"The Hodges investment team is constantly evaluating the upside potential relative to downside risk. We believe that evaluating the intrinsic value of a business potentially limits downside risk"
Eric J. Marshall - President, Co-Chief Investment Officer
Our collegial and entrepreneurial culture attracts assertive and driven individuals. The Hodges investment process is a collaborative effort that leverages each team member’s efforts. We are proud to say that each tenured member of the investment team owns a piece of the firm and invests alongside our clients.
Craig Hodges
Founder and Chief Investment Officer
Clark Hodges
Director of Business Development
Eric Marshall
Chief Investment Officer
Felicia Cambridge
Something Cool
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Brett Rainey
Chief Operating Officer
Charmagne Darabadey
Chief Compliance Officer
Craig Hodges
C0-Founder & Principal
Eric Marshall
Chief Investment Officer
Gary Bradshaw, MBA
Portfolio Manager
Christopher R. Terry, CFA, CIPM
Portfolio Manager & Sr. Research Analyst
Derek R. Maupin
Portfolio Manager & Sr. Research Analyst
Trey Hays
Portfolio Manager & Sr. Research Analyst
Dan D. Trang, MBA
Senior Research Analyst
Linda G. Larsen
Vice President, Operations
Brad Abney
Senior Operations Associate
Anibal Hernandez
Compliance Analyst
Noel Templer
Receptionist & Administrative Assistant
Janet E. Peters
Trading
Toni Leyuas
Office Administrative Associate
Quin Bradshaw
Registered Representative & Investment Advisor
Akleema Hillis
Corporate Secretary & Financial Coordinator
Lisa A Schonefeld
Operations & Administrative Assistant
Faith Becote
Sales Associate
Berta Naranjo
Operations & Administrative Assistant
Leadership
Craig Hodges
Founder, CEO & Co-Chief Investment Officer
Clark Hodges
Director of Business Development
Eric Marshall, CFA
Co-Chief Investment Officer, Portfolio Manager, & Director of Research
Gary Bradshaw, MBA
Portfolio Manager
Charmagne Darabadey
Chief Compliance Officer
Investment Team
Craig Hodges
Co-Chief Investment Officer & Portfolio Manager
Eric Marshall, CFA
Co-Chief Investment Officer, Portfolio Manager & Director of Research
