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  • ABOUT
  • INVESTMENT APPROACH
  • PARTNERS
  • CONTACT
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  • DISCLOSURES
    • Customer Relationship Summary
    • ADV Part 2A
    • ADV Part 2B Partners
    • Privacy Notice
    • HC Transparency
  • PARTNERS
    Experience, Stability, Collaboration

Our Team of Principals Offers a Wealth of Experience, Complementary Financial Backgrounds, and Broad Perspectives.

H. PARK DUNCAN

Park has been a partner with Avity since 2000. Prior to joining Avity, he was Vice President and portfolio manager at the investment management firm of Hovey, Youngman Associates in New York. Park began his investment career in 1991 with the New York–based Global Asset Management division of Chase Manhattan Bank with responsibility for managing corporate, individual, and charitable portfolios. He received his BA in Economics from St. Lawrence University and his MBA from The Stern School, New York University.

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STEPHEN K. GRIMM

Stephen joined Avity in 1991 as a partner. His earlier experience includes being Vice President at Smith Barney Capital Management, where he managed high net worth personal portfolios, as well as corporate retirement funds and endowments for charitable organizations. Previously, Stephen was a securities analyst and portfolio manager with the investment management firm of Wilkinson and Hottinger, Inc., and a financial analyst at Citibank. He is a Chartered Financial Analyst and member of the New York Society of Security Analysts. Stephen earned his BA in History from University of Virginia and his MBA from the Darden School, University of Virginia.

EDWARD C. LONG

Ed became a partner at Avity in 2005. Ed’s career includes being Vice President and Senior Portfolio Manager in the Wealth Management Group at U.S. Trust in Palm Beach, Florida, and a security analyst and co-manager of large U.S. institutional portfolios at Lazard Asset Management in New York. Ed was also a security analyst and portfolio manager at Merrill Lynch Asset Management Group. He began his business career at IBM Corporation as an industrial engineer. Ed is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Ed received his BS in Engineering from Auburn University and his MBA from Eller College of Management at the University of Arizona.

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CHRISTOPHER_WARD

CHRISTOPHER D. WARD

Chris joined Avity as a partner in 2022. Chris previously served as Associate Portfolio Manager for Growth Equities at GAMCO Investors, where he helped manage the Gabelli Growth, Gabelli Global Growth, and Gabelli Growth Innovators funds, as well as institutional and high net worth separate accounts. Chris joined GAMCO from Morgan Stanley Private Wealth Management, where he served as a Portfolio Management Associate and subsequently Director of Business Strategy. Chris is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Chris earned his BA in Economics from Boston College.

THOMAS H. GILLESPIE, JR.

Tom now serves as a consultant to the firm. From 1971 to 2020 he was a partner at Avity. Tom is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. He received his BA in Economics and History from Cornell University and his MBA from Kellogg Graduate School of Business, Northwestern University.

80 Field Point Road, Greenwich, CT

Tel: 203.629.2800

Email: info@avityim.com

© 2022 Avity Investment Management, Inc.

  • ABOUT
  • INVESTMENT APPROACH
  • PARTNERS
  • CONTACT
  • ACCOUNT ACCESS
  • DISCLOSURES
    • Customer Relationship Summary
    • ADV Part 2A
    • ADV Part 2B Partners
    • Privacy Notice
    • HC Transparency
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