Registered Investment Advisor, Portfolio Manager, Charlotte, NC Portfolio Capital Management Charlotte, NC provides investment services to Individual Accounts, Individual Retirement Accounts, Pension Plans, Profit Sharing Plans, Endowments, Foundations and a special advisory service to Bank Trust Departments
Registered Investment Advisors, Portfolio Managers, Money Managers, Wealth Managers Charlotte, NC


The People of PCM


R. Hatten Hodges, Jr., CFA
Chairman Emeritus and Co-Founder

Mr. Hodges co-founded Portfolio Capital Management in 1981. Previously, he had been associated with First Union National Bank from 1973 to 1981 as a Portfolio Manager and Investment Officer. From 1966 to 1973, he worked as a stockbroker for several firms. Hatten received a Bachelor of Arts degree from Barton College. He is a Chartered Financial Analyst and past president of the North Carolina Society of Financial Analysts.

Marc J. Durica, CFA
President and Co-Founder

Mr. Durica co-founded Portfolio Capital Management in 1981. Previously, he had been associated with First Union National Bank from 1975 to 1981 as a Portfolio Manager and Vice President. From 1972 to 1975, he was with Toledo Trust Company as a Portfolio Manager and Investment Officer. Marc received an MBA in Finance and a BSBA degree from Bowling Green State University. He is a Chartered Financial Analyst and past president of the North Carolina Society of Financial Analyst.

James A. Bailey, CFP®
Vice President

Mr. Bailey joined Portfolio Capital Management in March of 1999. Previously, he was with Interstate Johnson/Lane from 1996-1999, last serving in their Investment Consulting Services area. Jim is a veteran of the United States Navy. He received a BSBA in Finance from Youngstown State University. He is a Certified Financial Planner™ and a member of the Charlotte Chapter of the Financial Planning Association.

ROBERT G. FONTANA, CFA
Research Analyst and Portfolio Manager

Mr. Fontana began working with Portfolio Capital Management through his investment research firm RGF Investments, LLC in January, 2006. Prior to starting his own firm in 2005, Bob served as an investment analyst for an equity hedge fund from 2001-2005 covering the technology, energy, and healthcare sectors. He also worked as a sell-side analyst for Wachovia Securities and its predecessor Interstate/Johnson Lane from 1998- 2001. Bob received an MBA from Duke University’s Fuqua School of Business and his undergraduate degree from Georgetown. He is also a Chartered Financial Analyst (CFA).

Kelli H. Mayhorn
Operations Manager

Mrs. Mayhorn joined Portfolio Capital Management in November of 2004. Previously she was with Target Corporation from 2001-2004 serving in several capacities. Her last position with Target was Executive Team Leader of Guest Services. Kelli holds a Masters degree in Corporate and Professional Communications from Radford University in Virginia. She also holds a BA degree from Averett University in Virginia.


PORTFOLIO CAPITAL MANAGEMENT
5950 Fairview Road, Suite 610, Charlotte, NC 28210
704-552-0073 Fax 704-552-8757
Email Us
© 2002 All rights reserved.