Mike Anderson, CFA

Mike Anderson, CFA, is the Chief Financial Officer of Brownlee-Morrow Enterprises, Inc, a leading manufacturer and distributer of liquid and air handling equipment for industrial applications.  As CFO, Mr. Anderson oversees the accounting function and guides the capital allocation, funding, and growth planning process.  Prior to joining Brownlee-Morrow, Mr. Anderson was the Chief Financial Officer and Chief Investment Officer at Collateral Holdings, LLC, and has also served as the Treasurer of a $2 billion bank and Chief Investment Officer of a $200 million insurance company.  Mike is a graduate of The University of Alabama and has been a charterholder since August 2018. 

Santosh Singh, CFA

Santosh is a vice president and works as a valuation analyst in Balance Sheet Management group in the Corporate Treasury division at Regions Bank. His job responsibilities include, but not limited to, estimating fair value for the bank's portfolio loans (residential mortgages, commercial and industrial, commercial real estate, consumer unsecured) using discounted cash flow methodologies (DCF) via modeling contractual and expected cash flows over the life of the loan and discounting them to present value using an all-in market yield in an analytical framework system. Valuation team further collaborates with other treasury teams for various corporate strategic initiatives such as portfolio acquisition, balance sheet optimization etc. 
In his spare time, Santosh enjoys reading, yoga, and tennis.

Trey Cartledge, CFA

Trey Cartledge, CFA holds a bachelor's degree from the University of Alabama, a master's degree from Samford University, and is a CAIA charterholder. Mr. Cartledge has worked in the finance industry since 2013, holding various positions in the fixed income asset management and insurance sectors. Trey has held the roles of President, Vice President, Treasurer, and Secretary for CFA Society Alabama and has been a charterholder since 2017.

Justin Mayfield, CFA 

Justin Mayfield serves as a Private Wealth Manager with Merrill Private Wealth Management. He previously served on the Client Service team at Vulcan Value Partners, a long-only equity manager in Birmingham, AL.  Prior to joining Vulcan Value Partners, Justin served as Vice President and Treasurer for Ligon Industries, LLC, where he was responsible for managing corporate defined benefit pension plans, including setting the strategic asset allocation, manager selection, and ongoing due diligence for current and prospective managers.  Previously, Justin served as Consultant and Institutional Sales executive for FactSet Research Systems, Inc. 

Stephen Daniels, CFA

Mr. Daniels is a portfolio manager at Regions Investment Management where he is head of the Growth and Equity Income Strategies.  Mr. Daniels is also a member of the RIM Investment Strategy Group.  His industry experience began in 2003.  Mr. Daniels graduated from the University of Alabama with a bachelor’s in science and business administration. 

Jason T. Ogletree, CFA

Mr. Ogletree is currently serves as Finance Supervisor of FP&A for the Alabama Power Company. Previously Mr. Ogletree worked for Protective Life in Asset and Liability Management. Mr. Ogletree received his Bachelor of Science in Business Administration and Management and a Master of Business Administration from Samford University. Mr. Ogletree has been a charterholder since August 2019 and is also a Certified Public Accountant.

Dr. Robert (Bob) E. Brooks, CFA

Brooks is the Professor Emeritus of Finance at the Culverhouse College of Business. He has authored numerous publications on financial instruments, derivatives, and trading. Dr. Brooks received his Ph.D. in Finance from the University of Florida. Dr. Brook has been a charter holder since September 1991.