GLOBALT Investments

Annette Marshall is a financial advisor at GLOBALT Investments with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, ICS Group, Atlanta Life Investment Advisors, Inc., and Herndon Capital. Outside of her advisory role, she is a co-owner of UFAB Moms LLC, a business developing retail products, and is actively involved in nonprofit organizations including Jack and Jill of America and the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm employs a blend of proprietary quantitative models with technical and fundamental analysis and offers ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

Jairus Buchanan is a CFA® charterholder with eight years of industry experience. He has been with GLOBALT Investments and Synovus Trust Company since 2019. His prior experience includes roles at Invictus Capital Investors, Invictus Capital Partners, and Herndon Capital Management. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategic allocations with tactical overlays developed in partnership with Ned Davis Research.

William Roach is a financial advisor with GLOBALT Investments in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1991. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, banks, and other advisers. The firm employs a combination of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays.

James Kish is a financial advisor at Globalt Investments with 24 years of industry experience. He holds a Series 63 designation and has worked at Globalt Investments and its predecessor entities since 2017. Globalt Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

Drake Craig is a CFA® charterholder with 20 years of experience in the financial industry. He currently works at GLOBALT Investments and previously spent 14 years at Herndon Capital. Outside of his advisory role, he serves as president of DC Property Holdings, a real estate investment company. GLOBALT Investments provides discretionary portfolio management and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis across multiple asset classes and employs innovative ETF strategies developed with Ned Davis Research.

Marc Sydnor is a financial advisor at GLOBALT Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLOBALT Investments LLC since 2021. His prior experience includes roles at Avec Capital LLC, XT Capital Partners, and Herndon Capital Management/Atlanta Life Investment Advisors. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, charitable organizations, banks, and other advisers. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays developed with Ned Davis Research.

Kimberly Woody is a financial advisor at GLOBALT Investments with 12 years of industry experience. She holds a Series 65 designation and has been associated with GLOBALT Investments and its predecessor entities since 1997. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

William Leftwich is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with GLOBALT Investments and its predecessor entities since 1994. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and ETF-based strategies with tactical overlays, managing approximately $2.81 billion in assets.

Cheryl Lavette is a financial advisor at GLOBALT Investments with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with GLOBALT Investments and its predecessor entities since 2008. GLOBALT Investments provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base that includes individuals, corporations, trusts, pension plans, charitable organizations, and banks. The firm combines proprietary quantitative models with technical and fundamental analysis and utilizes ETF strategies developed with Ned Davis Research, managing approximately $2.81 billion in assets.

Gary Fullam is a CFA® charterholder with 22 years of industry experience. He has been with GLOBALT Investments since 1990, including its predecessor entities, and serves as part of a multi-advisor team in Atlanta, GA. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm employs a blend of proprietary quantitative models, technical and fundamental analysis, and innovative ETF strategies with tactical overlays developed alongside Ned Davis Research.

Veronica Fulton is a CFA® charterholder with two years of industry experience. She has been with GLOBALT Investments since 2019 and previously held positions at GreenSky, KPMG, and the Georgia Institute of Technology. GLOBALT Investments LLC provides discretionary portfolio management, separately managed accounts, and model portfolio services to a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis across multiple asset classes and utilizes ETF-based strategies with tactical overlays developed alongside Ned Davis Research.