Jim Jones, Chair
Partner and Portfolio Manager
The Center for Excellence in Investment Management’s Advisory Board is a group of UNC alumni and friends who support all facets of the Center. These leaders represent diverse experiences in the investment management industry and help shape the overall strategy and development of the Center.
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Partner and Portfolio Manager
Jim Jones (MBA ’06) is partner and portfolio manager at William Blair. Since earning his MBA from UNC Kenan-Flagler, he has worked as an equity analyst with Federated Investors and served nearly 10 years as industrials analyst for William Blair before taking on the role of director of research. Since September 2019, he has been portfolio manager for William Blair’s mid-cap growth and small mid-gap growth strategies. As an MBA student, he founded the Alpha Challenge stock pitch competition. He has remained an active alumnus in the Alpha Challenge and also teaches the Fundamental Investing Practicum in the MBA Program.
Former President, Equity & High Yield Division
Brian Hogan (MBA ’90) is the retired head of Fidelity Investments’ investment solutions and innovation organization. He had a 27-year career at Fidelity starting in 1994. He held several analyst roles before becoming director of U.S. equity research, equity portfolio manager and global head of research. For nine years he was president of the equity and high yield group at Fidelity before assuming his final role as head of investment solutions and innovation. He has maintained strong ties to UNC Kenan-Flagler since completing his MBA.
Head of T. Rowe Price Investment Management
Steph Jackson (BSBA ’84) is the head of T. Rowe Price Investment Management. He is a member of the management committee and a member of the Black Leadership Council. He also is a vice president of T. Rowe Price Group Inc. His investment experience began in 1986, and he has been with T. Rowe Price since 2007, beginning as a portfolio specialist, supporting several U.S. small-cap and mid-cap strategies, in the U.S. equity division. After that, he was a director of equity research, leading the U.S. associate analyst team and the European equity research team in London. Most recently, he was the associate head of the U.S. equity division. He is a former member of the equity steering committee, international steering, equity research and risk management oversight committees. He also is the former chair of MOSAIC, which identifies issues and opportunities relevant to talent, business practices and culture in support of the firm’s diversity and inclusion strategy. Prior to T. Rowe Price, he was a senior portfolio manager and a managing director with Brown Capital Management, where he managed mid-cap and large-cap growth portfolios. He also was a growth portfolio manager and director of equity research with NCM Capital Management.
He graduated from the Undergraduate Business Program at UNC Kenan-Flagler. He was a Morehead Scholar at UNC. He earned his MBA from the University of Pennsylvania, The Wharton School. He also earned the Chartered Financial Analyst® designation. He is a former member of the investment committee of the France-Merrick Foundation, a former executive board member of the Baltimore Community Foundation and a former board member of the Abell Foundation. He also was the chairman of the investment committee of the Gilman School and a member of the advisory board of Bridges.
Senior Managing Director, Partner and Equity Portfolio Manager
Wellington Management Company LLC
Donald J. Kilbride is a senior managing director, partner and equity portfolio manager at Wellington Management Company LLC. As an equity portfolio manager, he manages Wellington’s dividend growth approaches including the Vanguard Dividend Growth Fund. Prior to joining Wellington Management in 2002, he was a senior investment analyst and director of non-technology research at Greenberg-Summit Partners. He was previously the director of U.S. equity research at The Boston Company Asset Management. He received his MBA from UNC Kenan-Flagler and his BA from the College of the Holy Cross.
Vice President of Marketing and Brand Management
Sherry Wallace (BA ’82, MBA ’87) is executive director of engagement and inclusion at UNC Kenan-Flagler. She previously served as director of MBA Admissions at UNC Kenan-Flagler and executive director for Alumni Community. Prior to her distinguished career at UNC, she worked in consumer product marketing. She is co-founder of 100 Women at UNC Kenan-Flagler, which was created by alumnae to enlarge opportunities for women leaders.