INTREPID PRIVATE WEALTH - Key Persons
Amanda joined Intrepid Capital in 2022. She is a CERTIFIED FINANCIAL PLANNER™ and assists with comprehensive financial planning services that focus on areas such as retirement planning, insurance planning and education planning.
Ms. Lundy has over 10 years of experience in the industry. She received her MBA degree with a concentration in Finance from Jacksonville University.
Job Titles:
- Intrepid in 2022 As Private Wealth Associate
- Private Wealth Associate
Beth joined Intrepid in 2022 as Private Wealth Associate responsible for client relations which includes opening and maintaining their accounts. With over twenty years of client relations experience, she is trusted to guide the client through each step of the Private Wealth Management process. She most recently served as a Wealth Management Client Associate at Wells Fargo.
A native of Flint, Michigan, Mrs. King attended Michigan State University but credits the education she received by working for her father as priceless. She showed horses for over a decade and is a past Equitation Reserve National Champion for Tennessee Walking Horses (Hot Shot). Mrs. King has two grown children and four grandchildren.
Job Titles:
- Vice President of Business Development
- Intrepid in 2023 As Vice President of Business Development
Donnie joined Intrepid in 2023 as Vice President of Business Development and is responsible for building and executing a best-in-class sales process that maximizes the efficiency of our staff while providing best-in-class customer service to our clients.
He loves living and working at the Beach where he is an avid golfer and endurance athlete having run three Boston Marathons. When not competing, he loves to read and often reads several books at the same time. He is a 2015 graduate of Leadership Jacksonville.
Donnie is a graduate of Canterbury School in New Milford, CT and earned his BS degree in Political Science from the U.S. Naval Academy where he was a member of the ice hockey and baseball teams. He received his MBA from Jacksonville University's Davis College of Business. He and his wife, Dr. Kristen Horner, have a daughter (Callie) and a Golden Doodle (Ellie). They live in Jacksonville Beach and are longtime supporters of the National MS Society.
Job Titles:
- Portfolio Manager
- Vice President
Hunter joined Intrepid in 2017 and is the co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. He is also a member of the investment team responsible for the Intrepid Endurance Fund, the Intrepid Capital Fund, and the separately managed Intrepid Small Cap and Intrepid Balanced portfolios. Prior to focusing primarily on fixed income investments, Hunter was a research analyst at Intrepid covering small cap securities.
Hunter earned his BSBA in Finance, magna cum laude, and his BM in Performance Piano, magna cum laude, from Auburn University. Although he loves being analytical, Hunter's artistic side takes over when he sits down at a piano. In fact, Hunter once performed at Carnegie Hall. Hunter is also an avid runner and was on the track team while he was at Auburn. He continues to participate in many running events including his first Boston Marathon in 2019. When Hunter's not at work, on the piano, or running, he enjoys spending his free time with loved ones.
Job Titles:
- Financial Planning Associate
- Member of the Intrepid
Jake has been a member of the Intrepid team as a summer intern since 2021, but started full-time as a financial planning associate in June of 2023. Jake graduated from Auburn University this spring with a degree in finance and a minor in accounting.
Job Titles:
- Portfolio Manager
- Vice President
- Co - Lead Portfolio Manager of the Intrepid Endurance Fund
Joe joined Intrepid in 2018 as a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Small Cap portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Joe's primary focus is on the research and valuation of small cap equity securities.
The most rewarding part of working at Intrepid for Joe is collaborating closely with his colleagues to offer distinct and relevant solutions for clients. Outside of work, Joe enjoys playing tennis, paddle-boarding and hiking. His favorite hike, to date, was the Kalalau Trail in Hawaii. And as a bucket-list vacation, he tracked wild tigers on foot in Nepal in 2016.
Joe also enjoys spending family time with his wife, Thi, and their baby girl, Brooke. A CFA Charterholder, Joe earned both his MBA and BS in Civil Engineering from the University of Florida.
Job Titles:
- Assistant Private Wealth Associate
LeAna Kimball joined Intrepid Capital in the spring of 2023. She is a native of St. Johns County, only moving away from the area briefly to attend college at the University of Florida. LeAna assists the Private Wealth Associates in client relations, mainly opening and maintaining accounts.
Job Titles:
- Chief Executive Officer
- President
Co-founder of Intrepid Capital in 1994, Mark continues to lead the company based on his value-focused, disciplined approach to investing, and oversee its integral investment process. Mark is the lead portfolio manager of the Intrepid Capital Fund, the separately managed Intrepid Balanced portfolio, and the Intrepid Capital, L.P. He is also a co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio.
