The People of PCM


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®
Executive 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. Jim has earned the professional designation of Certified Financial Planner™ and is a member of the Charlotte Chapter of the Financial Planning Association.

Robert G. Fontana, CFA
Director of Research

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 previously 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
Office Administrator

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.

Debbie L. Marks
Office Administrator

Mrs. Marks joined Portfolio Capital Management in the spring of 2008. Beforehand she served as Assistant to the VP of Sales and Marketing at Acosta Sales for fourteen years. Prior to her career at Acosta, she held various administrative positions including Primary Computer Systems Resource Contact at Procter & Gamble’s Operations Center in Charlotte for ten years. Debbie holds a number of certifications for computer software applications and systems together with ANSI ASC X12 Electronic Data Interfacing.

(In Memory)
R. Hatten Hodges, Jr., CFA (1939-2009)
Chairman Emeritus and Co-Founder

In 1981 Hatten Hodges co-founded Portfolio Capital Management (PCM) with Marc Durica. Before founding PCM, Hatten had worked as a stockbroker for several firms and was a Portfolio Manager and Investment Officer for First Union National Bank. Upon founding PCM, Hatten envisioned providing clients with quality investment management and a superior level of personal service. For over 20 years Hatten helped steer PCM and their clients through both good and bad markets never wavering on the qualities he envisioned back in 1981.

To his family and the family at PCM, Hatten was a warm, generous, and uplifting person. His dedication to his family, his clients, and his community continues to be an inspiration to all who knew him.