Member – Operating Committee
Mr. Mims founded Academy Securities in 2009 and provides overall leadership, strategy, and direction as Academy’s Chief Executive Officer and majority controlling shareholder. Immediately prior to launching Academy Securities, Mr. Mims founded and led a San Diego, California- based boutique real estate brokerage, mortgage, and property management firm. For a period of five years with that firm, Mr. Mims focused on investing in, advising on, financing, and managing real estate assets throughout the United States. Earlier in his civilian career, Mr. Mims was an executive and project manager at Home Depot. While with Home Depot he led a Six Sigma non-continental store profitability project that resulted in millions of dollars in annualized savings. Also at Home Depot, Mr. Mims was a regional project manager for a $400 million capital investment that resulted in an 80% increase in comparable store sales.
Previously, Mr. Mims served as a naval officer onboard the USS SENTRY MCM-3 and the USS JOHN PAUL JONES DDG-53 guided missile destroyer enforcing UN sanctions against Iraq and taking part in the initial strikes into Afghanistan during OPERATION ENDURING FREEDOM.
Mr. Mims holds a B.S. in Economics from the U.S. Naval Academy and an MBA from the Kelley School of Business at Indiana University. Mr. Mims is a licensed California Real Estate Broker, and holds his FINRA Series 7, 24, and 63 licenses.
Member – Operating Committee
Mr. McConkey is the President and a Partner at Academy, responsible for overall leadership and overseeing daily operations and business development. Following careers in the military and the National Football League, Mr. McConkey embarked on a financial services career that has spanned over two decades. He has experience in the fields of asset management, trading, alternative investment strategies, and investment banking. He has worked for firms such as Wells Fargo Bank, Deutsche Bank, BNP Paribas, and G.G.E.T, LLC., which was an institutional broker/dealer specializing in equity block trading. Mr. McConkey played six years in the NFL following his military service and is best remembered for his touchdown catch in Super Bowl XXI for the New York Giants. He also played for the Green Bay Packers, Arizona Cardinals and San Diego Chargers. In addition, he was a broadcaster for the New York Giants, CBS Sports, and FOX NY, where he won two New York Sports Emmys for his work on “Giants Today.”
Member – Operating Committee
Mr. Greenwood is Chief Operating Officer and Partner at Academy responsible for our operations and governance. He brings over 30 years of investment banking and compliance expertise to the firm. He is also President and Chief Executive Officer of Pickwick Capital Partners LLC, a FINRA-SIPC registered broker/dealer. Prior to Pickwick, Mr. Greenwood was Managing Director of Investment Banking and subsequently President at Trautman Wasserman & Co., Inc. Earlier in his career, he worked at Alex Brown & Sons Inc. and its successor firm Deutsche Bank Alex Brown. Mr. Greenwood finished his tenure there as Managing Director in the corporate executive services group.
Mr. Greenwood earned a B.A. from Princeton University and holds his Series 4, 7, 24, 52, 63, 79 and 99 licenses.
Member – Operating Committee
Mr. Graham is Chief Financial Officer and Partner at Academy contributing overall leadership and overseeing all Treasury Operations. Mr. Graham joined Academy Securities from Academy Properties Inc. where he was a Partner, managing all real estate brokerage transactions, mortgage origination, and property management operations firm-wide. Previously, Mr. Graham worked for Lehman Brothers, Inc. as a Sales Associate in fixed income trading, specializing in bond and credit default swap transactions on behalf of institutional clients.
Prior to this, he was a Commissioned Officer of the United States Navy and served as a Division Officer on board the USS JOHN PAUL JONES DDG 53 guided missile destroyer and USS THACH FFG 43 guided missile frigate where he completed two deployments to the Persian Gulf enforcing UN sanctions against Iraq.
Mr. Graham is a graduate of the U.S. Naval Academy and holds an MBA in Finance from Columbia Business School. He holds his FINRA Series 7, 24, 27, 52, 53 and 63 licenses.
