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Name | Title | Since | Until |
---|---|---|---|
Charles Carter | Portfolio Manager | 2023 | Now |
Biography | Charles Carter is a managing director and portfolio manager at Ceredex Value Advisors. His primary responsibilities include managing the Small Cap Value Equity strategy. Mr. Carter joined what is now Ceredex in 2004. Previously, he was manager of investor relations at CNL Income Corp., a real estate holding company. He began his investment career at Credit Suisse First Boston as a sell-side equity research associate covering the media industry in 2001. Mr. Carter earned a B.S. in management from Georgia Institute of Technology. He is a Chartered Financial Analyst (CFA®) charterholder since 2006. | ||
Don Wordell | Managing Director | 2023 | Now |
Biography | Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors. His primary responsibilities are managing the Mid-Cap Value Equity, Concentrated SMID Cap Value Equity, and Small Cap Value Equity strategies. Mr. Wordell began his investment career and joined what is now Ceredex in 1996 as a research analyst covering value equity strategies. In 2001, he was appointed portfolio manager of the Mid-Cap Value Equity Strategy. Mr. Wordell is a graduate of the University of Central Florida, where he earned both a B.S. in finance and an M.B.A. He is a Chartered Financial Analyst (“CFA®”) charterholder since 2004. He began working in investment management in 1996. | ||
Brett Barner | Managing Director | 1997 | 2023 |
Biography | Mr. Barner, a Chartered Financial Analyst and Managing Director of Ceredex Value Advisors, began his investment career in 1985. He worked as an investment consultant, first for Shearson Lehman Brothers (1985-1989) and subsequently at Drexel Burnham Lambert (1989-1990). In 1990 he joined Trusco Capital Management, Ceredex’s predecessor firm, and continued his work there for the next 18 years. At Trusco, he began in various client service and analytical roles. In 1995, he was appointed Portfolio Manager of the firm's small cap value strategy. He has served as the strategy's sole portfolio since that time and has helped lead the development of Ceredex as an independent firm. |
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