Our Team
WHAT MAKES US DIFFERENT
Independence
As a 100% employee-owned boutique investment manager, we are unencumbered by many bureaucratic hurdles that can exist within larger firms.
Experience
We’ve been in business for over 50 years. On average, investment committee members have two decades of experience.
Singular Focus
We are dedicated to investing. Everything we do from personnel decisions to systems integration is tailored specially to investment results.
Culture
Our exclusive client base allows us to provide an extremely high level of service. Clients have full access to professionals. Your needs come first.
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 overseeing the investment process and chairing both the investment 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. He is quoted by the financial press and has been a guest on CNBC and Fox Business.
He has a BA in Economics and Mathematics 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
Vice President & Portfolio Manager
Mark Livesay is Portfolio Manager and Vice President of CMC and brings 20-years of investment experience working for large institutional investment firms. As portfolio manager, he is responsible for developing and implementing investment ideas. He is a member of both the investment 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 is the former President and Managing Director of CMC and currently serves as a Client Relations Manager. He has served as president of a subsidiary of one of the nation’s largest mutual fund companies. He has served as an independent fund director for a global insurance company. He is a former director of a national Fintech company. He has written books on investments and been quoted in investment trade publications over his career. He has been a director for numerous museums, hospitals, university, and religious civic organizations. He has over 40-years of investment industry experience.
He has a BSBA and MBA from the University of Richmond.
Bradley D. Shiveley
Vice President
Brad Shiveley is Vice President for Capital Management Corporation. He brings over 11-years investment experience, spanning many roles within capital markets from equity research to institutional sales and trading at large institutional investment firms. He has worked with mutual funds, hedge funds, and endowment clients developing investment strategies. Prior to his career in capital markets, he held senior roles for two public global logistics companies. He is a member of the CMC investment committee and heads up the business development.
He has a BS from Virginia Tech and received his MBA from the College of William & Mary.
Client Service Team
Pamela C. Simms, CFP
Vice President & Chief Compliance Officer
Pam Simms is Director of Operations and Chief Compliance Officer for CMC. She brings over 30 years of investment experience encompassing managing investment trading, client relations, and accounting. She chairs CMC’s compliance committee.
She is a graduate of the College of William & Mary.
Preston S. Smith
Client Relations Manager
Preston Smith serves as a Client Relations Manager for CMC. He brings over 40-years of experience and 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 estate planning and tax planning process with clients’ attorneys and accountants.
He has a BSBA from the University of Arizona.
Teresa C. Fisher
Client Relations & Administration
Teresa Fisher 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. She has over 30 years of investment industry experience. She has a BS in Business Management from Averett University.
Tracy L. Leeper
Client Relations & Trading Manager
Tracy Leeper 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. Tracy focuses on CMC’s trading activities and the portfolio accounting system. She has a BS in Finance from Virginia Tech and a Series 65 certification.
4101 Cox Road, Suite 110
Glen Allen, VA 23060
F: 804.270.4400
E: Information@the-cmc.com