Member – Operating Committee
Mr. Boyd is Chief Compliance Officer for Academy and responsible for all of the firm’s regulatory and compliance matters. Mr. Boyd has extensive compliance experience, having served in varying compliance roles for several broker-dealers and hedge funds including Schwab Capital Markets, Thales Fund, CJM Securities and Labrador R.I.T. His previous positions have included everything from providing firm-wide compliance leadership and supervisory authority to project specific work. Mr. Boyd is experienced in managing the entire FINRA membership process, handling inspections, managing CRD filings, monitoring all forms of communications and responding to ad hoc requests from regulators. His knowledge base includes equities, futures and options, as well as various derivative products on both the buy- and sell- sides. Mr. Boyd has ensured compliance with new and existing regulations including Dodd Frank. He has also performed market surveillance, approved employee trading activities, and created firm compliance departments from the ground-up.
Mr. Boyd served as an officer aboard a naval tank landing ship with deployments in the Middle East and East Africa, for which he was awarded the South West Asia Service Medal.
Mr. Boyd graduated from the U.S. Naval Academy with a B.S. in Engineering and served as a Surface Warfare Officer in the U.S. Navy. He holds his Series 4, 7, 24, 55, 63 and 79 licenses.
Member – Operating Committee
Mr. Stevens is Managing Director, Head of Equities and Equity Capital Markets at Academy Securities. Mr. Stevens is an investor in Academy as well as a member of the Board of Directors. Mr. Stevens also currently serves on the Advisory Board at Fantex, Inc. Mr. Stevens has more than 29 years of experience in the financial services industry. Prior to his current roles, Mr. Stevens founded Stevens Asset Management and serves as the Managing Partner and Chief Investment Officer. Before starting Stevens Asset Management, Mr. Stevens worked at Wachovia Securities. Mr. Stevens was the Head of the Equity Division responsible for all of equity sales and trading, including the proprietary trading activities, as well as equity capital markets. Mr. Stevens was also a member of the Operating Committee of the investment bank and helped manage the entire investment banking business of Wachovia Securities. Before Wachovia, Mr. Stevens was Co-Head of Equity Capital Markets at JP Morgan where he helped significantly grow JP Morgan’s market share of equity underwritings. Prior to joining JP Morgan, Mr. Stevens had worked at Citigroup Salomon Smith Barney where he held various senior roles in the equity capital markets and investment banking divisions.
Mr. Stevens graduated from the University of Natal in Pietermaritzburg, South Africa with a Bachelor of Commerce degree and an Honors degree in Business Administration. Mr. Stevens also holds an MBA in Finance from the New York University’s Stern School of Business. Mr. Stevens holds his FINRA Series 7 and 24 licenses.
Member – Operating Committee
Mr. Chaires, Managing Director and Head of Fixed Income, has overall responsibility for all fixed income trading activities. Mr. Chaires has worked in the securities business for nearly 15 years. He joined Academy Securities from Carolina Capital Markets, an institutional fixed income broker-dealer, where he was co-owner and responsible for all fixed income trading activities and business development. Previously, he was Head of Sales at Capital Data Group, a technology-driven provider of fixed income market data, where he helped build, launch and lead all sales efforts.
Mr. Chaires graduated from University of North Carolina at Chapel Hill with a double major in Economics and Management and Society. He holds his Series 7, 24, 27, 52, 53, 63, and 79 licenses.
Mr. Perdue, Managing Director, Investment Banking at Academy is a member of the investment banking group. Mr. Perdue joined Academy from Northern Value Partners, a middle market investment banking advisory firm which he co-founded. Prior to Northern Value Partners, Mr. Perdue worked in the Financial Restructuring Group at Houlihan Lokey in New York where he acted as financial advisor to both creditors and debtors in restructuring transactions. While at Houlihan Lokey, he participated in restructuring over $2 billion of debt in various in and out of court situations. Previously, he began his investment banking career at JPMorgan, and its predecessor company, Bear Stearns, in the Leverage Finance and Financial Sponsor Groups. At JPMorgan he originated, structured and executed high yield bond and leveraged loan transactions related to leveraged buyouts, corporate M&A transactions, debt refinancings and dividend recapitalizations, which raised over $1.8 billion.Mr. Perdue attended the Naval Nuclear Power School and subsequently served as an officer on five strategic nuclear patrols aboard the USS Maine, a nuclear ballistic missile submarine based in Kings Bay, Georgia.
Mr. Perdue graduated from the United States Naval Academy with a Bachelor of Science, and has an MBA from New York University’s Stern School of Business with a degree in Finance and Accounting. He holds his Series 7, 63, and 79 licenses.
