Frank G. Jolley, CFA, President & Chief Investment Officer
Mr. Jolley has been employed in the fields of investments and financial analysis since 1979. Prior to forming Jolley Asset Management, LLC, he served as Chief Investment Officer of the Trust Investment Department of Centura Bank, where he had direct oversight responsibility for approximately $1.2 billion in assets including 6 mutual funds with assets of approximately $500 million. Mr. Jolley personally managed 2 equity mutual funds with over $250 million in assets. Mr. Jolley graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration. He earned the Chartered Financial Analyst designation in 1994 and is a member of the CFA Institute. He is also an active member of the North Carolina Society of Financial Analysts, where he served as the Secretary and a Board Member from 1996 through 1998. Currently Mr. Jolley serves on the Salvation Army Advisory Board of Rocky Mount and serves as a board member for Community Hospice Foundation.
William H. Collier, IV, Principal & Senior Portfolio Manager
Mr. Collier has been employed in the securities industry since 1983 when he began his career with Merrill Lynch. After working at several regional brokerage firms over the next 13 years, he formed Pitkin Partners, LP; a long/short hedge fund in 1996 as General Partner until the closing of the fund in 2008. In 2000, he joined Central Carolina Bank as Vice President in the Trust and Investment Management division. There he managed individual and institutional accounts with assets in excess of $200 million. In 2002, he began co-managing the CCB Equity Fund (later renamed the CCMI Equity Fund) which had assets of approximately $125 million. In 2007, he joined Investors Trust Company as a Principal, Senior Vice President and Senior Portfolio Manager. There he managed individual and institutional accounts in excess of $250 million and was responsible for managing the Blue Chip Dividend Strategy and the Large Cap Core Strategy. Most recently he was employed by First Tennessee Bank as Vice President in the investment area. Mr. Collier graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration. He is an active member in the Church of the Good Shepherd, Ducks Unlimited and the Wild Turkey Federation.
Terry W. Sapp, CFA, Vice President- Portfolio Manager & Controller
Mrs. Sapp has been in the investment and operations fields since 1985. Prior to joining Jolley Asset Management, LLC in 2004, she served as Portfolio Manager-Trust Investments and Operations Manager for the Raleigh, NC office of Voyageur Asset Management Inc. - a subsidiary of RBC Financial Group. Prior to Voyageur, she held the same position with the Trust Division of RBC Centura, also a subsidiary of RBC Financial Group. She graduated from East Carolina University in 1985 with a B.S. in Business Administration. In 1990, Mrs. Sapp attended the Southeastern Trust School at Campbell University. In 1994, she earned the designation of Certified Public Accountant and in 2003 earned the designation of Chartered Financial Analyst. Mrs. Sapp is a member of the CFA Institute and a member of the North Carolina Society of Financial Analysts. She is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of CPAs.
Jan P. Robillard, Vice President- Client Services
Mrs. Robillard has been in the financial and client services business since 2003. Prior to joining Jolley Asset Management
in December, 2015, she worked for Fidelity Investments from 2006 through 2015. During her career at Fidelity, she acquired her Series 6, 63 and 26. Fidelity Investments is the nationís No. 1 record keeper of 401(k) retirement plans and has $5.2 trillion total assets. While at Fidelity; Mrs. Robillard spent 6 years as a Service Delivery Manager where she managed a 401(k) and non-qualified team for senior executives. She led a team of 15-20 employees to provide world class customer service in a fast paced environment. She also created a leadership program for upcoming leaders which is now used across Fidelityís regional locations. Prior to leaving Fidelity, she worked in Public Affairs and Government Relations. Mrs. Robillard graduated from North Carolina Wesleyan in 2004 with a B.S in Business Administration and graduated Magna cum Laude. She had several internships while taking on a full course load which included McLane Company and PNC Bank. She is an active member at Lakeside Baptist Church in Rocky Mount.
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