Team

Mr. Areman joined CCM in 2004 and handles sales and trading of corporate, agency, and Treasury bonds. Prior to CCM, he spent nine years as head of sales and trading at Herzog Heine Geduld. Mr. Areman also served for 10 years as head trader at Oppenheimer, responsible for all institutional sales and trading. A graduate of St. John’s University, he received a B.S. degree in Finance in 1969. He holds Series 7 and 63 licenses.

Mr. Boles joined CCM in 2005 and handles sales and trading of fixed income products to financial institutions and advisors. He served in previous fixed income roles at First Empire Securities and Tucker Anthony, Inc. Mr. Boles graduated from the University of Colorado in 1986 with a B.S. degree in International Business. He holds Series 7 and 63 licenses.

Mr. Byrne joined CCM in 2008 and currently handles market commentary, research, and brokerage. He spent the first six years of his career in corporate accounting and the next eight in sales roles at various brokerage firms. He graduated from the University of Texas at Austin in 1995 with a BBA degree in Finance.

Mr. Chaires joined CCM in 2003 and is head of the trading desk as well as business development and marketing. He graduated from the University of North Carolina at Chapel Hill with a B.A. degree in Economics and Management. Mr. Chaires holds Series 7, 63, and 27 licenses.

Ms. Chizzini joined CCM in 2010 in fixed income trading after a decade in various fixed income trading and sales roles. She received a B.A. degree from George Mason University in 1999 and holds Series 7 and 63 licenses.

Mr. Colombo joined CCM in 2009 as a fixed income broker after receiving an MBA from the University of North Carolina at Chapel Hill. He earned a B.A. degree in International Relations in 2004 from DePaul University. In addition to holding Series 7 and 63 licenses, he is a Microsoft-certified system engineer and administrator.

Mr. Cunningham joined CCM in 2006 after working at Edward Jones and Sandler O’Neill & Partners. He covers institutional accounts and heads up the company’s transition desk. Mr. Cunningham graduated from Vanderbilt University in 2006 with a BE degree in Mechanical Engineering. While at Vanderbilt, he played varsity soccer.

Mr. Diddi joined CCM in 2009. His current responsibilities include institutional sales and trading of emerging market securities. He specializes in the securities of Eastern Europe, the former Soviet Union, and India. His emerging markets background also includes prior roles at Sovlink Investment Bank of Russia and H. Rivkin & Company. Mr. Diddi graduated from Russian Friendship University in Moscow in 1983 with a B.S. degree in Mechanical Engineering. In 1985, he received an MBA in Finance from Western Michigan University. He also attended the executive training program in mergers and acquisitions at the Wharton School. He holds Series 7 and 63 licenses.

Mr. Donovan joined CCM in 2010 in fixed income sales. Prior to that, he spent a decade in fixed income and other roles at Bank of America Securities, Susquehanna Financial Group, and Caprok Capital. Mr. Donovan graduated from Duke University in 1992 with a B.A. degree in Political Science. He attended Suffolk University Law School and received his J.D. in 1999. Mr. Donovan holds Series 7 and 63 licenses. An All-American lacrosse player, he has also played the sport professionally.

Mr. Duchatelier joined CCM in 2009 in fixed income sales and trading. Prior to that, he worked as an analyst at Citigroup. Mr. Duchatelier graduated from the University of Michigan in 2002 with a B.S. degree in Industrial & Operations Engineering. In 2009, he received an MBA in Investment Management & Strategy from the University of North Carolina at Chapel Hill. Mr. Duchatelier holds Series 7 and 63 licenses.

Mr. Finn joined CCM in 2009 and is one of the company’s coverage professionals. Prior to CCM, he served as senior managing director at Advest where was head of institutional sales. Mr. Finn also spent 27 years as senior managing director at Prudential Securities as a member of its taxable fixed-income group. He received B.S. and MBA degrees from Adelphi University, and he is also a graduate of Wharton’s SIA Program for senior securities executives. Mr. Finn is a member of the Bond Club of New York.

