Team
Every member of the Welch Hornsby investment advisory team plays an integral role in our success. We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 20 years of experience and possess CFA, CFP®, and CPA professional designations. Moreover, many of our team have become shareholders in our firm. That means we are fully vested in working towards our clients’ long-term success.
"Our goal is to enrich the lives of our clients. Financially yes, but even beyond."
John S. Hornsby Chairman
"Independence and objectivity underpin the foundation of our firm."
Edward V. Welch, Jr. President and CEO
Team Gallery
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Kathy A. Jolley
Executive Assistant
205.949.6050
KJOLLEY@WELCHHORNSBY.COM -
Carolin B. Warrick
Portfolio Accounting
334.272.1192
CWARRICK@WELCHHORNSBY.COM -
Terri K. Bandy
Client Services Manager
334.272.1192
TBANDY@WELCHHORNSBY.COM -
Phillip C. Anderson, AIF®
Client Consultant
Shareholder
205.949.6052
PANDERSON@WELCHHORNSBY.COM -
Don F. Lutomski, CFA, CMA
Client Consultant
Shareholder
205.949.6058
DLUTOMSKI@WELCHHORNSBY.COM -
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Jim W. Underwood, CFA
Chief Portfolio Strategist and Director of Alternative Research
Shareholder
205.949.6055
JUNDERWOOD@WELCHHORNSBY.COM -
Michael A. King
Information Services Manager
334.272.1192
MKING@WELCHHORNSBY.COM -
John S. Hornsby
Chairman
Founding Shareholder
205.949.6040
JHORNSBY@WELCHHORNSBY.COM -
Vicky T. Novak
Reception
334.272.1192
VNOVAK@WELCHHORNSBY.COM -
M. Alan Bishop, Jr.
Client Services
334.272.1192
ABISHOP@WELCHHORNSBY.COM -
Kristina H. Mann
Executive Assistant to President & CEO
334.386.2473
KMANN@WELCHHORNSBY.COM -
Edward V. Welch, Jr.
President and CEO
Founding Shareholder
334.272.1192
EWELCH@WELCHHORNSBY.COM -
Leland H. Smiley
Client Services
205.949.6040
LSMILEY@WELCHHORNSBY.COM -
Tim J. Berryman, CFP®
Director of Business Development
Shareholder
205.949.6057
TBERRYMAN@WELCHHORNSBY.COM -
Brian S. Mitchell, CFP®
Client Consultant
Shareholder
334.272.1192
BMITCHELL@WELCHHORNSBY.COM -
Jon P. Atchison
Systems Development Analyst
334.386.2448
JATCHISON@WELCHHORNSBY.COM -
Ginger B. Glenn
Portfolio Accounting Manager
Shareholder
334.272.1192
GGLENN@WELCHHORNSBY.COM -
Cindy C. Oliver
Chief Accountant and Portfolio Accounting
Shareholder
334.272.1192
COLIVER@WELCHHORNSBY.COM -
Oliver L. Haynes, III
Client Consultant
Shareholder
334.272.1192
OHAYNES@WELCHHORNSBY.COM -
Beau K. Williams, CFA
Director of Traditional Research
Shareholder
205.949.6053
BWILLIAMS@WELCHHORNSBY.COM -
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John P. Maloney, CFA
Client Consultant
Shareholder
205.949.6056
JMALONEY@WELCHHORNSBY.COM -
J. Harvey Clark
Chief Financial and Chief Compliance Officer
Shareholder
334.272.1192
HCLARK@WELCHHORNSBY.COM -
Rachel R. Arnone
Client Reporting and Communication
334.272.1192
RARNONE@WELCHHORNSBY.COM -
Rob A. Godwin, CPA
Client Consultant
Shareholder
334.272.1192
RGODWIN@WELCHHORNSBY.COM -
© copyright 2011 Welch Hornsby, Inc.