Mark's drive as an endurance athlete and hunter is similar to his approach to investing: determination, persistence, strength and never losing sight of the goal. A passion for outdoor activities and exercising, Mark enjoys surfing, cycling, target shooting, and yoga, and he regularly competes and places at or near the top of his group in local triathlons.
Mark is one of five Intrepid teammates who graduated from The Bolles School in Jacksonville, and currently serves on the Board of Trustees for Bolles. He is also a member of the Ponte Vedra Rotary Club and YPO-WPO. Mark formerly served on the Board of the Directors of Jacksonville Clay Target Sports and the Board of Directors for First Coast YMCA. He earned his BA in Economics from the University of Georgia. Mark and his wife, Rosalind, have two grown children and two Labrador retrievers named, Ketch and Faith.
Matt leads the Private Wealth team, applying his 20+ years of experience in the asset management advisory industry as well as overseeing the company's strategic initiatives. One of his favorite aspects of his job is developing solutions for clients to help them reach their financial and investment goals so they can experience peace of mind.
Matt has been with Intrepid since 2006 and loves the variety that each new day brings. He is proud of the team-oriented environment at Intrepid, enjoys the camaraderie of the firm, and finds great satisfaction from encouraging the team and cultivating Intrepid's culture.
Originally from Minnesota, Matt relocated to the Jacksonville area with his family whose parents both worked for Mayo Clinic. He (along with four other Intrepid teammates) graduated high school from The Bolles School. Matt earned his BBA degree in Economics and played football at the College of the Holy Cross. He and his wife, Molly, have three children and a dog, named Henry. With a passion for the outdoors, Matt is an avid golfer and enjoys spending time with his family, especially coaching and watching the many sports activities in which the children play.
Job Titles:
- Portfolio Manager
- Vice President
Matt joined Intrepid in 2014 and is the co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Endurance portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Matt focuses primarily on the research and valuation of small-cap equity securities.
Working far away from the distractions and groupthink of Wall Street is one of the many reasons Matt enjoys his portfolio manager role at Intrepid. He appreciates Intrepid's culture of independent thinking, teamwork, and time-tested valuation discipline. A CFA Charterholder, he earned his Master in Accounting and his BS in Business Administration degrees from the University of North Carolina at Chapel Hill.
Living near the beach with his wife, Kathie, and yellow lab, Casey, Matt enjoys playing golf, fishing, attending sporting events and traveling. Matt was able to check an item off his bucket list on a recent trip to Mexico when he successfully landed a marlin. An avid sports fan, he cheers for the Jacksonville Jaguars in the Fall and the Tarheels in the Winter.
Job Titles:
- Portfolio Manager - Private Wealth
Sam joined Intrepid in 2010 and is responsible for building and managing portfolios for the firm's Private Wealth clients. He also helps to educate private clients about Intrepid's investment philosophy, process and the composition and performance of specific investment products.
Sam's favorite thing about working at Intrepid is the great group of people working toward a common goal, serving and helping people, and doing it all in an environment that is truly second to none. A true believer in constant learning, Sam enjoys every opportunity to read, always trying to improve and gain knowledge.
Sam is one of five Intrepid teammates who graduated from The Bolles School. A Chartered Market Technician, Sam earned his MBA in Finance from the University of North Florida and his BA in Economics from Vanderbilt University. An avid golfer, his favorite thing to do is travel and play golf. Sam and his wife, Lori, have two children and two pugs. In addition to golf and reading, Sam enjoys spending his free time with his family either at the beach or park.
Job Titles:
- Certified Public Accountant
- Chief Financial Officer
- Intrepid in 2023 As Chief Financial Officer
Tim joined Intrepid in 2023 as Chief Financial Officer, responsible for all financial management and reporting of the firm as well as the firm's operational and administrative areas. With nearly 20 years' experience in accounting and finance he's held significant leadership roles during most of his career, most recently as Controller for two large organizations in Jacksonville. Prior to that, he served as Audit Manager for the national professional services firm, PricewaterhouseCoopers, LLP.
Tim is a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE). He earned his bachelor's degree in Accounting and Business Administration from Flagler College and an MBA in Finance from the University of North Florida. An avid runner, Tim has top 10% finishes in the last five GATE USATF 15K Championships. He is a volunteer Cub Scout leader and a graduate of the Leadership Jacksonville class of 2021. Born and raised in Jacksonville, Mr. Page is married to a fellow CPA. They have four children and a Great Dane.