Investors Trust Company specializes in designing portfolios of individual equity and fixed-income issues to meet your needs- whether for income, for capital preservation, capital growth or tax minimization. As a start, we can review your existing portfolio to see how your current manager is performing.
Why ITC?
Investors Title Company and seasoned trust executives formed Investors Trust Company (ITC) because we believe that clients expect, and deserve, superior customized service delivered locally by specialists concerned about client expectations and goals. ITC is staffed by seasoned professionals who understand how to create solid long-term investment performance.
For over thirty years, Investors Title has built its reputation by being a client-driven company devoted to exceptional service. We combine the financial strength and accountability of a public company with the personal touch and attention to detail of a family-run business.
President and Managing Director - Investors Trust Company Email: spike@invtrust.com
Steve was born in Fort
Knox, Kentucky, the
son of a career military officer. He received a Bachelor of Arts degree form DickinsonCollege,
Carlisle, Pennsylvania.He also received a Masters of Business
Administration degree form the University
of North Carolina at Chapel
Hill. Upon graduation, Steve joined Citizens and Southern National
Bank in Atlanta, Georgia, which later became NationsBank.
After completing the credit training
program, Steve joined the National Division and spent seven years in the bank’s
New York Regional Offi ce. Following his New York
assignment, Steve returned to Atlanta to manage the
bank’s Employee Trust business in Georgia. After three years in Atlanta,
Steve moved to Charlotte where he managed the
Employee Benefit departments in North and South Carolina. In 1998, Steve left
NationsBank to join Central Carolina Bank, where he managed personal trust
sales and administration in several markets including Durham,
Orange, Wake,
and New Hanover counties. Steve joined Investors Title in October 2003 to help
launch the Company’s trust and investment management business.Steve is active in the community and has
served on the boards of the CCB Foundation, The Durham Historical Preservation
Society (treasurer), the Vestry of St. Phillips Episcopal Church (treasurer)
and the Durham Educational Network (Development Chair). Currently Steve is
serving on the Boards of the Durham Library Foundation (vice president) and
Carolina Meadows.
Carlisle was born in Spartanburg,
South Carolina and graduated from The Citadel –
B.S. Business Administration and the University
of South Carolina – MBA. Carlisle joined Investors Title in 2003 after 25 years in
asset management, primarily in Trust Investments. He has managed both Equity and Fixed Income
accounts for foundations, retirement plan groups, corporations, individuals,
and as the senior manager of an equity mutual fund. He has served as Senior Trust Investment Officer at both Centura Bank and Central Carolina Bank/National Commerce Financial
of the Carolinas. He and his wife, Kathy, have three daughters
and live in Durham, NC. Carlisle
is a retired U.S. Army officer and spends his free time at his farm in South Carolina.
R. Damon Coley, CFA Senior Vice President and Portfolio Manager - Investors Trust Company Email: dcoley@invtrust.com
Congratulations to R. Damon Coley
On Being named a 2008 and 2009 FIVE STAR Best In Client Satisfaction Wealth Manager
Damon was born in Atlanta,
Georgia. He
received his Bachelor of Business Administration with a major in finance from
the University of
Georgia in 1993. He
entered the trust and investment management business with SunTrust Banks and
Central Carolina Bank where he served as a portfolio manager. He was awarded the Chartered Financial Analyst
(CFA®) designation in 1998. Damon is a member of the Association for Investment
Management and Research and the North Carolina Society of Financial Analysts.
He joined Investors Trust Company in 2004 as Senior Vice President and
Portfolio Manager for Investors Trust Company. He is responsible for managing investment
assets including equities, taxable fixed income securities and municipal fixed income securities. Damon enjoys spending time sport
fishing and gardening with his wife, Kelly, and sons, Marshall and William, and daughter,
Elizabeth.
William Collier IV
Senior Vice President and Portfolio Manager - Investors Trust Company Email: bcollier@invtrust.com
Bill received his Bachelor of Business Administration
from the University of North Carolina at Chapel Hill
in 1982 and has been in the securities industry since 1983. Prior to joining Investors Trust Company, Bill
was a Portfolio Manager with SunTrust Banks and Central Carolina Bank in Chapel Hill where he worked with institutional and high
net worth clients. He served as
co-manager for the CCMI Equity Fund, a mutual fund which later merged into the
STI Classic Large Cap Core Equity Fund. Bill
was the past president of a private investment advisory firm and managing
general partner of a private equity investment partnership. He is a United Way
supporter and a member of the National Wild Turkey Federation and Ducks
Unlimited.
