Background and Biographies
“When asked how our firm is doing, we respond that
the opinion of the owners of the capital is all that matters.”
AVENIR’S PRINCIPAL MANAGERS HAVE OVER FIVE DECADES OF INVESTMENT EXPERIENCE COMBINED, WITNESSING A WIDE VARIETY OF INVESTMENT ENVIRONMENTS AND BUSINESS CYCLES.
With an average of 25 years in the industry, they have developed a respect for quality investment research and risk management. Our entire investment team is responsible for idea generation, research, and investing client assets in order to reach their goals. Our client service and operations professionals are uniquely qualified; they understand that each client has special requirements and goals, which merits highly personalized service and accessibility.
Peter C. Keefe has managed client portfolios at Avenir since 1991. Prior to joining Avenir, Mr. Keefe worked with Johnston, Lemon & Company, a New York Stock Exchange Member Firm, where he served in several capacities, including Director of Research. Mr. Keefe received a B.A. from Washington & Lee University in 1978, and formerly sat on its Board of Trustees. He is a CFA Charterholder and a member and former Director of the CFA Society of Washington, D.C.
James H. Rooney has managed client portfolios at Avenir since 1998. Prior to joining Avenir, and after completing graduate school in 1992, Mr. Rooney worked as a consultant in the valuation and corporate finance group at Deloitte & Touche, LLP. He also worked for two energy companies, Sonat, Inc. and Columbia Energy Group, in their respective business development groups. From 1987 to 1990, Mr. Rooney worked at J. & W. Seligman & Co., Inc. Mr. Rooney received a B.A. from Duke University in 1986 and an M.B.A. from the Fuqua School of Business at Duke University in 1992. He is a CFA Charterholder and a member of the CFA Society of Washington, D.C.
Charles G. Mackall, Jr. retired from active portfolio management in 2013, but retains an advisory role and is Chairman of Avenir. Prior to founding Avenir in 1980, Mr. Mackall worked for 17 years at NS&T Bank (now Sun Trust Banks, Inc.) serving as Vice President and Manager of Commercial Lending. He was a standing member of both the internal loan committee and the asset-liability committee of the bank. For the past 40 years, Mr. Mackall has been active in the investment industry. He received an A.B. from Princeton University in 1957 and an M.B.A. from the Colgate Darden School of Business Administration at the University of Virginia in 1962.
Kenneth S. George, II joined Avenir in 2005. He serves as an analyst, and is responsible for the Firm’s portfolio and performance analysis. Prior to joining Avenir, Mr. George worked for the Department of the Treasury in the Office of Economic Policy. He graduated with a B.A. from the University of Virginia in 2002 and an M.B.A. in International Management from the Thunderbird School of Global Management in 2004. He is a CFA Charterholder and a member of the CFA Society of Washington, D.C.
Carmen L. Gonzalez joined Avenir in 1999. Ms. Gonzalez serves as the Firm’s Client Relationship Manager, and is responsible for Firm administration and human resources. Prior to joining Avenir, she worked in Client Services from 1995 to 1998 for Prudential Securities Inc. (now Wells Fargo). Ms. Gonzalez received a B.A. from Pine Manor College in 1991.
John N. Apgar, IV (Jack) joined Avenir in 2013 as an Analyst. He graduated Cum Laude from Washington and Lee University in 2013 with a B.A. in Economics. While at Washington and Lee, Mr. Apgar served as the Vice President of the Executive Committee of the Student Body. He has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.
William W. Grantham (Warner) joined Avenir in 2015 as an Analyst. Prior to joining Avenir, he worked for Intrepid Capital Management in Florida as a Research Analyst from 2009 to 2015. Mr. Grantham received a B.S. in Business Administration from the University of North Carolina at Chapel Hill in 2009, where he was a Globe Fellow at the Kenan-Flagler Business School, and also studied at the Chinese University of Hong Kong and the Copenhagen Business School. He is a CFA Charterholder and a member of the CFA Society of Washington, D.C.
Christopher P. Hoerner (Chris) joined Avenir in 2016 as an Analyst. Prior to joining Avenir, he worked for Third Avenue Management in New York from 2014 to 2016 as a Research Analyst. Mr. Hoerner graduated Cum Laude from the University of Richmond with a B.S. in Business Administration and a Concentration in Finance.
Stephanie M. Atkins joined Avenir in 2015. She works with the Client Service and operations teams. Prior to joining Avenir, she worked as a Senior Marketing Associate at Ashmore Equities Investment Management, LLC (formerly Emerging Markets Management) from 1999 to 2015; and previously held the position of Head Trader at Emerging Markets Management. Additionally, she has experience as an equities trader for various Wall Street firms. Ms. Atkins received a B.A. from The University of Virginia in 1984 and an M.B.A. from George Washington University in 1994.
Kaitlyn Reed joined Avenir in 2016. She is Avenir’s office manager and works with the operations team. Ms. Reed received a B.S. from George Mason University in 2016.