Profiel
Mr. William H.
Collier, IV, is a Principal & Senior Portfolio Manager at Jolley Asset Management LLC.
He has been employed in the securities industry since 1983.
Mr. Collier began his career with Merrill Lynch.
After working at several regional brokerage firms over the next 13 years, he formed Pitkin Partners, LP; a long/short hedge fund in 1996 as General Partner until the closing of the fund in 2008.
In 2000, he joined Central Carolina Bank as Vice President in the Trust and Investment Management division.
There he managed individual and institutional accounts with assets in excess of $200 million.
In 2002, he began co-managing the CCB Equity Fund later renamed the CCMI Equity Fund which had assets of approximately $125 million.
In 2007, he joined Investors Trust Company as a Principal, Senior Vice President and Senior Portfolio Manager.
There he managed individual and institutional accounts in excess of $250 million and was responsible for managing the Blue Chip Dividend Strategy and the Large Cap Core Strategy.
Most recently he was employed by First Tennessee Bank as Vice President in the investment area.
Mr. Collier graduated from the University of North Carolina at Chapel Hill with a B.S.
in Business Administration.
He is an active member in the Church of the Good Shepherd, Ducks Unlimited and the Wild Turkey Federation.
Eerdere bekende functies van William Henry Collier
| Bedrijven | Functie | Einde |
|---|---|---|
Jolley Asset Management LLC
 Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Portefeuillebeheerder-Aandelen | 01-04-2020 |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
 Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance Central Carolina Bank & Trust Co. (CCB) offers complete banking and financial services to their customers in North and South Carolina. The bank is headquartered in Chapel Hill, North Carolina. | Analyst-Equity | 30-04-2005 |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Corporate Officer/Principal | - |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Investors Trust Co. (North Carolina)
 Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Portefeuillebeheerder-Aandelen | - |
Opleiding van William Henry Collier
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 6 |
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SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance Central Carolina Bank & Trust Co. (CCB) offers complete banking and financial services to their customers in North and South Carolina. The bank is headquartered in Chapel Hill, North Carolina. | Finance |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
First Horizon Bank (Memphis, Tennessee)
First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Finance |
Jolley Asset Management LLC
Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Finance |
Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