Nancy M. Foy
Vice President and Director of Retirement Services - Investors Trust Company Email: nfoy@invtrust.com
Nancy has more than thirty years of experience in actuarial, investment
and (qualified and non-qualified) retirement plan services. In New York, she spent ten
years in actuarial services, including eight years as the managing director of
a consulting firm. After moving to Richmond
in 1983, she worked for Crestar Bank as a senior administration officer and
department manager for almost ten years. In 1992, Nancy moved to North Carolina and
joined First Union Bank, initially to open a retirement services office in
Raleigh and then as the manager of trust administration for North Carolina,
South Carolina and Tennessee.Nancy joined Central
Carolina Bank in 1995 and spent six years working as an administrative and new
business consultant. She left Central Carolina
Bank in 2001 and joined Invesmart, a national retirement services firm. Nancy
joined Investors Trust Company in 2006 as Vice President.She attended the City University of New York
and UNC Chapel Hill, has earned the professional designations of Certified
Retirement Services Professional and Chartered Mutual Fund Counselor and has
the 6, 63, and 65 security licenses. Nancy has two daughters,
lives in Hillsborough and volunteers with children and family organizations.
Fred received his Bachelor of Business Administration from
WakeForestUniversity.
He entered the trust and investment
management business with First Union and held several senior management
positions with BB&T and CCB (now SunTrust). Fred joined Investors Trust
Company in 2006 after retirement from SunTrust in 2005. Fred is well-known among tax and estate
planning specialists in the Charlotte
area and participates in various professional organizations. Fred and his wife,
Martha, have two adult daughters and live on LakeNorman.
He is very involved with WilliamsonChapelUnitedMethodistChurch
having served as Finance Chairman for the past eight years.
Ben was born and raised in Wilmington, North Carolina.He graduated from EastCarolinaUniversity in 1985 with a
Bachelor of Science degree in Finance. He
entered the financial services industry upon graduation as a personal banker
with Wachovia. Earning his securities license in 1991 Ben served in a variety
of roles with Centura Bank including Product and Sales Manager for its Trust
division.More recently he supported
clients in 14 states as Senior Regional Director for Voyageur Asset Management.
Ben lives in the Triangle area with his
wife, Roslyn, and their twin sons Hank and Bill. Outside work, he enjoys hiking, whitewater
kayaking, and tennis.
Virginia B. Clark
Assistant Vice President and Relationship Manager - Investors Trust Company Email: gclark@invtrust.com
Ginger is a native of Durham, North Carolina.
She earned a degree from the University of North Carolina
at Chapel Hill in Industrial Relations. Upon graduation, Ginger relocated to Richmond, Virginia
where she worked six years for Security Federal Savings & Loan, which later
became Crestar Bank. Ginger joined Central Carolina Bank in 1992 as an Account Administrator in the trust and investment management
division located in Durham,
North Carolina.In 1995, Ginger graduated from SoutheasternTrustSchool at CampbellUniversity and transferred to Greensboro, North
Carolina as a Trust administrator. During her fifteen
years with Central Carolina Bank, now SunTrust Bank, she managed client relationships totaling over $60
million in assets. She joined Investors
Trust Company in 2008 as an Assistant Vice President and Relationship Manager. Ginger is active in her community as a member of the Estate
Planning Council, Association of Junior Leagues and her church as a leader of
small group studies. She enjoys spending
her free time reading, bike riding, traveling, attending the theatre and
watching ACC sports.
Josephine Watta
Senior Client Administrator - Investors Trust Company Email: jwatta@invtrust.com
Josephine Watta is the senior client administrator responsible for working with the company’s officers and clients. Jo attended Hunter College of the City University of New York and the State University of New York where she studied education. Prior to joining the company, Jo worked for ABB Incorporated and CheckFree Investment Services as an administrative assistant in the company’s sales and marketing division.