Mr. Myers is the Director of Business Development and is tasked with growing the company’s Sales & Trading, Equity & Debt Capital Markets, Investment Banking and Public Finance businesses. Mr. Myers joined Academy Securities in October of 2014 from J.P. Morgan.Mr. Myers served in the United States Marine Corps. As a Lieutenant in the Marine Corps he deployed twice to Iraq in support of Operation Iraqi Freedom; first as a Ground Intelligence Officer and second as a Rifle Platoon Commander, where he participated in Operation Vigilant Resolve in the city of Al Fallujah. Mr. Myers is a Purple Heart recipient and ended his service in 2005. Since leaving the Corps Mr. Myers has remained very involved in military charities and currently sits on the Board of Directors of the Marine Corps Law Enforcement Foundation, which provides college scholarships for the children of service members that have been KIA. Mr. Myers also mentors returning combat veterans through his participation with American Corporate Partners.
Mr. Myers graduated with a M.B.A. from the NYU Stern School of Business and a B.A. from Bucknell University. He holds Series 7 and 63 licenses, lives in New York, NY and his hobbies include skiing, golf, cycling and mountain biking.
Mr. Wilcox is Director, Debt Capital Markets at Academy Securities. Prior to his current role, Mr. Wilcox worked at Jefferies for nearly 5 years having traded a broad array of Fixed Income products including Rates, Municipal Bonds and Investment Grade Corporate Debt.Mr. Wilcox served in the United States Navy. During his service, Mr. Wilcox planned and led over 180 flying missions and over 50 armed missions as a helicopter aircraft commander. In Kabul, Afghanistan, Mr. Wilcox led a 7-man joint team and was instrumental in establishing the first-ever Commando training program for the Afghan government. Mr. Wilcox negotiated with 43 foreign governments, 80 ships and several U.S. government agencies to plan and execute 24 strategic humanitarian missions under U.S. Navy’s Project Handclasp.
Mr. Wilcox is a United States Naval Academy graduate with post graduate work (M.B.A.) at Columbia University – Columbia Business School and University of California, Berkeley, Haas School of Business.
Mr. Lowry has an in-depth knowledge of the financial services industry, having specialized as an M&A professional with over ten years of experience executing a variety of highly complex transactions. In this capacity, Mr. Lowry most recently worked as a Director in Investment Banking focusing on Consumer & Retail Mergers & Acquisitions at Financo. During that time, he executed both sell-side and buy-side M&A assignments. Prior to that, Mr. Lowry worked as an Investment Banking Vice President in Bank of America Merrill Lynch’s Global Mergers & Acquisitions Group.
Prior to this, Mr. Lowry was a Surface Warfare Officer in the United States Navy, where he completed two Persian Gulf deployments as Maritime Interdiction Visit, Board, Search and Seizure (VBSS) Boarding Officer, Communications Officer and Engineering Officer. During his service, Mr. Lowry was awarded the Navy and Marine Corps Commendation and Achievement Medals for leadership and mission accomplishment in United Nations sanctions enforcement and National Command Authority tasking.
Mr. Lowry is a US Naval Academy graduate and earned his MBA from the University of Southern California. He holds his FINRA Series 79 and 63 licenses.
Mr. Paul is Managing Director at Academy overseeing the Public Finance Group in Academy’s Chicago office. Mr. Paul joined Academy from Blaylock Robert Van after spending more than 30 years as a Chicago-based public finance banker. Over the course of his career he established and developed public finance offices for several firms. Mr. Paul has senior level experience in managing deals for every major Chicago area issuer as well as the States of Illinois, Indiana, Iowa, Ohio, Missouri, Kansas, Kentucky and Michigan. He has completed more than 450 separate transactions as a managing underwriter raising more than $60 billion for state and local government issuers primarily in the Midwestern region. He has led public finance efforts in Chicago for a number of firms including Prudential Securities, Jeffries (formerly First Albany), Principal Securities and Rodman & Renshaw. He began his career at First Chicago bank (now JP Morgan).Mr. Paul graduated from Wabash College with a concentration in Political Science and received an MBA from the Northwestern University Kellogg School of Management with a concentration in Finance and Marketing. Mr. Paul currently serves on the Illinois Local Government Advisory Commission for the Illinois State Comptroller. He is also on the Board of Governors for the City Club of Chicago. Mr. Paul holds FINRA Series 7, 53 and 63 licenses.
