Trademark Capital®

Who We Are

We are a boutique investment management team committed to a solid plan of portfolio management based upon active adjustments, as appropriate, in response to what we know to be true: markets change.

Trademark is comprised of experienced Portfolio Managers who have been around the block. We have been building our knowledge of discretionary active risk management professionally since 1991 through four bear (receding) markets and three bull (growing) markets. We strive to bring confidence and peace of mind around investments to financial Advisors and their clients, regardless of market conditions.

What We Value

Trademark Capital® strives to set a higher standard. We honor our mission to our clients and each other by living up to our core values.

A willingness to take a stand for what is right despite adverse consequences.

“Courage is the first of human qualities because it is the quality that guarantees all the others.” – Winston Churchill

Do what’s right, legally and morally.  Integrity is the value of your word.

“Integrity is doing the right thing, even when no one is watching.” – C. S. Lewis

When your desire to learn and improve is greater than your ego.

“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.” – Tom Landry

If you know what your client wants, you can innovate.

“Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for tomorrow.” – William Pollard

A personal determination to fulfill an obligation; no excuses.

“Boys, I only did my duty; the old flag never touched the ground!” – Sgt. William Carney: The First African American Medal of Honor Recipient

A Team Built For Your Success

Joe Ezernack

CEO & Chief Investment Officer

Joe Ezernack
Don Beasley

Principal & Managing Director

Don Beasley
Kelly McCabe

Director of Operations

Kelly McCabe
Clay Keffer

Operations Specialist

Clay Keffer
Mallory Singletary

Marketing Associate

Mallory Singletary
Peter Mauthe

Market Strategist

Peter Mauthe
David Denham

Business Development

David Denham
Shane Strickland

Business Development

Shane Strickland
Zach Lance

Business Development

Zach Lance
Joe Maxey

Business Development

Joe Maxey

Let’s Bring Confidence to your Investments

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