Mr. Fox joined CCM in 2001 following 28 years as a vice president at Torchmark Corp. He spent the last 21 of them as a portfolio manager. Mr. Fox graduated from Auburn University in 1972 with a B.A. degree in Business. A past president of the Alabama Security Dealers Association, he holds Series 7 and 63 licenses.

Mr. Gennett joined CCM in 2008 after working at White Oak Partners. He sources global buyers and sellers for secondary bond trading activity, and he also provides fixed income research and execution to middle market and institutional portfolio managers. Mr. Gennett graduated from the University of North Carolina at Chapel Hill with a B.A. degree in Economics. He holds Series 7 and 63 licenses.

Mr. Goff joined CCM in 2009 in fixed income sales and trading. He graduated from Virginia Institute of Technology in 2009 with a B.S. degree in Chemical Engineering. He holds Series 7 and 63 licenses.

Mr. Hauf joined CCM in 2009 in institutional sales and trading. Prior to that, he spent six years at KDP Investment Advisors, Inc., and eight years marketing mutual funds. He graduated from Middlebury College in 1990 with a B.A. degree in Economics. He holds Series 7, 63, and 65 licenses.

Mr. Landes joined CCM in 2000. The company’s municipal bond principal, he is also involved in the sales and trading of taxable fixed income securities. Prior to his current role, Mr. Landes spent six years as CCM’s chief compliance officer. He also worked at brokerage firms J. Lee Peeler and Morgan Keegan. Mr. Landes graduated from Averett College in 1971 with a B.A. degree in History and from Western Kentucky University in 1978 with an MA in Intercultural Studies. He holds Series 7, 63, 24, and 53 licenses.

Mr. Laverty joined CCM in 2010 as head of institutional sales and training. Prior to that, he spent four years as senior pricing evaluator for Bloomberg L.P. He also served as managing director of UBS Securities and Chase Securities. Mr. Laverty graduated from Villanova University in 1969 with a B.S. in Humanities. He holds Series 7 and 63 licenses.

Mr. Mauney has been a senior partner at CCM since 2004. Prior to that, he spent more than 35 years as a bond trader and syndicate manager for Smith Barney, Goldman Sachs, Nationsbank, and First Union. During his last three years at Wachovia, he ran the High Grade Corporate Syndicate Desk. Mr. Mauney graduated from Princeton University in 1970 and received an MBA in Finance in 1976 from New York University. He received All-Ivy Football recognition during his junior & senior years at Princeton and was drafted by the Atlanta Falcons.

Mr. Menefee joined CCM in 2008 and currently works in institutional structured products sales and trading. Prior to that he spent 16 years in institutional fixed income sales and as a commodity trading advisor and pool operator. Mr. Menefee graduated from Ft. Lewis College in 1981 with a B.A. degree in Economics and Business Administration. He holds Series 7 and 63 licenses.

Ms. Nance joined CCM in 2009 as vice president, corporate finance. Prior to that, he served as a vice president at Nike and also worked for Saber Partners, LLC, DKR Capital, and CreditSights. Ms. Nance graduated from Georgia Southern University in 2002 with a B.A. degree in Business. She holds Series 7 and 63 licenses.

Mr. Page joined CCM as a trader in 2009. Prior to that, he spent 18 years in trading and sales for nationally recognized firms such as Lehman Brothers, UBS, Oppenheimer, Smith Barney, and Raymond James. Mr. Page graduated from Roanoke College in 1989 with a B.A. degree in Political Science. He holds Series 7 and 63 licenses. He is also a private pilot.

Mr. Palles joined CCM in 2009. He is responsible for the company’s commission recapture program and for CCM’s weekly Webinar series with noted economist Edward Yardeni. Mr. Palles previously served in chief financial officer roles at CapTrust and the Hatteras Funds. He received a B.S. degree in Business Administration from Mississippi State in 1979. A certified public accountant, Mr. Palles holds Series, 7, 63, and 27 licenses.

