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.


G. Bradley Ball
Managing Partner & Chief Executive Officer

Brad Ball is a founding partner of Perimeter and a member of the firm’s management committee. As Perimeter’s Chief Executive Officer, he brings institutional executive management experience from Trusco Capital and Great-West Life & 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, to being on the firm’s 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).




Mark D. Garfinkel, CFA
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 (SMID) 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.




James N. Behre
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 (SMID) 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.




Christopher J. Paolella
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 & 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).




Theresa N. Benson
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.




Adam C. Stewart, CFA
Partner, Director of Trading & Chief Compliance Officer

Adam Stewart, CFA was a founding partner of Perimeter in 2006 and serves as Perimeter’s Director of Trading and Chief Compliance Officer. 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.




Patrick W. Kirksey, CFA
Partner, Senior Research Analyst, Small Cap Growth,
Co-Portfolio Manager, Extended Small Cap (SMID) Growth

Patrick Kirksey is a founding partner and senior small cap growth analyst. Prior to joining in Mark and Jim in 2004, Patrick previously worked as an analyst on the large cap core equity discipline for Trusco Capital, where he began his career in 2000. While on the team, Patrick specialized in covering names in the Energy, Tech-Hardware and Consumer Staples sectors. He 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.




Anthony R. Raab
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 (SMID) 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.




Brian M. Crawford, CFA
Partner, Research Analyst

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 (SMID) Growth investment team. 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.




Carrie A. Tallman, CFA
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 (SMID) 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.




P. Greg Deese, CPA
Controller

Greg Deese joined Perimeter Capital Partners in 2006. Greg brings over twenty-three (23) years of financial accounting experience from GMT Capital and The Hume Group. At GMT Capital, Mr. Deese 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. Mr. Deese earned his B.B.A. (1984) from University of West Georgia and earned his CPA designation in 2000.




Steven C. Budde Jr.
Marketing Manager

Steve Budde is a founding member of Perimeter Capital. Steve brings over five (5) years of investment experience from Trusco Capital Management and The Bank of New York. At Trusco, he served as a Marketing Specialist joining Brad Ball and Chris Paolella in 2005. 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.