Consultants
George H. Edmiston, Jr. | Oliver R. Cross III | R. Christopher Gammon, CFA, CFP®
Christopher K. Grogan | Ted Highsmith | David A. Perkins, J.D., CPA, CFP®
George H. Edmiston, Jr. – Consultant, Corporate President, LLC Managing Member, and Firm Principal
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
George H. Edmiston, Jr. has more than 30 years of experience in the investment consulting industry. After spending 10 years with E.F. Hutton, George joined Wheat First Securities (now Wells Fargo Advisors) in 1990. In 2001, he formed an independent broker dealer and investment advisory firm, Carolinas Investment Consulting LLC.
Mr. Edmiston is a graduate of Virginia Polytechnic Institute and State University with a BS degree in Finance. He previously worked as a financial and marketing analyst with Armstrong World Industries. George has his Series 7, 63, 24, 28, 53 and 65 licenses.
George’s local affiliations include the YMCA of Greater Charlotte (Metro Board), YMCA Blue Ridge Assembly (Board Member), Rotary (Past President), Rotary Charitable Foundation (Treasurer), Charlotte Historic Rosedale (Past President), North Carolina Family Policy Council (Board Member), Sugar Creek Charter School (Past Chairman), and Charlotte City Club (President). He is married to Randi and they have three children.
Oliver R. Cross III – Director of Research/Consultant
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
Prior to joining Carolinas Investment Consulting in 2010, Oliver was a Vice-President and Investment Manager at Trusco Capital Management, the former institutional asset management subsidiary of SunTrust Bank, where he worked for six years. He provided investment consulting services to more than 100 clients with approximately $500 million assets under management.
Oliver received his MBA in Investment Management from UNC Kenan-Flagler Business School where he served as both the Market Strategist and Investor Relations Manager on the student-run Global Perspectives Fund, co-chaired the Alpha Challenge, an international MBA stock picking competition, and chaired the Kenan-Flagler Habitat for Humanity Golf Classic.
Oliver is a native of Winston-Salem and a graduate of Davidson College, where he played Division I golf. He is a member of The Corners Society and remains actively involved in the Davidson golf program. His wife Mary Ann is a pediatrician at Eastover Pediatrics and Presbyterian Hospital. Oliver holds his Series 7 and 66 licenses.
R. Christopher Gammon, CFA, CFP® – Consultant
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
Chris joined CIC in 2008 after serving in the investment industry with Wachovia for more than 26 years. His roles at Wachovia included Commercial Banking, Corporate & Investment Banking, heading the London Office of Wachovia for five years, and as a Relationship Management Partner on the Charlotte Wealth Management team for the most recent eight years.
A native of Lynchburg, Virginia, Chris graduated Phi Beta Kappa, Beta Gamma Sigma, and magna cum laude from Washington and Lee University. He earned an MBA from the Fuqua School of Business at Duke University and holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations.
Chris has served on the Board of the CFA North Carolina Society, the Board of Advisors of the Children’s Theatre of Charlotte, and as an Elder in Myers Park Presbyterian Church. He and his wife, Ruth, have two daughters, Sydnor and Betsy, and live in Charlotte. Chris holds his Series 7 and 63 licenses.
Christopher K. Grogan – Consultant, LLC Member, Corporate Secretary, and Firm Principal
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
Chris began working with the firm at the beginning of 1999 when it was just George Edmiston and Jeanne Kelsey Fritchley. Before joining CIC, Chris worked for Bank of America in its corporate finance department. He graduated from the University of North Carolina at Charlotte with a BS in Business and is a native of the Charlotte region.
Chris focuses his efforts on both individual clients and corporate retirement plans (defined contribution and defined benefit plans). He has also developed a unique wealth building program specifically for professionals of all ages just beginning to save money for retirement.
He also holds his real estate brokerage and life and health insurance licenses. Outside of work, Chris enjoys spending time with family, traveling, and is an avid photographer. Chris has his Series 7, 63, 65 and 24 licenses.
Ted Highsmith – Consultant/Analyst
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
Ted began working with Carolinas Investment Consulting in 2006 serving as relationship manager for George Edmiston’s team. Prior to joining CIC, Ted was a Financial Advisor with Banc of America Investments, Inc. He has over ten years of wealth management experience in Charlotte and Washington D.C.
He graduated with a BS degree in Business Management from North Carolina State University. Ted is a native of Raleigh and now resides in Charlotte with his wife, Missy, and two daughters, Lila and Virginia. Past and present community activities include Crisis Assistance Ministries, W.I.S.H. Hope Team Member, Charlotte Succession, and Charlotte Chamber of Commerce Ambassador program. Ted has his Series 7, 63 and 65 licenses and holds life and health insurance licenses.
David A. Perkins, J.D., CPA, CFP® – Consultant/Financial Planner
Learn more about how David can oversee your family’s financial affairs
1-800-255-2904 – Toll free
704-643-2470 – Fax
Biography
Dave joined CIC in the fall of 2004, bringing 25 years of experience in the areas of estate and financial planning, investment consulting, and tax and legal matters. He is an attorney, accountant, and a CERTIFIED FINANCIAL PLANNER™ professional. He led the Personal Financial Services team at KPMG Peat Marwick in Charlotte, and later served as Director of Financial & Estate Planning at IJL/Wachovia. Throughout his career he has specialized in providing consulting services to executives, business owners and other affluent individuals and families.
Over the course of his career, Dave has worked with professionals at the following companies: EnPro Industries, Goodrich Corp., Duke Energy, Belk Stores Services, United Dominion (now SPX), Industrial Piping, Lance, Bank of America, Centex Homes, Royal and SunAlliance, Piedmont Natural Gas, Carolinas HealthCare System, and Enterprise. Dave received his undergraduate degree from Lafayette College in Pennsylvania, and he attended Albany Law School of Union University in Albany, NY. He and his wife, Robin, have two daughters, Emily and Perry. Dave has his Series 7, 63, 65 and 24 licenses.