Chickasaw Capital Management
Geoffrey P. Mavar | Principal
Geoffrey is a Principal and co-founder of Chickasaw Capital Management, LLC. He is a member of the firm’s Investment Committee. Geoffrey began his investment career at Goldman Sachs & Co. where he served for 11 years and was a Vice President. He began managing Midstream assets on a discretionary basis during his tenure at Goldman Sachs. Geoffrey graduated with a B.A. from The University of Mississippi in 1984. He received an MBA in Finance from the Owen Graduate School of Management at Vanderbilt University in 1990, and served on the Alumni Board of Directors of the Business School from 1999 to April 2007.
Matthew G. Mead | Principal
Matt is a Principal and co-founder of Chickasaw Capital Management, LLC. He is a member of the firm’s Investment Committee. Matt began his investment career at Goldman Sachs & Co. where he served for 9 years and was a Vice President. Matt began managing Midstream assets on a discretionary basis during his tenure at Goldman Sachs. He has diverse investment experience across public and private equity, fixed income, and derivative markets. Matt received his B.S. from Birmingham-Southern College in 1990, double majoring in Economics and Finance. He received an MBA from the Fuqua School of Business, Duke University in 1992. Matt has been a member of the Board of Directors of Oakworth Capital Bank since 2008.
Robert M.T. Walker | Principal
Robert is a Principal at Chickasaw Capital Management, LLC where he leads the firm’s research efforts. He is a member of the firm’s Investment Committee. Robert started his investment management career in 1999 with Haas, Incorporated, a family office in Memphis, and was an analyst with Trinity Capital, an equity hedge fund, before joining Chickasaw. He received his B.A. from Rhodes College in 1999, with a History major and a Business Administration minor. Robert received an MBA from the Owen Graduate School of Management, Vanderbilt University in 2005 where he was the Chairman of the Max Adler Student Investment Fund. He served on the Owen Alumni Board of Directors from 2013 to 2017.
Bryan F. Bulawa | Principal
Bryan is a Principal at Chickasaw Capital Management, LLC. He was most recently the Chief Financial Officer at Enterprise Products Partners, LP, having joined them in 2007 in the role of Treasurer. He was selected as the top-ranked CFO in the Natural Gas Pipeline and Master Limited Partnership sector by both buy-side and sell-side firms in Institutional Investor’s 2018 and 2019 surveys. Bryan successfully executed over $40 billion of equity and debt financing while maintaining an industry leading low-cost of capital, top-of-sector equity analyst ratings and credit ratings. Bryan was an active deal team member in the $6 billion Oiltanking M&A transaction, resulting in an interim role as Chairman of the Board for Oiltanking GP from October 2014 to February 2015. He served as an active deal team member in all partnership simplification transactions resulting in four publicly traded securities (NYSE listed: EPD/EPE/TPP/DEP) combining into one security and the elimination of Incentive Distribution Rights in 2010. Prior to Enterprise, Bryan enjoyed a career in corporate and investment banking for over a decade at Scotiabank. Bryan received his B.S. in Finance from the University of Wyoming in 1991.
Scott B. Warren, CFA | Senior Analyst
Scott is a Senior Analyst at Chickasaw Capital Management, LLC. He began his career with KPMG in 2010 as an Audit Senior Associate, and most recently served as a Valuation Senior Associate in Atlanta. While working in the KPMG valuation group, Scott performed business and asset valuations across diverse assignments including business combinations, and analysis of complex securities such as derivatives and loan portfolios using a variety of appraisal methods. He received his Master in Accountancy, cum laude in 2010 and his Bachelor of Accountancy (Minor in Finance) in 2008 from the University of Mississippi. He is a CFA® charterholder. He was also a Certified Public Accountant (2011-2015).
Luke B. Davis, CFA | Senior Analyst
Luke is a Senior Analyst at Chickasaw Capital Management, LLC. He graduated with a M.S. in Finance from Vanderbilt University, Owen Graduate School of Management in 2014 where he served as an analyst and portfolio manager for the Max Adler Student Investment Fund. Luke has completed internships at EBSCO Industries, Petra Life Services, and Hanson and Wells Partners. Luke graduated cum laude from Samford University in May 2013 with a B.S. in Finance and Economics where he was a University Fellow, a Presidential Scholar. He also served as an analyst and portfolio manager for Samford’s Bulldog Investment Fund. He is a CFA® charterholder.
