Our Team

Our Team

Larry J. Baugh, CFA

Registered Investment Advisor
Founder

(404) 256-0268
(404) 256-1154
(866) 272-9553

Since 1976 Larry J. Baugh has been in private practice as a Registered Investment Adviser with the Securities Exchange Commission.  He was formerly with The Robinson-Humphrey Company, formerly a NYSE member brokerage firm, as a Vice President, Principal and Senior Financial Analyst.  Prior to that, he was with The First National Bank of Atlanta, Georgia, as an Investment Analyst in the Trust Department.

Mr. Baugh received both his B.A. in Economics and M.B.A., with a concentration in Finance and accounting, from Emory University, where he was asked to join the Beta Gamma Sigma Honorary Scholastic Business Fraternity.  Mr. Baugh holds the professional designation Chartered Financial Analyst (CFA) and also holds insurance and real estate licenses for the State of Georgia.  Mr. Baugh is also a member of the Association for Investment Management and Research (AIMR).

Derek H. Baugh, MBA

Registered Investment Advisor

(404) 256-0268
(404) 256-1154
(866) 272-9553

Derek H. Baugh has been with the firm since 2005.  He was formerly with CBIZ Valuation Group as a Senior Financial Consultant.  Prior to that, he worked at Coca-Cola as an Analyst, The CIT Group as a Portfolio Manager and at The Golden Peanut Company as Credit Manager.

Mr. Baugh obtained a B.A. in Finance from the University of Georgia and an M.B.A., with a concentration in Finance, from Georgia State University.

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