Our People

Meet our team of experienced investment professionals, each one dedicated to delivering the financial guidance you need, along with the high level of personal service you deserve.


 

J. McFerran Barr, II
Chairman

Serves as Director of Business Development. He was previously employed with Hilliard Lyons Trust Company as President, Chief Financial Officer and member of the Board of Directors. He is an attorney, Certified Public Accountant and holds the designation of Chartered Financial Analyst.

He received his LLM from the University of Miami (1976), his JD from the University of Louisville (1975) and his BA from Washington & Lee University (1969). Investment experience since 1976.


 

Matthew W. Carper, CFA

Serves as Senior Vice President and portfolio manager. He was previously Senior Portfolio Manager and Vice President of PNC Wealth Management where he managed portfolios for complex fiduciary relationships. He is a graduate of Lipscomb University with a BS, Summa Cum Laude, in Finance / Economics and Computer Information Systems. Holds the Chartered Financial Analyst designation. Investment experience since 1997.


 

Tony H. Coffey
Executive Vice President

Serves as Director of Fixed Income Management. Previous experience includes five years at Hilliard Lyons in various positions, including Director of Institutional Fixed Income and Chairman of the Investment Trust Committee; prior, fourteen years at Farm Credit Bank of Louisville with responsibilities including heading the Finance Department, serving as Director of Asset/Liability Management, and managing over $4 billion in investment and debt portfolios.

He received an MS in Economics from the University of Kentucky (1979) and a BS in Business Administration and Economics from Western Kentucky University (1978). Investment experience since 1980.


 

Thomas A. Corea
Chief Executive Officer

Serves as Director of Equity Strategy. Manager of Fort Nelson Partners, LP. Previously employed with Hilliard Lyons in various positions including Chief Investment Officer, Director of Institutional Equity Investing, and Director of Research in the Investment Management Group.

He received his MBA from the University of North Carolina (1987) and graduated with a BA in Chemistry from the University of Tennessee (1982). Investment experience since 1987.

 


 

Todd P. Lowe
President

Serves as managing principal. Previously Senior Vice President of Hilliard Lyons, in roles of Director of Research, Director of Marketing, and as Portfolio Manager and Equity Analyst in the Investment Management Group.

He received a BS in Finance from Western Kentucky University (1982). Holds the Chartered Financial Analyst designation and is a Certified Financial Planner. Investment experience since 1983.


 

Panayiota G. Jones
serves as Vice President

Previously a Vice President of Hilliard Lyons and a Trust Officer of Hilliard Lyons Trust Company. She graduated from Sullivan College with a degree in Administrative Accounting, and completed the three-year Cannon Trust School program in 1997. Experience in account administration for trusts, estates, individuals and institutions, and other business administration responsibilities since 1980.


 

Dianna L. Saylor
serves as Vice President

Previously a Vice President of Hilliard Lyons and a Trust Officer of Hilliard Lyons Trust Company. She graduated from the three-year Cannon Trust School. Experience in account administration for trusts, estates, individuals and institutions since 1988.