Torch Fund Advisory Board
Coleton E. Bragg
CFO - Mollenhour Gross, LLC
Coleton E. Bragg is the Chief Financial Officer for Mollenhour Gross, LLC, a private holding company that invests in operating businesses, commercial real estate, and other alternative investments. Coleton earned a bachelor's degree in accounting/finance in 2007, a master of accountancy degree in audits/controls in 2008, and a law degree with a transactions/tax focus in 2011, all from the University of Tennessee. He is a licensed attorney in the state of Georgia and Tennessee and a licensed certified public accountant (CPA) in the state of Georgia. This year, he received the professional designation of Chartered Financial Analyst (CFA).
In his spare time, Coleton enjoys reading, running, traveling, and spending time with friends and family.
Peter P. Costa
Peter P. Costa is a former Governor with the New York Stock Exchange, President of Empire Executions, Inc. (a boutique trading firm on the floor of the NYSE), a CNBC Market Analyst and head of the Costa Family Office.
Mr. Costa is regular contributor on CNBC throughout the day with Kelly Evans, Bill Griffeth and Scott Wapner. Additionally, Peter provides valuable insight into volatility of the markets (both domestically and internationally) for CNN and BNN.
A sought-after keynote speaker at numerous industry conferences and national business schools, Mr. Costa supports many philanthropic organizations, particularly St. Judes and The Robinhood Foundation.
As head of the Costa Family Office, Mr. Costa is responsible for managing the wealth of the Costa family who acquired their wealth through their involvement with Horizon Kinetics LLC, which includes the flagship Kinetics Internet Fund since its inception.
Mr. Costa began his career as a clerk on the floor of the New York Stock Exchange over 30 years ago. Holding senior trading positions at Lehman Brothers, Francis P. Maglio Inc., Bear Stearns and Eckhart & Company, Mr. Costa co-founded Empire Executions Inc. in 2008.
For media inquires and bookings please contact firstname.lastname@example.org.
Miranda Davis is the Managing Director of Public Funds at Quintium Advisors in Knoxville, Tennessee, and currently serves as the Portfolio Manager of the Core Diversification Fund. As a member of the Investment Committee, Miranda participates in discussions regarding all strategies managed by Quintium Advisors. As Portfolio Manager for the Core Diversification Fund, she is responsible for the strategic and tactical allocations of the Fund. This includes overseeing and conducting analysis on the various investment categories and asset classes. Miranda heads Quintium’s research department and manages the organization’s team of analysts.
Prior to the launch of the mutual funds, Miranda played an integral role in the development and management of Quintium’s limited partnership strategies and was responsible for managing the day-to-day operations of the funds. Her main duties included analyzing economic and market data, creating financial models, and providing investment recommendations.Read more
Ted L. Flickinger, Jr.
CFA – Executive Vice President and Portfolio Manager, Martin Company
Mr. Flickinger joined Martin Company in July, 1990 as the firm's fixed income specialist and portfolio manager. His responsibilities include fixed income strategy and portfolio management. He is a member of the firm's Board of Directors.
Prior to joining Martin Company, he was employed for six years as Assistant Manager of the investment department of Home Federal Bank of Tennessee. In 1984, Mr. Flickinger helped establish Home Financial Services, Inc., a broker–dealer subsidiary of the bank. Mr. Flickinger has also held management positions in the investment departments of The Park National Bank (now Regions Financial) and Fidelity Federal Savings and Loan of Knoxville (now Regions Financial). He has over 35 years of investment experience.
Mr. Flickinger is a native of Knoxville, Tennessee, and a graduate of the University of Tennessee (BS in Finance). He has received the professional designation of Chartered Financial Analyst (CFA).
Financial Consultant, Fidelity Investments
Bill Hankins has been with Fidelity Investments since 2010 where he assists clients in Financial Planning and Investment Strategies. Bill works several types of clients, anywhere from the hands-off investor who wishes to create a retirement plan to the self-directed active trader who wishes to sharpen their skills and act as a sounding board for investment ideas.
Before joining Fidelity Investments, Bill worked on an Equity Trading Desk as well as a Compliance Officer for an Independent Broker/Dealer. He has over 17 years of industry experience, holding the FINRA Series 7, 63, 55, 24, 53, and 4 licenses. Bill received his Bachelor of Arts from the University of Tennessee where he also enjoys returning to guest lecture on occasion. Bill enjoys spending time with his family (wife Amy, sons Jack and Luke), coaching youth sports, and travel.
Bryan Johnson joined SmartBank in 2010 and serves as its Chief Financial Officer. He is a 1991 graduate of the United States Military Academy at West Point with a BS in Economics, Mathematical. After college, he attended Officer Basic Training and Airborne School before serving as an Artillery Officer with the First Armored Division in Europe. Following a deployment to Bosnia as the Battalion Intelligence officer Johnson left the Army as a Captain. In 2000 Johnson received his J.D. and MBA in Finance from the University of Tennessee. Also in 2000 Johnson received the Chartered Financial Analyst Designation. Following graduate school, he joined Moon Capital Management, a registered investment advisor. There he was responsible for the research of investments on behalf of individual and institutional clients. Johnson also worked as an Adjunct Professor for the University of Tennessee teaching Security Analysis and Financial Statement Analysis courses from 2002 – 2009. He is the Treasurer of the CFA Society of East Tennessee and a member of the West Point Society of East Tennessee.
CEO, KiMe Fund
Born and raised in New York City, Joe received his undergraduate degree from Boston University with a BS in Modern Foreign Language Education in 2000. After a brief stint as a High School language teacher in the Boston area, Joe has been in the financial services industry for the past 19 years, all with Fidelity Investments. Having served in a variety of roles, such as advisor, coach, and manager, across a variety of 12 locations, Joe is happy to be back in his current and previously held role of Vice President, Branch Office Manager in Knoxville TN. He holds his series 7, 66, 9, 10, life, health, and variable insurances licenses, along with the CFP®, and ChFC®. Happily married to Kelly, and proud father of 3 great kids, he also stays involved in the community as the CEO of the KiMe Fund, volunteers as a local youth rugby coach, and stays involved with his church community. He previously served as a Torch Fund Advisory Board Member, as well as a Haslam School Finance Department Advisory Board Member.
J. William Waltman, Jr., CPA, CFP
President, PYA Waltman Capital, LLC
Mr. Waltman graduated from Indiana University with a BS in Business with an emphasis in accounting in 1992. He worked in public practice as a CPA for 8 years before assuming his role at PYA Waltman Capital, LLC, which provides investment and financial services. Bill is a member of the American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants and the Financial Planning Association. He currently serves on the board of directors of the Sedes Sapientiae Foundation, Dominican Sisters of St. Cecilia Planned Giving Advisory Committee, University of Tennessee Economics and Finance Advisory Councils and previously served on the board of directors of Magdalen College. He and his family are active members of Holy Ghost Catholic Church. Bill enjoys reading, biking and traveling with his wife, Kristine, and their five children. Bill can be reached at 865.693.6301 or email@example.com