MANAGEMENT TEAM

John R. Sheets, CFP   Co-Founder and President

Mr. Sheets started his career in the investment business in 1969 and has used the experience he gained from many areas of the investment field to help develop Sheets Smith Wealth Management into a uniquely qualified wealth management firm. Prior to the formation of SSWM in 1982, Mr. Sheets was Vice President and Manager of the Capital Management Department of Wachovia Bank and Trust in Winston-Salem,  which provided financial, tax and investment counsel to the bank's wealthiest clients. 
 
Before Mr. Sheets joined Wachovia, his experience included work as Director of Research for Sun Trust, as a Securities Analyst and as an Investment Counselor for Bank of Virginia and Delphi Management, a mutual fund organization. 

Mr. Sheets received a Bachelor's degree in business administration in 1970 from the University of Delaware and attended graduate school at University of North Carolina at Greensboro.

He currently serves on the Board of Directors of various venture capital companies.

David B. Gilbert, MSBA, CFA   Executive Vice President

Mr. Gilbert has over 35 years experience in the investment business as an investment analyst and portfolio manager. Although he has specialized in managing portfolios of individual stocks, he has used selected mutual funds to provide exposure to foreign markets and to gain instant diversification in smaller accounts. On larger accounts, he has been responsible for alternative investments in a number of areas including real estate and venture capital.

Prior to joining the company in February 1994, Mr. Gilbert was President and co-founder of Salem Investment Counselors, Inc., where he was a CEO and portfolio manager. He has also provided financial and tax planning for approximately 20 high net worth individuals. Mr. Gilbert's earlier experiences include Vice President in Capital Management of Wachovia Bank and Trust Company, N.A., in Winston-Salem.  

Mr. Gilbert received an M.S.B.A. in management from the University of North Carolina at Greensboro in 1973 and a Bachelor of Arts degree in psychology from the University of Arkansas in 1964. He retired as a colonel in the U.S. Army Reserve in 1994.

Thomas E. Cartee, Jr., MBA   Vice President

Mr. Cartee joined Sheets Smith Wealth Management in 1997.  His duties include financial planning and portfolio management. Tom's areas of special interest consist of asset allocation and behavioral finance.  Before joining the company, Mr. Cartee held positions with Banc One Capital Corporation in Columbus, Ohio, and Swiss Bank Corporation and First National Bank in Chicago. Mr. Cartee's experience at Swiss Bank included responsibility for the Credit Analysis Department and relationship management for a portfolio of Fortune 500 corporations in the Midwest. Mr. Cartee received a Master of Business Administration degree from the University of North Carolina at Chapel Hill and a Bachelor's degree in Economics from Davidson College.

Paul T. Anthony, MBA, CFA   Chief Compliance Officer and Vice President

Mr. Anthony joined the firm in 1999. His responsibilities include managing client accounts, evaluating and monitoring current and potential individual private equity investments, evaluating the firm's private equity fund investments, and directing the firm's compliance program. Mr. Anthony previously worked in securities lending at Goldman, Sachs & Co. in Boston. Before joining Goldman, he spent eight years at the National Security Agency as a computer engineer. Mr. Anthony received a Master of Business Administration degree from the University of Maryland and a Bachelor's degree in Electrical and Computer engineering from the University of Notre Dame.

Jeffrey M. Christopher   Vice President

Mr. Christopher joined Sheets Smith Wealth Management in 2002. His primary investment management focus is compounding annual returns by using diversified portfolios supported by a trend following model with the purpose of reducing risk and lowering volatility.  Large protracted losses in portfolios destroy compounded rates of returns and are virtually impossible from which to recover.  Prior to joining SSWM, Mr. Christopher was the President and Founder of Christopher Investment Counselors, Inc. He also held positions at R. J. Reynolds Tobacco Company, Merrill Lynch & Co., and Wachovia Bank. Mr. Christopher received a Bachelor of Arts degree from Duke University where is was a student athlete.

Z. Cornell Bowden, MBA   Vice President

Mr. Bowden uses individual stock selection and active asset allocation to manage portfolio risk in balanced portfolios. Before joining the firm in 2003, he was the Chief Investment Officer of Atlantic Capital Management, Ltd. Mr. Bowden has extensive portfolio management experience, serving as Senior Vice President and equity strategist of Companion Capital Management Inc. and portfolio manager of what is now Bank of America. He began his investment career as a securities analyst with Wachovia Bank and Trust Company, N.A. Mr. Bowden received a Master of Business Administration degree from Emory University and a Bachelor's degree from Duke University.