Portfolio management team
Jeffrey G. Adams, CFA - Jeff graduated from Vanderbilt University and has an MBA from Georgia State University. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He spent 20 years at Adams Investment Management as a co-owner and co-portfolio manager. In 2007, he sold 1/2 of Adams Investment to Richard Illges and they renamed the firm Greatmark Investment Partners, Inc. Jeff is active in the community having been a part of The Jaycees and First Presbyterian Church. He is married with two sons.
Jeff can be reached at jeff@greatmarkonline.com
Jeff can be reached at jeff@greatmarkonline.com
Richard B. Illges - Richard graduated from Mercer University with a degree in finance. He spent 8 years in banking with Synovus Financial Corp. and 13 years with Smith Barney as a Senior Vice-President and Senior Portfolio Manager. He joined Greatmark in 2007 as co-owner and partner. He has mentored the G.W. Carver High School football team for a decade+ and led a large men's ministry at a local church. In his free time, he is usually at his family farm, on a tractor or hunting. He is married with two daughters and sons-in-law and three young grandchildren and is active at River of Life Church in Hamilton.
Richard can be reached at richard@greatmarkonline.com
Richard can be reached at richard@greatmarkonline.com
|
Wade H. Fowler , CFA - Wade joined Greatmark Investment Partners in 2022 as a portfolio manager and as an owner and partner of the firm. He has 20 years financial management experience. Wade earned a BS degree in Materials Engineering from Auburn University and an MBA with a concentration in Finance from Georgia State University. Prior to joining Greatmark, Wade was a Senior Vice President and senior portfolio manager for Synovus Trust Company. He also worked as a portfolio manager and research analyst for Globalt Investments. Wade is a CFA® charterholder. He is married with two daughters.
Wade can be reached at wade@greatmarkonline.com |
Client Services
Laurie Osteen - Laurie joined Greatmark in 2020 after 13 years with Synovus Trust Company. Laurie has extensive experience in Trust operations, portfolio trading and back-office operations in investments. She is a great asset to us. Laurie manages our back-office functions. She also serves to manage our technology systems and streamlining some of our functions to improve the client experience. We were thrilled to have someone with her breadth of experience on our team. Laurie has two children and a rapidly growing flock of grandchildren.
Laurie can be reached at Laurie@greatmarkonline.com
Laurie can be reached at Laurie@greatmarkonline.com
Chelsea Googe - Chelsea joined Greatmark in 2022 after a career with Total System Services, Inc. If you call our office, you are likely to be greeted by Chelsea. She is great with clients and loves helping people. She is eager to learn all she can about financial planning and investing. Her primary responsibility is client-facing services - setting up new accounts, helping clients move money to/from their bank, take IRA distributions, etc. She is a huge asset to us and our clients. Chelsea is actively involved in many areas of ministry at River of Life Church in Hamilton. She has four children and a very busy life!
Chelsea can be reached at Chelsea@greatmarkonline.com
Chelsea can be reached at Chelsea@greatmarkonline.com
| greatmark_website_legal_disclosure.pdf |