Mr. McKenna is a Director in the Municipal Finance Group focused on developing negotiated bond business in the Eastern part of the nation, with a particular emphasis on the Northeast and New York. He has over 30 years of experience working as a Public Finance Banker at such firms as Merrill Lynch, Bank of America, Citibank, Raymond James and Roosevelt & Cross. He has spent the bulk of his career focusing on the major municipal debt issuers in the northeast, especially New York State. Mr. McKenna has served as the Senior Banker for such issuers as the City of New York, the Metropolitan Transportation Authority, the Dormitory Authority of the State of New York, the New York Power Authority, the New York State Thruway Authority, the Empire State Development Corporation, the City of Yonkers and the County of Westchester. He has worked with most types of municipal debt issues including multi and single family housing, health care, education, economic development, transportation. public power, not-for-profit, and general obligation borrowers. Mr. McKenna has served on a variety of Public Boards including the Roosevelt Island Development Corporation, State University of New York Construction Fund, Municipal Forum of New York, New York Transit Museum, and New York Science and Technology Foundation. He also served as the Chairman of the Westchester County, New York Planning Board and as an Associate Board Member of the Metropolitan Opera of New York.Mr. McKenna graduated with a Masters Degree in Urban Planning from New York University and BA in history from Fairfield University in Connecticut. He holds his Series 52 license.
Mr. Harris is a Managing Director in Public Finance at Academy Securities. His primary responsibilities include coverage of clients in the Southwest region of the country. He has served as a senior banker for Texas clients including Dallas Independent School District, the City of Houston, the North Texas Tollway Authority and the City of Tyler among others. Throughout his career he has participated in numerous venues sharing his infrastructure expertise at industry conferences and client presentation though out the country.
He is a graduate of the United States Military Academy at West Point where he earned a BS in Mechanical Engineering and was commissioned a Second Lieutenant in the U.S. Army Ordnance Corp. Upon completion of his military commitment Mr. Harris resigned as a Captain and matriculated into the University of Pennsylvania’s Wharton School where he earned an MBA in Finance and Marketing.
Mr. Harris is a Municipal Principal holding FINRA Series 7, 63 & 53. He resides in New York City and serves on a variety of local public boards.
Ms. Tolomeo joined Academy as Managing Director responsible for business development, and also serves as the Branch Office Manager for the firm’s Chicago office. She began her career in the financial industry in 1987 with Morgan Stanley Asset Management. Initially she was responsible for managing the firm’s consultant databases and marketing, then ultimately moved into portfolio administration, implementation, and trading. In 1996, she took her trading skills to the sell-side to Berean Capital, where she provided equity execution to investment managers and public funds. The firm later acquired Jackson Securities, which subsequently was acquired by Atlanta Life Financial Group. She remained with the firm until 2008, after which she joined Melvin Securities as Director of Trading and Operations. Throughout her career, her primary focus has been on providing execution and support to public funds, either directly or through their investment managers.Ms. Tolomeo received an Associate Degree in Computer Science from Chicago’s Loop College. She has served on the Advisory Board of the Securities Traders Association of Chicago for many years and is currently serving on the Board of Directors. Additionally, she is active in her community, having worked to obtain federal funding to aid in implementing a Safe Routes to School program in her area. Ms. Tolomeo holds her Series 7, 24, 55, 63, and 99 licenses.
Mr. Atwell, Director is responsible for the firm’s global execution services. Mr. Atwell has spent over 22 years trading equities globally, 17 of which he spent on the buy-side. He joined Academy Securities from Stuart Frankel & Company where he was the Head of West Coast Equity Trading. Prior to that, he was Partner and Head of Global Equities at Nicholas Investment Partners and Head of Trading at American Express Asset Management. Previously, he was Partner and Head of Global Equity Trading at Nicholas Applegate Capital Management and prior to that Head of OTC Trading at AIM Investments.Mr. Atwell graduated with a B.S. in Finance from the University of Houston. He holds his Series 7 and 63 licenses.
Ms. Pretzer is Vice President of Compliance & Operations, with responsibilities across all business lines at Academy. Ms. Pretzer joined Academy Securities after working with various bulge-bracket firms and independent broker/dealers; she brings nearly twenty years of compliance, risk and governance experience to the firm. Ms. Pretzer is a US Marine Corps veteran and holds her FINRA Series 3, 7, 9, 10, 24, 63 and 65 licenses.