Kerry W. Bradley, CFA, MBA – President and Equity Portfolio Manager Ms. Bradley is the equity portfolio manager for Garrison Financial. Her investment experience began in 1992 on the floor of the New York Stock Exchange and includes equity and fixed income portfolio management, investment analysis and economic research. Ms. Bradley received a BSBA in Financial Management (cum laude) from the University of Arkansas at Fayetteville and is a Chartered Financial Analyst (CFA) charter holder. She also holds an MBA from the Sam M. Walton College of Business at the the University of Arkansas.
Prior to joining Garrison Financial in 1998 Ms. Bradley was a portfolio manager/research analyst for a registered investment advisory firm in Fayetteville, AR, providing portfolio management services for individual investors. Her responsibilities included articulating and implementing portfolio and asset allocation strategy and employing fundamental and technical analysis for security selection. Other experience included being part of a five-person equity research team with responsibility for eight industries for an investment management firm with $3.5 billion in assets under management. In 2001 Ms. Bradley was named to the “40 Under 40” list of up-and-coming business leaders by the Northwest Arkansas Business Journal. She is a member of the Fayetteville Northside Rotary Club and the Junior League of Northwest Arkansas.
Glenn E. Atkins, CFA, MBA– Executive Vice President and Fixed Income Portfolio Manager Mr. Atkins received a BSBA in Financial Management from the University of Arkansas at Fayetteville and is a Chartered Financial Analyst (CFA) charter holder. He also holds an MBA from the Sam M. Walton Graduate School of Business at the University of Arkansas and is the fixed income portfolio manager for Garrison Financial. While attending the University of Arkansas as an undergraduate, Mr. Atkins was selected as Portfolio Manager for the Raymond Rebsamen Trust Fund, an equity portfolio managed and administered by a select number of students from what is now known as the Sam M. Walton College of Business. He has managed personal and family equity portfolios since 1981 and has an extensive background in residential real estate leasing and development.
In 1987 he began specializing in fixed-income research and management for Monarch Capital Corporation, a Fortune 500 insurance holding company with assets totaling approximately $1 billion and joined Llama Asset Management Company, LP (the predecessor to Garrison Financial Corporation) in 1994. Mr. Atkins has authored articles for leading financial publications including The American Association of Individual Investors Journal and was a contributing author for a book on bankruptcy investing, which was recognized by Forbes magazine as “one of …the best from the class of ’92.” He has also appeared as a guest lecturer at the Harvard Business School and is a member of the Springdale, AR Club of Rotary International. In 1998 Mr. Atkins was named to the “40 Under 40” list of up-and-coming business leaders by the Northwest Arkansas Business Journal.
James B. Bell, CFA – Vice President and Equity Portfolio Manager Mr. Bell is a portfolio manager for Garrison Financial. He received a BSM in Finance from Tulane University in New Orleans, Louisiana, and is a Chartered Financial Analyst (CFA) charter holder. His investment experience began in 1996 and includes company analysis, portfolio management, economic research, and investment reporting.
Before joining Garrison Financial, Mr. Bell worked as an analyst in the acquisitions and divestitures department of an oil and gas exploration and production company in Tulsa, Oklahoma. Prior to that, he had four years of experience with a registered investment advisory firm in Fayetteville, Arkansas. Mr. Bell was named to the “40 Under 40” list of up-and-coming business leaders by the Northwest Arkansas Business Journal in 2008.
Carla M. Atkins – Director, Portfolio Accounting Ms. Atkins received an associate degree in sales and accounting from the Fayetteville Business College and attended the University of Arkansas where she studied administrative management. She has an extensive portfolio accounting background with responsibilities including custodial reconciliation, trade settlement, performance reporting, and portfolio manager support.
Additionally, her experience includes cost accounting, accounts receivable, and asset-account reconciliation for a division of one of the world’s largest agriculture firms, and payroll, accounting, and inventory control for a small retail firm. Ms. Atkins is responsible for all portfolio accounting at Garrison Financial.