Professionals

Client Services/Marketing

Victor A. Zollo, Jr. - Co-Director of Marketing and Client Service

Mr. Zollo is Co-Founder, Partner and Portfolio Manager. Mr. Zollo is co-director of 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 - Co-Director of Marketing and Client Service

Ms. Carbone joined DePrince, Race & Zollo, Inc. in 1995. Ms. Carbone is a partner of the firm and is co-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.

Katie A. Byrne - Portfolio Manager

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

Richard A. Wells – Director of National Sales

Mr. Wells joined DePrince, Race & Zollo, Inc. in 1998. Mr. Wells's responsibilities include marketing, portfolio management, research and client service.

Prior to joining DePrince, Race & Zollo, Inc., Mr. Wells was a first vice president in investment banking for a major Wall Street firm. Mr. Wells received his Bachelor of Science in Business Administration with a concentration in finance from the Virginia Commonwealth University.

Matthew G. Williams – Portfolio Manager

Mr. Williams joined DePrince, Race & Zollo, Inc. in 2003. Mr. Williams‘s responsibilities include 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.

J. Kurt Wood - Portfolio Manager

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.