Chickasaw Capital Management
Geoffrey P. Mavar | Principal
Geoffrey is a Principal and co-founder of Chickasaw Capital Management, LLC. He began his investment career at Goldman Sachs & Co. where he served for 11 years and was a Vice President. Geoffrey began managing MLP assets on a discretionary basis during his tenure at Goldman Sachs. Geoffrey graduated with a B.A. from The University of Mississippi in 1984. He received an MBA in Finance from the Owen Graduate School of Management at Vanderbilt University in 1990, and
served on the Alumni Board of Directors of the Business School from 1999 to April 2007.
Matthew G. Mead | Principal
Matt is a Principal and co-founder of Chickasaw Capital Management, LLC. He began his investment career at Goldman Sachs & Co. where he served for 9 years and was a Vice President. Matt began managing MLP assets on a discretionary basis during his tenure at Goldman Sachs. He has diverse investment experience across public and private equity, fixed income, and derivative markets. Matt received his B.S. from Birmingham-Southern College in 1990, double majoring in Economics and Finance. He received an MBA from the Fuqua School of Business, Duke University in 1992. Matt has been a member of the Board of Directors of Oakworth Capital Bank since 2008.
David N. Fleischer, CFA | Principal
David is a Principal at Chickasaw Capital Management, LLC. He was previously a Managing Director at Kayne Anderson Capital Advisors, LP. David was a Managing Director at Goldman Sachs & Co., serving on its Investment Policy and Stock Selection Committees for over 10 years and was the business unit leader for the firm’s energy research. He was responsible for investment research of MLPs, natural gas companies and gas utilities, and was an Institutional Investor ranked analyst for 16 consecutive years in natural gas. David graduated from the University of Pennsylvania with a B.A. in Economics in 1970. He received an MBA from The Wharton School of the University of Pennsylvania in 1976. David served four years active duty in the U.S. Navy, attaining the rank of Lieutenant Commander. He is a Chartered Financial Analyst.
Robert M.T. Walker | Principal
Robert is a Principal at Chickasaw Capital Management, LLC where he leads the firm’s research efforts. He started his investment management career in 1999 with Haas, Incorporated, a family office in Memphis, and he was an analyst with Trinity Capital, an equity hedge fund, before joining Chickasaw. Robert received his B.A. from Rhodes College in 1999, with a History major and a Business Administration minor. He received an MBA from the Owen Graduate School of Management, Vanderbilt University in 2005 where he was the Chairman of the Max Adler Student Investment Fund. Robert currently serves on the Owen Alumni Board of Directors.
Paul R. Jacob | Senior Analyst
Paul is a Senior Analyst at Chickasaw Capital Management, LLC. He most recently was an Associate Research Analyst at Credit Suisse where he was responsible for investment research of MLPs, natural gas companies and gas utilities. Previously, he was an Associate Research Analyst at Raymond James where he was responsible for research of MLPs, shipping and global commodity markets including crude oil and natural gas. Paul received his B.S. in Civil Engineering from the University of Colorado in 2003. He received an MBA from the Mason School of Business at the College of William & Mary in 2011 where he was a co-manager of the Frank Batten Investment Fund. Paul has over 6 years of experience designing infrastructure and is a licensed Professional Engineer.
Scott B. Warren, CPA | Associate Analyst
Scott is an Associate Analyst at Chickasaw Capital. He began his career with KPMG in 2010 as an Audit Senior Associate, and most recently served as a Valuation Senior Associate in Atlanta. While working in the KPMG valuation group, Scott performed business and asset valuations across diverse assignments including business combinations, and analysis of complex securities such as derivatives and loan portfolios using a variety of appraisal methods. He received his Masters in Accountancy, cum laude in 2010 and his Bachelor of Accountancy (Minor in Finance) in 2008 from the University of Mississippi. He is a 2016 Level III candidate in the CFA Program. He is a Certified Public Accountant (Inactive).
Luke B. Davis | Associate Analyst
Luke is an Associate Analyst at Chickasaw Capital. He graduated with a M.S. in Finance from Vanderbilt University, Owen Graduate School of Management in 2014 where he served as an analyst and portfolio manager for the Max Adler Student Investment Fund. Luke has completed internships at EBSCO Industries, Petra Life Services, and Hanson and Wells Partners. Luke graduated cum laude from Samford University in May 2013 with a B.S. in Finance and Economics where he was a University Fellow, a Presidential Scholar (1 of 50), and was awarded the William Hester Manly Scholarship (one awarded per year). He also served as an analyst and portfolio manager for Samford’s Bulldog Investment Fund. He is a 2016 Level III candidate in the CFA Program.
