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INVESTMENT
UPDATES

May 2017
March 2017
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December 2016
November 2016
September 2016
August 2016
June 2016
May 2016
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OLDER UPDATES




Business & Technology Professionals




Erika D. Banks
Director,
Systems & Operations
Erika is on the business and technology team and manages operations for the firm. She has over 15 years of experience and responsibilities also include system development and maintenance. Erika focuses on developing solutions for workflow automation and system interfaces. 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.
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.
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.

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.

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.
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.

 

 



200 South 10th Street, Suite 800
Richmond, VA 23219
T: 804.648.1111 F: 804.864.2611
acm@agincourtcapital.com