Mark I. Allen, CFA®, CFP®
Mark joined Minis & Company in 2001, following seven years in the investment community as a portfolio manager at RXR Capital Management, an investment advisory firm in Connecticut. He currently serves as Chief Executive Officer of Minis & Company, after having served as a portfolio manager for nine years.
He earned his Bachelor of Arts Degree in Economics, with honors, from Northwestern University in 1993, and his Master of Business Administration, with distinction, from the Stern School of Business at New York University in 1999. He is a member of the CFA® Institute (formerly the Association for Investment Management and Research), having earned his Chartered Financial Analyst® designation in 1998. He is also a Certified Financial Planner®, having earned his certification in 2001. Mark serves on the boards of numerous community charitable and non-profit organizations including Hancock Day School, Senior Citizens, Inc. and Hilton Head Aquatics. He is also a current member of the Savannah Estate Planning Council.
Brian Barker, CFP®, AIF®
Senior Portfolio Manager
Brian is a Senior Portfolio Manager for the Minis & Company team. Prior to joining Minis & Company and its parent company, South State Bank, Brian was a regional portfolio manager for Wachovia serving Western North Carolina and the Upstate of South Carolina. Brian is a past president for the South Carolina Financial Planning Association chapter. He is also a member of the Investment Management Consultants Association, the Greenville Estate Planning Council, and the Spartanburg Estate Planning Council. Brian is a member of the Piedmont Economics Club, a board member of SC Economics, and a board member of the City of Greenville’s Firemen’s Pension Fund. Brian graduated from Clemson University with a B.S. in Economics and received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian lives in Greenville with his wife, Heather. He enjoys reading and being outdoors.
Charles A. Williams, CFP®, CTFA®
Charles Williams is a Portfolio Manager for the Minis & Company team. Charles began his financial services career in 1995 and has experience in the areas of Investment Research and Portfolio Management, having served as an Investment Strategist at Wachovia. He graduated from the University of North Carolina at Asheville in 1993 with a degree in Political Science. Charles is a Certified Financial Planner® as well as a Certified Trust and Financial Advisor. Charles is affiliated with the Asheville School Endowment. He is the former chair of Meals on Wheels. Charles is an Asheville School Trustee and is affiliated with Habitat for Humanity. Charles lives in Greenville with his wife and three children. He enjoys cycling in his free time.
David Kirkpatrick, CFP®
David Kirkpatrick is a Portfolio Manager for the Minis & Company team. He has more than 12 years in the investment management industry, most recently as a Vice President and Portfolio Manager for a large regional bank. A native of Spartanburg, SC, David lives in Columbia, SC with his wife and two children. He and his family are supporters of St. Lawrence Place and are members of Shandon Presbyterian Church where David teaches youth Sunday School. He attended The University of South Carolina where he earned undergraduate degrees in Finance and Marketing along with a Master in Business Administration. David is also a Certified Financial Planner®.
Raymond M. Hrin, CFIRS™
Chief Compliance Officer
Raymond joined the Minis & Company team in 2013, after 14 years of experience in the financial industry. He previously worked as the Director of Support Services, overseeing Compliance, Risk Management and Financial Reporting in the Wealth Management division at a large regional financial institution. He has also held positions as a Portfolio Manager and Trading Representative.
He earned his BS in Economics from St. Vincent College, and a dual master’s degree from the University of Pittsburgh in Business Administration and Public & International Affairs. He holds the Certified Fiduciary and Investment Risk Specialist (CFIRS™) designation, as well as successfully completed several securities licenses, including the General Securities Representative License (Series 7), the General Securities Principal License (Series 24), the Municipal Securities Principal License (Series 53), and the Combined State Securities Agent and Investment Adviser License (Series 66).
He is a current weekly volunteer with the Oliver Gospel Mission homeless shelter.