OUR PEOPLE

Before joining the firm in 2010, Andrew served as an investment consultant to the New York-based hedge fund Southpoint Capital Advisors, LP. Andrew’s previous work experience includes private equity and investment banking roles with Raymond James, Equity Group Investments, IPC Industries, and Chestnut Partners. Andrew graduated magna cum laude with a degree in Economics from Harvard College, and received his M.B.A., with distinction, from Northwestern University’s Kellogg School of Management where he was chosen by faculty as the top finance student in his graduating class. Andrew taught courses in Advanced Financial Management and Money and Capital Markets as an Adjunct Lecturer at Spring Hill College. He is President of the Harvard Christian Alumni Society and a Board Member at the Women’s Resource Center. He enjoys coaching his children’s sports teams and spending time with his family.

Richard has been in the financial services industry since 1987. He worked for FTN Financial in Fixed Income Sales and later for Sterne Agee in a similar capacity. Richard joined the firm in 2006. He holds a B.S. in Pre-Law from the University of Alabama and went on to serve as in Infantry Officer in the United States Marine Corps. His community involvement entails membership in the Rotary Club of Mobile, the Downtown Mobile Alliance and serving on the Boards of JH Outback and the Alabama Policy Institute. Richard enjoys spending time in the woods and waterways of Alabama with his family.

Tom founded the firm in 1979 and has been continuously engaged in the investment management business since 1973. Tom previously served as Manager of Trust Investments at First National Bank of Mobile and as Portfolio Manager/Security Analyst at Wachovia Bank & Trust Company. Prior to that, Tom was an Air Force Captain assigned to a flight crew with Strategic Air Command B-52 bombers. He holds a B.S. from Auburn University and an M.B.A. from the University of Kentucky. Tom is the portfolio manager of The Government Street Equity Fund and The Government Street Mid Cap Fund. Tom is a member of the CFA Institute, and he enjoys painting and spending time with his wife on their farm.

Janet joined the firm in 2004 and has been engaged in the investment management business since 1989. She previously served as SVP for BBVA's Private Client Services Group in Alabama and Florida and in a similar capacity with Bank of America in Nashville, Houston and Charlotte. Janet holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill. She is a graduate of Leadership Mobile, is a past member of the Charles Schwab Advisor Services Board, serves on the Board of the Mitchell College of Business Executive Council (past president), and is past president and longtime board member for the Ronald McDonald House. She enjoys traveling internationally and playing golf with her husband and son.

Mike joined the firm in 2007 after previously serving as CFO and President of Saunders Engine Company. He received a B.S. in Chemical Engineering from Virginia Tech and an M.B.A. with concentration in finance from the Wharton School. He is a CFA Charter holder and also holds the CPA and ChFC designations. Mike is a graduate of Leadership Alabama and has previously immersed himself in leadership roles with the Mobile Area Chamber of Commerce and Mobile Area Education Foundation. He currently serves on the boards of Victory Health Partners and the Archdiocese of Mobile Foundation.

Tim joined the firm in 1986 and has been continuously engaged in the investment management business since 1975. Tim previously served as Second Vice President, Equity Portfolio Manager, Preferred & Common Stock Analyst, Venture Capital Manager & Fixed Income Analyst at Torchmark Investment Advisory Company, Inc. He earned his Bachelor’s degree in Finance from the University of Alabama and is a member of the CFA Institute and is the portfolio manager of The Alabama Tax Free Bond Fund.

Prior to joining the firm in 2006, Holly practiced law with a local law firm for six years. She received a B.A. degree in Economics and Political Science from Sewanee: The University of the South and earned her J.D. cum laude from the University of Alabama School of Law. She is also a graduate of the Alabama State Bar Leadership Forum. Holly is active in the Alabama State Bar Association and with the Daphne Rangers Academy, a local youth soccer club.

Before joining the firm in 2004, Rich served as an Analyst and Portfolio Manager at AmSouth Bank. He holds a B.S. in Business Administration and an M.S. in Engineering from the University of Alabama. Rich is a CFA Charter holder and member of the CFA Institute. He enjoys playing golf and spending time with his family.

Kee joined the firm in 2011 after 20 years in the investment business with Sterne Agee and Regions Bank. Throughout her career, she has gained extensive experience in portfolio accounting, performance reporting, client service, fixed income and equity trading, compliance, and all operational and administrative functions. Kee graduated from Auburn with a B.S. in Business Administration. Outside of work, Kee enjoys spending time with her family and is an active member of Double Oak Community Church.

Before joining the firm in 2019, Robin served as Executive Director for JH Outback, an international non-profit organization. His previous work experience includes thirteen years in commercial banking. Robin holds a B.A. in Finance from Auburn University. He has also served in various community organizations including Victory Health Partners, Rotary Club of Mobile, Leadership Mobile, and Partners for Environmental Progress. Robin enjoys spending time with his wife and three children.

Mary Shannon, who joined the firm in 1988, specializes in fixed income securities and manages both the trading desk and operations. She earned a B.S. in Finance from the University of Alabama and an M.B.A. from the University of South Alabama. Mary Shannon is a graduate of Leadership Mobile and is a sustaining member of the Junior League of Mobile. She enjoys spending time on Mobile Bay with her family.

