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Finance Insurance and Real Estate Advisory Board Biographies

The Department of Finance, Insurance and Real Estate at the University of Memphis is supported by a board of professional business partners who provide advice about our department's curriculum developments, degree and non-degree programs, student career opportunities, and other strategic initiatives.  Our advisory board members are listed below.

  • Michael D. Allen
    Michael.allen@ftnfinancial.com

    Mike is the Municipal Products Manager for FTN Financial and manages the overall process of the municipal trading, underwriting, and public finance effort. Mr. Allen has over 30 years of experience trading and managing a variety of fixed-income products, including over 25 years trading and underwriting municipal bonds. Mr. Allen is one of only 15 in the industry that serves on the SIFMA Municipal Division Executive Steering Committee, currently serving as Treasurer, and serves on the Board of Directors for the Bond Dealers of America. An inactive Certified Public Accountant, he holds a BBA with a major in Accounting, graduated with honors from then Memphis State University, and currently serves on the advisory board of the Finance, Insurance and Real Estate department at the University of Memphis
     
  • Teresa J.W. Bailey
    tbailey@waddellandassociates.com

    Teresa Bailey is a Wealth Strategist and the Director of Development for Waddell & Associates. She orchestrates the financial affairs of executives, entrepreneurs and other driven individuals. In addition to growing her clients’ financial worlds, Teresa builds the W&A brand through coordinating brand development, client events, and educational content development.
     
    Teresa is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner and a Certified Divorce Financial Analyst (CDFA®) and has held the Series 7, Series 66, and Series 24 securities registrations. She was named one of Memphis Business Journal’s Top 40 Under 40 in 2016 and in 2018 began splitting her time between W&A’s Memphis and Nashville offices. It’s Teresa’s mission to stay involved with her community and speak on the importance of financial planning and connecting industry professionals. She is the former Chair of the Greater Memphis Chapter of the Financial Planning Association (FPA), and previously served on the Economic Club of Memphis Board of Directors.
     
    Under the National CFP® Board, she’s an advocate for women entering the field of financial planning. Teresa graduated from the University of Memphis with a Bachelor of Business Administration with an emphasis in corporate finance.
     
  • Toni Barnes
    Toni.barnes@truist.com

    Toni is a Relationship Manager in SunTrust Bank's Commercial Banking Group where she manages the commercial deposits and lending portfolios of a broad base of corporate clients whose annual revenues range from $5MM to $75MM. She has twenty five years of banking experience and has worked with companies in diverse industries, with a particular emphasis in the agricultural and transportation industries and international trade.

    Prior to becoming a Relationship Manager in SunTrust's Business Banking Group, Toni managed the international trade services department for two banks headquartered in Memphis, TN.

    Toni is active in community organizations such as the Board of Directors of The Cotton Museum at the Memphis Cotton Exchange, the advisory board of the Finance, Insurance and Real Estate department at the University of Memphis and the Board of Advisors of the Memphis World Trade Club where she chairs the scholarship committee.

    Toni earned a B.A. degree in International Studies and Spanish from Rhodes College, Memphis, TN, and an M.A. in Comparative Politics from Georgetown University, Washington, D.C. and has taken numerous banking and finance courses throughout her career.

    VIDEO: Ms. Toni Barnes's Background and Advice to Students
     
  • Mark Cary
    Mark.Cary@ftnfinancial.com

    As Manager of the Asset Strategies Group at FTN Financial Capital Assets Corporation, Mark has almost thirty years of experience working with financial institutions in various capacities. Mark focuses on balance sheet management issues involving analyzing whole loan portfolios and making recommendations for optimizing performance through the loan portfolio. He also assists Capital Assets Loan Advisory and Consulting group with various accounting issues.

    Prior to joining Capital Assets, Mark spent over ten years in public accounting working exclusively with financial institutions as an auditor and consultant. Mark's expertise and concentration is in balance sheet management – analyzing accounting, regulatory and operational issues.

    Mark is a graduate of the University of Tennessee at Martin and holds an MBA from the University of Memphis. Mark is a CPA and a member of both the AICPA and Tennessee Society of CPAs. Mark is also an Adjunct Professor at the University of Memphis.
     
  • Kevin Kimery
    Kevin.kimery@kimerywealth.com

    Mr. Kimery is the President & CEO of Kimery Wealth Management. KWM is a privately owned registered investment advisory practice that focuses on family wealth advising and institutional consulting for individuals and family groups.
     
  • Shawn Massey
    Shawn.Massey@tscg.com

    Shawn has over thirty two years' experience in commercial real estate: site selection, leasing, zoning, acquisition, commercial brokerage, financing, residential and commercial development, management, consulting, marketing, construction, project management, sustainable development, research and teaching. Ten years' experience in wireless telecommunications, development, project management and implementation engineering. Twenty one years in retail site acquisition, leasing, brokerage and development.

