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Red Hills Capital, LLC

221 Delta Ct. #2
Tallahassee,  32303
United States
 
Contact :      William C. Lamb, Jr.
Phone :       850-425-1110
Fax :             850-386-1188
Email :         info@redhillscapital.com
Web :           http://www.redhillscapital.com

Red Hills Capital, LLC Information

Type of organization :
Total Assets Managed ($Mil) : $29
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2001
Wrap Programs Offered? : Yes
# of Accounts Managed : 120
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Red Hills Capital, LLC History

Red Hills Capital was formed in September 2001 by managing partners Richard O'Leary and William Lamb. Our goal from the beginning has been to offer completely independent investment advice and to avoid as much as possible the use of mutual funds, annuities, and other "products" when our own selections and indexing were available. The result has been a firm that thrives upon close relationships with its clients and a pressure-free atmosphere. Since our inception, Red Hills has built portfolios and offered advice ranging from basic fixed-income and equity strategies to more complex hedging and monetizing strategies for its wealthier clients. We are proud of our ability to actually put our clients' interests first and not merely pay lip-service to that goal. As we do not rely upon outside management of our funds, we accept both the responsibility AND accountability for the performance of the portfolios under our care. We have great respect for the magnitude of these duties. Red Hills' client base has grown to include high net worth individuals, family trust accounts, small business retirement and profit sharing plans. We offer cash management for small businesses and their owners as well.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Red Hills Capital, LLC Personnel

Mr.  William C. Lamb, Jr.

Manager
Tel : (850) 425-1110
Email: william@redhillscapital.com
William C. Lamb, Jr. is a life long resident of Tallahassee where his family has lived for over four generations. He graduated from Maclay School in 1987 and went on to earn his B.A. in Business Administration from Samford University in Birmingham, Alabama. Since graduation, he has worked in banking industry as a real estate appraiser, commercial lender, and branch manger of a local bank in Tallahassee. Prior to joining Red Hills in 2001, William had been working with Morgan Stanley as a financial advisor for 4 years. He was the second person in the history of the Tallahassee office to win the National Sales Directors Award and one of two financial advisors in the country asked to address the training class in New York. During his time at Morgan Stanley, he managed portfolios for individuals as well as corporate retirement plans using a wide range of securities and strategies. William assists in portfolio management, and focuses on business development and day- to-day management of the business.

Mr.  Richard OLeary

Portfolio Manager
Tel : (850) 425-1110
Email: richard@redhillscapital.com
Richard O'Leary founded Red Hills Capital in 2001 and has over ten years of professional experience managing client and business accounts. Richard is well-educated in portfolio management theory and its implementation. Richard graduated from Texas A&M with a B.S. degree in Geophysics and had been a doctoral candidate at Texas A&M prior to making the professional switch to researching the financial markets. He brings personal and professional experience from trading within the stock, bond, mutual fund, and futures markets to managing his clients' accounts.

Mr.  Ross Obley, CFA

Portfolio Manager
Tel : 850-425-1110
Email: ross@redhillscapital.com
Ross Obley is very pleased to join the entrepreneurial environment of Red Hills Capital after a 20 year career with the Capital City Bank Group. Ross has been managing client portfolios since 1990, and earned the coveted Chartered Financial Analyst (CFA) designation for investment professionals in 2000. He is experienced in all major aspects of investment management and focuses on risk adjusted, after tax returns for both individual and institutional clients. The investment process begins with a thorough understanding of the client's investment goals, risk profile, and other pertinent circumstances. Client portfolios may include individual stocks, taxable and tax exempt bonds, exchange traded funds (ETFs), mutual funds, and REITs. Ross concluded his banking career as a Senior Vice President and Chief Investment Officer for Capital City Trust Company (CCTC). Prior to joining CCTC, he managed the audit and loan review function for the Capital City Bank Group. Previous professional experience included 6 years in Orlando, Florida as a bank examiner with the Office of the Comptroller of the Currency. Ross earned an M.B.A. from The Florida State University and his B.A. from the University of Florida. Community involvement has included Board positions at the Tallahassee Museum of History and Natural Science, Sprint Championship (LPGA Golf Tournament), Centel Classic (PGA Tour event), and on the Florida A&M Planned Giving Advisory Committee. Other volunteer activities consisted of tutoring at Sealey Elementary School and delivering for Meals on Wheels. Ross also is a photographer for the Florida State University Athletic Department and is currently featured in a nature photography exhibit at the Tallahassee Museum of History and Natural Science.

Red Hills Capital, LLC Product Name

Red Hills Value:Privately Managed Accounts
Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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