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Executive leadership of Perimeter Capital is provided by four (4) managing partners: G. Bradley Ball; Mark D. Garfinkel, CFA; James N. Behre and Christopher J. Paolella.
Listed below are the biographies of the firm’s professionals.
Managing Partner & Chief Executive Officer
Brad Ball is a founding partner of Perimeter and a member of the management committee. As Perimeter’s Chief Executive Officer, he brings institutional sales and executive management experience from Trusco Capital Management and Great-West Life and Annuity where he began his career in 1985. At Trusco, Brad was Executive Vice President leading the firm’s sales, marketing and client service efforts. In addition, he was also a member of the executive committee. Brad has also served on the Advisory Board of the Institutional Investor Institute, been an advisory board member to mutual fund companies and also served as a board member of the Provider Advisory Committee of the Profit Sharing/401(k) Council of America. Brad earned his B.A. degree from Oklahoma State University (1985).
Managing Partner, Chief Investment Officer & Portfolio Manager
Mark Garfinkel, CFA was a founding partner of Perimeter in 2006 and is a member of the firm’s management committee. As Perimeter’s Chief Investment Officer and Portfolio Manager for the firm’s Small and Extended Small Cap Growth portfolios, Mark brings investment experience dating back to 1987. Mark’s previous experience includes co-managing $2.8 billion in small cap growth assets with future Perimeter co-founder, Jim Behre while employed at Trusco Capital Management, a wholly owned subsidiary of SunTrust Bank. Mark and Jim were selected to design and lead Trusco’s small cap growth strategy and did so for the seven (7) years directly preceding Perimeter’s launch in 2006. Mark’s prior position at Trusco was a portfolio manager on the firm’s large cap core growth team. Mark began his investment career as a research analyst in SunTrust Bank’s Trust & Investment division in Nashville and later co-managed a bank common trust fund. Mark is a member of the Atlanta Society of Financial Analysts, received his Chartered Financial Analyst (CFA) designation in 1993 and earned his B.A. (1986) and M.B.A. (1987) from Vanderbilt University.
Managing Partner & Director of Research
Jim Behre was a founding partner of Perimeter in 2006 and is a member of the firm’s management committee. As Perimeter’s Director of Small and Extended Small Cap Growth Research, Jim began his investment career in 1986. Jim’s previous experience includes co-managing $2.8 billion in small cap growth assets with future Perimeter co-founder, Mark Garfinkel, CFA, while employed by Trusco Capital Management. Jim and Mark were selected to design and lead Trusco’s small cap growth strategy and did so for the seven (7) years directly preceding Perimeter’s launch in 2006. Prior to Trusco, Jim was employed by Chemical Bank (now J.P. Morgan Chase) as an analyst on their small cap mutual fund. Jim earned a B.A. from Barry University (1984) and an M.B.A. from Fairleigh Dickinson University (1991). He is also a member of the Atlanta Society of Financial Analysts.
Managing Partner, Director of Marketing & Consultant Relations
Chris Paolella is a founding partner of Perimeter and a member of the management committee. As Perimeter’s Director of Marketing and Consultant Relations, Chris brings institutional sales, marketing and management experience since 1985 from Trusco Capital Management and Great-West Life and Annuity. At Trusco, Chris was a Managing Director in charge of consultant relations and institutional sales, which included Public Funds and Taft Hartley Plans. Chris earned his B.A. from the University of Richmond (1985).
Partner, Director of Third-Party Distribution & Client Relations
Teri Benson is a founding partner of Perimeter Capital. As Perimeter’s Director of Third-Party Distribution and Client Relations, Teri brings institutional sales, marketing and client service experience from Trusco Capital Management and ICC Capital Management where she began her career in 1993. At Trusco, she served as Director of Third-Party Distribution, where she developed mutual fund and sub-advisory partnerships with leading financial intermediaries. Teri earned her B.A. (1993) and M.B.A. (2001) from the University of Central Florida.
Partner, Director of Trading
Adam Stewart, CFA was a founding partner of Perimeter in 2006 and serves as Perimeter’s Director of Trading. He brings investment experience since 1997 from Trusco Capital Management and Franklin Templeton. At Trusco, Adam served as Head of Equity Trading along with managing equity trading operations. Adam is a member of the Atlanta Society of Financial Analysts, received his Chartered Financial Analyst (CFA) designation in 2001 and earned his B.A. (1997) from Auburn University.
