Julian G. (Chip) Hunt, Jr., AIF®
www.fi360.com
Chip is a Principal and Co-founder of the firm.
He is an Accredited Investment Fiduciary (AIF) from The Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. The Center provides the investment industry the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.
Chip brings 28 years of experience in the qualified retirement services business. He began his career by joining his family-owned actuarial services and employee benefits consulting firm.
After a bank acquired his family’s firm, Chip continued to serve the bank’s management team by facilitating and coordinating the merger of services between the two organizations. This first-hand experience broadened his insight into the large institutional service delivery mind-set and sharpened his perspective on two very different client service delivery models within the retirement services marketplace.
It is the culmination of these experiences that eventually led to his vision for the founding of PrimeTRUST Advisors.
In an effort to stay current as well as contribute to the retirement plans industry, Chip is a member of the following associations:
Archibald (Chip) Hardy, IV, AIF®
www.fi360.com
Chip is a Principal and Co-founder of the firm.
He is an Accredited Investment Fiduciary (AIF) from The Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. The Center provides the investment industry the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.
Chip began his financial services career in 1989 as a commercial relationship manager with C&S Bank of SC, now part of Bank of America.
In 1999 Chip joined the Institutional Trust division of BB&T of SC. Here he focused his energies on retirement plans, asset management, and corporate trust.
His employee benefit experience includes money management, administration, trustee, actuarial, plan design & investment advisory services for qualified & non-qualified retirement plans; employee communications & flex administration.
During his tenure with BB&T Institutional Trust, Chip was a divisional leader all five years.
Subsequently, Chip joined American Pensions, Inc. as the Senior Vice President. He was responsible for Sales and Marketing of their independent registered investment advisory and retirement plan administrative and record keeping services. The South Financial Group, parent of Carolina First Bank, owns American Pensions, Inc.
It is the culmination of these experiences that has lead to the formation of PrimeTRUST Advisors. Chip has over 18 years of financial services experience.
In an effort to stay current as well as contribute to the retirement plans industry, Chip is a member of the following associations:
Tom Bowler, AIF®, QPFC
www.fi360.com
Tom is the Chief Investment Strategist for the firm.
He joined the firm from Mercer Investment Consulting in Atlanta, GA. At Mercer, he worked with a combination of public plans, qualified plans, and governmental units to design, execute, monitor multiple aspects of their investment programs.
Tom has completed the Accredited Investment Fiduciary (AIF) program from The Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. The Center provides the investment industry with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.
He has completed the Qualified Plan Financial Consultant (QPFC) designation sponsored by the American Society of Pension Professionals & Actuaries (ASPPA) and was designed in conjunction with the University of Michigan. The QPFC program focuses on topics including qualified plan techniques, marketplace and industry trends, investment products, pricing models and fee disclosure, distribution planning and rollovers, and fiduciary issues and responsibilities.
Tom is currently participating in the CFA Program, sponsored by the CFA Institute. The CFA Institute's mission is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. He completed the Level II examination and will take the final Level III exam in 2010. Tom is an Affiliate Member of the South Carolina CFA Society.
He graduated from Campbell University with his Bachelors degree summa cum laude in Business Administration. He also earned his Maters degree from Campbell University with honors in Trust and Investment Management.
Tom began his career with SHDR Investment Advisers and over a four year period worked as both an investment analyst and investment consultant. As an analyst, he helped design many of the procedures used to analyze investment managers, asset allocation strategies, and other portions of the investment decision making process. As a consultant, he worked with plan sponsors to design, implement, and monitor prudent investment processes while managing their fiduciary duties.
Thomas bas brought these experiences to PrimeTRUST Advisors.
Linda Reed, ASA
Linda is an enrolled pension actuary and an Associate of the Society of Actuaries, the largest professional, actuarial organization in the world. She has more than 33 years experience in the pension field and serves the firm and its clients as a Defined Benefit Pension Plan Analyst.
Mary Creagan, QKA
Mary is a Qualified 401(k) Administrator (QKA), a designation conferred by the American Society of Pension Professionals and Actuaries (ASPPA) to professionals who can demonstrate a mastery of the administrative and regulatory issues relating to 401(k) plans. Mary has 15 years experience in the retirement services industry. She serves the firm and its clients as a Defined Contribution Plan Analyst.
Braeton Beres
Braeton is an Investment Analyst for the firm and its clients. Braeton has 7 years industry experience, including service with the trust departments of Wachovia and BB&T. She provides investment research support and analytical capabilities to the firm.