The Trent Team
Robert V. May
Partner, Chief Investment Officer and Chief Financial Officer
Operating from our Lexington, Kentucky office, Bob is responsible for all investment decisions for the firm, focusing on equity evaluation, asset allocation and research. He is also responsible for implementing strategic planning and assumes many client-related responsibilities including portfolio reviews. Before joining Trent, Bob was a securities broker at J.C. Bradford & Co. Previously, Bob worked for C.H. Bailey, Ltd. of Cardiff, Wales where he was responsible for long-range planning and finance. After leaving Great Britain, he returned to the States to become president of R.V. May Company, a family-owned welding supply company in Lexington. Bob graduated from Washington & Lee University with a bachelor’s degree and later received his master’s degree in business from the Darden School of Business at the University of Virginia.
I. James Folds
Partner and Director of Corporate Development
Jim provides oversight for the firm’s general corporate business matters, drives client development and coordinates the firm’s marketing efforts. Prior to Co-Founding Trent Capital Management, Jim was Marketing Manager for the Weaver Companies, a real estate construction, development and syndication firm. He was formerly a Series 7 securities broker at Wheat First Securities after serving as Wachovia Bank’s Regional Manager for all commercial mortgage loans made in the bank’s central region. Jim was awarded his bachelor degree in psychology from the University of North Carolina at Chapel Hill.
William C. Thacker, Jr.
Partner and Director of Retirement Plan Assets
Bill is an Accredited Investment Fiduciary (AIF®), a respected fiduciary designation received from the Joseph M. Katz Graduate School of Business, University of Pittsburgh. Bill has been named to the All-American team by the American Funds, Top Producer by both the Oppenheimer Funds and The Banner Group, and The Generations of Experience Club by Van Kampen Funds. Bill obtained his bachelor degree from Campbell University.
Anna Massey
Operations Manager and Chief Compliance Officer
Anna works closely with clients to ensure timely and accurate administration of managed accounts and Qualified Retirement Plans. She is responsible for overseeing and ensuring Trent’s compliance with outside regulatory and legal requirements as well as internal policies. She assists in the preparation of proposals and quarterly client reviews as well as coordinates with the firm’s CFO on budget and financial matters. Prior to joining Trent Capital, Anna held the positions of Office Administrator at Gate City Signs in Greensboro and, prior to that, an Account Manager with ALKU out of Charlotte. Anna is a graduate of UNC Charlotte with a degree in Organizational Management.
Jack A. Patterson
Director of Client Development
Jack is responsible for Trent Capital’s new client development. With his management and service backgrounds in sales and insurance, Jack utilizes his skills to explain the benefits and investment approach of Trent Capital Management to prospects and clients. Prior to his position at Trent Capital, Jack accumulated 10 years of work experience in the insurance industry and honed his sales skills at County Ford in Graham NC. Jack received his bachelor’s degree in Business Administration from The College of Charleston, where he was a member of the golf team.
Cheryl Sargent
Portfolio Administrator & Relationship Manager
Cheryl is responsible for client services administration and customer relationship management. She works closely with Anna on all administration of managed accounts and Qualified Retirement Plans. She oversees all electronic communications with clients, scheduling and coordinating appointments and managing administrative tasks. She collaborates with Anna and the CIO in the preparation of proposals and quarterly client reviews. Prior to joining Trent, Cheryl was the assistant to author Marie Yovanovitch, Former U.S. Ambassador to Ukraine.