Our Team

Executive Team

Derwood S. Chase, Jr.

Founder & Chairman Emeritus

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Stuart F. Chase

Chairman of the Board

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Jennifer L. King, IACCP®

Chief Executive Officer
Corporate Secretary & Director, Chief Compliance Officer

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Peter W. Tuz, CFA, CFP®

President & Director
Portfolio Manager

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Robert (Buck) C. Klintworth, CMT, CFP®

Senior Vice President
Portfolio Manager

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Spencer J Garrett Junior Analysit/Assistant Portfolio Manager

Spencer J Garrett

Junior Analyst
Assistant Portfolio Manager

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Staff

Michelle S. Jenkins

Controller

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Tommy Lovato

Operations and Client Service Associate

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Virginia G. Josey

Investment Operations

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Sherry L. Wright-Hensley

Administrative Assistant/Executive Secretary

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