Thomas Neal Falkenberry, CFA – President and Chief Investment Officer

Thomas Neal Falkenberry, the founder and owner of Autumn Wind Asset Management, has over 30 years of experience as an institutional equity and fixed-income portfolio manager.  Prior to establishing Autumn Wind in April 2000, Mr. Falkenberry served as Senior Portfolio Manager for First Union’s (Wachovia/Wells Fargo) Washington, D.C. and Northern Virginia and West Palm Beach, Florida, regions  Mr. Falkenberry received his degrees in finance and quantitative methods from the University of Alabama at Birmingham. Mr. Falkenberry holds the Chartered Financial Analyst (CFA) accreditation and is a member of the CFA Society of Washington, D.C.  He is a fellow in the Royal Statistical Society.

Michael O’Donnell – Director of Client Support

Michael O’Donnell serves as the firm’s Director of Operations which includes managing client reporting, compliance, account maintenance, and money transfers. Michael has served in this capacity for 7 years with 6 additional years experience at Charles Schwab and Deutsche Bank. He graduated from Wake Forest University.

Zack Alexander – Research Analyst

Zack Alexander serves as a research analyst at Autumn Wind. In this role he utilizes quantitative methods and fundamental analysis to further inform the security selection process. Zack joined us in March 2019 after some time at the large investment consulting firm, Cambridge Associates. He graduated from Hood College in 2018 with a B.A. in Economics, and was an active member of the Blazing Alpha Fund, a long-only student management investment fund.