Our Team

Tony founded Collegiate Capital Management in 1994. As an Investment Advisor Representative, Tony manages portfolios for university professionals and other nationwide. A member of the Investment Committee, Tony works closely with colleagues to help establish the firm’s approaches to the conduct of market and economic research, investment management approaches and the marketing of the firm’s services.

In his role as Chief Compliance Officer, Tony has ultimate responsibility for adherence to regulatory requirements of the United States Securities and Exchange Commission and works with the firm’s Director of Compliance to implement the firm’s compliance program and promote a culture of compliance.

Previous to entering the financial industry, Tony worked at RTI International and served as an Adjunct Assistant Professor at Duke and NC State Universities.

Grant is the Chief Investment Officer and Vice President of Collegiate Capital Management and has over 20 years of experience in the financial industry. As an Investment Advisor Representative, Grant manages the portfolios of university professionals nationwide.  His background in both economics and accounting and extensive experience with university retirement plans make Grant an integral part of the firm.

Prior to joining Collegiate Capital Management, Grant began his career in 1992 as a Registered Representative of Lincoln Financial Group, where his primary responsibility was working with faculty and staff at UNC Chapel Hill and NC State University.

Cory joined the firm in 2002. In addition to his role as an Investment Advisor Representative where he manages investment portfolios for clients nationwide, Cory has created multiple analytical tools and software programs that have become critical components in the management of the firm’s clients’ assets including the a retirement projection program specific to university employees and a firm-wide dashboard using real-time data integration with client management software to improve portfolio evaluation and has served an important role in the development and refinement of Collegiate Capital Management’s  unique client portal (CCMconnect®).

As a member of the firm’s Investment Committee, Cory continues to focus on and improve the firm’s methods for gathering information related to market trends, the tracking of investment performance, and in-depth analyses of assets to assist in the management of our clients’ accounts. He also serves a vital role in developing reports that allow our clients to understand and evaluate our firm’s asset management approach.

Cory is a member of the firm’s Board of Directors, serving as its Corporate Secretary.

Erin joined Collegiate Capital Management, Inc. in 2006 where she serves as both the Director of Office Operations and Director of Compliance. She provides oversight, and assists with the development, implementation, evaluation, and enforcement of the firm’s compliance program to ensure compliance with industry rules and regulations and the company’s corporate standards of conduct.  collaborates with Investment Advisor Representatives of the firm to identify potential areas of compliance vulnerability, risk, and conflicts of interest and helps to develop action plans to enhance the compliance program and the culture of compliance within the firm.  Erin also is on the firm’s Board of Directors, serving as its Corporate Treasurer.

Prior to joining the firm, Erin was a Senior Project Coordinator at Cato Research, Ltd., a clinical research organization located in Durham, North Carolina specializing in providing clinical and regulatory support to pharmaceutical companies worldwide.

Jennifer joined the firm in 2009. She drives the firm’s strategic vision and operational excellence to enhance growth, execute business plans and deliver high-quality products and services to clients. As a member of the management team, she partners closely with the firm’s Investment Advisors to further improve performance and lead new business initiatives.

Jennifer’s role includes daily oversight of the firm’s operations, specifically tracking of client transactions, management of both the firm’s Client Relationship Manager and Portfolio Management database as well as the generation of reports for client reviews.