Fred Lowrance

Portfolio Manager-Equities at

Lee, Danner & Bass, Inc.

Finance

Consumer Services

Profile

Mr. Fred T.
Lowrance, Jr. CFA, is a Portfolio Manager at Lee, Danner & Bass, Inc. Mr. Lowrance began his investment career with Banc of America Capital Management, and then later served as a Portfolio Manager for Sterling Capital Management, LLC in Charlotte, NC.
In 2008, he joined Avondale Partners, LLC and served as a Director and Research Analyst covering a variety of industries.
He served as a Senior Research Analyst at Avondale Partners until joining Lee, Danner & Bass, Inc. in 2015.
He is a graduate of Davidson College.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute.

Fred Lowrance active positions

Companies	Position	Start
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Portfolio Manager-Equities	01/05/2015

All active positions of Fred Lowrance

Former positions of Fred Lowrance

Companies	Position	End
Avondale Partners LLC Avondale Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/04/2015
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies.	Analyst-Equity	31/12/2007
Banc of America Capital Management LLC Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/12/2003

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Linked companies

Private companies	5
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies.	Finance
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Finance
Avondale Partners LLC Avondale Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Banc of America Capital Management LLC Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice	Finance
Davidson College Davidson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services