Chief Compliance Officer
Kevin Humphrey joined Perimeter in 2011 and serves as Perimeter’s Chief Compliance Officer. Kevin’s prior experience dates back to 1997 when he began his career at the Division of Securities for the Florida Department of Banking & Finance. He experience ranges from the National Association of Securities Dealers (NASD) and most recently, ING Investment Management where he served as the Assistant Vice President of Compliance. Kevin earned his B.S. (1992) from Florida State University.
Partner, Senior Research Analyst, Small Cap Growth, Co-Portfolio Manager, Extended Small Cap (SMID) Growth
Patrick Kirksey, CFA was a founding partner of Perimeter in 2006 and initially served as the senior research analyst on the firm’s Small Cap Growth investment team. Patrick’s responsibilities also include the role of Co-Portfolio Manager (along with Mark Garfinkel, CFA and Brian Crawford, CFA) on Perimeter’s Extended Small Cap Growth strategy. Patrick’s prior investment experience dates back to 1995, where he worked at Trusco Capital Management as a research analyst focusing on the Energy, Technology and Consumer Staples sectors for the firm’s large cap core growth discipline. In 2004 Patrick became a research analyst on Trucso’s small cap growth investment team, which was led by future Perimeter founders, Mark Garfinkel, CFA and Jim Behre. Patrick earned a B.S.B.A. from the University of Nebraska (1991) and an M.B.A. in Finance from Georgia State University (1993). Patrick received his Chartered Financial Analyst (CFA) designation in 2009.
Partner, Research Analyst
Anthony Raab joined Perimeter in 2007. Anthony is a partner and serves as a research analyst on Perimeter’s Small and Extended Small Cap Growth investment team. His prior investment experience dates back to 2003, where he served as an equity analyst covering various sectors at the Trust Company of the West (TCW). Anthony earned a B.A. (2003) from Duke University and is a Level III CFA candidate.
Partner, Research Analyst, Small Cap Growth Co-Portfolio Manager, Extended Small Cap (SMID) Growth
Brian Crawford, CFA joined Perimeter in 2008. Brian is a partner and serves as a research analyst on Perimeter’s Small and Extended Small Cap Growth investment team. Brian’s responsibilities also include the role of Co-Portfolio Manager (along with Mark Garfinkel, CFA and Patrick Kirksey, CFA) on Perimeter’s Extended Small Cap Growth strategy. Brian offers investment experience ranging from small cap growth company research for William Blair & Company to private equity due diligence while a partner at Adams Street Partners. Brian began his investment career in 1992 with the Private Placement Group of Prudential Insurance as a member of the PACE Program. He received his Chartered Financial Analyst (CFA) designation in 1995 and earned his B.S. (1992) from Georgia Institute of Technology and his M.B.A. (1997) from Harvard University.
Research Analyst
Carrie Tallman, CFA was a founding member of Perimeter’s investment team in 2006 and serves as a research analyst on Perimeter’s Small and Extended Small Cap Growth investment team. Carrie’s investment experience dates back to 2003, where she began her career at Trusco Capital Management. At Trusco, Carrie worked as a research analyst on the firm’s small cap growth strategy which was led by future founders of Perimeter, Mark Garfinkel, CFA and Jim Behre. Carrie earned a B.S. (1997) and an M.A. (1999) from the University of Florida. Carrie received her Chartered Financial Analyst (CFA) designation in 2006.
Controller
Greg Deese joined Perimeter Capital Partners in 2006 and serves as Controller. Greg brings financial accounting experience since 1986 from GMT Capital and The Hume Group. At GMT Capital, he served as the Controller and managed the firm’s operations, including oversight of prime brokerage relationships and securities lending, risk management, accounting, tax and financial activities for four separate hedge funds with combined assets of over $2.0 billion. Greg earned his B.B.A. (1984) from University of West Georgia and earned his CPA designation in 2000.
Partner, Marketing Manager
Steve Budde is a founding member of Perimeter Capital. He brings investment experience since 2003 from Trusco Capital Management and The Bank of New York. As the firm’s Marketing Manager, Steve is responsible for providing consultant updates, managing the firm’s profile in leading industry databases as well as preparing Perimeter’s request for proposal responses. Steve earned his B.S. in Finance (2002) from The University of New Orleans.
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