MEET THE BLUE CURRENT INVESTMENT TEAM
The Blue Current Investment Team fuses years of knowledge, experience, service, and stewardship for our clients. We are excited to apply our best, most forward-thinking strategies to build the Blue Current portfolio funds.
Harry Jones is a Co-Portfolio Manager of the Blue Current Global Dividend mutual fund and SMA strategy.
Harry’s passion for investing began with a college internship on the New York Stock Exchange in 1991. Prior to Blue Current, Harry spent his entire professional career in the investment advisory business at Credit Suisse, Morgan Stanley, and as an analyst for the Excelsior Value & Restructuring Fund.
Harry earned a Bachelor of Arts in History and Economics with distinction (Omicron Delta Epsilon) from Hampden-Sydney College and graduated with a Master of Business Administration degree from the University of North Carolina Kenan-Flagler School of Business.
Harry is active with his community endeavors, including his time as a youth lacrosse coach and being awarded the 2011 Man of the Year award for Leukemia & Lymphoma Society’s Georgia chapter. He is also a member of YPO and the Advisory Council of Woodberry Forest School and Pershing Advisory Solutions.
Dennis Sabo, CFA
Dennis Sabo is a Co-Portfolio Manager of the Blue Current Global Dividend mutual fund and SMA strategy. Dennis graduated from the University of Miami with a Bachelor of Science in Electrical Engineering and was a member of the electrical and computer engineering honor society (Eta Kappa Nu). Following college, he worked in the telecommunications industry as an engineer and project manager with Harris Corporation in Florida and later at Cisco (formerly Scientific-Atlanta) in Georgia.
In 2002, Dennis transitioned his career to the investments industry and graduated from the University of Georgia with a Master of Business Administration degree. After business school, Dennis spent several years as a sellside equity analyst, first with Robinson Humphrey of Suntrust (covering software technology) and later with the Credit Suisse Global Media Team where he was responsible for the US media sector.
After Credit Suisse, Dennis joined an emerging hedge fund, Jodocus Capital, that was founded by a former portfolio manager of Pequot Capital. While at Jodocus, Dennis was a sector generalist and focused on high quality small capitalization companies. After leaving Jodocus, Dennis joined the Blue Current team in 2010 and has worked with Harry Jones on the strategy since that time. Dennis became a CFA charterholder in 2010 and is a member of the Atlanta Society of Finance and Investment Professionals.
Brendan is a Portfolio Manager of fixed income portfolios for our clients. In this capacity, he works on capital markets analysis, security selection and makes investment decisions for client portfolios. Brendan joined Edge from StableRiver Capital Management where he assisted in the trading and stress-testing of the RidgeWorth money market funds.
Brendan earned a Bachelor of Science degree in Industrial and Systems Engineering and a certificate in Finance from the Georgia Institute of Technology. With his engineering background, Brendan loves the evolving and dynamic nature of working in the financial markets, as well as the mathematical and methodical aspects of working in the industry.
Jacobi Padgett, CIMA
Jacobi joined the Blue Current team in 2009 and has been primarily responsible for trading and operations of the mutual fund and SMA strategy. More recently, Jacobi has been involved in the maintenance and development of the strategy’s screening process and has provided both portfolio managers with fundamental research support. Jacobi earned his Bachelor of Science degree in Business Administration from Kennesaw State University and is a Certified Investment Management Analyst® (CIMA).
He is attracted to the investment industry because it presents a unique challenge each day. Jacobi enjoys spending time with his wife and son and serves as a volunteer for local school organizations.
Paul is a Senior Investment Advisor and Head of Investor Relations for Blue Current Funds. Prior to his role, Paul served as Managing Director, Southeast Regional Manager and National Head of Client Acquisition for Credit Suisse. Earlier in his investment management career, Paul co-founded and was Chief Operating Officer of Octagon Advisory Group, a long-short hedge fund, and he was a Principal at Morgan Stanley where he served in the Private Wealth Management Division.
Active in his community, Paul serves on the Investment Committee of the Westminster Schools as well as the Board of Trustees, Investment Committee and Finance Committees of the Schenck School. Paul earned a Bachelor of Arts in Religious Studies and played football for the University of Virginia.
Richard is an Associate and member of the Investor Relations team for Blue Current Funds. Born and raised in Charleston, South Carolina, Richard has always been drawn to the field of finance. Even as a high-school student he followed stocks, market trends, and economic news. He built upon this interest by earning a degree in Finance and Real Estate, with a minor in Economics, from the University of South Carolina. Upon graduation, Richard moved to Charlotte, where he spent two years working for Vanguard as a brokerage investment professional prior to joining Blue Current Funds. He is a 2017 Level II candidate in the CFA Program.
Richard enjoys outdoor sports and is an avid nature and wildlife photography enthusiast. He spends time actively volunteering with coastal conservation groups and has helped in fund-raising for the Children’s Miracle Network.
Richard is a CFP® professional, earning the designation in 2015.
Check the background of Ultimus Fund Distributors, LLC on FINRA's BrokerCheck.