People
At IronOak, our investment process leads with people so it is only natural that we cultivate an environment in which they may thrive. Accordingly, our team-based culture respects intellectual diversity and encourages differences of opinion. In Richmond, a city renowned for its quality of life, our people are free to pursue their professional passion of investing and to enjoy a life outside of it. The promise of both of these and a collaborative team-based environment are essential ingredients in IronOak's success.
IronOak Advisors Team:
Portfolio Managers
Jeffrey E. Markunas, CFA
Chief Investment Officer
Large Cap Core Equity Portfolio Manager
Jeff is Chief Investment Officer for IronOak Advisors. He has over 24 years of investment experience. In addition to his responsibilities as CIO, Jeff is responsible for managing the Large Cap Core Equity strategy. He has been lead manager on the portfolio since its inception.
Prior to joining IronOak, Jeff was a portfolio manager with Sovran Capital Management. Previous to that, he worked as a research analyst and then became a director of research at Sovran Bank. Jeff received a bachelor's degree in English, cum laude, from the College of the Holy Cross and an MS in Finance from Virginia Commonwealth University.
Charles B. Arrington, CFA
Large Cap and Mid-Cap Core Equity Portfolio Manager
Chuck is responsible for equity portfolio management at IronOak and serves as lead manager on the Mid-Cap Core Equity strategy. He has 25 years of investment experience.
Prior to joining IronOak, Chuck served as senior investment manager with the Trust Company of Virginia and with Signet Bank. He earned his B.B.A. from Roanoke College.
James L. Savage, CFA
Large Cap Core Equity Portfolio Manager
Healthcare, Utilities
Jim is responsible for equity portfolio management in the IronOak Large Cap Core Equity discipline with responsibility for the Healthcare and Utilities sectors. He has 18 years of investment experience.
Prior to joining IronOak, Jim was a portfolio manager and director of research at Regions Bank for five years, and he was a portfolio manager at AmSouth Bank for three years prior to that. Jim received a B.S. in Finance from Auburn University and an M.S. in Finance from Georgia State University.
Research Analysts
Franklyn H. Ashby, III, CFA
Core Equity Research Analyst
Industrials and Materials
Frank is a Core Equity Research Analyst with Industrials and Materials responsibilities. He has 23 years of investment experience.
Prior to joining IronOak in 2007, Frank was a portfolio strategist for Wachovia Securities and his prior investment experience spans a number of areas including trust, portfolio management, consulting, and treasury. Frank earned his B.A. in History from Hamilton College and his MBA from the College of William and Mary.
Frances J. Aylor, CFA
Core Equity Research Analyst
Financials, Energy
Frances is a Core Equity Research Analyst with responsibility for the Financials and Energy sectors. She has 10 years of investment experience.
Prior to joining IronOak in 1998, Frances worked as an International Trade Finance Banker and as a National Division Commercial Credit Analyst with SunTrust Bank. She earned her B.A. in English from the College of William and Mary and her MBA in Finance from Virginia Commonwealth University.
Trey Snow, CFA
Core Equity Research Analyst
Consumer
Trey is a Core Equity Research Analyst with responsibility for Consumer sectors. He has 15 years experience.
Prior to joining IronOak in 2010, Trey was a research analyst at Priority Capital Management; a long-short equity hedge fund located in Richmond, VA and was a sell side research analyst at BB&T Capital Markets. His previous experience includes work as an investment analyst and cash manager with Mentor Investment Group and the Virginia Tech Foundation. He received a B.S. in Finance and an MBA with a Finance concentration from Virginia Tech.
Client/Support Team
Maria E. Onsel
Portfolio Assistant
Maria is responsible for assisting with all phases of client support including reporting and presentations.
Maria joined IronOak in 2004.
Denise L. Wells
Business Manager
Denise is responsible for the coordination of client and consultant materials along with office and support management at IronOak.
Denise joined the firm in 1992.
James B. Mallory
Client Portfolio Manager
Jim serves as the firm's external liaison; coordinating proactive client service, marketing, and sales. He has eight years of investment experience.
Jim joined IronOak in 2001 and his experience includes sales, relationship, and product management in the areas of investments and finance.
Jim earned his B.A. in Economics & English from the University of Richmond.