CCM Investment Advisers, LLC

Robert Key is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at CCM Investment Advisers, LLC since 1998. He holds the Series 63 designation and works within a seven-advisor team based in Columbia, SC. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm employs a proprietary Total Portfolio Management System and combines fundamental analysis with internal stock-ranking and risk evaluation methods to manage discretionary portfolios across equity, fixed-income, and balanced strategies.

Michael Burkett is a CFA® charterholder with 17 years of industry experience. He has been with CCM Investment Advisers, LLC since 1998. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm employs a proprietary Total Portfolio Management System and fundamental analysis to manage discretionary equity, fixed-income, and balanced portfolios.

Rebecca Rhodes is a financial advisor with CCM Investment Advisers, LLC in Columbia, SC, holding a Series 65 designation and 17 years of industry experience. She has been with CCM Investment Advisers since 2001. CCM Investment Advisers is an independent firm managing approximately $1.318 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm uses a proprietary Total Portfolio Management System and fundamental analysis to manage separate portfolios, offering discretionary management across equity, fixed-income, and balanced strategies.

Anthony Carimi is a financial advisor at CCM Investment Advisers, LLC in Columbia, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Synovus Securities, Synovus Bank, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients, including municipalities and public pension plans. The firm uses a proprietary Total Portfolio Management System and fundamental analysis to tailor separate portfolios, participating in third-party wrap-fee programs and incorporating ESG factors in security analysis.

Richard Linden is a financial advisor at CCM Investment Advisers, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at South State Advisory and Synovus Securities, Inc., as well as Synovus Trust Company. CCM Investment Advisers provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including pension plans, foundations, and municipalities. The firm uses a proprietary Total Portfolio Management System and internal ranking models to tailor equity, fixed income, and balanced portfolios according to client objectives and restrictions.

Christopher Antley is a financial advisor with CCM Investment Advisers, LLC in Columbia, SC, holding a Series 65 credential and 17 years of industry experience. He has been with CCM Investment Advisers since 1990. CCM Investment Advisers is an independent firm managing approximately $1.318 billion across about 741 client accounts, serving individuals, high-net-worth clients, and various institutional investors including municipalities and public pension plans. The firm uses a proprietary Total Portfolio Management System and employs fundamental analysis alongside an internally developed stock-ranking system to guide investment decisions.

Christian Leveque is a financial advisor at CCM Investment Advisers, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining CCM Investment Advisers in 2023, he worked at Payden & Rygel for seven years. CCM Investment Advisers provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including pension plans, foundations, endowments, and municipalities. The firm employs a fundamental analysis-driven investment process supported by a proprietary Total Portfolio Management System and manages separate equity, fixed income, and balanced portfolios tailored to client parameters.

Mackenzie Macklen is a financial advisor at CCM Investment Advisers, LLC in Columbia, SC. She holds a Series 65 designation and has been with the firm since 2025. Prior to joining CCM, Mackenzie was a full-time student for ten years. CCM Investment Advisers is an independent firm managing approximately $1.3 billion across individual, high-net-worth, and institutional clients. The firm uses a proprietary Total Portfolio Management System and employs fundamental analysis alongside internal and external research to guide portfolio management across equity, fixed-income, and balanced strategies.