Ms. Pendergrass joined CCM in 2007 in institutional sales and trading. Her prior experience included three years as a lobbyist for financial institutions and as a political fundraiser. She graduated from the University of North Carolina at Chapel Hill in 2002 with a B.A. degree in Political Science. She earned an MBA in Corporate Finance at UNC as well in 2009. Ms. Pendergrass holds Series 7 and 63 licenses.

Mr. Peters joined CCM in 2000 in fixed income sales. Prior to that, he spent 35 years in fixed income roles for companies that included Smith Barney, Credit Suisse First Boston, Prudential, and Broadpoint. Mr. Peters graduated from Colgate University with a B.A. degree in English. He earned an MBA from Boston University and also pursued postgraduate work in financial management at Massachusetts Institute of Technology. He holds a Series 24 license.

Mr. Pivinski joined CCM in 2009 in sales and trading of corporate and convertible bonds. Prior to that, he spent 11 years in fixed income sales and trading at leading brokerage firms. Mr. Pivinski holds Series 7, 55, and 63 licenses.

Mr. Quatrale joined CCM in 2001 in institutional sales and trading. His prior experience included five years in buyside trading at Merrill Lynch Asset Management. He graduated from Randolph Macon College in 1994 with a B.A. degree in International Economics and Political Science. Mr. Quatrale received an MBA from the University of Notre Dame in 2001. He holds Series 7, 24, and 63 licenses.

Ms. Stockwell joined CCM in 2009 in fixed income sales and trading. Prior to that, she spent three years as an analyst in Credit Suisse’s Prime Services Division. Ms. Stockwell graduated from the University of North Carolina at Chapel Hill in 2005 with a B.A. degree in Economics. She holds Series 7, 63, and 55 licenses.

Mr. Thompson joined CCM in 2009 and works in fixed income sales and trading. He spent the previous year as an associate intern at Barclays Capital where he worked on securities analysis and formulation of trade ideas. Mr. Thompson received a B.A. degree in Economics in 2002 from the University of North Carolina at Chapel Hill and an MBA in 2009, also from UNC. He holds Series 7 and 63 licenses.

Ms. Tustin joined CCM in 2009 in institutional sales and trading. Prior to that, she amassed more than 15 years of experience in financial management at Provident National Bank, E.F. Hutton, Ferris Banker Watt, Chase Manhattan Treasury Corp., and INA Investment Advisors. She graduated from the University of Pennsylvania in 1986 with a BBA in Finance, Management, and Marketing. Ms. Tustin holds a Series 7 license.

Mr. Valenza joined CCM in 2009. He oversees the company’s Section 28(e) client commission arrangements as well as the sales and trading of taxable fixed income products to money center banks, insurance companies, and pension funds. Mr. Valenza served as a senior vice president at Prudential Securities from 1981 until 1998. He left to join Spear Leeds & Kellogg as a senior vice president, establishing its institutional fixed income business. Mr. Valenza received a B.S. degree from Villanova University in 1968. He holds Series 7 and 63 licenses.

Mr. Wall joined CCM in 2008. His fixed-income background includes trading in investment-grade corporate bonds, high yield/distressed securities, agency debt, and both asset- and mortgage-backed securities. He graduated from the University of North Carolina at Chapel Hill with a B.A. degree in Economics. Mr. Wall holds Series 7 and 63 licenses.

Mr. Weber joined CCM in 2009 and is responsible primarily for handling trade agency and non-agency mortgages with money managers and depository institutions. Prior to his current position, he was part of the team that started ANB’s bank-owned broker/dealer. Mr. Weber received a B.A. degree from Wheaton College in 2001. He was also the 2001 NCAA Division III National Wrestling Champion. Mr. Weber holds Series 7 and 63 licenses.

Mr. Wright joined CCM in 2009 in institutional sales and trading after graduating from Bucknell University with a B.A. degree in Geography. He holds Series 7 and 63 licenses.