People
We believe hiring and retaining high caliber personnel with diverse experience are priorities at successful firms. To this end, our hiring process is unusually thorough, while our employee-retention rates are unusually high. We believe this is one of our core strengths.
Sam Borland
(FL, PR)
Sam is Senior Director for the Florida and Puerto Rico region. He joined Equity Investment Corporation in 2015. Prior to joining EIC, Sam was a Senior Vice President at F-Squared Capital, and before that, Regional Vice President for Sentinel Investments. He earned a BSBA in Marketing from the University of Denver.
Kris Brooks
Andrew Bruner, CPA, CFA
Clinton Burkes
Lauren Eastburn, CFP®, CFA
Fred Gifford
Fred is Senior Director for the Midwest region. He joined Equity Investment Corporation in 2011. Prior to joining EIC, Fred was an SVP with Optique Capital/Johnson Asset Management, where he served in advisor and institutional sales, as well as key account development. Previous to Optique, he was a Senior Vice President and national sales/accounts manager for Calamos Asset Management. Fred earned a BB in Accounting from Western Illinois University and an MBA in Finance from the Kellogg School of Management at Northwestern University.
Josh Golub
Steve Halley, CIMA®
Steve is Senior Director for the West region. He joined Equity Investment Corporation in 2019. Prior to joining EIC, Steve was a Senior Vice President, Business Development with Fiera Capital. He also held various marketing positions at WestEnd Advisors, Roosevelt Investments, and ING Investment Management. Steve earned a BA in Political Science at the University of Montana and an MPA from the University of Nevada. He received the Certified Investment Management Analyst® designation in 2004.
Terry Irrgang, CFA
Matt Keeter
Matt is Senior Director for the Southeast region. He joined Equity Investment Corporation in 2017. Prior to joining EIC, Matt was a Regional Vice President at American Beacon Advisors and before that held regional sales positions with Pacific Life and RS Investments Management. He began his career at AXA Enterprise Funds in 2000. Matt earned a BBA in Finance from East Tennessee State University.
Tom Knapp, CFA
Bo Ladyman, CFA
Tate Lambeth, CIMA®
Tate is Senior Director for the Southwest region. He joined Equity Investment Corporation in 2015. Prior to joining EIC, Tate was a senior vice president at Roosevelt Investment Group. Before that, he was a vice president at Prudential and ING and began in the industry as a financial advisor with UBS PaineWebber. Tate earned a BA from Denison University, and he received the Certified Investment Management Analyst® designation in 2005.
Phillip Lorren, CIPM®
Dennis McKinney, CIMA®
Dennis is Senior Director for the Northeast region. He joined Equity Investment Corporation in 2012. Prior to joining EIC, Dennis was a managing director at John Hancock. He earned a BA in Economics from the College of the Holy Cross, and he received the Certified Investment Management Analyst® designation in 2004.
J. Paul Power, CIMA®
Will Reynolds
Will is an internal sales consultant for Equity Investment Corporation. He joined EIC in 2018. Prior to joining EIC, Will spent several years at SunTrust as a systems and business analyst and was most recently Enterprise Technology Risk Manager. He earned a BA from The University of the South.
Jake Shirley
Kate Spora
Keith Telesca, CIMA®, CFP®
(DE, DC, MD, NJ, PA, VA, WV)
Keith is Senior Director for the Mid-Atlantic region. He joined Equity Investment Corporation in 2012. Prior to joining EIC, Keith held director and vice president positions at Multi-Funds, Evergreen Investments, and Prudential Investments. He earned a BBA in Accounting from St. Bonaventure University and an MBA in Finance from Seton Hall University. Keith received the Certified Financial Planner® designation in 2009, and the Certified Investment Management Analyst® designation in 2008.