Daniel joined the Leavell team in 2019. He previously worked at RSM US LLP as an assurance supervisor, providing assurance services to a variety of large privately held clients in both the Real Estate and Manufacturing industries. Daniel holds a B.S. and Master’s Degree in Accounting from The University of Alabama. He also received his CPA designation in 2017 and is a member of the AICPA and the ASCPA. Daniel is also an active member of the Phoenix Club of Birmingham, a charitable organization that benefits the Boy’s and Girl’s Club of Central Alabama. Daniel enjoys traveling, snow skiing and attending Alabama football games with his fiance, Sophia.

Harold joined the firm in 2005 and has been engaged in the investment management business for 50 years. He previously served as President of Investment Counselors of Alabama and as Treasurer of Vanderbilt University. He is a graduate of Vanderbilt University and the University of Alabama School of Law. Harold is a CFA Charter holder and member of The CFA Institute. Harold s a member of St. Luke’s Episcopal Church.

Leigh joined the firm in 1999. She served as the firm’s Trading Coordinator for over eleven years. Currently, she focuses her expertise in servicing retirement plan business as well as working closely with individual clients. Prior to that she served in an administrative position for J. C. Bradford. Leigh holds a B.S. in Accounting from the University of South Alabama. She has enjoyed service in several non-profits, such as the Art Patrons League and Junior Auxiliary of the Eastern Shore. Leigh enjoys attending her children’s numerous sporting activities with her husband.

Before joining the firm in 2010, William served as Chairman, President and COO of Arlington Trust Company, Inc. and was a partner in the family office firm of Arlington Partners LLC. He holds a B.S. in Finance and Accounting from Birmingham-Southern College. Previously, he was a partner in the CPA firm of Williams, Taylor & Associates P.C. (currently Dixon Hughes Goodman PLLC). William received his CPA designation in 1993 and is a member of the AICPA and the ASCPA. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1999. William is a current board member for the Mountain Brook City Schools Foundation and serves on the Birmingham-Southern Norton Board. He is active in St. Luke’s Episcopal Church, the Kiwanis Club of Birmingham and enjoys traveling, snow skiing and other outdoor activities with his family.

Dalton joined the Leavell team in 2016. He previously worked for an Atlanta-based boutique investment bank and operational advisory firm that helped privately held businesses navigate merger and acquisition transactions. Dalton holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute® and taught in conjunction with the Yale School of Management. He graduated cum laude with a degree in Finance and a minor in Economics in 2007 and later earned his M.B.A. in 2011, both from the University of Alabama. Dalton currently serves on the Board of NEST of Mobile and Dog River Clearwater Revival. He is an avid outdoorsman and enjoys documenting his adventures and encounters with his camera.

Mike joined the firm in 1998 after serving as Vice President and Trust Officer for AmSouth Bank for eleven years. Since 1991, he has been teaching Legal Environment of Business in the Brock School of Business at Samford University. Mike is past President of The Estate Planning Council of Birmingham. He has a Bachelor's Degree from Southern Methodist University and an M.B.A and J.D. from the University of Missouri. He also holds an M.B.S. from Birmingham Theological Seminary.

John Wade joined the firm in 2015 after a successful 10-year career in the banking industry. Most recently, he was with IBERIABANK focusing on building his market’s commercial banking portfolio. John Wade holds a B.A. degree from Rhodes College in Memphis, where he also played football. He holds a graduate degree in banking from the Southwestern Graduate School of Banking (SWGSB) at SMU in Dallas. Educational honors include receiving the SWGSB 2015 President’s award. In 2018, John Wade earned his CERTIFIED FINANCIAL PLANNER™ designation. He was also a 2011 member of Mobile’s Forty Under Forty Class and currently serves on the board of the South Alabama YMCA and the Alabama Free Clinic. John Wade’s legacy non-profit involvement includes the Fuse Project and the National Multiple Sclerosis Society, where he served as the chairman of the leadership class. John Wade enjoys spending time with his family as well as hunting and fishing.

Raines Welden joined the firm in 2018 after spending five years as a financial advisor with Raymond James in Birmingham. He provides investment advice for high net worth individuals and also focuses on employee-sponsored retirement plans, actively working with business owners and decision makers to advise on the investment choices for their plans. A component of his retirement plan practice is in the area of employee education, ensuring awareness and understanding of the benefits and features associated with retirement savings and planning. A Birmingham native, Raines is a graduate of Auburn University with a B.A. in finance with a minor in economics. He also holds the professional designation of Accredited Asset Management Specialist (AAMS) issued by the College of Financial Planning. Active in his community, he currently serves as Chairman of the Junior Board of Directors for Magic Moments and is a member of Canterbury United Methodist Church.

John joined the firm in 2007 after serving as a Managing Director in the Institutional Fixed Income Division for Morgan Keegan in its Birmingham office and as a Vice President in the Institutional Investment Banking Division of Compass Bank. John received a B.S. degree in Finance from The University of Alabama Culverhouse School of Business, and has been engaged in the investment management business since 1980. John has served on the UAB Comprehensive Cancer Board and is currently on The University of Alabama President’s Cabinet. He is a current board member of center management, Inc. (The Harbert Center), is a a Team Member and the Treasurer of the Monday Morning Quarterback Club, and is active with the Kiwanis Club of Birmingham. John is a 35-year member of the Cathedral Church of the Advent, enjoys traveling, playing golf and spending time with his family.