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Buckhead Capital Management

3330 Cumberland Boulevard Suite 650
Atlanta, Georgia 30339
United States
 
Contact :      Jonathan Smith
Phone :       404-720-8800
Fax :             404-720-8802
Email :         info@buckheadcapital.com
Web :           http://www.buckheadcapital.com

Buckhead Capital Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $760
Tax-Exempt Managed ($Mil) : $689
Taxable Assets Managed ($Mil) : $512
Year Founded : 1995
Wrap Programs Offered? : Yes
# of Accounts Managed : 328
In-House Research : 95 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Pershing   $100000
  $

Buckhead Capital Management History

Buckhead Capital Management is a mid-sized investment boutique headquartered in Atlanta, Georgia. The firm was founded in 1994 and manages value portfolios across the market capitalization spectrum. Clients include both high net worth individuals and institutional investors. The firm currently offers All Cap Value, Small Cap Value, SMID Cap Value, Diversifed Value and Large Cap Value equity products. Buckhead Capital Management also manages fixed income and balanced fund portfolios. Buckhead Capital Management is 100% employee owned and its only business is investment management. Buckhead Capital Management is located at 3330 Cumberland Boulevard, Suite 650, Atlanta, Georgia 30339.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
104
$403.0
 
Limited Partnership :
0
$0
 
Foundations :
13
$146.4
ERISA :
14
$158.7
Unions, Taft-Hartley :
1
$18.9
Public :
8
$158.7
Others :
2
$407.6
Total # of Professional : 12 Analysts : 1
Portfolio Managers : 8 Traders : 1
Client Service : 1 Operation : 1

Buckhead Capital Management Personnel

Mr.  Walter Dupre CFA

Portfolio Manager
Tel : 404-720-8800
Email: wdupre@buckheadcapital.com
Mr. DuPre serves as a Portfolio Manager and member of the Value Equity Investment Team. Prior to joining Buckhead Capital Management, he was the Managing Director of the Southern regional office of Prudential Capital Group, which was responsible for the management of a portfolio of $2.5 billion in private debt and equity securities. Previously, Mr. DuPre worked for Prudential Investments in Newark, NJ. Mr. DuPre received his B.A. in English and American Literature from Brown University and an M.B.A. from Columbia University. He is a CFA Charterholder, is a member of the CFA Institute, and a member of the Atlanta Society of Financial Analysts

Mr.  Matt Reams CFA

Portfolio Manager
Tel : 404-720-8800
Email: mreams@buckheadcapital.com
Mr. Reams serves as a Portfolio Manager and member of the Small and SMID Cap Investment teams. Prior to founding the Small Cap Value product at Buckhead Capital Management, he was a Portfolio Manager at Montag & Caldwell Investment Counsel in Atlanta, Georgia. At Montag, Mr. Reams was a voting member of the investment management team and co-managed the mutual fund department serving over 300 institutional clients and $3 billion in assets. Previously, Mr. Reams was an investment consultant for a national consulting firm and an equity analyst for a Midwest investment counseling firm. Mr. Reams received a B.A. degree in Religion and Philosophy from Furman University. He is a CFA charter holder, a member of the CFA Institute, and the Atlanta Society of Financial Analysts.

Mr.  John Swanson

Portfolio Manager
Tel : 404-720-8791
Email: jswanson@buckheadcapital.com
Mr. Swanson serves as a Portfolio Manager on the firmís All Cap Value, Diversified Value and Value Equity investment teams. Prior to joining Buckhead Capital Management, he was a member of Smith Barneyís Investment Consulting Group, where he was responsible for working with institutional and high net worth clients on investment policy statements, asset allocation and manager selection decisions. Previously, Mr. Swanson worked for NationsBank Capital Markets advising community banks on asset/liability management. He received a B.S. in Business Administration, with a concentration in Finance from Auburn University.

Mr.  Ralph Jenkins CFA

Portfolio Manager
Tel : 404-720-8800
Email: rjenkins@buckheadcapital.com
Mr. Jenkins serves as a Portfolio Manager on the firmís Fixed Income and Balanced account investment teams. Prior to joining Buckhead Capital Management, he was a Partner, Portfolio Manager and Director of Fixed Income at Invesco Capital Management. Mr. Jenkins began his investment career at C&S Investment Counseling, Inc. and has more than thirty years of investment experience as an analyst and as an equity and fixed income portfolio manager. He received a B.B.C. from Auburn University and a M.A. in Finance from the University of Alabama. Mr. Jenkins is a CFA charterholder, a Certified Investment Counselor, a member of the CFA Institute, and a member of the Atlanta Society of Financial Analysts.

Mrs.  Kathryn G. Stratton CFA

Portfolio Manager
Tel : 404-720-8800
Email: kstratton@buckheadcapital.com
Ms. Stratton serves as a Portfolio Manager on the firm's Fixed Income and Balanced account investment teams. Prior to joining Buckhead Capital Management, she was a Partner and Portfolio Manager with Invesco Capital Management, specializing in fixed income, equity and balanced fund management for institutional clients. Ms. Stratton began her career with the Bank Investment Securities Division of Bank of America, and has more than fourteen years of investment experience. She holds a Bachelor of Science in Psychology from Vanderbilt University. Ms. Stratton is a CFA charterholder, a member of the CFA Institute, and a member of the Atlanta Society of Financial Analysts.

Mr.  Jonathan Smith

Securities Trader
Tel : 404-720-8800
Email: jsmith@buckheadcapital.com
Mr. Smith serves as the firmís equity trader. Prior to joining Buckhead Capital Management, he was a senior trader in the Managed Accounts group for Invesco Capital Management. Previously, Mr. Smith was a Corporate Reorganization Analyst for Deutsche Bank and a Performance Analyst in the Managed Accounts group for J.C. Bradford & Company. He holds a B.A. in Finance from Middle Tennessee State University and an M.B.A. with a concentration in Finance from Georgia State University.

Mr.  Timothy Daughtry

Researcher/Analyst
Tel : 404-720-8800
Email: tdaughtry@buckheadcapital.com
Mr. Daughtry serves as a Research Associate at Buckhead Capital Management. Prior to joining the firm he graduated from the Georgia Institute of Technology where he received a B.S. with honors in Management and a concentration in Finance. While an undergraduate he worked as an intern in investment management at Edge Capital Partners and as an intern in business valuation at Adams Capital. He also served as a Director for the Georgia Tech Student Foundation Investments Committee where he was responsible for researching equities and managing the student endowment portfolio. He anticipates taking the CFA Level I in June, 2012.

Mr.  Matt Boden CFA

Portfolio Manager
Tel : 404-720-8786
Email: mboden@buckheadcapital.com

Mr.  Rick Nelson

Portfolio Manager
Tel : 404-720-8789
Email: rnelson@buckheadcapital.com

Buckhead Capital Management Product Name

Value Equity:Privately Managed Accounts
Small Cap Value:Privately Managed Accounts
Intermediate Fixed Income:Privately Managed Accounts
Government/Credit Fixed Income:Privately Managed Accounts
1 - 3 Year Fixed Income:Privately Managed Accounts
Report Created: January,19 2020.  Copyright Money Manager Review , All rights Reserved.
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