Chief Executive Officer & Client Advisor
Will serves as Chief Executive Officer and Client Advisor for Eastover. Prior to joining Eastover, Will has served multiple national and regional firms in his 23 years in the investment industry. He started out as a Financial Advisor in 1992, and since then has held multiple leadership roles — including National Sales Manager and Director of Business Development — throughout his career. He received a bachelor’s degree from the University of South Carolina.
Outside of Eastover, Will spends his time with his wife and three daughters and is an active member Forest Hill Church. He enjoys a friendly/competitive round of golf with his friends and cooking on his Big Green Egg.
Co-Founder & Economic Advisor
Donn cofounded Eastover in 1988. Prior to Eastover, he founded Interstate Asset Management, a subsidiary of Interstate Securities, now a part of Wells Fargo. Donn serves as our Economic Advisor and is a member of our Investment Policy Committee and brings over 45 years of industry experience to the table. He received a bachelor’s degree from Indiana University and an MBA from the University of Hartford.
When he isn’t working, he spends time with his wife of 50 years, Dottie; his two daughters; and five granddaughters — taking trips and watching or playing sports. Donn is also involved at his church and at the Charlotte City Club.
Client Advisor
David joined Eastover in 2009 and brings over 25 years of experience in the investment, trust and private banking industries. As a Private Client Advisor he worked with high net worth clients in all facets of family wealth management and planning. David also is a member of our Investment Policy Committee. A Charlotte native, he graduated with a Bachelor’s of Science from Appalachian State University.
He has been in involved with the Mint Museum of Craft and Design, raising funds for the United Way and The Arts and Science Council and currently assists with Loaves and Fishes. He is President of the Park Crossing Recreation Club in South Charlotte and President of the Delta Zeta Chapter of Pi Kappa Phi Alumni Association.
Portfolio Manager
Justin joined Eastover in March 2015. He is responsible for all of the trading, research, and portfolio management duties of the firm. Prior to Eastover, Justin supported the New York Institutional trading desk for Merrill Lynch. He received a bachelor’s degree in Economics from Clemson University. Justin is a member of our Investment Policy Committee. He holds his Series 65 license and is a CFA® charterholder.
When he isn’t in the office, Justin tries to spend most of his time outdoors with his family and friends. He enjoys travelling the world with his wife and tackling renovation projects on their home.
Office Manager
Anna serves as the Office Manager for Eastover. Since joining Eastover in 2013, she has completed the Financial Planner graduate course of study at Queens University, obtained the CERTIFIED FINANCIAL PLANNERTM marks from the CFP Board of Standards and holds a Series 65 license. Prior to joining Eastover, Anna was an Administrative Assistant at Cranfill, Sumner and Hartzog LLP. She received a bachelor’s degree in Psychology and Public Health from the University of North Carolina Charlotte.
Outside of Eastover, Anna and her husband enjoy traveling and being involved in the Charlotte community. Anna is an active member of her church, St. Nektarios Greek Orthodox Church.
Client Advisor
Jon joined Eastover in 2019 with thirty years of experience in the financial planning, investment, private banking and trust arenas. In Jon’s various roles, he assisted affluent families to simplify all their financial priorities. Jon graduated with a Bachelor of Science degree from West Virginia Wesleyan College.
Jon has been a member of the Children’s Theater of Charlotte Board as well as a member of the Charlotte Arts and Science Grant Board. During his free time, Jon devotes his time to his wife and the various activities that involve his son or daughter. He also enjoys playing a tennis match or a round of golf with his friends.
Our Equity Core strategy invests primarily in large, well-established domestic companies. We search for favorable value investment opportunities in companies with strong balance sheets and growing revenues. Stocks must pass our screening process using extensive fundamental and technical analysis.
Our Equity Income strategy is designed to provide above-average dividend yield using high quality stocks. To be considered for this strategy, stocks must first pass the screening criteria for the Equity Core model. Only companies with a proven track record of increasing their annual dividends will be used in this strategy.
Our Equity Growth strategy invests primarily in stocks that we believe offer opportunity for capital growth. The companies we seek are those with above-average-earnings growth that reinvest in expansion, acquisition, research, and development.
