Professionals

Client Services/Marketing

Victor A. Zollo, Jr. – Founder and Co-Chief Executive Officer

Mr. Zollo is a Founder of the firm and sits on the firm’s Management Committee. Mr. Zollo manages the daily operations of the firm and oversees marketing and client service for all investment disciplines. Prior to forming DePrince, Race & Zollo, Inc., Mr. Zollo was a Director and Partner of SunBank Capital Management responsible for marketing, sales and client service. Mr. Zollo is a past Board Member of the Association of Investment Management Sales Executives. He received his Bachelor of Arts in Economics from Rollins College in Winter Park, Florida. Mr. Zollo is a Trustee of Rollins College.

Kelly W. Carbone – Partner and Director of Marketing and Client Service

Ms. Carbone joined DePrince, Race & Zollo, Inc. in 1995. She is a Partner of the firm and sits on the firm’s Management Committee. Ms. Carbone serves as the Director of Marketing and Client Service for all investment disciplines. Prior to joining DePrince, Race & Zollo, Inc., Ms. Carbone was employed at SunBank Capital Management and was responsible for portfolio management and client service. Ms. Carbone is a past Board Member of the Association of Investment Management Sales Executives. Ms. Carbone received her Bachelor of Science in Finance from the University of Florida and Masters of Business Administration from the University of Central Florida.

J. Kurt Wood – Client Service/Portfolio Management

Mr. Wood joined DePrince, Race & Zollo, Inc. in 2004. Mr. Wood’s responsibilities include portfolio management, research and client service. Prior to joining DePrince, Race & Zollo, Inc., Mr. Wood was a Partner for an institutional consulting and marketing firm. Mr. Wood began his career at SunBank Capital Management and was responsible for institutional marketing and client service. Mr. Wood is a Board Member and President of the Association of Investment Management Sales Executives. Mr. Wood received his Bachelor of Science in Business Administration from Clemson University.

Katie A. Byrne – Client Service/Portfolio Management

Ms. Byrne joined DePrince, Race & Zollo, Inc. in 2003. Ms. Byrne’s responsibilities include portfolio management, research and client service. Prior to joining DePrince, Race & Zollo, Inc., Ms. Byrne was a Vice President in corporate banking for Wachovia Bank. Ms. Byrne received her Bachelor of Business Administration in Finance from Stetson University.

Matthew G. Williams – Marketing/Client Service

Mr. Williams joined DePrince, Race & Zollo, Inc. in 2003. Mr. Williams’ responsibilities include marketing, portfolio management, research and client service. Mr. Williams was an intern at DePrince, Race & Zollo, Inc. prior to joining the firm full time. Mr. Williams received his Bachelor of Arts in International Relations from Rollins College in Winter Park, Florida.

Brian J. Casey – Marketing/Client Service

Mr. Casey joined DePrince, Race & Zollo, Inc. in 2005. Mr. Casey’s responsibilities include marketing, portfolio management, research and client service. Prior to joining DePrince, Race & Zollo, Inc., Mr. Casey was employed at HomeBanc as a mortgage consultant. Mr. Casey received his Bachelors of Arts in Political Science from Rollins College in Winter Park, Florida.

Ami E. Fox – Client Service/Portfolio Management

Ms. Fox joined DePrince, Race & Zollo, Inc. in 2007. Ms. Fox’s responsibilities include portfolio management, research and client service. Ms. Fox was an intern at DePrince, Race & Zollo, Inc. prior to joining the firm full time. Ms. Fox received her Bachelor of Arts in International Business from Rollins College in Winter Park, Florida.

Jason T. Palma – Marketing/Client Service

Mr. Palma joined DePrince, Race & Zollo, Inc. in 2008. Mr. Palma’s responsibilities include marketing, portfolio management, research and client service. Prior to joining DePrince, Race & Zollo, Inc., Mr. Palma worked for a lobbying firm in Washington, DC. Mr. Palma received his Bachelor of Arts in International Relations and Political Science from Rhodes College in Memphis, Tennessee.