Relationship Managers
W. Robert Newell, CEO Bob is Chief Executive Officer of Franklin Street Partners. In addition, he leads the marketing and business development efforts for the firm. He retired as President of Wachovia Trust Company in January 2009, after 27 years with Wachovia Bank. Bob is past chairman of the Board for IFB Solutions and serves as Chairman of the Investment Committee for the Episcopal Diocese of North Carolina. Bob is also on the Board of Directors for the NC State Investment Fund, Inc. Bob received his B.A. in Business Administration from North Carolina State University.bnewell@franklin-street.com |
Richard P. Blankenship, CFA, Principal Richard is a Relationship Manager with Franklin Street Partners and has been with the firm since November of 1997. He specializes in equity and balanced account management, focusing on both institutional and private investors. Previously, Richard was a Senior Vice President-Portfolio Manager for Bank of America Private Investments. He holds the Chartered Financial Analyst designation and is a member of the North Carolina Society of Financial Analysts and the Chartered Financial Analyst Institute. He currently serves as board member for the Carol Woods Retirement Community of Chapel Hill, Ronald McDonald House of Durham and the board of Advisors of the UNC Chapel Hill Division of Student Affairs. Richard graduated from the University of North Carolina at Chapel Hill and has been in the financial service industry for over 25 years.rblankenship@franklin-street.com |
M.S. (Brick) Brown, III, CFP®, Principal Brick came to Franklin Street Partners in June 2009 from Wachovia Bank, N.A., where he most recently served as National Sales Director for Wachovia’s Nonprofit and Philanthropic Services group, a division of Wachovia Trust. During his more than 27 years with Wachovia, Brown held a number of positions in the areas of retail banking, corporate banking and wealth management. Brown graduated from North Carolina State University with a B.A. in Business Management, and in 1992 completed the Young Executives Institute Program at the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. He currently serves as board member for the UNC Lineberger Comprehensive Cancer Center, the Boys and Girls Club of Wake County, the North Carolina State University Graduate School Board of Advisors.bbrown@franklin-street.com |
Joseph B. Fox, IV, CFA, CFP®, Principal J.B. is a Relationship Manager with Franklin Street Partners, developing and implementing client specific portfolio strategies for institutional and high net worth clients. Prior to joining the firm in 2007, J.B. was a portfolio manager at Capital One Asset Management, LLC, following several years as an analyst within Capital One Private Client Group where he provided due diligence and research for strategic business initiatives and client investments. He began his career at JPMorgan Private Bank, focusing on wealth management for high net worth individuals. J.B. holds the Chartered Financial Analyst® designation, is a Certified Financial Planner™ professional, and graduated with honors from Duke University with a degree in Economics. |
Andrew E. James, Principal Drew is a Relationship Manager with the Family Office division of Franklin Street Partners and has been with the firm since 2002. He works closely with high net worth families in a variety of wealth management roles, ranging from portfolio management to lifestyle management. Drew received his undergraduate and MBA degrees from the University of North Carolina’s Kenan-Flagler Business School. He is very active in the community and serves on the Advisory Board of the UNC School of Social Work.djames@franklin-street.com |
Charles O. Mahaffey, AIF®, Principal Chuck is a Relationship Manager with Franklin Street Partners. He focuses on advising high net worth individuals and families, as well as foundations, endowments and institutional clients. Prior to joining Franklin Street, Chuck was most recently a client advisor and investment consultant with Greenbriar Consulting, LLC. He was also with Wachovia Corporation for 25 years, serving as a Senior Vice President with Wachovia Asset Management in portfolio and relationship management positions. He also was the Philanthropic Investment Director of Wachovia Trust Company, responsible for managing nonprofit and trust client assets. Chuck received his Bachelor of Science from East Carolina University and completed the Young Executive Institute Program at the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. He holds the Accredited Investment Fiduciary designation.cmahaffey@franklin-street.com |
Colin Bates Colin is an Associate Relationship Manager with Franklin Street Partners. He joined the firm in January of 2016. Colin works within the Family Office group performing roles ranging from portfolio organization to lifestyle management. He received his Bachelor of Science in Business Administration from the University of North Carolina’s Kenan-Flagler Business School, and is a current MBA candidate at Kenan-Flagler. Colin spent six seasons playing professional baseball within the Washington Nationals organization after spending four years as a member of UNC’s varsity baseball team. |
Harry Cross Harry is a Marketing and Investment Analyst for Franklin Street Partners. He coordinates all outbound marketing efforts and works closely with the Relationship Management team to implement sales processes and assist with client review materials. Prior to joining the firm in September 2017, Harry worked with a healthcare technology startup in Nashville, TN. Harry is a graduate of the University of Virginia and earned his MBA from Vanderbilt University’s Owen Graduate School of Management. |
Client Portfolio Strategists
Roger C. Eubanks Roger is Senior Client Portfolio Strategist with Franklin Street and has been with the firm since 2002. During his tenure with the firm he has been involved with the management of in‐house and externally managed equity and balanced portfolios for wealthy families, foundations and endowments to address their specific needs and asset allocation strategy. With over 20 years experience in the industry, Roger previously worked for Paine Webber and UBS Financial as a Financial Advisor, focusing on wealth management for high net worth investors. He is a graduate of the University of North Carolina at Chapel Hill. |
