Gregg Thomas Picillo

WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.

Kaplan invests in small- and mid-cap companies management views as high quality that are reasonably easy to understand, have favorable long-term prospects, are managed by competent individuals with integrity and are available at a price that represents a discount from its intrinsic value.

MCP’s general approach is income with growth with an emphasis on preservation of capital, diversification, and sensible risk. Overall, their portfolio aims to invest approximately two-thirds to three-quarters of its assets in common stocks and the remainder in fixed income. They do all their own fundamental research and utilize a bottom-up stock picking approach.

Functions as a College/University

Functions as a College/University

Evergreen Investments & Management invests in early-stage and start-up companies located in the Southeastern United States with particular emphasis on Nashville, Tennessee and the surrounding area. The firm focuses on sectors such as health services and technological services. It participates in early-stage transactions with an investment size of USD .25- 1 million. It takes a seat on the board of directors.