THE CULBERTSON TEAM
Alan N. Culbertson
Chairman and Chief Executive Officer
Founder of the Firm in 1992 and now responsible for the investment management of more than $300 million in assets. A member of the Bars of Virginia, Pennsylvania, and New York, Alan has been a frequent speaker to a variety of business and professional groups in the U.S. and Canada and was named the 2001 Distinguished Lecturer of the Ballentine Center for the Study of Securities Markets at Syracuse University. Alan is a graduate of Edinboro University and Syracuse University College of Law.
A LETTER FROM ALAN CULBERTSON, CHAIRMAN, CEO
George L. Payne, Jr.
President and Chief Operating Officer
George is the President of A.N. Culbertson & Company, Inc. He is a Certified Public Accountant and holds the Personal Financial Specialist (PFS) credential as awarded by the American Institute of Certified Public Accountants (AICPA). Prior to joining the Firm, he was a Vice President and Chief Financial Officer for the CFA Institute. Previously, he was a Vice President and Assistant Controller of AMVEST Corporation, a privately held energy company with headquarters in Charlottesville, VA. He is a 1979 graduate of James Madison University and holds a BBA degree with a concentration in accounting from James Madison University.
A LETTER FROM GEORGE L. PAYNE, JR., PRESIDENT
George H. Kidder, Jr.
Senior Vice President
George joined the Firm in 2003 after serving as Managing Director of Beacon Asset Management and President of KDK Capital Advisers, both in Boston, Massachusetts. His earlier investment experience included work at Frontier Capital Management Corporation and Excalibur Management Corporation. He has a BA degree from Dartmouth College and an MBA degree from the University of Virginia’s Darden School.
Ann G. Turner
Vice President
Ann is Vice President of Client Operations and a Certified Financial Services Auditor (CFSA). Prior to joining the firm in 2003 Ann was Chief Operating Officer of the Department of Neurosurgery at the University of Virginia Health Sciences Center. Ann brings a breadth of financial and audit experience from past positions including Vice President and Internal Audit Manager at Jefferson National Bank, Research Lecturer at the Darden School of Business of the University of Virginia, and a bank examiner with the Comptroller of the Currency. Ann is a graduate of Westhampton College of the University of Richmond with a degree in Economics.
Matthew Jenkins, CFA
Investment Advisor
Matt started with the firm in 2015 as an Investment Advisor. Previously, he was a Vice President in the Commodities Trading group at Wells Fargo Securities in Charlotte. Prior to Wells Fargo, Matt worked for the U.S. Army’s Special Operations Command as a Team Leader in the 75th Ranger Regiment. Matt graduated from the University of Virginia’s McIntire School of Commerce with concentrations in Accounting and Finance. Matt is a CFA charterholder.
Kimberly Chiricos
Executive Assistant
Kimberly is a graduate of Frostburg State University, Maryland and the University of Grenoble, France with a degree in French and modern foreign language. Her administrative background prior to joining the firm in 2006 included work with legal consultants in France. Upon her return to the U.S. in 1994, she has primarily worked in the sales and tourism industries, as well as fundraising for non-profit palliative care.