Johns N. Ellington, CFA Johns is a Client Portfolio Strategist with Franklin Street Partners and has over 20 years of experience in the financial services industry. Prior to joining the firm, Johns worked at BB&T as a Senior Vice President providing both investment management and investment advisory services; in this capacity, he served institutional, high net worth and plan sponsor clients. Johns also spent seven years at Bank of America in the area of corporate finance/banking. Johns graduated with a BA in English from the University of North Carolina at Chapel Hill and received his MA in Economic and Political Development from Manchester University in England; he also earned his MBA from Duke University’s Fuqua School of Business. Johns holds the Chartered Financial Analyst designation and currently serves as a board member on the CFA Society North Carolina. |
Matt Inman, CFP® Matt is a Client Portfolio Strategist with Franklin Street Partners and has been with the firm since 2014. Matt was previously a Trust Officer and worked with client relationships in which the Trust Company was named in a fiduciary capacity. He graduated with honors from Campbell University with a BBA in Trust and Wealth Management and a minor in Financial Planning. |
Client Service Associates
Nancy A. English Nancy is a Client Service Associate and Family Office Administrator with Franklin Street Partners. She has been with the firm since January 2006. Nancy has over 20 years of accounting experience along with an extensive background in payroll and benefits administration. |
Jerri L. Keller Jerri is a Client Service Associate with Franklin Street Partners and has been with the firm since March 2004. Prior to joining Franklin Street, Jerri was a Branch Office Administrator with Edward Jones Investments for 8 years. Jerri is a long time resident of Chapel Hill and has over 30 years of experience in banking and investment client contact and service. |
Lori A. Bowers-Lennard Lori is a Client Service Associate with Franklin Street Partners and has been with the firm since 2000. Prior to joining Franklin Street, Lori began her career in the Trust Department at Barnett Bank in Jacksonville, FL. Following her time with Barnett Bank, she moved to North Carolina and began work in the Trust Department at Central Carolina Bank (CCB) in Durham. Lori has over 20 years of experience serving clients in the financial services industry. |
William R. Perrault Bill is a Family Office Administrator with Franklin Street Partners. Prior to joining the firm in July of 2017, Bill worked in the individual, trust and estate tax compliance area for Holliday CPAs as well as Blackman & Sloop CPAs. Bill received his Bachelor of Science in Education from Cortland College. |
Kathy N. Rexrode Kathy is a Client Service Associate and Family Office Administrator with Franklin Street Partners. Prior to joining the firm, Kathy was the office manager and account administrator for Oak Value Capital Management. Kathy has over 26 years of experience in the investment advisory business. |
Trust Officers
Merlin Kreiser, Jr. (Mert), CPA Mert is the Director of Trust Administration and Family Office at Franklin Street Partners. Prior to joining the firm, Mert held the positions of Director of Trust Operations with Kaspick & Company and Vice President of State Street Bank & Trust, managing trust accounting operations and client relationship functions. Mert has over 25 years of experience in wealth management and holds the Certified Public Accountancy designation. He graduated from High Point University with a degree in Business Administration and Economics. |
Kate M. Bacon, CTFA Kate is a Trust Officer with Franklin Street Partners and has been with the firm since August 2005. She works with client relationships that have named Franklin Street Trust Company as Trustee, Co-Trustee, Executor or Co-Executor. Prior to joining the firm, Kate worked in the Private Client Group with J.P. Morgan and specialized as a Trust Officer in their Palm Beach, FL office. In 2008, Kate received her designation as a Certified Trust and Financial Advisor. Kate graduated from the University of Maryland with a degree in Economics. |
Family Office Team
| Merlin Kreiser, Jr. (Mert), CPAMert is the Director of Trust Administration and Family Office at Franklin Street Partners. Prior to joining the firm, Mert held the positions of Director of Trust Operations with Kaspick & Company and Vice President of State Street Bank & Trust, managing trust accounting operations and client relationship functions. Mert has over 25 years of experience in wealth management and holds the Certified Public Accountancy designation. He graduated from High Point University with a degree in Business Administration and Economics. |
| Colin BatesColin is an Associate Relationship Manager with Franklin Street Partners. He joined the firm in January of 2016. Colin works within the Family Office group performing roles ranging from portfolio organization to lifestyle management. He received his Bachelor of Science in Business Administration from the University of North Carolina’s Kenan-Flagler Business School, and is a current MBA candidate at Kenan-Flagler. Colin spent six seasons playing professional baseball within the Washington Nationals organization after spending four years as a member of UNC’s varsity baseball team. |
Dana Campbell Dana is a Family Office Administrative Assistant with Franklin Street Partners. Prior to joining the firm in August 2013, she was a data accuracy specialist for Fleet Feet Sports, Inc. Dana received her Masters degree from The George Washington University and her BA from Sweet Briar College. |
| Nancy A. EnglishNancy is a Family Office Administrator and Client Service Associate with Franklin Street Partners. She has been with the firm since January 2006. Nancy has over 20 years of accounting experience along with an extensive background in payroll and benefits administration. |
| William R. PerraultBill is a Family Office Administrator with Franklin Street Partners. Prior to joining the firm in July of 2017, Bill worked in the individual, trust and estate tax compliance area for Holliday CPAs as well as Blackman & Sloop CPAs. Bill received his Bachelor of Science in Education from Cortland College. |
| Kathy N. RexrodeKathy is a Family Office Administrator and Client Service Associate with Franklin Street Partners. Prior to joining the firm, Kathy was the office manager and account administrator for Oak Value Capital Management. Kathy has over 26 years of experience in the investment advisory business. |