Mark A. Hillman, President and Chief Investment Officer, founded HCM in 1998, bringing into the firm assets of predecessor companies he established in the early 1990s. His first investment advisory company, Custom Asset Management, merged with Menocal Capital Management in 1993 and he became Chief Investment Officer of the combined firms. Prior to founding his first firm, he was a financial consultant with Shearson Lehman Hutton. A graduate of Tufts University, he has done graduate coursework at Harvard University Extension School. An expert sailboat racer, he has competed successfully in National and World Championships over three decades.
As the architect of the firm’s proprietary investment process and Chief Investment Officer at HCM, Mark Hillman continues to lead the investment process. Since 1994, his investment results have spoken for themselves and have been recognized by investors and media alike. He has appeared in Fortune Magazine, The New York Times, MSN Money, USA Today, Bloomberg News, Dow Jones Marketwatch, The Baltimore Sun, The San Francisco Chronicle, Bloomberg Television, Kiplinger’s and Forbes.com.
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Fletcher D. Perkins, CFA, Analyst, focuses on qualitative assessments of U.S. companies and reports his insights directly to the Investment Committee. We believe that his ability to identify corporate candidates for investment has been pivotal in supporting HCM’s success. He has appeared on Bloomberg Television and Dow Jones Market Watch. A graduate of Saint Mary’s College of Maryland, he has served as a tactician for many competitive sailboat racing teams. He is a member of the CFA Institute and the Washington Society of Securities Analysts.
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Robert David, Analyst, offers analytic and intuitive skills honed over a long career both in financial services and the media. He has been producer of a TV morning show, president of his own media firm and also worked as an equity research assistant for Legg Mason Wood Walker. A graduate of Hofstra University with a BS in Communications, he also holds an MBA from Loyola College of Baltimore.
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Trevor Lee, Analyst, evaluates companies from the unique perspective of his solid background in marketing and product development for Fortune 500 companies, including Procter and Gamble, Kraft, and Sara Lee. He was the recipient of Distinguished Lecturer in Business Policy from the University of Florida MBA Program and served on the Steering Committee of a National MBA Association (Philadelphia chapter). Trevor is a graduate of Tufts University and earned his MBA at The Wharton School of the University of Pennsylvania
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Client Service Team
Robert J.B. Kotler, Associate, Business Development and Client Services, Previously, he served a wide variety of clients at BB&T Investment Services, Morgan Stanley, T. Rowe Price, and CBIZ-Beatty/Satchel. He is a graduate of St. Mary’s College of Maryland, with a triple major in Economics, Political Science, and Public Policy Analysis.
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Compliance
C. Frank Watson III, Chief Compliance Officer, is the former President and Chief Operating Officer of The Nottingham Company, a financial services company with $20 billion in assets under administration. He designed the operational structure of Nottingham and has been secretary and treasurer of ten investment trusts, principal financial officer of 20 investment companies, and a chief compliance officer for several investment company boards. He holds a BS in Economics from the University of North Carolina at Chapel Hill.
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Operations
Mark F. Saunders, Director, Operations and Trading, combines financial analytical skills with a strong background in trading systems technology. He brings a track record of success in enhancing the speed and accuracy of complex systems. He has led a team of portfolio administrators at Envestnet Asset Management, served as a registered representative at Merrill Lynch, and was a cash administrator for Fidelity Investments. A graduate of Bentley College, he holds a Bachelor of Science in Finance and NASD Series 7, 63 and 65 licenses.
Dan Bringle, Operations Associate, comes to HCM from Lydian Wealth Management, where he was also an operations associate. Prior to that he worked as a brokers assistant for Compass Financial Advisers. He is a graduate of Indiana University, where he majored in Public Management.
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Systems and Operations
Jeffrey T. Long, Director, Systems and Operations, brings to HCM more than two decades of experience as a software development consultant. In addition to extensive expertise in software development for financial management organizations, he has worked on many different hardware platforms for various clients such as FedEx, Jaguar Land Rover, AT Kearney, Cadbury Schweppes, Microsoft, Lucent, Mobil and Lever Brothers. He holds a Bachelors Degree in Computer Science and Management Information Systems from James Madison University.
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Administration
Janet Atkins Brennan, Office Manager, has been keeping HCM running smoothly since the firm was founded in 1998. She handles a wide variety of client matters including setting up accounts, arranging for deposits and withdrawals, or solving administrative problems.
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