Joseph R. Klein | Associate Analyst
Joe is an Associate Analyst at Chickasaw Capital. He graduated with a M.S. in Finance from Vanderbilt University, Owen Graduate School of Management in 2016 where he was on the Max Adler Student Investment Fund. Previously, Joe worked at Deloitte as a consultant in the Partnership Solutions Group giving him his initial exposure to MLPs. He has completed internships with Target Corporation and BDO. Joe graduated from Indiana University’s Kelley School of Business in 2014 with a B.S. double majoring in in Finance and Accounting, minoring in Psychology, and serving as a peer tutor in spreadsheet modeling and data analysis.
Debra A. McAdoo | Principal
Debra is a Principal and is the Chief Compliance Officer at Chickasaw Capital Management, LLC. She serves as the firm’s liaison with the various regulatory agencies and keeps the firm’s policies and procedures current with industry standards. She began her investment management career with Goldman Sachs & Co. in Memphis, where she served for 14 years. She served initially as a Client Analyst and was promoted to Regional Compliance Manager and Vice President where she served for 8 years.
Vickie Gardino | Managing Director
Vickie is a Managing Director at Chickasaw Capital Management, LLC. She is responsible for trading and client support at Chickasaw Capital. Vickie served as a Client Analyst at Goldman Sachs & Co. for 7 years in Memphis and was the lead support person for a six-person investment advisory team. She has over 31 years of experience in the securities business.
Charles P. E. Jumet, Jr. CIMA® | Vice President
Charles is a Vice President for Client Communications. He joined from Wells Fargo Advisors working in the Markets and Product Strategy Group, where he worked with research and product teams to help advisors understand and take action on the firm’s research strategy and recommendations. He also worked in the Wells Fargo Investment Management Consulting Group working with advisors and clients on portfolio implementation and ongoing maintenance. He also previously worked in Wells Capitalizing on Advisory Based Opportunities group, and managed a team of 21 employees who assisted financial advisors in transitioning clients to advisory relationships. Charles is a graduate of Southern Methodist University.
William J. Threadgill, CPA | Controller
Will is the Controller at Chickasaw Capital Management, LLC where he manages internal accounting functions. He joined from KPMG, LLC where he was most recently a Manager having previously served as an Audit Associate and an intern. At KPMG, Will led numerous audit engagements across a wide range of industries and business combination projects. Will received his Master in Taxation in 2011 and his Bachelor of Accountancy in 2010 from the University of Mississippi. He is a Certified Public Accountant.
James L. Johnstone | Managing Director
Jim is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Sales. He most recently was Vice President of Institutional Marketing for Janus Capital Group. Jim’s expertise includes all facets of relationships with qualified retirement plans, foundations, endowments, high net worth individuals, and Taft-Hartley plans. He has over 25 years of senior level sales experience within the institutional asset management industry including tenures at PIMCO and Fidelity Investments. Jim graduated with a B.S. in Economics from Florida State University in 1987.
Edward W. Kelly III | Managing Director
Ed is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Sales. He most recently was a Managing Director at Goldman Sachs Asset Management, where he served for 10 years. Ed was a senior client-facing portfolio advisor on the Alternative Investments & Manager Selection Team which invests in leading long-only, hedge fund, and private equity managers globally, providing investment and advisory solutions for over $120 billion in client assets. He has a broad advisory background serving Institutional Investors, Endowments, Foundations, Family Offices, and high net worth individuals. He graduated from the University of Alabama, Huntsville with a B.S. in Business Administration, Finance in 1989. Ed is a member of the board of trustees for the Bonnie Brae School where he also chairs the investment committee.
Steven M. Delarosa, CFA | Managing Director
Steve is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Sales. He has over 26 years of investment management experience and was most recently Managing Director and Chief Marketing Officer for SSI Investment Management, Inc. Steve has held executive level positions with Highland Capital Management, LP as well as Western Asset Management. Steve’s expertise includes marketing, sales and client service to institutional investors throughout the US, Europe and Asia encompassing both traditional and alternative investments strategies. Steve graduated with a B.S. from the University of Southern California in Investment Finance & Marketing in 1989 and graduated with an MBA from the University of Southern California in Investment Finance in 1997. He is a Chartered Financial Analyst.
Robert W. Burnett | National Sales Director
Robert is National Sales Director at Chickasaw Capital Management, LLC focused on sales to Financial Intermediaries. He spent the majority of his career at MetLife where he rose to National Sales manager for Financial Institutions and Regional Broker Dealers. While there he grew and led a sales force of over 60 sales professionals accounting for over $6 billion in annual sales. He has additional relationship experience at Merrill Lynch, JC Bradford and most recently in the Alternative space for non-traded REITS. Robert Served in the United States Air Force and graduated from St. Leo University with a B.A. in Business while serving.
Andrew W. Bewley | Regional Sales Director
Andrew is a Regional Sales Director at Chickasaw Capital Management, LLC focused on sales to Financial Intermediaries. He has been in the financial services industry for 21 years representing Swank Capital, Ameriprise Financial, Fred Alger & Company, Credit Suisse Asset Management, and Morgan Stanley Dean Witter. His expertise includes all facets of relationships with financial intermediaries such as registered investment advisers and broker dealers, representing his previous firms in over 23 states. Andrew graduated with a B.A. in Theatre Arts from the University of Santa Clara in 1985.
