ClearView Fiduciary Alliance is a service of ClearView by KDI LLC, which is owned jointly by KDI Capital Partners LLC (“KDI”) and Capital Difference LLC. KDI is a Raleigh-NC based, SEC-registered investment management firm focused on high-net worth clients. Capital Difference LLC is a consulting firm owned by Larry D. Coats.
Clearview Fiduciary Alliance/Clearview by KDI, LLC is not an investment adviser and provides no investment advisory services. ClearView does not recommend investment advisers or individual investments. Consulting services provided by Clearview are classified as general business consulting.
ClearView Fiduciary Alliance data aggregation, analysis and technology support services are provided by Fairview Investment Services, an independent compliance, fund accounting and technology company based in Raleigh, NC. Fairview maintains the Clearview website as well as the Clearview Members Portal.
Larry has over 30 years of investment and consulting industry experience. After working as a Senior Consultant with Andersen Consulting (predecessor to Accenture), Larry entered the investment industry where he was an institutional salesman and investment consultant until he joined Oak Value Capital Management, Inc. in 1994. During his 17 year tenure at Oak Value, he rose to the position of Chief Executive and Portfolio Manager. He and his partners sold Oak Value to RS Investments LLC of San Francisco in 2010 and remained with that successor firm until the end of 2012. Larry earned a BS in Business Administration from Coastal Carolina University in 1981 and an MBA from the University of South Carolina in 1983. In addition to having served on the Boards of several non-profits including the Coastal Educational Foundation and the United Methodist Foundation, he co-managed investment portfolios for more than three dozen foundations, endowments and not-for profit organizations over the last 20 years.
Julie is a seasoned professional of more than 20 years of experience in the investment industry. For 16 of those years, she worked directly with ClearView’s CEO at Oak Value Capital Management, Inc. and RS Investments, LLC. Julie brings a unique set of skills and experiences to ClearView. She has managed a client accounting and servicing team and managed the investment performance reporting for more than 600 client portfolios (including an SEC-Registered mutual fund). Additionally, she was responsible for Oak Value’s compliance with Global Investment Performance Standards (GIPS®) and for implementing and monitoring the firm’s policy for the internal preparation, presentation, review and approval of all performance information disseminated to the firm’s individual clients and its external performance auditors. In recent years, Julie was the Marketing and Member Services Coordinator for the Advent Users Group(AUG), a national membership organization of more than 325 registered investment advisers. In the role of Member Services Coordinator with ClearView, Julie is responsible for day-to-day servicing of the Alliance Members. She lives in Hillsborough, NC with her husband (Larry) and enjoys spending time with her grandson (Jaxon) and singing in her church choir.
David K. Phillips, Jr. CPA
David joined ClearView in July 2018 as a Member Consultant. He is an accomplished, mission oriented, senior financial and operational executive with more than 35 years of progressive experience with large non-profit organizations in the Washington DC metro area. This included 18 years as the EVP & CFO of The Conservation Fund and prior to that 15 years as the CFO of The Mortgage Bankers Association. Dave earned a BS in Finance from Virginia Tech in 1980 and is also a CPA. He has been a speaker at the AICPA, was awarded an Industry Award of Excellence from the American Society of Association Executives (ASAE) and Chaired the Natural Capital Investment Fund (a Community Development Financial Institution). In this role, David will focus on helping grow our membership base and enhance our member services.
John R. Rogers, III
John joined ClearView in February 2020 as a Member Consultant. He is a seasoned professional with more than 35 years of diverse experience including strategy and governance, finance, client service operations, fundraising, investment management, government contracting, real estate, and human capital management. His background includes 18 years as EVP of The Urban Institute, various roles with international consulting firms and appointments with the American Embassies in Indonesia and the Czech Republic. John earned his B.A. from Duke University and M.A. from the University of Pittsburgh. He has served on the Boards and Committees of various civic and private organizations and has lectured at Harvard, University of Pittsburgh and Mary Baldwin University.