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Our People
Harold J. (Jay) Bowen, III
President & CEO, CIO
Mr. Bowen joined Bowen, Hanes & Company, Inc. in 1986. As the firm’s Chief Investment Officer and economic strategist, he is responsible for the formulation and implementation of the company’s economic and investment strategies. The firm has received national acclaim for its 45 year tenure as the sole manager of the City of Tampa Firefighters’ and Police Officers’ Pension Fund. read more..
David L. Kelly, III
Executive Vice President
Mr. Kelly joined Bowen, Hanes & Company, Inc. in 1997 and is involved with research, security analysis, portfolio management, client relations, and business development. From 1989 through 1996, Mr. Kelly was associated with Peterson Properties, a full service commercial real estate company, headquartered in Atlanta, Georgia. He was Vice President of the Investment Properties Group and was responsible for property acquisitions and dispositions totaling over $300 million. read more..
Sonya Larsen
Senior Administrative Officer
Ms. Larsen joined the firm in 2002.
As Senior Administrative Officer, she plays an integral role in the firm’s superb portfolio accounting and trading capabilities.
Susan McCauley
Vice President - Administration
Ms. McCauley joined the firm in 1984 and sits at the heart of a team that includes over 90 years of experience involving trading and portfolio accounting activity. Her day to day responsibilities primarily revolve around trading and account activities for the Tampa Firefighters’ & Police Officers’ Pension Fund.
Jennifer Schultz
Executive Assistant/Director of Digital Content
Ms. Schultz joined the firm in 2009. As Executive Assistant and Director of Digital Content, she oversees the firm’s digital content along with a variety of administrative responsibilities.
F. Borden Hanes, Jr.
Winston-Salem, NC
Chairman
Mr. Hanes directs the firm’s Winston-Salem office and is involved in the formulation of the firm’s investment strategy, portfolio management, and business development. Prior to joining Bowen, Hanes & Company, Inc. in 1981, he was associated with the investment banking firm of Dean Witter Reynolds, Inc. in Winston-Salem, North Carolina. Active in community affairs, Mr. Hanes serves on numerous Boards.
Kevin R. Burke, CFA
Winston-Salem, NC
Vice President
Mr. Burke joined Bowen, Hanes & Company, Inc. in 2013 and is involved with research, security analysis, client relations, and business development. He began his investment career in 1986 with First Union National Bank in Charlotte. He was an equity securities analyst in the bank’s Trust Department, recommending equities for individual and institutional client portfolios. read more..
Vickie C. Barber
Vice President - Administration
Ms. Barber joined the firm in 1979 and has played an increasingly important role in the multitude of administrative and accounting duties. She also serves as liaison with the SEC and senior editor for the firm.
Marina Morozova
Portfolio Administrator
Ms. Morozova joined the firm in 2018 and has 20+ years of international and domestic experience in the financial services industry. She is responsible for the administration activities including opening of accounts, trading, reconciliation, performance evaluation, and client reporting for individual and institutional clients.
Mary Sullivan and Suzanne Fowler
Portfolio Administrators - Winston-Salem, NC
Mary Sullivan joined the firm in 2001 and has 21 years of experience in the financial services industry. Her responsibilities include coordinating trading and portfolio accounting activity for the Winston-Salem office.
Suzanne Fowler joined the firm in 2016 and has 27 years of experience in the financial services industry. Her responsibilities include coordinating trading and portfolio accounting activity for the Winston-Salem office.
