Sales & Trading Team

Stephen Areman: Mr. Areman joined CCM in 2004 and handles sales and trading of corporate, agency, and Treasury bonds. Prior to CCM, he spent nine years as head of sales and trading at Herzog Heine Geduld. Mr. Areman also served for 10 years as head trader at Oppenheimer, responsible for all institutional sales and trading. A graduate of St. John’s University, he received a B.S. degree in Finance in 1969. He holds Series 7 and 63 licenses.
Steve Chaires: Principal/Partner and Senior Trader Mr. Chaires joined CCM in 2003 and is the senior trader of the trading desk as well as head of business development and marketing. He graduated from the University of North Carolina at Chapel Hill with a B.A. degree in Economics and Management. Mr. Chaires holds Series 7, 63, and 27 licenses.
Eddie Duchatelier: Mr. Duchatelier joined CCM in 2009 in fixed income sales and trading. Prior to that, he worked as an analyst at Citigroup. Mr. Duchatelier graduated from the University of Michigan in 2002 with a B.S. degree in Industrial & Operations Engineering. In 2009, he received an MBA in Investment Management & Strategy from the University of North Carolina at Chapel Hill. Mr. Duchatelier holds Series 7 and 63 licenses.
Randy Fox: Mr. Fox joined CCM in 2001 following 28 years as a vice president at Torchmark Corp. He spent the last 21 of them as a portfolio manager. Mr. Fox graduated from Auburn University in 1972 with a B.A. degree in Business. A past president of the Alabama Security Dealers Association, he holds Series 7 and 63 licenses.
Christopher Kelley: Mr. Kelley joined CCM in 2010 on the New York institutional sales and trading team, after graduating from Harvard University. He currently trades investment-grade corporate bonds, high yield/distressed, municipal bonds, and agency debt. While at Harvard, he was a member of the Men’s Varsity Hockey team. He holds Series 7 and 63 licenses.
Keith Mauney: Mr. Mauney has been a senior partner at CCM since 2004. Prior to that, he spent more than 35 years as a bond trader and syndicate manager for Smith Barney, Goldman Sachs, Nationsbank, and First Union. During his last three years at Wachovia, he ran the High Grade Corporate Syndicate Desk. Mr. Mauney graduated from Princeton University in 1970 and received an MBA in Finance in 1976 from New York University. He received All-Ivy Football recognition during his junior & senior years at Princeton and was drafted by the Atlanta Falcons.
Taylor Nance: Ms. Nance joined CCM in 2009 as vice president, corporate finance. Prior to that, she served as a vice president at Nike and also worked for Saber Partners, LLC, DKR Capital, and CreditSights. Ms. Nance graduated from Georgia Southern University in 2002 with a B.A. degree in Business. She holds Series 7 and 63 licenses.
Melissa J. Pendergrass: Ms. Pendergrass joined CCM in 2007 in institutional sales and trading. Her prior experience included three years as a lobbyist for financial institutions and as a political fundraiser. Ms. Pendergrass opened the Firm’s New York office in May 2010 and now runs the New York desk. She graduated from the University of North Carolina at Chapel Hill in 2002 with a B.A. degree in Political Science. She earned an MBA in Corporate Finance at UNC as well in 2008. Ms. Pendergrass holds Series 7, 24 and 63 licenses.
John Valenza: Mr. Valenza joined CCM in 2009. He oversees the company’s Section 28(e) client commission arrangements as well as the sales and trading of taxable fixed income products to money center banks, insurance companies, and pension funds. Mr. Valenza served as a senior vice president at Prudential Securities from 1981 until 1998. He left to join Spear Leeds & Kellogg as a senior vice president, establishing its institutional fixed income business. Mr. Valenza received a B.S. degree from Villanova University in 1968. He holds Series 7 and 63 licenses.
Braxton Wall: Mr. Wall joined CCM in 2008. His fixed-income background includes trading in investment-grade corporate bonds, high yield/distressed securities, agency debt, and both asset- and mortgage-backed securities. He graduated from the University of North Carolina at Chapel Hill with a B.A. degree in Economics. Mr. Wall holds Series 7 and 63 licenses.
Keaton Wright: Mr. Wright joined CCM in 2009 in institutional sales and trading after graduating from Bucknell University with a B.A. degree in Geography. He holds Series 7 and 63 licenses.
