Key Professionals

 

Alexander G. Conaway, President / Managing Director
Responsibilities - Research Analyst

Prior Experience:
Senior Vice President and Director, Commerce Capital Management, 1984-1989; Vice President, Trust Division, National Bank of Commerce, 1980-1984

Education: Memphis State University, MS Finance/Economics, 1980
University of Tennessee, BA, 1975

Financial services and investments experience since 1980

 

Edward T. Taylor, II, Executive Vice President / Managing Director
Responsibilities - Portfolio Manager

Prior Experience:
Assistant Vice President, Sedgwick, Inc., 1990-1996; Vice President, Hesta, Inc., 1989-1990; Vice President, The Kuester Companies, Inc., 1984-1989

Education: Chartered Property Casualty Underwriter (CPCU), 1996; Washington & Lee University, BA, 1981

Financial services and portfolio management experience since 1991

 

Myron M. Mall, CFSC, Managing Director
Responsibilities - Portfolio Manager

Prior Experience: President and Director, Commerce Capital Management, 1984-1989; Senior Vice President, Trust Division, National Bank of Commerce, 1976-1985

Education: Certified Financial Planner, 1983; Northwestern University, National Graduate Trust School, 1979; Parsons College, BA, 1963

Financial services and portfolio management experience since 1964

 

Alan Catmur, Senior Vice President
Responsibilities - Portfolio Manager

Prior Experience:
President and Director, Commerce Capital Management, 1991-2000; Financial Advisor, Robinson-Humphrey Company, Inc., 1985-1990; Equity Research Analyst/Institutional Equity Sales, Morgan Keegan & Company, Inc., 1981-1985; Assistant Treasurer/Planning Coordinator, First Tennessee National Corporation, 1978-1981

Education: Memphis State University, MBA, 1977; Memphis State University, BA, 1971

Financial services and portfolio management experience since 1978

 

Robert Frazee, CPA, Vice President
Responsibilities - Research Analyst

Prior Experience:
Assurance & Business Advisory Services, Price Waterhouse Coopers, LLP, 2003-2005

Education: Certified Public Accountant, 2003; University of Tennessee, MACC, 2003; University of Tennessee, BA, 2002