Thomas W. Leavell
President, Investment Counselor and Portfolio Manager

Tom founded the Firm in 1979. Tom previously served as Manager-Trust Investments, First National Bank of Mobile. Prior to that he was Portfolio Manager-Security Analyst at Wachovia Bank & Trust Company.

He holds a B.S. from Auburn University and an M.B.A. from the University of Kentucky.

Tom is the portfolio manager of The Government Street Equity Fund and co-portfolio manager of The Government Street Mid Cap Fund.

He has been continuously engaged in the investment management business since 1973.

Tom is a member of the CFA Institute.

Click to email me

Close Window


Kenneth P. Pulliam
Portfolio Manager

Ken previously served as Vice President-Portfolio Manager for Wachovia Bank & Trust Company. Prior to that he served in the Computer Science Division of General Electric Company.

He holds a B.S. from the University of Cincinnati and has performed graduate study at Yale University.

He has been continuously engaged in the investment management business since 1971 and has been with the firm since 1981.

Click to email me

Close Window


Timothy S. Healey
Chief Investment Officer and Senior Portfolio Manager

Tim previously served as Second Vice President-Equity Portfolio Manager, Preferred & Common Stock Analyst, Venture Capital Manager & Fixed Income Analyst at Torchmark Investment Advisory Company, Inc.

He holds a B.S. in Finance from the University of Alabama.

Tim is the portfolio manager of The Alabama Tax Free Bond Fund and co-manager of The Government Street Mid-Cap Fund.

He joined the firm in 1986 and has been continuously engaged in the investment management business since 1975.

Tim is a member of the CFA Institute.

Click to email me

Close Window


Mary Shannon Hope
Portfolio Manager

Mary Shannon holds a B.S. in Finance from the University of Alabama and an M.B.A. from the University of South Alabama.

Mary Shannon specializes in fixed income securities and manages both the trading desk and operations. She joined the firm in 1988.

Click to email me

Close Window


Richard E. Anthony, Jr.
Portfolio Manager

Rich previously served as an Analyst and Portfolio Manager at AmSouth Bank.

He holds a B.S. in Business Administration and a M.S. in Engineering from the University of Alabama.

Rich is a CFA Charterholder and a member of the CFA Institute and co-manager of The Government Street Mid-Cap Fund.

He joined the firm in 2004.

Click to email me

Close Window


Harold F. Miller, Jr.
Portfolio Manager

Harold previously served as President of Investment Counselors of Alabama and as Treasurer of Vanderbilt University.

He is a graduate of Vanderbilt University and the University of Alabama School of Law. Harold is a CFA Charterholder and member of The CFA Institute.

He has been engaged in the investment management business for 50 years, and joined the firm in 2005.

Click to email me

Close Window


Michael J. Hofto
Chief Financial Officer and Portfolio Manager

Mike previously served as President and CEO of Saunders Engine Company.

He holds a B.S. in Chemical Engineering from Virginia Tech and a M.B.A. from the Wharton School at the University of Pennsylvania.

He received his CPA designation in 1989 and is a member of the AICPA.

He joined the firm in 2007.

Click to email me

Close Window


Michael C. Teel
Investment Counselor

Mike previously served as Vice President and Trust Officer, AmSouth Bank. Since 1991, he has been teaching Business Law in the Business School at Samford University. Mike is past President of The Estate Planning Council of Birmingham.

He has a bachelor's degree from Southern Methodist University and an M.B.A and J.D. from the University of Missouri. He also holds a MBS degree form Birmingham Theological Seminary.

He joined the firm in 1998.

Click to email me

Close Window


Janet R. Hayes
Chief Operating Officer, Chief Marketing Officer, and Investment Counselor

Janet previously served as Senior Vice President, Business Development Officer and City Manager for Compass Bank's Private Client Services Group in Mobile. Prior to joining Compass Bank in 1998, she served in a similar capacity for approximately ten years with Bank of America in Nashville, Houston and Charlotte.

Janet holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill. She has been engaged in the investment management business since 1989, and joined the firm in 2004.

Click to email me

Close Window


Richard M. Stimpson
Investment Counselor

Richard previously served as Institutional Fixed Income Sales Representative and Vice President for Sterne, Agee & Leach in Mobile. Prior to joining Sterne, Agee & Leach, he served in a similar capacity for twelve years at First Tennessee Capital Markets.

