Responsible for portfolio management and trading. Member of the Board of Directors and Chair of the Investment Committee. Stone was previously Chief Investment Officer of Driven Capital Management, a family office, managing a global portfolio of equities, fixed income, real estate and private equity holdings. The core of this portfolio was the long/short financial sector strategy upon which Fourthstone was founded. Stone was previously at The Observatory, a family office, and, prior to that, was a bank equities analyst at a long/short financial sector hedge fund and a credit analyst at Mercantile Bank & Trust. Stone is a CFA® charterholder. He graduated from Loyola College in Maryland with an MBA in Finance and from the University of Maryland with a Bachelor of Science in Economics.

Co-founder of the firm and member of the Board of Directors. Stone was previously VP of Strategy & Chief Marketing Officer for Save-A-Lot, a nearly $5bn retail chain. Before joining Save-A-Lot, Stone led a performance improvement program across five continents and seven strategic performance units at BP, including the divestment of 50% of the company’s downstream US business. Stone also held global IT, process improvement and procurement leadership positions at BP and Motorola. She began her career managing Fortune 100 public relations accounts at Magnet Communications. Stone is a Board Member of Midwest BankCentre, a bank with assets exceeding $2bn, and was previously a Board Member of Relief International UK. She holds a Bachelor of Arts in International Politics and Economics from Middlebury College.

Responsible for finance, compliance, risk, and trade operations functions and a member of the Investment Committee. Anderson brings more than 30 years of experience with prior roles including Chief Financial Officer for PetSmart, the largest pet retailer in North America, and for Save-A-Lot, a nearly $5bn retail chain.  Prior to that he was the Principal Accounting Officer for Chipotle Mexican Grill, where he guided the company through a successful IPO, and spent more than a decade at McDonald’s Corporation in a variety of international postings as well as serving as the Head of Finance and Accounting for the company’s Partner Brands Group.  Anderson is a Certified Public Accountant and has a Master’s degree in Finance from DePaul University.  He graduated from Northern Illinois University with a Bachelor of Science in Accountancy and is currently Treasurer for Habitat Humanity St Louis.

Responsible for identification and analysis of potential portfolio investments. Burtch was previously Head Research Associate at Raymond James & Associates’ Chicago office responsible for covering more than 80 banks during the course of his tenure and managing a team of Research Associates. His nine-year tenure at Raymond James included conducting research on small- to large-cap banks located in the Midwest, Pacific Northwest, Southwest and West Coast. While at the firm, Burtch conducted non-deal road shows, research meetings with C-level bank executives and issued financial models, forecasts and industry reports for institutional clients. He is a CFA level II candidate and holds a Bachelor in Economics from the University of Michigan.

Responsible for identification and analysis of potential portfolio investments.  Oetting re-joined Fourthstone after spending four years as a bank analyst at Millennium Management responsible for stock selection, portfolio construction and risk management.  Prior to joining Millennium, he was a Senior Analyst at Fourthstone and, prior to that, Oetting was VP of Equity Research and publishing analyst on the U.S. Mid- and Small-Cap Banks team at JP Morgan covering U.S. banks with market caps between $350 million to $26 billion.  Oetting previously served as Assistant VP on the insurance equity research team at FBR Capital Markets covering 25 companies was a Mortgage Investor Reporting Analyst and a Post-Close Mortgage Auditor at Citigroup.  He has a Bachelor of Science in Managerial Economics from Washington University in St. Louis and a Master of Science in Accounting and Finance from the London School of Economics.

Responsible for identification and analysis of potential portfolio investments.  Prior to joining Fourthstone, Bade spent nine years as an Equity Research Analyst at Cannell Capital, where he helped manage a $700 million SMID-cap value hedge fund.  While at Cannell Capital, Bade determined selection, timing and sizing of positions, maintained investment screens, and presented investment theses at annual investor conferences.  Prior to joining Cannell Capital, he served as a Research Analyst for several buy-side firms, including Eidelman Virant and TurnMark Capital.  Bade holds a Bachelor in History from Denison University.

Responsible for the daily operation of Fourthstone’s equity trading, including best execution, technology and analytics.  Kelley brings twenty years trading experience to Fourthstone, including serving as Head Equity Trader for Kennedy Capital Management, where he was responsible for overseeing the administration, technology, and the quality of broker execution for the trading department. At Kennedy, he was the principal Equity Trader for the Small Cap Value I, Small Cap Core, SMID Cap Value, SMID Cap Core, Mid Cap Value, and All Cap Value strategies.  Kelley began his career as both a listed block trader and an OTC trader for KeyBanc Capital Markets in Cleveland, Ohio.  He holds a B.A.B.S. from Ohio University in Finance and Management Information Systems.

Responsible for capital formation and investor relations.  Prior to joining Fourthstone, Turin was in charge of capital markets for The Rainier Companies, a large commercial real estate firm, and managed investor relations for Meridian Realty Advisors.  She is a graduate of The Real Estate Council’s Associate Leadership Council program and attended the University of Missouri – Columbia.

Responsible for modeling and analysis of potential portfolio investments. Yazdi previously worked at Bamboo Equity Partners where he analyzed prospective real estate investments and constructed cash flow and distribution waterfall models for portfolio companies. Prior to Bamboo Equity Partners, he performed due diligence on middle-market manufacturing and distribution companies at Holleway Capital Partners. Yazdi holds a Bachelor of Science in Business from Indiana University, Kelley School of Business.

Responsible for portfolio and trade operations. Gregor was previously at Parkside Financial Bank & Trust, where he analyzed client portfolios for proper asset allocation and processed Payroll Protection Program loans. Prior to joining Parkside, he was a Finance Intern at World Wide Technology. Gregor is a CFA® and CMT® charterholder who graduated with a Bachelor of Science in Business Administration from Southern Illinois University of Edwardsville. He was a recipient of Luan Memorial Scholarship awarded to the top student in SIUE’s Economics and Finance department.

Responsible for investor support and Fourthstone’s non-trade operations.  Dumler was previously a Client Services Associate at Stifel Financial Corporation where he conducted portfolio analysis and assisted with client investment flows. He holds an MBA and Bachelor of Science in Finance from Xavier University, where Dumler was captain of the university’s NCAA Division 1 soccer team.

Responsible for administrative functions that support Fourthstone operations.  Prior to joining Fourthstone, Boerner spent ten years with the Collinsville, IL school district and was a training coordinator at Children’s Home + Aid.  She holds a Master of Science in Education from Southern Illinois University – Edwardsville.

Laren Gillespie, C.A., CFA, is recognized as a leading independent fund director in the Cayman Islands, assisting many of the world’s largest and most respected global asset managers in the launch and operation of their funds. He has significant experience on the boards of hedge funds, private equity funds and investment management structures with over 15 years’ experience in the investment funds industry. He is both a qualified Chartered Accountant and a Chartered Financial Analyst Charterholder. Laren previously worked at Intertrust Fund Services (Cayman) Limited in the Cayman Islands. Prior to joining Walkers Fund Services in the Cayman Islands (acquired by the Intertrust Group in June 2012) Laren worked with a private family office and an international financial services firm based in the Cayman Islands. Prior to moving to the Cayman Islands in 1998 Laren worked in the UK for Ernst & Young in Edinburgh and for Arthur Andersen, specializing in international taxation. Laren is a past President of the CFA Society Cayman Islands. He received a joint Honours Bachelor of Commerce degree in Business Studies and Accounting from the University of Edinburgh in 1993 and is a member of the Institute of Chartered Accountants of Scotland and the CFA Institute.