Leadership

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Trey Cartledge, CFA

President

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Trey Cartledge, CFA has served as an officer of CFA Society Alabama since 2018. A native of Birmingham, he holds a bachelor's degree from the University of Alabama and a master's degree from Samford University. He is also 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. He has held the roles of Vice President, Treasurer, and Secretary for CFA Society Alabama and has been a charterholder since 2017.

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Mike Anderson, CFA

Treasurer

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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. 

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Santosh Singh, CFA

Vice President

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Santosh Singh, CFA currently serves as a valuation analyst in Balance Sheet Management group of the Corporate Treasury division at Regions Bank. In his current role, he further collaborates with other treasury groups (asset/liability management, investment portfolio) for various corporate strategic initiatives such as portfolio acquisition, balance sheet optimization etc. Mr. Singh holds a master's degree in finance from the University of Alabama at Birmingham's Collat School of Business. He has been a charterholder since Feb 2018.

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Vallery Brown, CFA

Secretary

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Vallery Brown has extensive experience across the energy and financial industries.  She is currently the Director of Financial Structuring for Southern Power Company, where she leads an organization responsible for project financial analysis and tax equity structuring on energy facilities.  She’s held multiple leadership positions at Southern Power, including developing an organization responsible for energy trading and contract optimization for renewable assets located in western U.S. energy markets.  Vallery also served as an assistant bond portfolio manager at Protective Life and has been a CFA charterholder since 2006.  She holds a bachelor’s degree in International Finance and German and a master’s degree in Finance from the University of Alabama.

Board of Directors

Jason Murray, CFA

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Mr. Murray joined Stifel in 2015 amidst the merger with Sterne Agee and has expertise in interest rate risk analytics and helping financial institutions solve problems related to asset/liability management. He regularly provides board and management education, which he derived from his experience developing balance sheet solutions for financial institutions. He developed the firm’s original ALM model and maintains several of the firm’s existing analytical tools. Mr. Murray is a graduate of UAB with a B.S. in Economics and a M.A. in Finance from the University of Alabama. He is a CFA charterholder.

Justin Mayfield, CFA

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Justin Mayfield serves 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

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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. 

Daniel Sanabria, CFA

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Daniel Sanabria, CFA, serves as the principal and CIO of Sigma93 Capital Management LLC, in addition to a visiting faculty position at the University of Alabama at Birmingham (UAB), where he teaches a variety of Finance and investment courses. Daniel previously served as Director of Trading and Operations for Theta Holdings LLC, a registered Commodity Trading Advisor (CTA).  

Daniel holds a BA in Economics, Analysis and Policy and a Master of Business Administration degree (M.B.A.) from UAB. During UAB’s December 2015 Graduation, he served as the Graduate Commencement Speaker. He also has held FINRA Series 3 and 30 licenses.

Lucas Fitts, CFA 

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Mr. Fitts currently serves as Regions Bank’s Derivatives Portfolio Manager with a primary focus on balance sheet hedging and MSR hedging.  Mr. Fitts holds a Master’s degree in Finance from the University of Alabama’s Manderson Graduate School.   He graduated Summa Cum Laude from the University of Alabama with a BA, majoring in Finance.  Mr. Fitts also holds the Chartered Financial Analyst designation.  

Adrian A. Hughes, CFA

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Mrs. Hughes received a Bachelor’s Degree in International Finance and an M.A. in Finance from The University of Alabama. Mrs. Hughes joined Regions Bank (previously AmSouth Bank) in August 1997 as an investment analyst and again in July 2012 as a Fixed Income Portfolio Manager.   In this role, Mrs. Hughes serves as a portfolio manager with a focus on short term fixed income strategies. In between her two stints at Regions Bank, Adrian worked as a senior investment analyst from 2003-2012 at Blue Cross and Blue Shield of Alabama where she provided accounting and analysis for investment portfolios along with the preparation of quarterly and annual insurance regulatory reports.  She currently serves on an advisory board for Samford University and on the Board of the Catholic Diocese of Birmingham’s Defined Benefit Plan for Priests.  Mrs. Hughes is a CFA® charterholder and is a current board member and past president of the CFA Society of Alabama.

Gary Partridge, CFA

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Gary Partridge, CFA, retired from the investment field in 2017 after working 40 years at The Retirement Systems of Alabama, Sterne, Agee and Leach, McDonald Investments and AmSouth/Regions Investment Management. Mr. Partridge has been active in the CFA Society of Alabama since its spinoff from the Atlanta Society in 1987. He served as President on three different occasions. 

"I've been a member of CFA Society Alabama for 2+ years. In such a relatively short time, I believe this society has helped me carve out a unique perspective by introducing me to a host of distinguished speakers and providing a platform where like-minded individuals meet and share ideas."

- Treasurer, Santosh Singh

Past Presidents

Charles S. Northen III 1987-1988

John H. Goff Jr., CFA 1988-1989 

Winfield Maxwell Baird, CFA 1989-1990

James G. Tatum, CFA 1990-1991

Valjean B. Brookshaw Jr., CFA 1991-1992

Pedro Verdu, CFA 1992-1993

Carter E. Anthony, CFA 1993-1994 

Brian B. Sullivan, CFA 1994-1995

Gary T. Partridge, CFA 1995-1996

Luther L. McDougal IV, CFA 1996-1997

John von Eschenbach, CFA 1997-1998

Rhonda E. Hoggle, CFA 1998-1999

Norman Darden III, CFA 1999-2000

James Lockwood Savage, CFA 2000-2001

Gary T. Partridge, CFA 2001-2002

Thomas R. Gale, CFA 2002-2003
John Preston Boston, CFA 2003-2004​

Johnny R. Givens Jr., CFA 2004

Gary T. Partridge, CFA 2004-2005

Michael Thomas Lytle, CFA 2005-2006

Zachary Paul Turnage, CFA 2006-2007

John P. Maloney, CFA 2007-2008

Timothy E. Parker, CFA 2008-2009

Adrian A. Hughes, CFA 2009-2010

Kevin W. Gamble, CFA 2010-2011

Kenton L. Russell, CFA 2011-2012

Stephen Smith, CFA 2012-2013

Zach Ivey, CFA 2013-2014 

Courtenay Bloodworth, CFA 2014-2015

Adam Rogers, CFA 2015-2016

C. Johan Grahs, CFA 2016-2017​

William Aycock III, CFA 2017-2018
Stephen Daniels, CFA 2018-2019​

Andy Webb, CFA 2019-2020