Our Team
WHAT MAKES US DIFFERENT
Independence
As a 100% employee-owned boutique investment manager we are unencumbered by many of the bureaucratic hurdles that can exist within larger firms.
Experience
Singular Focus
We are dedicated to investing. Everything we do from personnel decisions to systems integration is tailored specifically to the investable equity universe.
Culture
RECENT AWARDS:
Financial Times Top 300 RIAs
Investment Committee
Timothy C. Call, CFA
President & Chief Investment Officer
Tim Call is the Chief Investment Officer and President of CMC. As CIO he is responsible for developing the investment philosophy and chairing both the investment policy committee and risk management committee. Over his 25-year investment career he has served as CIO, director of equity research, and research analyst. He has assisted foundations and endowments in determining appropriate investment strategy, asset allocation, and spending policy issues. He is frequently quoted in the financial press and has been a guest on CNBC and Fox Business.
He has a BA in Economics and Math from the University of Virginia and received his MBA from Duke University. He is also a member of the CFA society of Virginia.
Mark W. Livesay, CFA
Portfolio Manager
Mark Livesay is portfolio manager at CMC and brings 18-years of investment experience working for several large institutional investment firms. As portfolio manager his is responsible for developing and implementing investment ideas. He is a member of both the investment policy committee and risk management committee.
He has a BA in Economics from the University of Virginia and is a member of the CFA society of Virginia.
Kenneth L. Walker
Client Relations Manager
Ken Walker serves as client relations manager for CMC. He is a member of the CMC investment policy group and compliance committee. He has served as president of a subsidiary of one of the nation’s largest mutual fund companies. He has written books on investments and been quoted in investment trade publications and currently serves as an independent director for one of the nation’s leading mutual fund groups.
Bradley D. Shiveley
Head of Business Development
Brad Shiveley is Head of Business Development for CMC. He brings over 10-years investment experience, spanning many roles with capital markets from equity research to institutional sales and trading for several large institutional investment firms. Over his career in capital markets he worked with Mutual fund, hedge fund, and endowment clients developing investment strategies. He is a member of the CMC investment policy group and heads up the marketing and client acquisition.
He has a BS in Industrial & Systems Engineering from Virginia Tech and received his MBA from The College of William & Mary.
Client Service Team
Pamela C. Simms, CFP
Operations Manager & Compliance Officer
Pamela Simms is Director of Operations & Compliance Officer for CMC. She brings 28-years of investment experience encompassing managing investment trading, client relations, and accounting. She chairs CMCs compliance committee.
She is a graduate of the College of William & Mary.
Preston S. Smith
Client Relations Manager
Preston Smith serves as client relations manager for CMC. He brings 38-years of having started one of the first trust companies in Virginia. He specializes in helping high net worth clients and their families in determining appropriate investment strategies and coordinating the process with client attorneys and accountants for estate planning and tax planning purposes.
Teresa C. Fisher
Client Administrator
Teresa joined CMC in 2017. She is responsible for client relations and administration. Before joining CMC, Teresa was an Account Manager and Trader at Investment Management of Virginia and has over 26 years of experience in the industry.
Tracy L. Leeper
Client Relations & Trading Manager
Tracy began her career in 2000 with Wells Fargo Advisors as a Trade Coordinator. She was with Wells Fargo for ten years prior to joining CMC in 2010. Tracy focuses on CMC’s trading activities and portfolio accounting system.
4101 Cox Road, Suite 110
Glen Allen, VA 23060
F: 804.270.4400
E: Information@the-cmc.com