Andrew E. Garrett | General Counsel
Andy is the General Counsel at Chickasaw Capital Management, LLC, where he manages all legal work for the firm. Prior to joining Chickasaw Capital, Andy was an Associate with Waller Lansden Dortch & Davis, LLP where he advised public and private companies on corporate finance, regulatory compliance, mergers and acquisitions and corporate governance. Andy assisted clients with all aspects of issuing publicly traded securities, as well as ongoing general corporate governance and securities law compliance. Andy also has significant experience with private placements, mergers and acquisitions, other strategic transactions, and general corporate matters. Previously he was an Associate at Bass, Berry & Sims PLC. Andy received his BA in History in 2007 from Dartmouth College and his JD in 2010 from the University of Virginia School of Law.
William J. Threadgill, CPA | Controller
Will is the Controller at Chickasaw Capital Management, LLC where he manages internal accounting functions. He joined from KPMG, LLC where he was most recently a Manager having previously served as an Audit Associate and an intern. At KPMG, Will led numerous audit engagements across a wide range of industries and business combination projects. Will received his Master in Taxation in 2011 and his Bachelor of Accountancy in 2010 from the University of Mississippi. He is a Certified Public Accountant.
Jeffrey L. Gammill | Chief Compliance Officer
Jeff is the Chief Compliance Officer at Chickasaw Capital Management, LLC. His responsibility is to formulate and communicate a compliance vision which effectively manages and mitigates risk, establishes proper controls and supports business initiatives. Prior to joining Chickasaw Capital, Jeff was a Director and Complex Supervisory Officer for UBS Financial Services Inc. in Chicago, IL, and prior to his time at UBS, Jeff spent 14 years as Vice President and Regional Supervisory Manager at JP Morgan Securities, LLC, (previously Bear, Stearns & Co. Inc.) supervising retail brokerage and investment advisory activities in the Chicago PCS office as well as three satellite locations in the Midwest. Jeff has over 35 years of financial industry experience covering broker operations and trading, with over 25 of those years focused in compliance, supervision, branch administration and personnel management. Jeff works closely with the Firm’s CEO as a liaison with the various regulatory agencies and works to keep the Firm’s policies and procedures current with industry standards. Jeff began his financial services career at Charles Schwab in 1987.
Vickie Gardino | Managing Director
Vickie is a Managing Director at Chickasaw Capital Management, LLC, focused on trading. Her expertise includes all aspects of trading. Vickie served as a Client Analyst at Goldman Sachs & Co. for 7 years in Memphis and was the lead support person for a six-person investment advisory team. She has broad industry experience with over 32 years in the securities business.
Michael P. Donlon | Managing Director
Mike is a Managing Director at Chickasaw Capital Management, LLC, focused on trading. He has over 25 years of trading experience most recently with Scott & Associates where he was focused on derivative hedging transactions for clients active in commodity markets. Previously, he was Managing Director, Head of Trading at Forest Hill Capital, and was a NASDAQ trader for Morgan, Keegan & Company where he was a market maker for as many as 50 stocks, handled order flow for institutional and retail clients, and risked capital to create liquidity for clients. Mike graduated with a BA in Political Science from the University of Alabama in 1990.
Andrew Z. Lapsley, CFA | Managing Director
Drew is a Managing Director at Chickasaw Capital Management, LLC, focused on the Client Portfolio Management team. He most recently was a Vice President at Goldman Sachs Asset Management where he served for 18 years. Drew was the lead Client Portfolio Manager for energy and infrastructure investing , having worked on the Goldman energy team since the inception of their fund(s). Drew began his career as an engineer at the Dow Chemical Company, and started his finance career in Houston in 1997 at AIM Management Group (now Invesco) in electronic commerce. Drew is a graduate of Mount Royal University and the University of Calgary, both in Alberta, Canada, and holds graduate degrees in Computer Science and Engineering. He is a CFA® charterholder.