Richard holds a B.S. in Pre Law from the University of Alabama.

He has been engaged in the investment management business since 1987, and joined the firm in 2006.

Click to email me

Close Window


John M. Williams
Investment Counselor

John previously served as Managing Director of the Institutional Fixed Income Division for Morgan Keegan in Birmingham. Prior to joining Morgan Keegan, he served as Vice President of the Investment Banking Division for nearly twenty years at Compass Bank.

John holds a B.S. in Finance Commerce and Business Administration from the University of Alabama. He has been engaged in the investment management business since 1978, and joined the firm in 2007.

Click to email me

Close Window


Leigh D. Morton
Trading Coordinator

Leigh holds a B.S. degree in Accounting from the University of South Alabama.

She previously served as an Administrative Assistant and Wire Operator for J. C. Bradford & Co.

Leigh joined the firm in March 1999.

Click to email me

Close Window


Holly Alves
Chief Compliance Officer

Before joining the firm, Holly practiced law at Alford, Clausen & McDonald, LLC in Mobile.

She received her undergraduate degree in economics and political science from The University of the South, in Sewanee, Tennessee, and graduated cum laude from the University of Alabama School of Law in Tuscaloosa.

Holly has been with the firm since February 2006.

Click to email me

Close Window

Home About Us Services Our People Offices/Locations
  Financial News

6.30.10

  Stocks turned sharply lower in the second quarter of 2010, erasing all of the first quarter's gains and leaving the large-cap benchmark S&P 500 down approximately 11.5% for the quarter and off almost 6.7% through the first six months of...
more >>

3.31.10

  The first quarter of 2010 was a good one, with U.S. stocks enjoying healthy gains and bonds earning at least small positive returns. Following a strong March, all domestic equity asset classes are now well into positive territory year-to-date....
more >>
   
  Read all news articles >>
 
 
Sign up for our quarterly newsletter:
First Name:
Last Name:
Email:
Email again:
 
 

Your team of investment professionals is waiting.

 
 

Leavell Investment Management uses a team approach consisting of a lead Investment Counselor and Portfolio Manager.

Your Investment Counselor will review your unique circumstances and goals closely and carefully.  He or she will analyze your needs, set objectives and monitor the outcome over time. Your Investment Counselor will be your key contact, advocate and facilitator of all aspects of your relationship with Leavell. 

Your Portfolio Manager will develop and implement the strategies established for your account, while managing the securities within your portfolio on an on-going basis.  Tactical and strategic changes within your portfolio will only be made with careful thought and consideration.  This close working relationship ensures our team has a clear understanding of your objectives; that these objectives remain appropriate; and that your investment goals are reached.

As a Leavell Investment Management client you will enjoy the services of a dedicated team of experienced investment professionals that include attorneys, MBAs, CFA Charterholders and former trust officers with a combined industry experience of over 200 years. 

 
Portfolio Managers Investment Counselors
Thomas W. Leavell, President BIO
Timothy S. Healey, CIO BIO
Mary Shannon Hope BIO
Richard E. Anthony, Jr., CFA BIO
Harold F. Miller, Jr., CFA BIO
Michael J. Hofto, CFA, CFO BIO
Kenneth P. Pulliam, Emeritus BIO
Janet R. Hayes, COO BIO
Michael C. Teel BIO
Richard M. Stimpson BIO
John M. Williams BIO
   
Trading Coordinator Compliance
Leigh D. Morton BIO
Holly Alves BIO
Operations Administrative Assistants
Glenda Westover  
Rhonda Potts  
Tara Duncan  
Jacoba Brown  
Angie Deese  
Lauri Bryant  
Vivian Tucker  
Accounting  
Anne McGavin  
 
Web Tools
  They will help you calculate and plan your investments. As always, if you have any questions please call your Investment Counselor at Leavell Investment Management. We can help you use the tools properly and answer any questions that may arise.
more>>
Leavell Investment Management's clients include:
 
Individuals
Businesses
Personal Trusts
Endowments
Foundations
Retirement Plans including:
IRAs/IRA Rollovers
Simplified Employee Pension (SEP) IRAs
401(k) Plans
Pension and Profit Sharing Plans
® 2008 Leavell Investment Management Inc., All Rights Reserved  |  Disclaimer