People
Sustaining an environment in which investment professionals can flourish is a critical element of successful investing. Our seasoned, senior management team has been together for over ten years and offers analysts the opportunity to be mentored within a supportive, team-oriented environment. Such a culture has allowed Ceredex to "keep and grow our own" and to successfully develop a dynamic organization that attracts and retains top investment talent and generates competitive investment performance.
Please meet the Ceredex Value Advisor professionals who serve you:
Portfolio Managers As of 5/19/2010
Mills Riddick, CFA
Chief Investment Officer
Senior Equity Portfolio Manager - Large Cap Value Equity strategy
moc.eulavxederec@kciddir.sllim
Mr. Mills Riddick is Chief Investment Officer and the Senior Equity Portfolio Manager for the Large Cap Value Equity strategy. He is responsible for the overall investment policy for all domestic value equity portfolios. Mills has managed the Large Cap Value portfolio since 1995. He has more than 27 years of investment experience....Read More
Mills joined the predecessor of Ceredex Value Advisors in 1989 as a portfolio manager. Previously, he worked with Drexel Burnham Lambert, as a Financial Consultant.
Mills graduated cum laude from Florida State University with a Bachelor of Science degree in Accounting, 1980. Mills is a Certified Public Account, State of Florida, 1981.
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Don Wordell, CFA
Managing Director
Equity Portfolio Manager - Mid-Cap Value Equity strategy
Mr. Don Wordell is Equity Portfolio Manager for the Mid-Cap Value strategy. Don has managed the Mid-Cap Value portfolio since its inception in 2001. Don has more than 13 years of investment experience....Read More
Don joined the predecessor of Ceredex Value Advisors in 1996. Prior to managing the Mid-Cap Value portfolio, he was a research analyst for the Value team.
Don holds both a Bachelor of Science degree in Finance, 1992 and an MBA, 1996 from the University of Central Florida.
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Brett Barner, CFA
Managing Director
Equity Portfolio Manager - Small Cap Value Equity strategy
Mr. Brett Barner is Equity Portfolio Manager for the Small Cap Value strategy. Brett has managed the Small Cap Value portfolio since its inception in 1994. Brett has more than 24 years of investment experience. ...Read More
Brett joined the predecessor of Ceredex Value Advisors in 1990. Prior to managing the Small Cap Value portfolio in 1995, he was a Client Portfolio Manager and performed equity analysis. Previously, he worked as a Financial Consultant with Drexel Burnham Lambert and Shearson Lehman Brothers.
Brett graduated cum laude from the University of Central Florida with a Bachelor of Science in Business Administration degree in Finance, 1985.
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Research Analysts
Charles E. Carter, CFA
Research Analyst
moc.eulavxederec@retrac.eilrahc
Charlie is a Research Analyst responsible for Consumer Staples and Consumer Discretionary sectors. He has over 8 years investment experience....Read More
Charlie joined the predecessor of Ceredex Value Advisors in 2004. Previously, he worked as a Manager of Investment Strategy with CNL Leisure Properties and as a Research Associate concentrating on the Publishing sector with Credit-Suisse.
Charlie earned a Bachelor of Science degree in Management from Georgia Institute of Technology, 2000. View Less
Jennifer W. Graff, CFA
Research Analyst
moc.eulavxederec@ffarg.refinnej
Jennifer is a Research Analyst responsible for the Materials and Industrials sectors. She has over 9 years of investment experience....Read More
Jennifer joined the predecessor of Ceredex Value Advisors in 2001. Prior to her Research Analyst responsibilities, she was a Portfolio Specialist, and a Marketing Specialist.
Jennifer earned a Bachelor of Arts degree in Psychology/Business from the University of Central Florida, 1999. View Less
Melissa Miller, CFA
Research Analyst
moc.eulavxederec@rellim.assilem
Melissa is a research analyst responsible for the Financials sector. She has over 8 years of investment experience....Read More
Melissa joined Ceredex Value in 2009. Previously, she worked for First Manhattan Company as a Research Analyst concentrating on domestic financial institutions.
Melissa earned a Bachelor of Arts degree in Accounting from Creighton University, 1996 and an MBA from the University of Iowa, 2001. View Less
Cody P. Smith, CFA
Research Analyst
Cody is a Research Analyst responsible for Healthcare and Technology sectors. He has over 5 years of investment experience....Read More
Cody joined the predecessor of Ceredex Value Advisors in 2007. Previously, he worked for Piper Jaffray as a Research Analyst concentration on the Medical Technology sector.
Cody earned a Bachelor of Science in Business Administration degree in Finance from Drake University, 2004. View Less
Nicole G. Blakley, CFA
Research Analyst
moc.eulavxederec@yelkalb.eikcin
Nickie is a Research Analyst responsible for Energy and Materials sectors. She has over 5 years of investment experience....Read More
Nickie joined the predecessor of Ceredex Value Advisors in 2007. Previously, she worked as an Institutional Sales/Research Assistant with Smith Barney Citigroup and a Wealth Manager for U.S. Trust.
Nickie earned a Bachelor of Science degree in Finance from Louisiana State University, 2003 and an MBA from the University of South Florida, 2005. View Less
Hein Hanekom
Research Analyst
Hein is a Research Analyst responsible for General industry companies. He has over 4 years of investment experience....Read More
Hein joined the predecessor of Ceredex Value Advisors in 2007. Previously, he worked as a Financial Consultant and Investment Analyst with Wachovia Securities.
Hein earned a Bachelor of Science degree in Finance from Western Carolina University, 2005 and an MBA from the University of Central Florida, 2007. Hein is a CFA Level II candidate.
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Client/Support Team
Steve Loncar
Client Portfolio Manager
Steve Loncar, is a Client Portfolio Manager for Ceredex Value Advisors. Steve joined Trusco Capital Management, Ceredex's predecessor firm, in 1997 as a Performance Analyst. ...Read More
In 2001, Steve was promoted to Research Analyst where he assumed responsibly of equity strategy coverage. Then in 2003, his Research Analyst coverage responsibilities where dedicated to the Value equity strategies. In 2007, Steve was promoted to the Key Account Executive role, handling national account clients for the RidgeWorth organization. In 2010, he assumed a Client Portfolio Manger role for Ceredex Value Advisors.
Steve is a graduate of Florida State University with a BS in Finance, and is an MBA graduate from Rollins College. View Less
Sarah Thompson
Portfolio Specialist
moc.eulavxederec@nospmoht.haras
Sarah is a Portfolio Assistant responsible for client service, marketing, sales and business operations. She has over 9 years of investment experience....Read More
Sarah joined the predecessor of Ceredex Value Advisors in 2001. Previously, Sarah worked as an Agency Analyst for Conseco.
Sarah earned a Bachelor of Arts degree in Psychology/Business from Purdue University, 1995. View Less
