After graduating from the University of North Carolina at Chapel Hill in 1997, Chip began his financial career on the trading desk at Jurika & Voyles, a multi-billion dollar investment management firm in Oakland, CA. Initially working with the firm’s retail or “wrap” client accounts, Chip was eventually promoted to Equity Trader. In that role, he was responsible for implementing the firm’s investment decisions, striving to obtain the best execution of equity and option trades for the firm’s mutual funds, institutional and high net worth clients. In addition, he assisted the director of trading in managing a team of five retail trading portfolio administrators.
Chip also began the Chartered Financial Analyst (CFA) program while still working at J&V. After studying for and passing the first of three levels of the program, he decided that a Master of Business Administration would help fill holes in his business education.
In 2004, Chip completed his M.B.A., graduating with honors from the University of North Carolina’s Kenan-Flagler Business School.
A month after graduation, he took and passed the third and final level of the CFA program, earning the right to be designated a CFA charterholder. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the fields of investment management and research analysis. In addition to, and perhaps more important than the financial education, CFA charterholders are committed to the highest ethical standards.*
After securing his MBA, Chip was hired full-time at Tucker Capital Management as a research associate. He assisted the firm’s principal in researching and analyzing both public and private companies for potential investment. His time at Tucker Capital was dedicated to public equity research as well as helping to manage the firm’s hedge fund.
Chip was hired at Westover Capital Advisors, LLC in July of 2008. His investment responsibilities will be in the area of investment research; his client responsibilities will be to develop new and help to maintain existing relationships, and he will also serve as the firm’s Chief Compliance Officer with respect to Securities and Exchange Commission matters. Chip is a member of the Investment Advisors Association.
* More information on the CFA designation can be found at http://www.cfainstitute.org/.
| INDU | 0.00 | N/A | 0.00% |
| Nasdaq | 2939.41 | -9.16 | -0.31% |
| S&P 500 | 1360.13 | -2.08 | -0.15% |
| 10yrbond | 2.028 | -0.017 | -0.83% |
