| WealthTrust Management and Staff Our team has decades of industry experience establishing, managing and growing wealth management firms as well as developing strategic alliances that promote growth. Since 2000, the managers of WealthTrust have completed seventeen transactions in assembling a strong network of affiliates throughout the United States. WealthTrust employs a team-oriented structure designed to provide affiliates with the high quality service and tactical strategies required to expand their businesses. Our team provides execution and support in compliance, technology, back-office operations, marketing, human resource administration and client services and achieves strong results by leveraging the team's knowledge and experience. |
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M. Rush Benton, CFA Founder & Chief Executive |
M. Rush (Rusty) Benton serves as Chief Executive Officer for WealthTrust LLC. Mr. Benton founded WealthTrust, Inc. in 1997 following twelve years with Barksdale & Associates, a Nashville-based investment management firm, with over $3.5 billion in assets under management during his tenure. As one of the founding principals of Barksdale & Associates, his responsibilities included marketing, product development and portfolio management. Mr. Benton earned a degree in economics at Vanderbilt University. He holds a designation from the Chartered Financial Analyst (CFA) Institute. |
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Holly D. Deem, CFA Chief Operating Officer |
Holly D. Deem has over 25 years of executive experience in investment management and the financial services industry. Her most recent roles included Chief Administrative Officer with oversight responsibility for all administration functions and Chief Risk Officer with responsibility for a comprehensive risk management program for Invesco, Ltd, formerly Amvescap. Prior to joining Invesco she held senior roles at Bank of America and its subsidiaries. These include; President of Private Investments, the high net worth investment management platform, and President of TradeStreet Investment Associates, the institutional investment subsidiary with assets under management in excess of $85 billion. Ms. Deem holds a B.S. in accounting from Western Illinois University and completed the executive program for business strategy at the Graduate School of Business at Columbia University. She has been recognized by Money for Women as one of the top 50 smartest women in the money business and received the top 25 women in business achievement award from The Business Journal. Ms. Deem holds a Chartered Financial Analyst (“CFA”) designation and is a member of the Atlanta Society of Financial Analysts and the Association for Investment Management and Research. |
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Michael Henry Senior Vice President, General Counsel |
Michael Henry has over 20 years experience in the legal and regulatory areas of the investment management and brokerage services industry. Prior to joining WealthTrust, he was the compliance director for Morgan Keegan & Co., a brokerage and investment management firm. In addition he served as an assistant general council to the firm. Mr. Henry holds a B.A. in English and a J.D. from the University of Mississippi. |
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| WealthTrust Staff |
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John Miklich Controller |
John Miklich joined WealthTrust LLC in October of 2008. John has over twenty years of experience in accounting and business management and has worked for several large companies throughout the United States. Most recently, John served as Chief Financial Officer for Nashville Area Habitat for Humanity. Mr. Miklich holds a Bachelor’s Degree in Accounting from Lakeland College in Wisconsin. He is a Certified Public Accountant and a member of the American Institute of Certified Accountants. |
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Abbie Arnold Giompoletti Assistant Controller |
Abbie Arnold Giompoletti joined WealthTrust in April, 2008. Prior to joining WealthTrust, Mrs. Giompoletti worked for 5 years in
Assurance and Advisory Business Services at Ernst & Young, LLP. She holds a designation as a Certified Public Accountant (CPA) and is a member of the Tennessee Society of CPAs. She received her B.A. and M.A. degrees in Accounting from the University of Alabama. |
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Brenda Lane Assistant Vice President Human Resources |
Brenda Lane joined WealthTrust
in July 2006. Prior to joining WealthTrust, she worked for four years as an office manager in the escrow industry.
In addition, she worked at Vanderbilt University for three years as assistant to the vice
chancellor for investments and the treasurers. Before joining Vanderbilt, Ms. Lane was a legal
assistant for eight years in residential and commercial real estate. Ms. Lane holds a B.S. in Accounting from Lipscomb University. |
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Lisa Valentine Portfolio Operations Manager |
Lisa Valentine joined WealthTrust in 2004 after 2 years at Deutsche Bank. Prior to that, and upon graduation, she joined J. C. Bradford & Co. as a margin specialist, where she remained for 2 years after the firm's acquisition by UBS / PaineWebber . Lisa holds a B.S. from Middle Tennessee State University. |
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Eric Drake Network Administrator |
Eric Drake joined WealthTrust LLC in September of 2008. Prior to joining WealthTrust, Eric worked six years in the Information Technology department at Gaylord Entertainment, and most recently held the position of LAN Applications Analyst. Prior to this position, he was an Application Support Specialist in support of technologies for Gaylord’s hotel and resort locations, the Grand Ole Opry, Wild Horse Saloon, and the General Jackson Showboat. Previous IT positions have been held at Infuturo Technologies and Beacon Technologies. Eric holds a B.S. in Information Systems Security from ITT Technical Institute. |
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Ann Harris Executive Assistant |
Ann Harris joined WealthTrust in March, 2002 after working 11 years at J.C. Bradford & Co./ UBS PaineWebber. In her last two years at Bradford she worked in the trust department as a trust administrator. Prior to that she worked as a portfolio accounting assistant in the investment management department and as an administrative assistant to the general counsel in the legal and compliance department. In January, 2001 she received certification from Cannon Trust School I. |
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