GLOBALT INVESTMENTS LLC

GLOBALT INVESTMENTS LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 328039). Regulatory assets under management: $3.0B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (14)

NameRoleLocation
William Henry RoachCEO AND PRESIDENT; MANAGING MEMBER, CEO AND PRESIDENT
Drake John CraigCHIEF OPERATING OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER
Gary Edward FullamCHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER
Annette Michelle MarshallCHIEF COMPLIANCE OFFICER
Thomas Andrew MartinMANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER
Kimberly Dawn WoodyMANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER; VP, SR. PORTFOLIO MANAGER
Jairus Keith BuchananMANAGING MEMBER, BOARD MEMBER; SR. PORTFOLIO MANAGER
CRAIG DRAKE JOHNCHIEF OPERATING OFFICER
MARSHALL ANNETTE MICHELLECHIEF COMPLIANCE OFFICER
FULLAM GARY EDWARDCHIEF INVESTMENT OFFICER
ROACH WILLIAM HENRYCEO AND PRESIDENT
MARTIN GEORGE ANDREWSR. PORTFOLIO MANAGER
Buchanan J KeithSR. PORTFOLIO MANAGER
WOODY KIMBERLY DAWNVP, SR. PORTFOLIO MANAGER

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