Ms. Muruaga 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. Muruaga is responsible for all portfolio and internal accounting at Garrison Asset Management.
Mr. Leonard earned his Bachelors degree in Business Administration from Keene State College in Keene, New Hampshire. Immediately following his formal education Mr. Leonard became involved in portfolio and asset management on the Registered Investment Advisor platform, growing his client’s portfolios to over $300 million at both Fidelity Investments and Schwab Institutional Investments.
Mr. Bell is a portfolio manager for Garrison Asset Management. He received a BSM in Finance from Tulane University in New Orleans, Louisiana, and is a Chartered Financial Analyst (CFA) charter holder.
Ms. Watkins is the equity portfolio manager for Garrison Asset Management. She also holds an MBA from the Sam M. Walton College of Business at the the University of Arkansas. 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. Watkins received a BSBA in Financial Management (cum laude) from the University of Arkansas at Fayetteville and is a Chartered Financial Analyst (CFA) charter holder.
Copyright © 2006 - 2008 Garrison Asset Management, LLC. All rights reserved worldwide.
Why Select a CFA® Charterholder?
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Why Select a CFA® Charterholder?
"Successful investors recognize the importance of education and knowledge when it comes to managing financial assets. But while they may spend countless hours learning about markets, securities, and associated risks, investors often overlook the qualifications of the professionals whom they hire to manage their money.If you work with investment advisers, they will have access to the personal details of your finances, so their credentials should matter to you.
There are a number of reputable and applicable credentials that financial professionals in different disciplines may hold, but none is as rigorously focused on investment knowledge as the Chartered Financial Analyst® (CFA) designation.Understanding the significance of the CFA charter — and what is required of investment professionals in order to hold it — can be useful information when choosing an investment adviser."
The above is taken from "What Every Investor Should Know...Why Select a CFA Charterholder?", published by the CFA Institute.
Glenn E. Atkins, CFA - 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 is the fixed income portfolio manager for Garrison Asset Management. While attending the University of Arkansas, 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.
Kerry Watkins-Bradley, CFA, MBA - Equity Portfolio Manager
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 Asset Management Company, LP) 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 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.
Prior to joining Garrison Asset Management in 1998 she 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. Watkins 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.
James Bell, CFA - Portfolio Manager
His investment experience began in 1996 and includes company analysis, portfolio management, economic research, and investment reporting. Before joining Garrison Asset Management, 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.
Shawn M. Leonard - Vice President
Mr. Leonard has managed the retirement assets of individuals focusing his research in both the equity and bond markets with a determined recognition of the unique income needs of his client-demographic. He has also successfully managed the assets of several major college endowments and non-profit organizations. Mr. Leonard brings a unique and client-focused skill-set to his current role as Vice President at Garrison Asset Management, having marketed the investment solutions of some of the most exclusive institutions in the industry including Russell Investment Group, Fidelity Investments, and American Funds.
Carla Muruaga-Atkins - Director, Portfolio Accounting
Copyright © 2006 - 2009 Garrison Asset Management, LLC. All rights reserved worldwide.
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