Benjamin Thomas, CFA – Partner and Portfolio Manager
Ben is a Partner and Portfolio Manager for the firm. Before Waycross, Ben was a portfolio manager and senior equity analyst at INVESCO where he was responsible for managing the INVESCO Midcap Growth and Midcap Core portfolios as well as the firm’s technology and telecom research efforts. Prior to INVESCO, Ben worked for Banc One Securities (now J.P. Morgan Asset Management) and Prudential Securities. Ben graduated from the University of Kentucky with a bachelor’s degree in Finance and went on to earn his MBA from Indiana University. He is a member and past President of the CFA Society of Louisville.
John Ferreby, CFA – Partner and Portfolio Manager
John is a Partner and Portfolio Manager for the firm. Before Waycross, John was a Principal and Senior Portfolio Manager at INVESCO in Louisville, Kentucky. As the lead investment professional on INVESCO's $15 Billion Large Cap Core institutional portfolio, John was responsible for final decisions on all mid and large cap equity trades. John graduated from Dartmouth College and is a member of the CFA Society of Louisville.
Larry Walker, CFA – Partner and Strategist
Larry is a Partner and Strategist on the portfolio team. Before Waycross, Larry was a Principal and Portfolio Manager at INVESCO (National Asset Management) in Louisville. From 1976 to 1992 he was a Principal and Investment Consultant at Mercer Investment Consulting. Larry graduated from Purdue and went on to earn his MBA from the University of Louisville. He is a member of the CFA Society of Louisville.
Kevin Ragland, CFA – Analyst
Kevin is an Analyst on the portfolio team. Prior to joining Waycross Partners, Kevin worked for Aegon as an analyst in the financial reporting, structured products, and stable value divisions. Prior to Aegon, Kevin worked for INVESCO in various institutional fixed income roles. Kevin graduated from Indiana University Southeast with a degree in Finance and went on to earn his MBA from there as well. Since graduation, Kevin has also taught financial management and investment management courses for IUS. He is a current board member and a past President of the CFA Society of Louisville.
Tyler Carter – Analyst
Tyler is an Analyst on the portfolio team. Prior to joining Waycross, Tyler opened and operated several franchise stores in the Louisville area. Prior to his time as an entrepreneur, Tyler managed healthcare analytics at Trover Solutions for managed care organizations. Prior to Trover Solutions, Tyler worked for Humana as an analyst in actuarial, market finance, and internal audit roles. Tyler graduated from the University of Kentucky with a bachelor's degree in Finance and went on to earn a Master's degree in Finance from Indiana University. He is currently a Level II candidate in the CFA program.
Matt Bevin – Partner / Advisor
Matt helps guide the firm's overall strategic direction. Prior to this role with Waycross, Matt was the CEO of Integrity Asset Management, a Louisville based investment management firm focused predominantly on the U.S. value equity arena. Prior to founding Integrity, Matt worked at INVESCO-NAM as the Director of Product Management and was the Marketing Director and Principal at National Asset Management. Before National Asset, Matt was a Vice President with Putnam Investments. Matt graduated from Washington & Lee.
Chris Derry – Partner and Client Service Officer
Chris helps guide the firm’s client service and marketing efforts. He is also the founder of the Bluegrass Institute for Public Policy Solutions, an independent policy research institution. Chris started his career in investments in 1979 and more recently worked as the regional director for INVESCO (National Asset Management) with responsibility for ten southern states and South America. Chris is a graduate of the United States Air Force Academy and earned an MBA from Vanderbilt University.
Amy J. Lowe – Operations Manager
Amy is the Operations Manager and oversees the firm's process and procedures for client reporting, trade reconciliation, and fund administration. Prior to Waycross, Amy recently worked in similar roles for Integrity Asset Management and INVESCO. Amy graduated from Georgetown College with a degree in Political Science with minors in Business Administration and Communication Arts.
Louis A. Lemos II, CFA – Institutional Marketing Partner
Lou is a marketing advisor to Waycross and assist the firm with institutional marketing and business development. He is currently the Director of Portfolio Management at First Kentucky Trust, a private trust and investment management firm. Prior to partnering with Waycross, he was a Director at PNC Wealth Management, Director of Research at Variant Research Corporation and a Senior Analyst at INVESCO (National Asset Management). Lou graduated from Kent State University with a bachelor’s degree in Finance and went on to earn his MBA from Murray State University. He is a member and past President of the CFA Society of Louisville and is a curriculum development consultant for the CFA Institute.