About CCM

Tony founded Collegiate Capital Management in 1994. Prior to entering the financial industry, Tony worked at RTI International and served as an Adjunct Assistant Professor at Duke and NC State Universities. Tony initially saw an opportunity to create a niche within the financial industry, using his expertise to serve those in the academic community and has since worked in collaboration with the firm’s other Investment Advisor Representatives to expand the firm’s reach to a much broader investor demographic. As an Investment Advisor Representative, Tony provides investment advice and manages portfolios for clients nationwide. He and the other members of the Investment Committee work closely to establish the firm’s approach to investment management, conduct market and economic research, and market the firm’s services.

In his role as Chief Compliance Officer, Tony has ultimate responsibility for oversight and adherence to the regulatory requirements of the United States Securities and Exchange Commission and works closely with the firm’s Director of Compliance to foster a culture of compliance and implement and monitor the firm’s compliance program.

In his free time, he enjoys traveling, cooking, and collecting art and antiques.

Grant began his career in the financial industry in 1992, as a Registered Representative at Lincoln Financial Group. In his capacity as a Registered Representative, he assisted faculty and staff at NC State University and UNC-Chapel Hill with their employer retirement plans. Grant joined Collegiate Capital in 1999 where he serves as the Corporate Vice President, is an Investment Advisor Representative managing client portfolios, and is a member of the firm’s Investment Committee. His certification in 1999 as an Accredited Asset Management Specialist® has given him a strong foundation in financial knowledge, particularly in the areas of asset management and investments.

He spends his free time with family, enjoys traveling to the North Carolina coast and mountains, and is involved with Civil Air Patrol.

Erin joined the firm in 2006 after several years in the pharmaceutical industry at a clinical research organization in Durham, NC. Her role at Collegiate Capital includes managing the daily operations of the firm’s Compliance Program, promotion of a culture of integrity and transparency, implementation of policies and procedures, testing and risk assessments, and company training. She works closely with the Chief Compliance Officer to help ensure that the firm complies with existing and developing industry rules and regulations and collaborates to identify and address potential areas of compliance vulnerability, risk, and conflicts of interest. Erin also provides oversight and strategic support to the Operations Department and Investment Advisors at the firm.

Erin was born and raised in Raleigh, NC. When not in the office, she enjoys time with family and friends, supporting her kids in their extracurricular activities (baseball and volleyball), cooking, and exercising.

Jennifer is the Director of Operations for Collegiate Capital Management, having joined the firm in 2009. Her experience includes management responsibilities in client services, liaising between custodial firms and Investment Advisors, trading, money movements, and cashiering. Her role provides daily oversight of the firm’s operations which includes tracking client transactions and the management of both the firm’s client relationship manager and portfolio management database. Jennifer has developed and implemented many programs, systems, and workflows that have become essential to the organization and efficiency of the firm including document retention and recordkeeping. Jennifer also provides support to the firm’s compliance program to help ensure compliance with industry rules and regulations. Jennifer’s dedication, knowledge, and experience helps to keep the Operations Department running smoothly. She partners closely with the firm’s Investment Advisors to further improve the overall client experience.

Jennifer’s hometowns are Manteo, NC and Asheboro, NC. She and her husband, Brandon, have a miniature pinscher named Rudy and a cat, Aslan. Jennifer loves cheering for the Appalachian State Mountaineers, spending time with family, and traveling–especially to the Blue Ridge Mountains, Outer Banks, and Charleston.

Heather joined the Collegiate Capital in 2017. She is an integral part of the firm’s Operations Department and works closely with the Investment Advisors to service client portfolios. Heather is also heavily involved in the firm’s client onboarding process and maintains essential systems for archiving and indexing client data.

Outside of the office, Heather enjoys gardening, spending time with family both in North Carolina and Florida and walks in her neighborhood and at local parks.

Abraham began his career with Branch Banking & Trust Company (now Truist) as the primary contact for new accounts and cross-sell of other products and services. At Collegiate Capital, he serves an integral role in supporting the firm’s team of Investment Advisor Representatives with trade execution, reporting, research, analytics, allocations, and transactions.

He enjoys traveling, trying new recipes with his wife, and reading up on and learning interesting facts.