Edward W. Kelly III | Managing Director
Ed is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Client Development and Investor Relations. Prior to joining Chickasaw Capital he was a Managing Director at Goldman Sachs Asset Management, where he served for 10 years. Ed was a senior client-facing portfolio advisor on the Alternative Investments & Manager Selection Team which invests in leading long-only, hedge fund, and private equity managers globally, providing investment and advisory solutions for over $120 billion in client assets. He has a broad advisory background serving Institutional Investors, Endowments, Foundations, Family Offices, and high net worth individuals. He graduated from the University of Alabama, Huntsville with a B.S. in Business Administration, Finance in 1989. Ed is a former member of the board of trustees for the Bonnie Brae School where he is a member of the investment committee.
Steven M. Delarosa, CFA | Managing Director
Steve is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Client Development and Investor Relations. He has nearly three decades of institutional investment management experience and was previously Managing Director and Chief Marketing Officer for SSI Investment Management, Inc. Steve has held executive level positions with Highland Capital Management, LP as well as Western Asset Management. Steve’s expertise includes client development and investor relations to institutional investors throughout the US, Europe and Asia encompassing both traditional and alternative investments strategies. Steve graduated with a B.S. from the University of Southern California in Investment Finance & Marketing in 1989 and graduated with an MBA from the University of Southern California in Investment Finance in 1997. He is a CFA® charterholder.
Ralph Lettieri | Regional Sales Director
Ralph is the West Coast Regional Sales Director for Chickasaw Capital Management, LLC focused on providing ideas and solutions to assist Financial Advisors with their practices in California, Oregon, and Washington. He has more than 25 years of experience in the financial services industry with the majority of those years spent as a Vice President and Regional Director at Goldman Sachs & Co. Ralph most recently comes to Chickasaw Capital Management from EnTrust Global, an Alternatives Manager based in New York City, where he served as a Senior Vice President covering the Western United States. He previously worked as an auditor at KPMG in Short Hills, New Jersey, during which time he earned his Certified Public Accountant certification (1988-1990). Ralph graduated from Villanova University with a B.S. in Accountancy and graduated with an MBA from Penn State University.
Greare Sutherland | Director of Operations
Greare is Director of Operations at Chickasaw Capital Management, LLC. He has over 25 years of experience in the financial services operations industry, specifically leading operations teams with respect to the separately managed accounts business at broker dealer and investment management firms. Greare was most recently with Morgan Keegan & Company, Inc., where he also began his career, serving as First Vice President and Director of Operations for the Investments Department. Prior to Morgan Keegan, Greare worked for Bank of America, Inc., INVESCO, Inc. and J.C. Bradford & Company. He graduated from the University of Alabama with a B.S. in Finance and Investment Management and subsequently received his MBA in Finance from the University of Memphis.
Alicia G. Ross | Client Analyst
Alicia is a Client Analyst at Chickasaw Capital Management, LLC handling many aspects of operations including trade reconciliation and settlement, onboarding new accounts, and assisting clients. Alicia previously served as a Senior Performance Analyst at a leading investment consultant in Memphis, responsible for performance reporting for institutional and high net worth clients for 5 years. Prior to her tenure in the investment business, she was a Computer Specialist and SAP Business Analyst with the U.S. Navy for 5 years, serving as the functional team leader for the MWR department’s global rollout of various SAP modules. Alicia graduated from Auburn University with a B.S. in Finance in 1993.
Heather Ottinger | Client Analyst
Heather is a Client Analyst at Chickasaw Capital Management, LLC handling many aspects of operations including trade reconciliation, onboarding new accounts, and assisting clients. She began her career at First Tennessee Bank as a project manager then department manager in Loan Operations. From there she joined Merrill Lynch in Washington DC, where she was an Assistant to the District Director and supported District Managers in 27 District offices. Heather also worked for the Merrill Lynch office in Memphis where she supported Financial Consultants in managing their businesses, as well as for the District Manager. Before joining Chickasaw, she was a member of a high net worth team at Morgan Stanley in St. Louis as a Registered Client Associate. Heather is a graduate of Rhodes College.
