic State University in 1979.
As the Office Manager at Minis & Company, Linda is responsible for managing and reviewing the trading and reconciliation process. She assists the Portfolio Managers in ensuring that client service needs are met by the Minis & Company staff. Linda is also involved in managing the day-to-day administrative issues of the organization.
Linda is currently a member of Southside Baptist Church and serves as a Children's Missions Teacher. She recently began volunteering with special needs children at Nathaniel's Hope Buddy Break.
Job Titles:
- Associate Portfolio Manager
An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary.
Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts.
A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Job Titles:
- Associate Portfolio Manager
Peter is an Associate Portfolio Manager based in the Savannah, GA Bull Street office. As an Associate Portfolio Manager, he focuses on supporting the Portfolio Managers. Peter attended New York University, where he earned his B.A. in Economics.
He enjoys hobbies such as reading, music, and foreign language.