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.

Fowler W. Cary, Jr.     President

Mr. Cary is a forty-five year veteran of the investment industry. In 1986 Mr. Cary founded Companion Capital Management (now CCM Investment Advisers, LLC) and has served as President and Chief Investment Officer since that time. Mr. Cary was graduated from Wofford College and received his Master of Business Administration degree from the University of South Carolina. His primary responsibilities at CCM include strategic and tactical asset allocation, oversight of the equity and fixed income research process, fundamental research in the energy and health care sectors as well as management of client portfolios.

Robert F. Key, CFA     Senior Vice President

Mr. Key joined CCM Investment Advisers in 1998 and his responsibilities include management of client portfolios, marketing and fundamental research in the finance sector. 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 and served as President of the CFA Society of South Carolina, 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.

Chris W. Antley     Senior Vice President

Mr. Antley joined CCM Investment Advisers 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.  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 Chief Equity Strategist for CCM and is responsible for development of the CCM Equity Model.  Mr. Antley is a guest lecturer at the University of South Carolina's Moore School of Business.

Michael A. Burkett, CFA     Vice President

Mr. Burkett joined CCM Investment Advisers after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.  His responsibilities at CCM include portfolio trading and management, information systems, performance composite, research on fixed income products as well as the consumer discretionary and consumer staples equity sectors.  Mr. Burkett is a CFA Charterholder and served as 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.

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.

John D. Leaphart     Vice president

Mr. Leaphart is a 1992 graduate of Clemson University, with a B.S. in Business Management. Mr. Leaphart received his MBA from the Goizueta Business School at Emory University.  He began his career with CCM in 1994.  Mr. Leaphart serves as CCM’s Chief Compliance Officer, overseeing the implementation and application of securities regulations to CCM’s daily processes.  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 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. While pursuing his degree Mr. Giltner served as research intern for CCM and joined the firm full time after graduation. He currently serves as a research analyst for equities and the macroeconomic environment.  He is a CFA Charterholder.

Austin S. Fulmer     Assistant Vice President

Mr. Fulmer joined CCM Investment Advisers in 2011 after graduating from the Darla Moore School of Business at the University of South Carolina 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.   His responsibilities at CCM include equity research and analysis, fundamental research on the telecom and utilities sectors, and information technology development for the firm.  He is a 2016 Level II Candidate in the CFA Program.

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

Mr. 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 assisting 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.

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

CCM Investment Advisers

1201 Main Street, Suite 1910

Columbia, SC 29201

© 2017 CCM Investment Advisers LLC, All Rights Reserved.

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