Larry D. Coats, Jr. – President and Chief Executive, Board Member
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 R. McGlothlin – Member Services Coordinator
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 – Member Consultant
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 M. Day – Co-Founder and Board Member
John has over 30 years of professional investment experience. He joined Investors Management Corporation (IMC) in 1990, with overall responsibility for IMC’s partnership investments in publicly traded securities. Since 1996, he has focused his attention on the formation and development of KDI and its predecessor, Maynard Capital Partners. John began his professional career in 1976 as a CPA with KPMG, LLP. In 1980, he received an MBA from the University of North Carolina and then joined Carolina Securities Corporation in Raleigh, where he worked for 10 years. In 1984, John earned the designation of Chartered Financial Analyst. He has served with several non-profits, including Camp Corral, StepUp Ministry, YMCA of the Triangle and White Memorial Presbyterian Church.
Sheldon Fox – Co-Founder and Board Member
Sheldon joined KDI Capital Partners in 2004, after serving almost five years as chief financial officer of two bank holding companies, CCB Financial Corporation and its successor by merger National Commerce Financial. Sheldon is a CPA and spent the first sixteen years of his professional career with KPMG, LLP in Raleigh. He specialized in serving companies in the financial services industry and was admitted to the firm’s partnership as a tax partner in 1993. Sheldon earned an undergraduate degree from Duke University in 1981. He has served with several non-profits, including the WakeMed Foundation, StepUp Ministry, Band Together, SafeChild and the United Arts Council.