The Trent Team
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Robert V. MayPartner and Chief Investment Officer Operating from our Lexington, Kentucky office, Bob is responsible for all investment decisions for the firm. Before joining Trent, Bob was a securities broker at J.C. Bradford & Co. Previously, Bob worked for C.H. Bailey, Ltd. Of Cardiff, Wales where he was responsible for long-range planning and finance. After leaving Great Britain, he returned to the States to become president of R.V. May Company, a family owned welding supply company in Lexington. Bob graduated from Washington & Lee University with a bachelor degree and later received his master’s degree in business from the Darden School of Business at the University of Virginia. |
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I. James FoldsPartner and Director of Corporate Development Jim provides oversight for the firm’s general corporate business matters, drives client development and coordinates the firm’s marketing efforts. Prior to Co-Founding Trent Capital Management, Jim was Marketing Manager for the Weaver Companies, a real estate construction, development and syndication firm. He was formerly a Series 7 securities broker at Wheat First Securities after serving as Wachovia Bank’s Regional Manager for all commercial mortgage loans made in the bank’s central region. Jim was awarded his bachelor degree in psychology from the University of North Carolina at Chapel Hill. |
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William C. Thacker, Jr.Partner and Director of Benefit Plan Assets Bill is an Accredited Investment Fiduciary (AIF®), a respected fiduciary designation received from the Joseph M. Katz Graduate School of Business, University of Pittsburgh. Bill has been named to the All-American team by the American Funds, Top Producer by both the Oppenheimer Funds and The Banner Group, and The Generations of Experience Club by Van Kampen Funds. The Governor of NC appointed him to the Agricultural Finance Authority where he serves as Chairman of the Board. Bill obtained his bachelor degree from Campbell University. |
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David M. Labiak, CFAPartner, Senior Portfolio Manager & Chief Financial Officer As Senior Portfolio Manager, David assists the Chief Investment Officer in equity evaluation and research, manages accounting systems and computer operations. He is also responsible for implementing strategic planning and assumes many client-related responsibilities including portfolio reviews. Prior to joining Trent Capital, David was employed by Belk Stores Services in their audit department. David received his bachelor degree in accounting from the University of North Carolina at Charlotte, later obtaining his MBA from the Walker College of Business at Appalachian State University. In August 2000, he received his Chartered Financial Analyst designation and is a member of the CFA N.C. Society. |
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Amanda C. PoerPortfolio Administrator & Relationship Manager With over 5 years of legal and financial services experience, Amanda works closely with clients to ensure timely and accurate administration of managed accounts. She is responsible for client services administration, database management and accounts payable/receivable. She also assists the firm’s Chief Financial Officer in the coordination and preparation of the budget and financial statements as well as ensuring compliance with SEC rules and regulations. Since joining Trent Capital, Amanda has obtained her 401(k) Certified Administrator designation. Amanda was previously employed as a Loss Mitigation Coordinator at AIG United Guaranty and obtained her bachelor degree from Ball State University. |
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B.J. SzafranDirector of Business Development B.J. is responsible for Trent Capital’s new client development. With his management and service backgrounds in banking and insurance, B.J. utilizes his skills to explain the benefits and investment approach of Trent Capital Management to prospects and clients. Prior to his position at Trent Capital, B.J. was a Financial Service Representative for First Citizens Bank in Greensboro responsible for acquiring and maintaining new and existing clients through financial, banking and lending products. He was formerly a professional golfer, competing on several tours such as the Tarheel Tour and the Carolinas Professional Golf Tour. Attending Valdosta State and the University of Mississippi, B.J. completed his Business Administration degree at The University of Phoenix. |
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John W. PowersBusiness Development Officer John is responsible for bringing new relationships to the firm and facilitating on-going client relations at Trent Capital Management. John began his career with NationsBank helping business executives with both financing and investment needs while ensuring that both personal and corporate relationships are soundly developed from start to finish. John uses his prior business experience of starting up and running businesses to ensure client’s utilize all services and benefits offered with Trent Capital’s investment strategy. John received his bachelor degree from Furman University, later completing the MBA/ JD program at Wake Forest University’s Babcock Graduate School of Management. |
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Joseph F. Patterson, IIIBusiness Development Officer Joe is responsible for marketing the firm’s services and facilitating on-going client relations. Prior to joining Trent Capital, Joe was a Principal in the London office of the investment-banking firm of Babcock and Brown, the world’s leading arranger of tax enhanced financing. He was formerly a vice president of the international division of Manufacturers Hanover Trust Company, establishing a merchant back in Australia and a representative office in Sweden. Joe obtained a bachelor degree from the University of North Carolina at Chapel Hill later receiving his masters degree in business from the university’s Kenan Flagler Business School. |