Steve Boles: Mr. Boles joined CCM in 2005 and handles sales and trading of fixed income products to financial institutions and advisors. He served in previous fixed income roles at First Empire Securities and Tucker Anthony, Inc. Mr. Boles graduated from the University of Colorado in 1986 with a B.S. degree in International Business. He holds Series 7 and 63 licenses.
Kent Cheesborough: Mr.Cheesborough joined the CCM institutional sales and trading desk in 2011. Prior to joining CCM, Mr.Cheesborough worked on the buy-side in Naples, FL and most recently with Fisher Investments in San Francisco, CA. He graduated from Miami University with a B.S. in Finance. Mr. Cheesborough holds Series 7 and 63 licenses.
Scott Cunningham: Mr. Cunningham joined CCM in 2006 after working at Edward Jones and Sandler O’Neill & Partners. He covers institutional accounts and
heads up the company’s transition desk. Mr. Cunningham opened the Firm’s New York office in May 2010 and now runs the New York desk. Mr. Cunningham graduated from Vanderbilt University in 2006 with a BE degree in Mechanical Engineering. While at Vanderbilt, he played varsity soccer.
Herbert W. Finn: Mr. Finn joined CCM in 2009 and is one of the company’s coverage professionals. Prior to CCM, he served as senior managing director at Advest where was head of institutional sales. Mr. Finn also spent 27 years as Senior Managing Director at Prudential Securities as a member of its taxable fixed-income group. He received B.S. and MBA degrees from Adelphi University, and he is also a graduate of Wharton’s SIA Program for senior securities executives. Mr. Finn is a member of the Bond Club of New York.
Phil Gennett: Mr. Gennett joined CCM in 2008 after working at White Oak Partners. Mr. Gennett studied Economics and Entrepreneurship at the University of North Carolina at Chapel Hill. He holds Series 7 and 63 licenses.
Paul Hauf: Mr. Hauf joined CCM in 2009 in institutional sales and trading. Prior to that, he spent six years at KDP Investment Advisors, Inc., and eight years marketing mutual funds. He graduated from Middlebury College in 1990 with a B.A. degree in Economics. He holds Series 7, 63, and 65 licenses.
Wayne House: Mr. House joined the CCM institutional sales and trading desk in 2011. A graduate of Furman University, Mr. House holds Series 7 and 63 licenses.
Austin W. Painter: Mr. Painter joined the CCM institutional sales and trading desk in 2010. He previously worked as a Venture Debt Analyst, specializing in Life Sciences, at Square One Bank in Durham, North Carolina. Mr. Painter graduated from Emory University with a B.A. in Economics and Mathematics. He currently trades in investment-grade corporate bonds, high yield securities, and agency debt. Additionally, Austin is a key member of the CCM Bond Calculator development team. Mr. Painter holds Series 7 and 63 licenses.
John L. Page: Mr. Page joined CCM as a trader in 2009. Prior to that, he spent 18 years in trading and sales for nationally recognized firms such as Lehman Brothers, UBS, Oppenheimer, Smith Barney, and Raymond James. Mr. Page graduated from Roanoke College in 1989 with a B.A. degree in Political Science. He holds Series 7 and 63 licenses. He is also a private pilot.
Philip H. Peters Jr.: Mr. Peters joined CCM in 2000 in fixed income sales. Prior to that, he spent 35 years in fixed income roles for companies that included Smith Barney, Credit Suisse First Boston, Prudential, and Broadpoint. Mr. Peters graduated from Colgate University with a B.A. degree in English. He earned an MBA from Boston University and also pursued postgraduate work in financial management at Massachusetts Institute of Technology. He holds a Series 24 license.
Philip R. Quatrale: Mr. Quatrale joined CCM in 2001 in institutional sales and trading. His prior experience included five years in buyside trading at Merrill
Lynch Asset Management. He graduated from Randolph Macon College in 1994 with a B.A. degree in International Economics and Political
Science. Mr. Quatrale received an MBA from the University of Notre Dame in 2001. He holds Series 7, 24, and 63 licenses.
Deborah M. Tustin: Ms. Tustin joined CCM in 2009 in institutional sales and trading. Prior to that, she amassed more than 15 years of experience in financial management at Provident National Bank, E.F. Hutton, Ferris Banker Watt, Chase Manhattan Treasury Corp., and INA Investment Advisors. She graduated from the University of Pennsylvania Wharton with a BBA in Finance, Management, and Marketing. Ms. Tustin holds Series 7 and 63 licenses.

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