Our Team

 

 

 

Julien B. Booth – Principal, Portfolio Manager

Julien’s investment strategy dovetails with his forestry background as he takes a conservative, long-term approach to manage investment capital for income, growth, and sustainability. His credentials include 22 years of experience in portfolio management and analysis, SEC, North Carolina and Missouri Registered Investment Advisor, and a BS in Forest Management from North Carolina State University.

 

 

David McClure – Director

David has over 30 years of public accounting experience. Prior to joining BRC, he ran his own firm McClure CPA in Charlotte, NC, and has been affiliated with BRC Wealth Management since its inception as Forest Capital in 2004.  David has an MBA from the University of North Carolina at Charlotte and B.S. in Business Administration (Accounting) from Auburn University.

 

 

Dimitri Triantafyllides – Director of Research, Portfolio Manager

Dimitri has been working in security analysis within the financial services industry since 1993. In 2007, he founded Sixty Guilder Research, LLC, a debt and equity research firm based out of Charlotte, NC. Dimitri and SGR has been affiliated with Forest Capital, now BRC Wealth Management, since 2007 and continues to serve as a core member of the PM team. Dimitri’s background includes an MBA Finance from the University of North Carolina at Charlotte and B.S. in Business from Oregon State University.

 

Tim Smith – BRC Partner Liason, BRCWM Manager

 

Dana Christner – Operations Manager

 

Karen Wright – Back Office Manager