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Golden Capital wins BART mandate
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December 2007
FOR IMMEDIATE RELEASE
Charlotte - The Bay Area Rapid Transit Authority (BART) has awarded Golden Capital Management, LLC a mandate of $5.5 million to be allocated to their Enhanced Large Cap Core strategy.
About Golden Capital Management, LLC
Golden Capital was founded in 1999 by Greg Golden and Jeff Moser and based in Charlotte, NC. The firm provides investment management expertise to both institutional and high net worth clientele nationwide through various core equity strategies. As of September 30, 2007, Golden Capital Management had $4.9 billion in assets under management.
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Golden Capital wins MARTA mandate
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July 2007
FOR IMMEDIATE RELEASE
Charlotte - The Metropolitan Atlanta Rapid Transit Authority of Atlanta (MARTA) has awarded Golden Capital Management, LLC a mandate of $38 million to be allocated to their Enhanced Large Cap Core strategy.
About Golden Capital Management, LLC
Golden Capital was founded in 1999 by Greg Golden and Jeff Moser and based in Charlotte, NC. The firm provides investment management expertise to both institutional and high net worth clientele nationwide through various core equity strategies. As of June 30, 2007, Golden Capital Management had $4.3 billion in assets under management.
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Robert Carroll joins Golden Capital Management as General Counsel and Chief Compliance Officer
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May 2006
FOR IMMEDIATE RELEASE
Charlotte - Mr. Carroll comes to Golden Capital Management from Stephens Inc (Little Rock, AR), where he served as General Counsel and Chief Compliance Officer for Stephens Investment Management Group. Prior to working for Stephens, Mr. Carroll served as Associate General Counsel at Bank of America Corporation (Charlotte, NC), where he headed up the legal team that supported Banc of America Capital Management, the primary investment management group at Bank of America. Mr. Carroll’s prior positions include Vice President, SEI Corporation (Wayne, PA), Senior Special Counsel in the Division of Investment Management at the United States Securities and Exchange Commission (Washington, DC), and associate attorney at Steptoe & Johnson (Washington, DC) and McGuire, Woods, Battle & Boothe (McLean, VA).
Mr. Carroll graduated from Dartmouth College (1982) and the Duke University School of Law (1985).
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John Campbell Joins Golden Capital As Portfolio Manager
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March 2006
FOR IMMEDIATE RELEASE -
Charlotte - John R. Campbell, CFA, joined Golden Capital Management in March, 2006. He began his investment career at Fidelity Investments where he served in several positions in the brokerage and high-net-worth advisory businesses. Prior to GCM, Mr. Campbell served as Vice President-Investment Management at Placemark Investments, where he joined in the start-up phase and helped grow assets under management from $0 to over $1.75 Billion. While at Placemark, he was instrumental in the development, testing, and implementation of a quantitative investment process to deliver customized and tax-efficient managed account solutions and served as the lead portfolio manager. Mr. Campbell earned a B.S. Degree in Nuclear Engineering from Texas A&M University and an MBA from Southern Methodist University where he graduated with honors. He was awarded the Chartered Financial Analyst designation in 2001 and is a member of the CFA Institute.
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