Mark A. Hillman, President and Chief Investment Officer, founded HCM in 1998, bringing into the firm assets of predecessor companies he established in the early 1990s. His first investment advisory company, Custom Asset Management, merged with Menocal Capital Management in 1993 and he became Chief Investment Officer of the combined firms. Prior to founding his first firm, he was a financial consultant with Shearson Lehman Hutton. A graduate of Tufts University, he has done graduate coursework at Harvard University Extension School. An expert sailboat racer, he has competed successfully in National and World Championships over three decades.
As the architect of the firm’s proprietary investment process and Chief Investment Officer at HCM, Mark Hillman continues to lead the investment process. Since 1994, his investment results have spoken for themselves and have been recognized by investors and media alike. He has appeared in Fortune Magazine, The New York Times, MSN Money, USA Today, Bloomberg News, Dow Jones Marketwatch, The Baltimore Sun, The San Francisco Chronicle, Bloomberg Television, Kiplinger’s and Forbes.com.
Trevor Lee, MBA, Analyst, focuses on assessing the competitive dynamics and valuation of companies in the consumer staples sector. Trevor joined Hillman Capital Management in 2008 and is a member of HCM’s investment committee. Trevor evaluates companies from the unique perspective of his solid background in marketing and product development for Fortune 500 companies, including Procter and Gamble, Kraft, and Sara Lee. A graduate of Tufts University, Trevor earned his MBA at The Wharton School of the University of Pennsylvania. He was the recipient of Distinguished Lecturer in Business Policy from the University of Florida MBA Program and served on the Steering Committee of a National MBA Association (Philadelphia chapter).
Client Service Team
Peter W. Beebe, President, has served in leadership roles for institutional investment firms and platforms, including Affiliated Managers Group (AMG) and Jones Lang
LaSalle (JLL). Pete has over two decades of experience in the investment management industry, primarily working with boutique investment management firms. He has
developed and executed strategic plans that have entailed all aspects of the business lifecycle including launching, scaling, and restructuring various enterprises. Pete
serves as a member of the HCM Investment Committee. Mr. Beebe earned an MBA from Stetson University and a B.S. in Finance with a minor in Spanish.
C. Frank Watson III, Chief Compliance Officer, is the former President and Chief Operating Officer of The Nottingham Company, a financial services company with $20 billion in assets under administration. He designed the operational structure of Nottingham and has been secretary and treasurer of ten investment trusts, principal financial officer of 20 investment companies, and a chief compliance officer for several investment company boards. He holds a BS in Economics from the University of North Carolina at Chapel Hill.
Systems and Operations
Jeffrey T. Long, Director, Systems, brings to HCM more than two decades of experience as a software development consultant. In addition to extensive expertise in software development for financial management organizations, he has worked on many different hardware platforms for various clients such as FedEx, Jaguar Land Rover, AT Kearney, Cadbury Schweppes, Microsoft, Lucent, Mobil and Lever Brothers. He holds a Bachelors Degree in Computer Science and Management Information Systems from James Madison University.