OUR TEAM

Name Location Contact
Sujatha R. Avutu Avutu, Sujatha R.
Portfolio Manager		 Durham, NC savutu@verityinvest.com
(919) 490-6717 ext.201
Ellen Bailey, CFP® Bailey, Ellen
Financial Advisor		 Raleigh, NC ebailey@verityinvest.com
919.809.3424
Christopher C. Bolles Bolles, Christopher C.
Financial Advisor		 Wilmington, NC cbolles@verityinvest.com
(910) 264-5939
Christopher C. Bolles Bryant, Lorren M.
Financial Advisor		 Carrboro, NC lbryant@verityinvest.com
(919) 923-1333
Richard Cecchi Cecchi, Richard
Financial Advisor		 Ronkonkoma, NY rcecchi@verityinvest.com
631.943.5739
Brad Corbett Corbett, Brad
Director of Fixed Income & Alternative Investments		 Durham, NC bcorbett@verityinvest.com
(919) 490-6717 x121
Michael DeCamillis DeCamillis, Michael
Director, Employer Plan Services		 Durham, NC mdecamillis@verityinvest.com
(919) 490-6717 x122
(800) 247-6717 x122
Jae Di Lorenzo Di Lorenzo, Jae
Director, Participant Engagement		 Savannah, GA jae@verityinvest.com
762-787-7396
Christopher C. Bolles Dryer, Troy
Branch Examiner		 Centennial, CO tdryer@verityinvest.com
214.738.8414
William Durham Durham, William
Financial Advisor		 Tallahassee, FL wdurham@verityinvest.com
850.385.3578
Ronald W. Gibbs Gibbs, Ronald W.
Financial Advisor		 Blacksburg, VA rgibbs@verityinvest.com
(540) 443-3612
(800) 247-6717 ext.151
(540) 443-3614
Logan Harris Harris, Logan
Financial Advisor		 Durham, NC lharris@verityinvest.com
(954) 803-5582
Christopher Harrison Harrison, Christopher
Financial Advisor		 Tallahassee, FL charrison@verityinvest.com
800.396.3420
Michael Hazen Hazen, Michael
Compliance Operations Manager		 Durham, NC mhazen@verityinvest.com
919-490-6717 x117
Christopher C. Bolles Herman-Giddens, Gregory
Financial Advisor		 Chapel Hill, NC Area ghgiddens@verityinvest.com
(919) 636-0950
Christopher C. Bolles Hollar, Kurt C.
Financial Advisor / Advisor Consultant		 Durham, NC khollar@verityinvest.com
(919) 490-6717 x137
William R. Hopwood Hopwood, William R.
Director, Workplace Savings		 Durham, NC bhopwood@verityinvest.com
(919) 490-6717 x150
Christopher C. Bolles Huggins, Neal
Financial Advisor		 Wilmington, NC nhuggins@verityinvest.com
(910) 262-6203
Peter J. Hynes Hynes, Peter J.
Financial Advisor		 Durham, NC phynes@verityinvest.com
(919) 452-2851
Peter G. Klas Klas, Peter G.
Registered Fiduciary, Financial Advisor		 Durham, NC pklas@verityinvest.com
(919) 490-6717 x123
Christopher C. Bolles Komsky, Greg
Financial Advisor		 Oakdale, CA gkomsky@verityinvest.com
916.719.6644
Brian R. Kurtzer Kurtzer, Brian R.
Senior Portfolio Manager		 Durham, NC bkurtzer@verityinvest.com
(919) 490-6717 ext. 124
Steven J. Lewis Lewis, Steven J.
Portfolio Manager		 Durham, NC slewis@verityinvest.com
(919) 490-6717 ext. 115
Amy S. Lindros Lindros, Amy S.
Director, Business Development		 Durham, NC alindros@verityinvest.com
(919) 490-6717 x107
Jacqueline Mallinson Malllinson, Jacqueline
Financial Advisor		 Ronkonkoma, NY jmenna@verityinvest.com
631.605.8400 ext.102
Sean J. McGill McGill, Sean J.
Vice President, Director of Advisor Services		 Durham, NC smcgill@verityinvest.com
(800) 247-6717 x105
(919) 451-1253
Robert Mclean Mclean, Robert
Chief Governance Officer, Retirement Plan Services		 Honeoye Falls, NY rmclean@verityinvest.com
585.794.2131
Karina Mejia Mejia, Karina
Business Development Associate		 Durham, NC kmejia@verityinvest.com
919-490-6717 x170
Rachel Menna Menna, Rachel
Financial Advisor		 Ronkonkoma, NY rachelmenna@verityinvest.com
631-605-8400 ext 104
Ray Menna, CFP® Menna, Ray
Senior Financial Advisor		 Ronkonkoma, NY rmenna@verityinvest.com
516.658.5321
Jeffrey A. Munsey Munsey, Jeffrey A.
Vice President, Chief Information Officer		 Durham, NC jmunsey@verityinvest.com
(919) 490-6717 x140
Christopher C. Bolles Munsey, Alexander
Technology Support		 Raleigh, NC amunsey@verityinvest.com
919.802.9441
Al Otto Otto, Al
Al Otto National Director – Plan Governance Solutions		 Atlanta, GA al.otto@verityinvest.com
(800) 247-6717 x152
Christopher C. Bolles Potter, Jeffrey C.
Financial Advisor		 Dallas, TX Area jpotter@verityinvest.com
(412) 563-1188
Christopher C. Bolles Preble, Kurt D.
Senior Financial Advisor		 Durham, NC kpreble@verityinvest.com
(919) 490-6717 x116
Christopher C. Bolles Rudd, John
CPA / Financial Advisor		 Blacksburg, VA jrudd@verityinvest.com
(540) 230-7725
Christopher C. Bolles Sicuro, Joselyn M.
Financial Advisor		 Pittsburgh, PA jsicuro@verityinvest.com
(724) 331-2034
(919) 489-8939
Amy L. Simonson Simonson, Amy L.
Vice President, Finance and Operations		 Durham, NC asimonson@verityinvest.com
(800) 247-6717 x100
Christopher C. Bolles Simpson, Rebekah
Office Manager		 Durham, NC rsimpson@verityinvest.com
919.656.1674
Gloria Solano Solano, Gloria
Office Manager		 Durham, NC gsolano@verityinvest.com
919-4900-6717 x
Christopher C. Bolles Somers, Ronald
Financial Advisor		 Tallahassee, FL rsomers@verityinvest.com
321.230.9849
Christopher C. Bolles Stroemer, Gretchen R.
Financial Advisor		 Durham, NC gstroemer@verityinvest.com
(919) 644-1580
Christopher C. Bolles Timofeeff, Michael N.
Financial Advisor		 Elmira, NY Area mtimofeeff@verityinvest.com
(607) 215-1412
Malcolm M. Trevillian Trevillian, Malcolm M.
Portfolio Manager		 Durham, NC mtrevillian@verityinvest.com
(919) 490-6717 x118
Gordon T. Wegwart Wegwart, Gordon T.
President and Chief Investment Officer		 Durham, NC gwegwart@verityinvest.com
(919) 490-6717 ext. 109