Professionals
Our team of investment professional brings over 100 years of experience from all fields of the investment and financial planning industry to the practice of wealth management.
Analyst, Member
Jim comes to Smith, Salley & Associates with over 40 years of experience in research and portfolio management. Jim retired from CCB/SunTrust after 35 years with the bank after working in various capacities, most recently as senior portfolio manager in the Wealth and Investment Management division.
Jim specializes in value equities as well as taxable and tax free fixed income securities. Jim received his bachelor’s degree from Georgia Tech. His post graduate work includes an LLB from Woodrow Wilson Law College and a Masters Degree in Industrial Management from Georgia Tech. Jim was instrumental in the development of the CCB Trust and Investments division, where he worked for over 35 years and managed over $250 million in assets. He has 40 years of investment experience in all areas of Trust and Investment Management. Jim is a member of the Durham Toastmasters, Westminster Presbyterian Church and Hope Valley Country Club in Durham, NC.
Trader, Analyst, Member
Scott joined SS&A in May 2006 after spending a year with the firm as an intern. He currently performs all trading functions and assists in equity and fixed income research. Scott is also currently working towards attaining his CFP® certification. Scott earned his BSBA from the Kenan-Flagler Business School at the University of North Carolina and minored in Spanish. While attending UNC Scott was involved in the Honor Court, serving as an associate for the undergraduate Student Attorney General.
Scott is a native of Raleigh but now calls Greensboro home with his wife Mary Chandler and dog Hank. He is an Eagle Scout and enjoys camping and hiking as often as he can.
Portfolio Manager, Chief Compliance Officer, Member 
Andrew’s responsibilities include investment idea generation and portfolio management. He joined Smith, Salley and Associates, LLC in March of 2006 with ten years of experience in both fixed income and equity research and portfolio management. Prior to joining SS&A, Andrew managed personal and institutional portfolios for SunTrust Banks in Charlotte, NC. During his nine years with the bank Andrew was a member of the fixed income strategy committee and the value equity stock selection committee. He co-managed a taxable fixed income mutual fund and an actively managed Value Equity Strategy. Andrew received his undergraduate degree in economics from the University of North Carolina at Chapel Hill, with a minor in marketing from the School of Journalism and Mass Communications. Andrew, a CFA Charter holder, is a member of the CFA North Carolina Society.
Andrew enjoys golf, running and hiking with family in his leisure time. He and his wife Dana are involved with the Red Dog Farm animal rescue and help support the Future Fund, which is an initiative of the Community Foundation of Greater Greensboro, and the Coastal Conservation Association.
Chairman, Chief Investment Officer, Member 
Prior to joining SS&A, Mackay was a Director, Vice President of Franklin Street Advisors and a senior portfolio manager in the Core Equity Group. While working at Wachovia for 19 years, he was a senior Vice President and manager of special investment products at Wachovia Trust Services, Inc. Mackay has over 40 years experience in portfolio management and equity research while working with Franklin Street Partners, Wachovia Trust, Delaware Trust and the DuPont Pension Fund. He earned a Bachelor of Science in Business Administration from The Citadel and received his MBA from The Moore School of Business at the University of South Carolina.
Mackay is a member of the North Carolina Society of Financial Analysts and was awarded a bronze star while serving in the US Army from 1965 - 1967. Mackay and his wife live in Bermuda Run and he is active in the Citadel Alumina Association, is an avid pilot and a member of the United Methodist church in Clemmons.
G. Gregory Smith, Jr.
President, Chief Executive Officer, Co-founder, Member 
Prior to starting SS&A, Gregory was a portfolio manager at Franklin Street Partners in Chapel Hill. In his 7 years at FSP he gained experience in portfolio management and equity research having co-managed the Franklin Street Trust Small Cap fund and provided research for the Core Equity Fund. Gregory received a Bachelor of Science in Business Administration, with a concentration in Finance from North Carolina State University. He earned his MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2001. Gregory’s primary focus is on equity strategies, addressing diversification of concentrated or low cost positions and developing the investment policy statement for individuals and institutional clients.
Gregory was raised in Greensboro graduating from Greensboro Day School in 1992. His wife Janet is now a teacher at Greensboro Day where both of his daughters currently attend. Gregory is involved with the Coastal Conservation Association having served as president and chairman of the Triad chapter and as an executive VP on the State Board, an active member of Ducks Unlimited and attends Church at Westover Church.
|