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Nome | Título | Desde | Até |
---|---|---|---|
David Shelton | - | 2025 | Agora |
Biografia | David Shelton joined Vulcan Value Partners in 2020. David is responsible for portfolio management and equity research. Prior to joining Vulcan, David was a Vice President in the Debt Capital Markets group at Stephens Inc., where he executed debt placements across a variety of industries. David earned a BA in Economics from Sewanee: The University of the South and an MBA from The University of Chicago Booth School of Business. | ||
Stephen Simmons | Portfolio Manager | 2024 | Agora |
Biografia | Stephen Simmons joined Vulcan Value Partners in 2013. Stephen is responsible for portfolio management and equity research. Stephen has over 20 years of experience valuing businesses across a wide variety of industries. Prior to joining Vulcan Value Partners, Stephen served as Chief Financial Officer for Consolidated Shoe Company, a Virginia company designing, sourcing and wholesaling branded women’s shoes. In addition to his finance and accounting duties, he was responsible for overseeing U.S. branded sales. Previously, Stephen served as Director of Equity Research, Portfolio Manager and Principal for Flippin, Bruce & Porter. Earlier in his career, he served as Director of Equity Research for the Retirement Systems of Alabama. After undergraduate school, Stephen began his career in the Trust Investment Department at AmSouth Bank. Stephen earned his MBA from Auburn University Montgomery and his BS in Finance from the University of Alabama. Stephen is a CFA Charter holder. | ||
Colin Casey | - | 2024 | Agora |
Biografia | Colin Casey joined Vulcan Value Partners in 2017. Colin is responsible for portfolio management and equity research. Prior to joining Vulcan Value Partners, Colin worked as a business teaching fellow at the Meltwater Entrepreneurial School of Technology in Ghana. In his time there, he delivered lectures to future entrepreneurs in topics ranging from financial modeling to competitive dynamics. Colin began his career as an analyst at Croft & Bender, a boutique investment bank specializing in middle market mergers and acquisitions and private capital raising. Colin earned his MBA from the Darden School at the University of Virginia and holds a BS in Management from the Georgia Institute of Technology. | ||
Taylor Cline | - | 2024 | Agora |
Biografia | Taylor Cline joined Vulcan Value Partners in 2019. Taylor is responsible for portfolio management and equity research. Prior to joining Vulcan Value Partners, Taylor worked as a research associate at Janus Henderson Investors, focusing on high yield bonds and leveraged loans across a number of different industries. Taylor earned his BS in Finance from Miami University. | ||
CT Fitzpatrick | - | 2009 | Agora |
Biografia | C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $6.3 billion for a global client base as of March 31, 2025. Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management. Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama. C.T. is a CFA Charterholder. | ||
McGavock Dunbar | Portfolio Manager | 2020 | 2025 |
Biografia | McGavock Dunbar, CFA. Mr. Dunbar, as the Director of Research and a portfolio manager for the Funds, assists Mr. Fitzpatrick in managing Vulcan’s research team, which is responsible for stock selection. As an additional portfolio manager for the Funds, Mr. Dunbar can exercise discretion over each Fund’s assets and works with Mr. Fitzpatrick to assist in final investment decision-making for each Fund. In addition, Mr. Dunbar assists in the structuring of portfolios for consistency with each Fund’s guidelines and regulatory requirements. Mr. Dunbar is a Principal of Vulcan and has been an Analyst at Vulcan since 2010. Prior to founding Vulcan in 2010, Mr. Dunbar was an Associate in the investment banking department at Susquehanna International Group. |
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