Investors Capital Management 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 Capital Management (ICM) because we believe that clients expect,
and deserve, superior customized service delivered locally by specialists concerned
about client expectations and goals. ICM 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.
Tom was born in Potsdam, New York and is a graduate of Hamilton College, in Clinton, New York. He has a law degree from Duke University School of Law. He entered the trust and investment management business with Pittsburgh National Bank in 1969, following his graduation from law school. Other than 2 years' in the United States Army and 2 years' practicing estate planning and employee benefit law in South Carolina, his entire career has been in the trust business. He has served as President of C&S/Sovran Trust Company (now Bank of America) in South Carolina and as Executive Vice President in charge of Trust and Investment Management Services at Central Carolina Bank and Trust Company in Durham, NC. He joined Investors Title in 2003 for the purpose of creating trust and investment management subsidiaries, thereby supplementing Investors Title's traditional lines of business and enhancing services offered through their franchise.
Stephen E. Pike
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 from Dickinson College, Carlisle, Pennsylvania. He also received a Masters of Business Administration degree from 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 Office. 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 currently serving on the boards of The Durham Historical Society (treasurer), the Vestry of St. Philips Episcopal Church (treasurer), and the Durham Educational Network (Development Chairperson).
Carlisle was born in Spartanburg, South Carolina and graduated from The Citadel (1970) – B.S. Business Administration and the University of South Carolina (1975) – 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 at 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
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. Damon 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.
Tim is a native of Massachusetts. Tim received his B.S. degree in Finance from Susquehanna University. He also received an MBA from Florida State University. After graduate school Tim and his family relocated to Raleigh in 1982. Over the last 25 years, Tim has worked with notable investment firms such as Smith Barney, Wachovia Securities, and Northwestern Mutual Investments. He currently holds his Series 7, 63 and 65 securities licenses and his series 4, 9, 10, and 24 investment principal’s licenses. He also serves as a consultant in investment related issues for the Financial Industry Regulatory Authority, (FINRA). He is registered with the state of North Carolina as an instructor in life and long-term care insurance. Tim has a son and daughter, and is active in youth sports programs in the Raleigh area.
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 Wake Forest University. He entered the trust and investment management business with First Union and held several senior management positions with BB&T and CCB (now Sun Trust). Fred joined Investors Trust Company in 2006 after retirement from Sun Trust 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 Lake Norman. He is very involved with Williamson Chapel United Methodist Church having served as Finance Chairman for the past eight years.
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 Southeastern Trust School at Campbell University 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 publicity committee for the Greensboro Bicentennial, Greensboro Estate Planning Council and 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.