         VIDEO: Mr. Shawn Massey's Background and Advice to Students 

  • Michael T. "Mac" McGinnis
    mmcginnis@brileyfbr.com

    Mac McGinnis joined B. Riley FBR in April 2018 as a Managing Director and Southeast Sales Manager of the firm's Fixed Income Capital Markets division. He brings over 38 years in the fixed income industry and has developed an extensive background across all levels of institutional and retail sales, investment banking, underwriting and trading across a wide range of taxable and non-taxable securities.

    In his current role, he leverages his knowledge and experience to provide clients with strategic portfolio management reflective of the highly regulated environment. His clientele includes banks, savings and loans, credit unions, insurance companies, pension funds, investment advisors, mutual funds, hedge funds, public funds and individuals. Additionally, Mr. McGinnis also assists B. Riley FBR in developing and managing an institutional marketing group in the southeastern U. S. and nationally.

    Prior to joining B. Riley FBR, Mr. McGinnis served as a Director in Hilltop Securities' Capital Markets division. His previous experience includes 17 years as an Executive Vice President and Branch Manager at a firm where he was involved with all levels of sales, secondary municipal tax-exempt and taxable trading, competitive underwriting and public finance. He also assisted in developing and managing the firm's retail sales, equity, UIT and mutual fund departments.

    As a registered representative with the Financial Industry Regulatory Authority (FINRA), Mr. McGinnis holds the following licenses: Series 7, 52, 53, 63 and 24.
     
  • Phil Sisneros
    Phillip.Sisneros@ipaper.com

    Phil is currently Assistant Treasurer at International Paper, responsible for capital market and corporate finance activities, support of acquisition / divestiture activities, and manages the cash management function.

    Prior to joining International Paper, Phil had similar positions and responsibilities at AT&T Wireless and Enron Corp. Phil has also taught Corporate Finance, Capital Markets and Investment courses at University of Houston and Lehigh University.
     
  • Tyler Stafford, CFA
    tylerclintonstafford@gmail.com

    Tyler is the Chief Executive Officer and Co-Founder of Panacea Financial, a financial services firm dedicated to servicing physicians across the country. Previously, Tyler was a Managing Director and Senior Research Analyst at Stephens Inc. where he covered Southeast and West Coast financial institutions for nearly a decade with a focus on small and mid-cap regional banks. Prior to joining Stephens, he began his career at Regions Financial Corporation in commercial banking. Tyler graduated from Harding University with a B.B.A. in management and received a masters in finance from the University of Memphis. He was named to Institutional Investor's All-America Research Team Rising Stars for his small & mid-cap bank research coverage and is a Chartered Financial Analyst (CFA) charterholder.
     
  • Jeffrey K. Smith, CFA, IRC
    Jeffrey.smith@fedex.com

    Jeffrey is Staff Director, Investor Relations for FedEx Corporation. Jeff develops financial communications for FedEx and has primary responsibility for outreach to institutional investors in the eastern United States and Europe. He joined the FedEx investor relations team in 1998.

    Prior to joining FedEx, Jeff managed First Horizon Bank's mutual fund family after beginning his career in the bank's commercial lending group. He has more than 25 years of experience working in and with the financial community.

    A native of Memphis, he earned bachelor and master degrees in business administration from the University of Memphis, has been a Chartered Financial Analyst (CFA) since 2001 and attained the Investor Relations Charter (IRC) certification in 2017.

    Jeff serves on the Board of Directors of the National Investor Relations Institute of the Mid-South. He is also a member of the Economic Club of Memphis, an Advisory Board member of the University of Memphis Department of Finance, Insurance and Real Estate and a past president of the CFA Society of Memphis.
     
  • Scott A. Trammell, CFA
    strammell@strategicfinancialpartners.com

    Scott is an Executive Vice President and Financial Advisor at Strategic Financial Partners. He began his career in financial services in 2001 and has been with SFP for his entire professional tenure. Joining the firm’s leadership team in 2007, he enjoys supporting advisors, as well as continuing to serve his clients.

    A native of Mobile, Alabama and a Memphis resident since 2001, he holds a BBA in International Business from the University of Mississippi and is a Certified Financial Planner™ certificant.

    In the Memphis community, Mr. Trammell serves on the Boards of Junior Achievement of Memphis and the Mid-South and The Center Memphis, is past President of the Kindred Place Board of Directors, and is a member of the Financial Planning Association of Greater Memphis. He also enjoys being involved at St. John’s Episcopal Church, where he’s an active member.

    VIDEO: Mr. Scott Trammel's Background and Advice to Students
     
  • Stephen K. Valadié, CFA
    svaladie@firsthorizon.com

    Steve is a part of the Fintech Strategy team at First Horizon, focused on applying AI across the enterprise. He joined this team after 24 years at FTN Financial, serving in technology, trading, and sales management roles, and leading their Asia operation in Hong Kong. Steve earned BBA and MBA degrees from the University of Memphis and is a CFA® charter holder.