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 MBA, 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 a member of the Board of Trustees for the McCallie School, 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 served as in Infantry Officer in the United States Marine Corps. His community involvement entails membership in the Rotary Club of Mobile and the Downtown Mobile Alliance and serving on the Boards of JH Outback, the Alabama Policy Institute, and the Mobile Chamber of Commerce. 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 MBA from the University of Kentucky. Tom is the portfolio manager of The Government Street Equity Fund and The Government Street Mid Cap Fund. He is a member of the CFA Institute, and he enjoys painting and spending time with his wife on their farm.

Mike served as President and CFO of a local Mobile industrial company prior to joining the firm in 2007. He has a B.S. from Virginia Tech and an MBA from the Wharton School at the University of Pennsylvania. Mike is a CFA charterholder and member of the CFA Institute. He also holds the ChFC designation conferred by the American College of Financial Services. He received his CPA designation in 1989 and is a member of the AICPA. Mike is a graduate of Leadership Alabama and has immersed himself in leadership roles with the Mobile Area Chamber of Commerce, Mobile Area Education Foundation, Victory Health Partners and the Catholic Foundation of the Archdiocese of Mobile.

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, and 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. Also, from 1994 to 2019, Tim was 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 charterholder 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. She currently serves as the Administrator for the CFA Society of Alabama. 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 adventure and content based organization with locations around the world. His previous work experience includes thirteen years in commercial banking with leadership roles in underwriting and relationship management. Robin graduated from Auburn University with a B.A. in finance. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Robin has 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 daughters.

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 MBA 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 bachelor'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. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2021. Daniel is 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.

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, a past member of the Charles Schwab Advisor Services Board and the Board of the Mitchell College of Business Executive Council (past president), and past president and longtime board member for the Ronald McDonald House. Currently, Janet is a member of the Rotary Club of Mobile and is on the Board of Steelwood Country Club. She enjoys traveling internationally and playing golf with her husband and son.

Dave has been in the financial services industry since 1984. Prior to joining the firm in 2021, he served as Chief Investment Officer and Executive Director of the North Dakota Retirement & Investment Office. Under his oversight, client investments grew from $8 billion in 2013 to over $19 billion in 2021. Dave’s prior experience also includes investment banking roles with Citibank, HSBC and SMBC Securities. He graduated cum laude with a B.S. in accounting from Northern Illinois University, received his MBA in finance from the University of Chicago, and received his CPA designation in 1985. In his free time, Dave enjoys spending time on Mobile Bay with his family.

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 charterholder and member of The CFA Institute. Harold s a member of St. Luke’s Episcopal Church.

Leigh joined the firm in 1999 after serving in an administrative position for J.C. Bradford. Leigh was the firm’s Trading Coordinator for over eleven years, but now she focuses her expertise on servicing retirement plan business, as well as working closely with individual clients. 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 serves on the Birmingham-Southern Norton Board. He is active in St. Luke’s Episcopal Church and the Kiwanis Club of Birmingham, and he 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 MBA in 2011, both from the University of Alabama. Dalton currently serves on the Board of 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 MBA 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. from Rhodes College, where he also played football. He holds a graduate degree in banking from the Southwestern Graduate School of Banking (SWGSB) at SMU. Educational honors included receiving the SWGSB 2015 President’s award. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018. John Wade was also a 2011 member of Mobile’s 40 Under 40 Class and currently serves on the board of the South Alabama YMCA. John Wade’s legacy non-profit involvement includes the Fuse Project, the Alabama Free Clinic 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 for Financial Planning and he earned his CERTIFIED FINANCIAL PLANNER™ designation in 2021. Active in his community, he is currently a member of the Birmingham Monday Morning Quarterback Club and 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.