Eastover Capital Management

Anna Jackson is a CFP® professional with eight years of industry experience, currently serving at Eastover Capital Management since 2013. She is also licensed as an insurance agent, engaging in insurance sales alongside her advisory role. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and limited financial planning services. The firm employs a conservative-growth investment approach focused on volatility-resistant sectors, emphasizing large-cap stocks and fixed income to balance income and capital preservation.

Larry Griffin is a financial advisor at Eastover Capital Management in Charlotte, NC, with four years of industry experience. He holds a Series 65 designation and has previously worked at Royal Bliss Brewing, Bank of America, UNC Charlotte, and Luke Norman Charter. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach that combines top-down market assessment with bottom-up fundamental equity selection, focusing on large-cap stocks and fixed income to balance income and capital preservation.

Yancey Mackey is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has been with Eastover Investment Advisors since 2011. Mackey serves as a director of the Perrin Place 1 Home Owner's Association board, a role he has held since 2013 without compensation. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach combining top-down market assessment with bottom-up fundamental analysis, focusing on large-cap stocks and fixed income for income and capital preservation.