Todd A. D'Angelo | Regional Sales Director
Todd is a Regional Sales Director at Chickasaw Capital Management, LLC focused on sales to Financial Intermediaries. With more than 19 years of experience in the financial services industry, Todd brings a wealth of knowledge to his business partners, along with actionable sales ideas and time-tested strategies gathered by studying top-performing advisors. Prior to joining SunAmerica in 2010, Todd worked at Pacific Life. Todd graduated with a B.A. in Finance from the University of Illinois in 1989.
Steven J. Mayo | Regional Sales Director
Steve is a Regional Sales Director at Chickasaw Capital Management, LLC focused on sales to Financial Intermediaries. He most recently was an Advisor with IPI Wealth Management focused on serving ultra high net worth individuals. Steve’s expertise includes all facets of relationships with registered investment advisors, broker dealers and high net worth individuals. He has 9 years of sales experience with Fidelity Investments working with financial intermediary clients. Steve graduated with a B.S. in Business Administration from Framingham State University in 1994. He received his MBA in Entrepreneurship from Babson College in 2000.
Greare Sutherland | Director of Operations
Greare is Director of Operations at Chickasaw Capital Management, LLC. He has over 20 years of experience in the financial services operations industry, specifically leading operations teams with respect to the separately managed accounts business at broker dealer and investment management firms. Greare was most recently with Morgan Keegan & Company, Inc., where he also began his career, serving as First Vice President and Director of Operations for the Investments Department. Prior to Morgan Keegan, Greare worked for Bank of America, Inc., INVESCO, Inc. and J.C. Bradford & Company. He graduated from the University of Alabama with a B.S. in Finance and Investment Management and subsequently received his MBA in Finance from the University of Memphis.
Joyce Galloway | Operations Manager
Joyce is the Operations Manager at Chickasaw Capital Management, LLC. Joyce has over 18 years of financial services operations experience centered primarily in managing all aspects of the account life cycle functions within the separately managed accounts business most recently at Raymond James. Joyce started in the Investment Management Consulting Group at Morgan Keegan in 1997 and built her career in a natural progression from new accounts administrator to operations management roles and responsibilities within Morgan Keegan’s Wealth Management Services (WMS) department. She has worked closely with both financial advisors and their clients, investment managers, vendors and many other partners as well as served in key roles in project management, system migrations and operations planning processes. Prior to Morgan Keegan, Joyce began her career at Leader Federal where she had most recently been a sales assistant.
Emily R. Wallace | Senior Operations Analyst
Emily is the Senior Operations Analyst at Chickasaw Capital Management, LLC. She started her career in the financial services industry with Commerce Union Bank in Memphis in 1980. She then joined Morgan Keegan & Co., Inc. in 1986 where she built a 28 year tenure through various operations roles and served through mergers with Union Planters Bank, Regions Bank and Raymond James Financial. She most recently was Supervisor, Retirement Plan Services at Raymond James where she managed all facets of IRA and qualified retirement plan operations for over 700,000 retirement accounts.
Alicia G. Ross | Client Analyst
Alicia is a Client Analyst at Chickasaw Capital Management, LLC. She is responsible for all of the advisor's operational support for the MainGate MLP Fund at Chickasaw Capital. Alicia served as a Senior Performance Analyst at a leading investment consultant in Memphis, responsible for performance reporting for institutional and high net worth clients for 5 years. Prior to her tenure in the investment business, she was a Computer Specialist and SAP Business Analyst with the U.S. Navy for 5 years, serving as the functional team leader for the MWR department’s global rollout of various SAP modules. Alicia graduated from Auburn University with a B.S. in Finance in 1993.
Heather Ottinger | Client Analyst
Heather is a Client Analyst assisting with onboarding new accounts, responding to client request, and trade reconciliation. She has worked in the financial services industry for over 8 years, holding positions at Merrill Lynch and Morgan Stanley. Heather’s career began at Merrill Lynch in Washington DC, where she was an assistant to the District Director and supported District Managers in 27 District offices, and continued when she moved to the Merrill Lynch office in Memphis where she supported financial consultants in managing their businesses, and the District Manager. She also previously worked at Morgan Stanley in St. Louis assisting clients and advisors. Heather is a graduate of Rhodes College.
Lauren McCown | Administrative Assistant
Lauren is our Administrative Assistant. She comes to Chickasaw with 15 years of experience in strong supportive roles starting with Harrah’s Corporate Services to most recently Commercial Advisors Cushman Wakefield, where she served as a Senior Real Estate Administrator providing direct support to property managers and assisting in navigating relationships with clients, third party owners, tenants and vendors while balancing the ever-changing needs of each in a very demanding and fast-paced environment. Lauren is a graduate of the University of Memphis where she received a Bachelor of Fine Arts & Communication.