Investment Team
| Greg Hartz is founder and co-owner of Foundation Resource Management. He is a Chartered Financial Analyst, a Certified Public Accountant and holds the designation of Personal Financial Specialist of the American Institute of Certified Public Accountants. He received a Bachelor of Science in Finance and Banking and a Master of Science in Accounting from the University of Arkansas. After two years in public accounting, Greg joined the Pillsbury Company in 1979 as a division controller and later moved into general management during his seven years with the company. Upon sale of his division by Pillsbury in 1986, he joined Merrill Lynch as a registered financial consultant. In 1987, he joined Arkansas Blue Cross Blue Shield (ABCBS) as in-house portfolio manager. Greg was employed with ABCBS until the beginning of 2002 when he left to work full-time for FRM. Email Greg at ghartz@foundationresourcemanagement.com or call (501) 604-3190 extension 1. |  | | Mark Millsap is co-owner of Foundation Resource Management. He is a Chartered Financial Analyst and a Chartered Investment Counselor. He earned a Bachelor of Science degree from the University of Alabama in Corporate Finance and Investment Management. Mark has spent his entire 28-year career as a value investment manager. He worked for AmSouth Bank in Birmingham, Alabama as a portfolio manager for eight years before working for Meridian Management Company of Little Rock from 1989 until October 2001. Mark served as Managing Principal of Meridian from 1993 until his departure to his current position at Foundation Resource Management. Mark has extensive experience managing stock, bond and balanced portfolios. Email Mark at mmillsap@foundationresourcemanagement.com or call (501) 604-3190 extension 2. |  | | Tom Hill is Senior Portfolio Manager at Foundation Resource Management. He is a Chartered Financial Analyst and earned a Bachelor of Arts in Mathematics, magna cum laude, from Vanderbilt University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. After a few years with a private manufacturing business, Tom spent 28 years with Merrill Lynch, retiring as a First Vice President-Investments and Wealth Management Advisor. Tom has extensive experience advising institutional, retirement, and private clients in the management of equity, fixed income, and balanced portfolios. Email Tom at thill@foundationresourcemanagement.com or call (501) 604-3190 extension 111. |  | | Chris Fleischmann is Research Analyst and Portfolio Manager for Foundation Resource Management. He is a Chartered Financial Analyst and earned a Master of Business at Tulane University and a Bachelor of Science in Finance at Arkansas State University. Chris joined Foundation Resource Management in 2008, after working as a Securities Analyst with Pope Asset Management in Memphis, Tennessee. Beginning in October of 2000, Chris worked nearly eight years at Morgan Asset Management and its affiliate, Morgan Keegan. He worked three years as an Equity Analyst at Morgan Keegan’s asset adviser, which later merged with Morgan Asset Management where he managed the equity allocations of several mutual funds for almost five years. Chris began his investment career as a Junior Equity Analyst at Edward Jones Investments in 1999. Email Chris at cfleischmann@foundationresourcemanagement.com or call (501) 604-3190 extension 101. |  | | Zach Riley is Research Analyst for Foundation Resource Management. Zach received his Bachelor of Science in Finance and Investment Management and a Master of Business Administration from the University of Arkansas at Fayetteville. Zach has completed Level III of the Chartered Financial Analyst program. Prior to joining FRM, Zach served as a financial analyst at Wal-Mart Stores, Inc. Email Zach at zriley@foundationresourcemanagement.com or call (501) 604-3190 extension 7. |  |
Administrative Team
| Abby McKelvy is Chief Financial Officer of Foundation Resource Management. She earned a Bachelor of Science degree in Accounting and Financial Management from the University of Arkansas and is a Certified Public Accountant. Prior to joining Foundation Resource Management, Abby was employed with Deloitte & Touche in Little Rock as a Senior Auditor serving clients in industries such as insurance, public employee pension and retirement plans, governmental entities and non-profit organizations. Subsequent to her public accounting experience, Abby gained experience as a controller in industry. Email Abby at amckelvy@foundationresourcemanagement.com or call (501) 604-3190 extension 3. |  | | Gail O’Donnell is Controller of Foundation Resource Management. She earned a Bachelor of Science degree from the University of Arkansas and is a Certified Public Accountant. Gail gained over 20 years of experience in the investment management industry beginning at First Variable Life Insurance Company and subsequently joining Meridian Management Company. Email Gail at godonnell@foundationresourcemanagement.com or call (501) 604-3190 extension 6. |  | | Judy McNeese is Portfolio Accounting Manager for Foundation Resource Management. Judy received a Bachelor of Business Administration degree from Harding University in Searcy. Since 1981, Judy has gained experience working with qualified retirement plans in the trust departments at National Investors Life Insurance Company, First Variable Life Insurance Company and Nations Bank. Email Judy at jmcneese@foundationresourcemanagement.com or call (501) 604-3190 extension 5. |  | | Lauren Edmondson is Portfolio Accounting Manager for Foundation Resource Management. She received a Bachelor of Science in Accounting from the University of Arkansas at Fayetteville. Lauren gained 3 years of experience in the investment management industry working for Greenwood & Associates, Inc. in Fayetteville. Prior to joining Foundation Resource Management, she served as the Client Service Specialist for Charles Schwab & Co., Inc. in Little Rock. Email Lauren at ledmondson@foundationresourcemanagement.com or call (501) 604-3190 extension 5. |  | | Becky Boyd Newberry is Insurance Accounting Manager of Foundation Resource Management. Becky holds a Bachelor of Arts degree from Arkansas State University and has 30 years experience in accounting and investment management. She has worked as an Account Executive for Merrill Lynch, trust officer at First Commercial Bank (now Regions Bank), investment specialist for Arkansas Teacher and Public Employees Retirement systems, and Internal Auditor and Accounting Supervisor for Arkansas Department of Education – Special Education. Email Becky at bnewberry@foundationresourcemanagement.com or call (501) 604-3190 extension 4. |  | | Trina Boyd is Insurance Accounting Specialist for Foundation Resource Management. She received a Bachelor of Business Administration in Finance from Memphis State University. She has 20 years of experience in accounting and finance. Prior to joining Foundation Resource Management, Trina served as Accounting Associate for Stephens Inc., A/P Accountant for Communication Supply Service Assoc., Office Manager for ABEA, Payroll Supervisor for the Arkansas Teacher Retirement System and Paraplanner for Financial Decisions Institute. Email Trina at tboyd@foundationresourcemanagement.com or call (501) 604-3190 extension 8. |  |
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