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Investment Professionals
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M. Bagley Reid
President, Portfolio Manager
M. Bagley Reid is the President and Portfolio Manager for the Firm. Prior to founding ACM, Mr. Reid was President and Managing Director of Scott & Stringfellow Capital Management (SSCM) from 1992-1998 and was the sole portfolio manager for the Small Cap Growth Portfolio. Mr. Reid was also a portfolio manager in the institutional investment area of The Bank of New York from 1987-1991 where he managed pension and endowment funds. In addition, he managed The Bank of New York Commingled Emerging Growth Fund, a small cap growth commingled fund, responsible for both portfolio management and research. Mr. Reid graduated from the University of Virginia and continued his education at Columbia Business School, receiving his M.B.A. Mr. Reid holds a Chartered Financial Analyst designation and is a member of the Richmond Society of Financial Analysts. He is involved in numerous non-profit, community based organizations and investment boards.
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Margaret P. Fretz
Chief Operating Officer, Chief
Compliance Officer
Margaret P. Fretz is Chief Operating Officer and Chief
Compliance Officer for ACM. Mrs. Fretz worked at Scott and Stringfellow Capital Management (SSCM) as a trader from 1996-1998 prior to ACM's founding. Her investment experience prior to that was with Crestar Securities Corp. and Branch, Cabell and Company as a trader and registered sales assistant. Mrs. Fretz is a graduate of James Madison University.
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Roger W. Porter
Managing Director, Portfolio Management and Investment Research
Roger W. Porter provides ACM with primary research coverage for the consumer and energy sectors of the Firm's portfolios. In addition to researching potential and existing investments, he advises the portfolio manager on sector weightings, position size and valuation. He joined ACM from Branch, Cabell and Company where he was an Associate Vice President of Institutional Research and Sales. Mr. Porter received his undergraduate degree from the University of Richmond and his M.B.A. from the University of Richmond Reynolds School of Business.
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Chris D. Pilecki
Portfolio Management and Investment Research
Chris D. Pilecki provides ACM with primary research coverage for the technology sectors of the Firm's portfolios. Mr. Pilecki joined the firm from Shockoe Capital, LLC, a long/short equity hedge fund. Prior to his employment with Shockoe Capital, he was employed as an analyst with First Union Securities, Equity Research. Mr. Pilecki received his undergraduate degree from the University of Virginia and his M.B.A. from Johns Hopkins University. He holds a Chartered Financial Analyst designation and is a member of the Richmond Society of Financial Analysts.
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Brad A. Jaggard
Vice President, Trading and Investment Operations
Brad A. Jaggard is responsible for trading listed and over-the-counter securities for the Firm's managed portfolios. He works with broker/dealers to achieve the best possible execution. Mr. Jaggard audits client confirmations, bank and broker statements and maintains our client investment records. His experience prior to joining ACM was with American Express Financial Advisors. Mr. Jaggard is a graduate of Virginia Tech, with an undergraduate degree in Finance.
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Wendy C. Wemyss
Portfolio Administrator, Investment Operations
Wendy C. Wemyss is a portfolio administrator for the Firm. She is responsible for reconciling and tracking client transactions, billing quarterly management fees and general office management. She serves as a liaison between program administrators, custodial banks, brokers and clients. Mrs. Wemyss joined ACM with seven years of accounting and management experience. She attended Liberty University.
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Heather C. Smith
Portfolio Administrator, Investment Operations
Heather C. Smith is a portfolio administrator for the Firm, responsible for the day-to-day administration of the firm accounts. Ms. Smith serves as a liaison between program administrators, custodial banks, brokers and clients. She also assists in trading and compliance duties, and votes all proxies for the Firm. Ms. Smith joined ACM with over seven years experience with E*Trade Securities, Folio fn Investments, and Wachovia Securities. She graduated from Ferrum College with an undergraduate degree in Finance.
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