Magnolia Capital Management

Thomas Cunningham is a Series 65-licensed advisor at Magnolia Capital Management with no prior industry experience. He has held roles at several companies including Frances Valentine, LLC, Dormify, Inc., and Devlin Hair Productions. Cunningham is the owner and president of Streetwise Brand Development, LLC, a market research firm serving fashion industry clients that is currently dormant. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser serving individuals, charitable organizations, and corporate clients, primarily limiting new relationships to families of shareholders or persons personally known to its directors. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, emphasizing asset allocation and diversification without the use of options, derivatives, short sales, or margin.

Tamar Stubbs is a Series 65-licensed financial advisor at Magnolia Capital Management with 10 years of experience. She has been with Magnolia Capital Management since 2016 and previously worked at London Business School for 20 years. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser serving individuals, charitable organizations, and corporate clients, primarily limiting new relationships to families of shareholders or persons personally known to its directors. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, emphasizing asset allocation and diversification without engaging in options, derivatives, short sales, or margin.

Carol Powell is a financial advisor at Harper Capital Management, Ltd. She holds the PFS™ designation along with Series 63 and Series 65 licenses and has 4 years of experience in the investment advisory industry. Powell also owns and operates a tax and accounting firm, Carol A Powell, CPA, which she has managed since 1979. Additionally, she serves as Treasurer and a board member of Magnolia Capital Management, Ltd., an investment advisory firm. Harper Capital Management, Ltd. provides investment supervisory services to individuals, corporations, trusts, and other business entities, managing approximately $18.1 million in assets. The firm employs a long-only investment approach focused on fundamental, cyclical, and qualitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

T. Jefferson Cunningham III is a Series 65 credentialed advisor at Magnolia Capital Management with four years of industry experience. He serves as a non-executive Director and Member of the Risk Committee of the Board at M&T Bank Corporation, a regional commercial bank. Cunningham has been with Magnolia Capital Management since 2002. Magnolia Capital Management is a family-controlled, privately owned SEC-registered adviser that provides discretionary and non-discretionary portfolio management to individuals, charitable organizations, and corporate clients. The firm employs a long-only investment approach emphasizing fundamental, cyclical, and qualitative analysis, with a focus on asset allocation and diversification.