Meet the Team

Roger C. Davis - Image Roger C. Davis
Founding Partner

 

Roger Davis is a founding partner of Woodridge Capital Portfolio Management and runs the operations of Woodridge Equity Partners, LP.  He began his money management career at Dean Witter Reynolds in 1992.  After working for JC Bradford & Co. and its successors, Roger was a Senior Vice President at UBS prior to the founding of WCPM.  During his time at Wall Street firms he was a fixed income advisor to Deposit Guaranty National Bank and an equity manager for a large educational endowment.  Roger received a BBA from the University of Mississippi in 1991.

roger.davis@woodridge-capital.com

Clark Smith - Image Clark Smith
Founding Partner

 

Clark Smith is a founding partner of Woodridge Capital Portfolio Management and is the portfolio manager of Woodridge Equity Partners, LP.  He began his investment career at Dean Witter Reynolds in 1990.  After working at Prudential Securities Clark was a VP, Investments at UBS prior to the formation of WCPM.  He received n MBA/BBA from Mississippi State University and a CIMA from Wharton. 

clark.smith@woodridge-capital.com

Danny Williams, CFP - Image Danny Williams, CFP
Founding Partner

 

Danny Williams is head of business development at Woodridge Capital.  Danny has been in the portfolio management business since 1994, beginning his career at Prudential Securities.  Prior to the formation of Woodridge Capital, Danny was a Vice - President at UBS and worked at GE Capital for 15 years beginning in 1979.  He has a BBA from University of South Florida and is a Certified Financial Planner. 

danny.williams@woodridge-capital.com

Barry Smith - Image Barry Smith
Founding Partner

 

Barry is head of compliance at Woodridge Capital.  Prior to the formation of the successor to Woodridge, Barry was CEO of Trustmark Financial Services, Inc and began his money management career in 1978 at Morgan Keegan.   He is a graduate of Mississippi State University, the ABA School of Funds Management and has an MBA from Millsaps College. 

barry.smith@woodridge-capital.com

Lee Yancey - Image Lee Yancey
Investment Advisor Representative

 

Lee joined Woodridge Capital in 2008 and is series 65 licensed.  Having served in the Mississippi Senate from 2008 - 2012, Lee was Vice Chairman of the Highways and Transportation Committee and served on the Finance and Ethics committees, among others.  He is a 1991 graduate of Mississippi College and has a Masters and Doctorate from New Orleans Baptist Theological Seminary. 

lee.yancey@woodridge-capital.com

Eddie Gay, CPA - Image Eddie Gay, CPA
Investment Advisor Representative

 

Andrew W. Gay is best known to his friends and clients by his nickname, “Eddie”.  He is a Series 65 Investment Advisor with Woodridge Capital.  Eddie has been a practicing CPA since 1982 and owns Gay and Co. CPA Firm, located in Forest, Mississippi since 1987.  He is a graduate of the University of Southern Mississippi, a member of the Mississippi Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Ava Lawrence - Image Ava Lawrence
Client Services

 

Ava Lawrence is a senior service assistant with Woodridge Capital Portfolio Management. Prior to the formation of Woodridge, she was a senior client service assistant at UBS Financial Services, Inc. She began her career in the Investment Industry with Morgan Stanley Dean Witter in 1992.  Her duties include client services, communication and information management.

ava.lawrence@woodridge-capital.com

Stacie Hurt - Image Stacie Hurt
Client Services

 

Stacie Hurt is a senior service assistant with Woodridge Capital Portfolio Management. Prior to joining Woodridge, she was a client service assistant at UBS Financial Services, Inc.  She started at J.C. Bradford in 1998 as a sales assistant. Stacie handles marketing, client communications and technology management.

stacie.hurt@woodridge-capital.com