CCM Investment Advisers, Wealth Management, Portfolio Management, Investments, Stocks, Bonds, Equity, Columbia, SC

1201 Main Street, Suite 1910     Columbia, SC 29201

803-254-9500

CCM’s organizational structure is designed to attract and retain both experienced investment managers, talented business school graduates and CFA Charterholders and candidates.  Through shared ownership in the profitability of the firm, CCM Investment Advisers’ investment professionals have a clear vested interest in the long-term success of our clients.

Robert F. Key, CFA     President

Mr. Key began his career at the South Carolina National Bank as a Corporate Banker and later moved to First Union Bank where he started and managed the Private Banking Group in Columbia, South Carolina.  He subsequently served as Treasurer of The Seibels Bruce Group, a property and casualty insurance company, where his responsibilities included management of the fixed income investment portfolio, short term cash management, debt management as well as investor relations.  Mr. Key joined CCM Investment Advisers in 1998 and his responsibilities include strategic organization oversight of the firm, management of client portfolios, marketing and fundamental research in the finance and REIT sectors.  In addition, he serves as the Fixed Income Strategist for the firm. Mr. Key was graduated from Furman University and received his MBA from the University of South Carolina in 1982.  He is a CFA Charterholder, a former Certified Cash Manager, has served as an adjunct professor of finance at the University of South Carolina and has provided expert consultation on legal matters involving lending and securities.  Mr. Key is a past President of the CFA Society of South Carolina.

Chris W. Antley     Senior Vice President

Mr. Antley joined CCM after graduating from the Honors College of the University of South Carolina in 1988 and then receiving his Master of Business Administration Degree from the University of South Carolina in 1990.  While at CCM, Mr. Antley has worked in all areas of investment management including corporate accounting, portfolio accounting, quantitative modeling, asset allocation, macro-economic research, equity and fixed income fundamental research, and portfolio management.  Mr. Antley serves as the firm’s Chief Investment Officer, where he maintains the firm’s Asset Allocation Model.  He is also the Chief Equity Strategist for CCM and is responsible for development of the CCM Equity Model.  His individual areas of fundamental research include the healthcare and information technology sectors.  Mr. Antley has responsibility for the management of client portfolios, marketing support, and oversight of information technology, portfolio accounting and administration for CCM.  Mr. Antley is a guest lecturer at the University of South Carolina's Moore School of Business and has been featured on the Dow Jones and Bloomberg newswires.

Michael A. Burkett, CFA     Senior Vice President

Mr. Burkett joined CCM Investment Advisers after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.  Mr. Burkett is the Trading Operations Manager for the firm.  His other responsibilities at CCM include portfolio management, information systems, performance composite, research on fixed income products as well as the consumer discretionary and consumer staples equity sectors.  Prior to his college studies, Mr. Burkett served in the United States Army 82nd Airborne Division, with a later posting to the Defense Language Institute.  Mr. Burkett is a CFA Charterholder and a past President of the CFA Society of South Carolina.  Mr. Burkett is a guest lecturer at the University of South Carolina's Moore School of Business.

John D. Leaphart     Vice president

Mr. Leaphart earned a Master of Business Administration from the Goizueta Business School at Emory University in 2014 and a B.S. in Business Management from Clemson University in 1992.  He began his career with CCM in 1994 as the firm’s first fulltime trader, where he developed and implemented standardized  trading  procedures  and  practices. Mr.  Leaphart  currently  serves  as  CCM’s  Chief  Compliance Officer, overseeing the implementation and application of securities regulations to CCM’s daily processes.  Additional responsibilities include portfolio management, equity analysis, and information technology implementation.  Mr. Leaphart is active in the community having served as an officer on numerous civic, religious and charitable organizations.

Joe H. Giltner II, CFA     Vice President

Mr. Giltner joined CCM Investment Advisers in 2011, after graduating from the Darla Moore School of Business at the University of South Carolina. He received his Bachelors of Science Degree in Business Administration majoring in Corporate Finance and Investments. Mr. Giltner is a CFA Charter holder and sits on the CFA Society of South Carolina’s board of directors. Mr. Giltner serves as the firm’s Chief Economist.  He is also a portfolio manager and equity research analyst specializing in the energy and materials sectors. Mr. Giltner is also  pursuing his Master of Business Administration Degree at the University of South Carolina.

Austin S. Fulmer     Vice President

Mr. Fulmer joined CCM Investment Advisers in 2011 after graduating from the University of South Carolina,  Moore  School  of  Business  with  a  Bachelor  of  Science  Degree  in  Business  Administration with an emphasis in Finance.  Prior to graduating Mr. Fulmer served as a research analyst intern for CCM.   Mr. Fulmer is the firm’s MIS Director.  His other responsibilities at CCM include portfolio management, equity research and analysis, and fundamental research on the communication services and utilities sectors.

Rebecca F. Rhodes    regional Marketing Director

Ms.  Rhodes  was  graduated  from  the  University  of  South  Carolina  in  1995.  She  began  her  career  as  Staffing Director for Priority One Staffing Services. Prior to joining CCM, she served as Training Coordinator for IJL/Wachovia’s Investment Consulting Services division. Her responsibilities at CCM are marketing products and services to clients in the Southeastern region.

Glenn E. Bell, CPA , CFP ®     CPA/FINANCIAL PLANNER

Bell was graduated from the Lee University and received an MBA in Finance from the University of Eastern New Mexico.  Mr. Bell was a combat crewmember in the United States Air Force.  After retiring from service, he joined the firm of Burkett, Burkett & Burkett CPAs P.A. as a Certified Public Accountant.  Prior to joining CCM, he served in the finance department of Companion Property and Casualty, a subsidiary of BlueCross BlueShield of SC.  Mr. Bell’s responsibilities at CCM are assis􀀂ng clients with their financial planning needs, as well as accounting responsibilities for the firm.  He is a member of the S.C. Association of Certified Public Accountants, and the American Institute of Certified Public Accountants.

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CCM Investment Advisers, Wealth Management, Portfolio Management, Investments, Stocks, Bonds, Equity, Columbia, SC

CCM Investment Advisers

1201 Main Street, Suite 1910

Columbia, SC 29201

© 2019 CCM Investment Advisers LLC, All Rights Reserved.

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