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CornerCap Investment Counsel

1355 Peachtree Street, Suite 1700
Atlanta, Georgia 30309
United States
 
Contact :      Derek Tubbs
Phone :       404-968-2619
Fax :             404-870-0770
Email :         dtubbs@cornercap.com
Web :           http:// www.cornercapinstitutional.com

CornerCap Investment Counsel Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $1,101
Tax-Exempt Managed ($Mil) : $304
Taxable Assets Managed ($Mil) : $798
Year Founded : 1989
Wrap Programs Offered? : Yes
# of Accounts Managed : 778
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
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CornerCap Investment Counsel History

The former President, and Chief Investment Officer of RJR Investment Management Co. founded CornerCap Investment Counsel in 1989 after the leverage buyout of RJR/Nabisco by Kravis, Kohlberg & Roberts. CornerCap's founders oversaw the $4 billion RJR Nabisco pension fund, and also served as the in-house advisers with day-to-day management responsibility for $600 million of the pension fund. While at RJR they developed a research system and investment approach rooted in an unemotional appraisal of company-specific growth forecasts relative to current valuation levels. Starting in 1989, they took their sophisticated institutional approach and applied it to their client portfolios, steadily growing the firm organically from an initial asset base of $5 million. Along the way, the firm developed its infrastructure, hiring additional investment professionals and support staff to build a platform that would be attractive to institutional investors looking for an independent, stable, competent investment management firm with a long track record.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
586
$505.17
 
Limited Partnership :
139
$264.8
 
Foundations :
19
$29.33
ERISA :
15
$26.92
Unions, Taft-Hartley :
0
$0
Public :
1
$51.03
Others :
18
$224.25
Total # of Professional : 20 Analysts : 1
Portfolio Managers : 8 Traders : 1
Client Service : 6 Operation : 0

CornerCap Investment Counsel Personnel

Mr.  Derek Tubbs

Marketing Director
Tel : 404-968-2619
Email: dtubbs@cornercap.com

Mr.  J. Cannon Carr

Portfolio Manager
Tel : 404-870-0700
Email: ccarr@cornercap.com
Cannon is CornerCap's Chief Investment Officer. He leads our weekly investment committee and oversees the firm's investment strategies and process, stock and asset class research, and portfolio management. He comanages the three CornerCap mutual funds (Small Cap Value, Large Cap Value, and Balanced). He joined CornerCap in June 2007, after being a client for over seven years. Prior to joining CornerCap, Cannon was a senior equity analyst at CIBC World Markets (formerly Oppenheimer), covering IT business services (2006-07), wireless services (2001-05), and emerging telecom (1998-05). Cannon has provided commentary on CNBC, CNN, Lou Dobbs MoneyLine, and Bloomberg News. He has also been quoted in the New York Times, Wall Street Journal, Financial Times, and Fortune, among other publications. He was rated a five-star analyst by Zachs Research in 2006. Cannon has an MBA from Columbia Business School and a BA from Princeton University in Political Economy. Cannon is an officer at the Atlanta Rotary Club, serves as a Trustee for Wesleyan College, where he chairs the endowment Investment Committee, is the Treasurer of the Georgia Tennis Foundation, and is a co-founder of Young Professionals for Education Equity.

Mr.  Thomas Quinn

President/CEO
Tel : 404-870-0700
Email: tquinn@cornercap.com
Tom is CEO of CornerCap Investment Counsel and is a member of the investment committee. He and Gene Hoots co-founded the firm, which was incorporated in 1989. Tom is also President and Treasurer of the CornerCap Group of Funds. His previous positions included being Chief Investment Officer of RJR Investment Management, Inc., the investment advisory subsidiary of RJR Nabisco, and a consultant for Arthur Andersen & Co. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He is a certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). Tom serves as Chairman of the Episcopal Diocese of Atlanta Foundation and Chairman of the Episcopal Diocese of Atlanta Long Term Investment Committee for the Diocese's Common Fund. He is also Chairman of the Midtown Atlanta Rotary Foundation and serves on the Board of the Church Investment Group. He has an MS in Industrial and Systems Engineering from Ohio University and an MBA from the University of North Carolina at Greensboro.

Mr.  Jeffrey Moeller

Portfolio Manager
Tel : 404-870-0700
Email: jmoeller@cornercap.com
Jeff is our Director of Research, overseeing the day-to-day execution of Fundametrics® and research of our investment products. He is a member of the investment committee and Portfolio Manager. He comanages the three CornerCap mutual funds (Small Cap Value, Large/Mid Cap Value, and Balanced). Jeff joined CornerCap in 2000 and served as the firm’s trader for three years. He returned in 2004 in his present capacity. Jeff is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He has a BS in Finance from Oklahoma State University.

Mr.  Charlie Bettinger

Securities Trader
Tel : 404-870-0700
Email: cbettinger@cornercap.com
Charlie is responsible for the trading at CornerCap Investment Counsel. He oversees all equity and fixed income trading as well as assisting in research on new investment products. Prior to joining CornerCap in 2008, Charlie was an equity trader on the New York Stock Exchange for 10 years with Goldman Sachs.

CornerCap Investment Counsel Product Name

Fundametrics Small Cap Value:Privately Managed Accounts
Fundametrics Large-Mid Cap Value:Privately Managed Accounts
Fundametrics SMID Cap Equity:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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