Managing Member and Chief Executive Officer of Akre Capital Management
Chuck has been in the securities business since 1968 and continues to be the primary person responsible for Akre Capital Management's (ACM) investment advisory services and investment selection. He previously held positions as shareholder, Director, CEO of Asset Management Division and Director of Research at Johnston, Lemon & Co. (a NYSE member firm). Chuck established ACM in 1989 and for a time operated it as part of Friedman, Billings, Ramsey & Co., ending in 1999. In 2000, ACM again became independent, and established its current location in Middleburg, Virginia in early 2002. Chuck holds a BA in English Literature from American University.
President and Chief Operating Officer of ACM
Drew joined ACM in April 2004 and brings 27 years of investment experience to the firm. He held Management positions in Equity Sales, Block Trading and Regulated Futures while residing in New York. Previous employers include Smith Barney, Kidder Peabody and Refco LLC. Drew also serves as Compliance Officer and directs the Firm's Marketing efforts for Long/Short Partnerships and the Akre Focus Fund. Drew holds a BA from Colgate University.
Research Analyst
Tom has been a buy-side securities analyst since 2002. Prior to joining Akre Capital Management, he served as Senior Analyst for Aegis Financial Corporation. Before entering the securities industry, Tom worked side-by-side with corporate clients as an operations management consultant with Pittiglio, Rabin, Todd & McGrath. Tom received his M.B.A. from Stanford University in 1999 and also holds a B.A. in Mathematics and Philosophy from Rice University.
Research Analyst
John has been in the financial services industry for 15 years. Prior to joining Akre Capital Management, he served as a sell-side equity analyst for William Blair & Company and previously was in the First Scholar program at what was then First Chicago Corporation (now JP Morgan). John received his MBA from the University of Chicago Booth School of Business and also holds a BA from Colgate University.
Institutional Fund Distribution
Prior to joining Akre Capital Management, John served as a Regional Sales Consultant for Columbia Management. He is responsible for sales and relationship management to independent RIAs. Mr. O'Bannon earned a B.A. in Business Management from Gettysburg College. He currently holds the Certified Investment Management Analyst designation.
Operations Manager of ACM
Prior to joining ACM in February 2004, Stacy served with Network Designs, Inc., a government contractor information technology firm, as Operations Assistant. Her role at ACM encompasses financial reporting systems, client reporting and administration for the Hedge Funds, business process management and marketing support. Stacy holds a BS in Psychology from Radford University.
Client Services Manager of ACM
Carolyn joined ACM in 2002. She manages all of the administrative, financial and reporting duties for the Separately Managed Accounts and Small Cap Composite Product. Her role also includes assisting our Compliance Officer. Carolyn holds a BS in Physical Education with a Sports Medicine Endorsement from George Mason University.
Executive Assistant of ACM
Patty joined ACM in 2006 as Executive Assistant to Charles T. Akre, Jr. after spending 20+ years operating her own graphic arts business in the Middleburg area. Patty manages a variety of administrative, business and financial functions for Mr. Akre and provides support to the entire ACM staff. She holds a BA in Political Science from Clemson University.
© 2009 Akre Capital Management, LLC. All rights reserved.
The Akre Focus Fund is distributed by Quasar Distributors, LLC.