Kenneth R. Woods
Chairman & CEO
Ken Woods established Asset Preservation Advisors, Inc. in 1989 after a long and successful career in the investment industry. Prior to forming APA, he was Vice President and Manager of Bankers Trust Company’s Southeastern Global Market pision located in Atlanta. Mr. Woods holds a B.S. degree in Finance and Economics from Florida State University. In addition he is a member of the FINRA (Formerly NASD) Board of Arbitrators and has been appointed by the Superior Court of Georgia to serve as an arbitrator in fee arbitration. Mr. Woods is also a speaker on topics concerning fixed income and is quoted in many business and financial publications, including The Bond Buyer, Bloomberg Wealth Manager, Barron’s, Money Magazine, and Reuter News.
Charles R. Doty
President & COO
Charles Doty has been with APA since 2002, and has been in the municipal bond business for 25 years. He is a graduate of the University of Mississippi and worked for SunTrust Equitable Securities for 16 years, eventually serving as Director of National Institutional Municipal Sales. In 1999, he joined Municipal Trade, an online public finance investment bank, as Chief Operating Officer and President. He is a former Chairman and currently serves on the Board of Prevent Blindness Georgia. Mr. Doty is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Kevin B. Woods
Principal & Portfolio Manager
Kevin Woods has been with APA since 1998. He is a graduate of the University of Mississippi with a Bachelor of Finance degree. Mr. Woods is a Principal of APA and serves as a Portfolio Manager. His responsibilities include research, trading of taxable and tax-exempt securities, portfolio analytics, and client service. He is a member of the National Society of Compliance Professionals (NSCP) and serves as the firm’s Chief Compliance Officer. Mr. Woods is a member of the National Federation of Municipal Analysts, the Southern Municipal Finance Society, and the Atlanta Society of Financial Analysts.
Bob M. Farmer
Managing Director
Bob Farmer joined APA in 2008 and has over 30 years investment experience. Mr. Farmer was previously employed by Trusco Capital Management for 28 years where he served as Managing Director of Business Development. He obtained his B.S. degree from Hampden Sydney College in Economics and a Masters in Commerce and Business Administration from the University of Richmond. He is a member of the Association of Investment Management Sales Executives (AIMSE), the Atlanta Society of Financial Analysts, and currently serves on the Honorary Board of Directors for Special Olympics of Georgia.
Mark Bedner
Managing Director
Mark Bedner joined Asset Preservation Advisors in 2010 following an extensive banking career beginning with Citicorp’s International Banking Group in the Middle East/Africa division and ending with his retirement as Chairman and CEO of The Merchant Bank of Atlanta following its sale to a BankAmerica predecessor bank. Following his retirement from banking, Mr. Bedner served as an investment professional with Morgan Stanley and Synovus Wealth Management and served as Chairman of the Glynn County Georgia Board of Commissioners. He currently serves as Trustee of the Southeast Georgia Health Systems. He holds B.S. and M.S. degrees from the University of Kansas as well as a graduate degree from the Fletcher School at Tufts and Harvard Universities.
Paul Nolan
Senior Municipal Analyst
Paul joined Asset Preservation Advisors in June of 2011 and has nearly 14 years of investment industry and related experience. His primary responsibilities include assisting with portfolio analytics and investment research. Prior to joining APA, Mr. Nolan was employed by McDonnell Investment Management, where he was responsible for providing both the municipal and taxable portfolio management teams with fixed income credit and market research, with an emphasis on health care credits. Previously, he was employed by Moody’s Investors Service where he performed municipal credit analysis including general obligation, essential service, and special tax backed securities. He earned a Master of Science in Urban Policy Analysis and Management from the Milano New School University (formerly the New School For Social Research) and also holds a B.A. degree in Political Science from the University of Buffalo.
Trisha Broussard
Senior Municipal Trader
Trisha Broussard joined Asset Preservation Advisors in January of 2006. She is a graduate of the University of Southwest Louisiana. Trisha began her career in the Atlanta Municipal Bond Department at Dean Witter, and has been involved in the municipal bond market since 1987. Prior to joining Asset Preservation Advisors, Trisha worked at Morgan Stanley. She was Vice President in the Municipal Bond Department responsible for Southeast trading. She was also Senior Vice President of Municipal Trading at Sterne Agee & Leach. She currently focuses on fixed income trading and client servicing.
Matthew Riggle
Municipal Analyst
Matthew Riggle joined Asset Preservation Advisors in 2006. Matt is involved in analyzing credits of municipal securities. In addition, he is responsible for maintaining our client reporting and accounting systems. He is a Cum Laude Graduate of the University of Florida where he received his degree in Business. He has over 7 years of financial services experience.
Kyle Gerberding
Municipal Trader
Kyle Gerberding joined Asset Preservation Advisors in 2008. He is responsible for trading the 1 to 5 year part of the curve. He also provides assistance in all back office trade allocation and clearing. Kyle is a graduate of the University of Florida with a degree in Business and Sports Management. He is a member of the National Federation of Municipal Analysts.
Kristen Eimer
Municipal Analyst
Kristen Eimer joined Asset Preservation Advisors in 2008. Her primary responsibilities include assisting with portfolio analytics and investment research. She is also involved in developing custom portfolio strategies for our clients as well as contributing to the monthly commentaries for our company. Kristen graduated from UCLA in 2008.
Whitney Imeraj
Associate
Whitney Imeraj joined Asset Preservation Advisors in 2009. She is responsible for client services and works closely with the Investment Management Team and Research Team. Whitney produces the marketing material for APA. She began her career as an Investment Assistant at Homrich Berg. Whitney graduated from the University of Georgia in 2006 and is currently enrolled in the University of Georgia’s MBA Program.
Selden Cottrell
Administrative Assistant
Selden Cottrell joined Asset Preservation Advisors in 2011. She was brought on board to assist the Investment Professionals while ensuring excellent client service. She graduated from the University of Alabama with a degree in Business Administration.