Forest Capital

Carey McClure is a financial advisor at Forest Capital with over two years of experience in the industry. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, McClure serves as Chief Financial Officer for Carolina Brick & Materials, Inc. and Carolina Ready Mix, LLC, managing the financial operations of the organization. Forest Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and captive insurance companies. The firm employs tailored strategies supported by proprietary credit and equity analysis models and operates as a fee-only adviser with approximately $134 million in discretionary assets under management.

Dimitri Triantafyllides is a CFA® charterholder with 13 years of industry experience. He is currently with Forest Capital and has worked there and its related entities since 2009. Dimitri is also the managing principal of Sixty Guilders Management, LLC and Sixty Guilders Research, LLC, where he provides bespoke security analysis, valuation, and credit analysis for debt and equity securities. Forest Capital offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and captive insurance companies. The firm employs proprietary credit and equity analysis models to support tailored investment strategies including Balanced, Equity, or Fixed Income approaches.