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Update Regarding COVID-19 Planning

INVESTMENT
UPDATES
March 2021
February 2021
December 2020
November 2020
older updates

REGULATORY DOCUMENTS
Form ADV Part 2A

ADV Part 3 - Form CRS Customer Relationship Summary




Business & Technology Professionals




Erika D. Banks
Director,
Systems & Operations
Erika serves as the firm’s CTO and has over 20 year of experience. Erika focuses on system development and maintenance, and cybersecurity. She implements new technologies, and develops and tests policies and procedures to strengthen the firm’s security posture. Additionally, Erika oversees Operations. She is a shareholder of the firm. Erika was previously employed by the Bankers' Association for Foreign Trade where her responsibilities included database administration and web site development. She joined Sovran Capital Management in 1999 as a Marketing Analyst. She has a BA degree in Graphic Design from Salisbury State University and a MS in Software Engineering from West Virginia University.
Brad P. Coats, CFA
Chief Compliance Officer
Brad serves as the firm’s Chief Compliance Officer. He has over 30 years of investment experience and concentrates on compliance and risk management for the firm.

Previously Brad worked for Tenneco in their portfolio management group, and was Manager of Fixed Income for First City National Bank. He joined Sovran Capital Management in 1987 and was named President in 1997. Brad has earned the Chartered Financial Analyst designation. He received a BBA in Finance from Oklahoma State University, and an MBA from the University of Texas.


John W. Monger
Associate, Operations Manager
John is the Operations Manager and has over 10 years of experience. He oversees all trade settlement by ensuring brokers and custodians receive timely trade notification, correct delivery instructions, and researching any discrepancies. Additionally, he assists with system development and maintenance.

Prior to joining Agincourt in 2009, John worked for First Clearing Corporation as an Analyst in the Mutual Fund group. He received his BS in Finance from Virginia Commonwealth University.

Elsie L. Rose, CPA
Business Manager
Elsie executes all business and accounting related activities for the firm. She provides financial analyses designed to assist Management as needed, develops and implements accounting policies and procedures to strengthen internal controls and performs compliance program support activities, including testing of firm policies with regulatory requirements and best practices. Elsie provides support to clients and responds to various financial information requests in her role.

She has over 35 years of accounting and business experience, including “Big 4” accounting firm experience, before co-founding Richmond based, Rose, Sanderson & Creasy, P.C. (RSC). In 2005, RSC merged into Yount, Hyde & Barbour, P. C., a regional public accounting firm Elsie joined Agincourt full time in 2016. She has a BS degree in Accounting from Virginia Commonwealth University.

Delorse K. Brown
Associate, Operations Analyst
Dee Dee is an Operations Analyst on our business and technology team with over 25 years of experience. Her primary focus is on performance measurement and daily holdings reconciliation of all accounts. Other responsibilities include assisting in trade settlement with custodians and brokers, corporate actions, and researching any issues with her assigned accounts.

In 1990, Dee Dee joined Sovran Capital Management as an Operations Analyst, rising to the position of Assistant Vice President in 1999. She is a graduate of Pan American Business College.

Justin M. Hildebrand, CFA
Associate, Product Manager/
Marketing Analyst
Justin is on the business and technology team with over 5 years of experience. He is responsible for updating databases, assisting with request for proposals, producing reports for clients and consultants and updating marketing materials. Additionally, Justin is responsible for maintaining and updating the firm’s performance composites as well as interfacing with the firm’s GIPS® compliance and verification provider.

Prior to joining Agincourt in 2014, Justin worked as a financial analyst. Justin received his BS in Finance with a minor in History from Wake Forest University. He has earned the Chartered Financial Analyst designation.
John P. Moran
Associate,
Client Service/Marketing Analyst
John is on the business and technology team with more than 1 year of experience. His responsibilities include updating external databases, creating marketing material, producing client reports, and assisting with updating the performance composites.

Prior to joining Agincourt John worked for DDJ Capital Management. John received a BS in Business Administration from the University of Richmond, and an MBA from Drexel University. He is a CFA Level I Candidate.
Josh M. Scolaro
Associate, Operations Analyst
Josh is an Operations Analyst on our business and technology team with over 3 years of experience. His primary focus is on daily reconciliation of cash balances. Other responsibilities include assisting with daily holdings reconciliations, settling trades with custodians and brokers, corporate actions, and researching any issues with his assigned accounts.
Jenifer M. Troupe
Associate, Operations Analyst

Jenifer is an Operations Analyst with over 10 years of experience on our business and technology team. Her primary focus is on the preparation of client presentations and quarterly letters, performance verification, and maintaining mortgage factors. Additionally, she assists with settling trades with custodians and brokers, corporate actions, and researching any issues with her assigned accounts.

Prior to joining Agincourt in 2004, Jenifer worked for AAA Mid-Atlantic.