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We are Globalt

We Are Independent Pioneers

 

At GLOBALT, our fire still burns strong. 

Every day is like day one, fueling our drive to innovate with the same restless spirit as the mavericks who sparked revolutions in garages before us.

We consider ourselves seasoned pioneers in globally focused equity and ETF portfolio management, driven by ingenuity, innovation and independence. 

We offer the wisdom and knowledge comparable to large financial institutions, but with the flexibility to act swiftly, always striving to deliver strategies that meet our clients' needs.

 
 
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A message from our President & CEO

 
 

WILLIAM H. ROACH, Jr. / President & CEO

Navigating Global Markets with Confidence

At Globalt Investments, we understand that the global financial landscape can be complex and ever-changing. That’s why our team of seasoned investment professionals is committed to helping you chart a clear, confident path toward your financial goals.

A Legacy of Trust and Performance

Since 1991, we’ve specialized in building diversified, risk-managed portfolios of equities and ETFs for financial advisors, institutions, and individual investors. For over 34 years, our clients have placed their trust in us—and we’re deeply grateful for every partnership. Their continued confidence is the foundation of everything we do.

Innovation in ETF Strategy

We’re proud to be pioneers of innovatETF Strategies®, a trademarked suite of portfolios built exclusively with ETFs and a 20+ year track record. Backed by more than two decades of global macro expertise, these strategies reflect our commitment to innovation, transparency, and performance.

Invested in Your Success

As a 100% employee-owned firm, our “Opportunities for Everyone” (OFE) vision means our team is invested in your success. We know that global markets can be unpredictable—but our purpose is designed to serve clients with a consistent process and help navigate shifting economic environments so you can move forward with peace of mind. 

Let’s Build Your Future Together

Whether you're guiding clients as a financial advisor, overseeing institutional portfolios, or planning for your family's financial future, Globalt Investments is here to help you build confident futures and surpass your expectations.  We’re committed to earning your trust and becoming your long-term investment partner—one who stands by you through every market cycle and milestone.


Respectfully,

 

WILLIAM H. ROACH, Jr.
President & CEO

 

 Our Team

 

WILLIAM H. ROACH, JR.
Chief Executive Officer, President, Managing Partner, Board Member


 

GARY E. FULLAM, CFA
Managing Partner, Chief Investment Officer, Board Member


 

DRAKE CRAIG, CFA
Managing Partner, Chief Operating Officer, Board Member


 

ANNETTE M. MARSHALL, CSCP-IA®
Partner, Chief Compliance Officer


 
 

KIMBERLY D. WOODY
Board Member, Partner, Senior Portfolio Manager


 

THOMAS A. MARTIN, CFA
Board Member, Partner, Senior Portfolio Manager


 

KEITH BUCHANAN, CFA
Board Member, Partner, Senior Portfolio Manager


 

VERONICA A. ADAMS, CFA
Partner, Associate Portfolio Manager


 
 

W. GREGORY LEFTWICH
Partner, Managing Regional Director


 

MYLINDA M. KERR
Partner, Marketing Project Manager


 

CHERYL W. LAVETTE
Partner, Managing Regional Director


 

JAMES G. KISH, CIMA®   
Partner, Regional Director 


 
 

MARC O. SYDNOR
Partner, Managing Regional Director


 

RAINEY WOODWARD
Partner, Operations & GIPS Performance Manager


 

Q. NICHOL HARPS
Partner, Senior Executive Assistant


 

BRITTNEE N. DALTON
Partner, Head Trader


 
 

ELAINE GILLIES
Partner, Client Administration


HENRIETTA BARNES, CPA
Partner, Client Administration