principal biography

Mayoue has 19 years of investment experience, primarily in the specific areas of financial planning and investment management for individuals and institutions such as foundations and retirement plans.

Mayoue currently serves on the investment committees of Children’s Healthcare of Atlanta, Agnes Scott College, and the Atlanta Women’s Foundation. She earned the Certified Public Accountant (CPA) designation in 1998, the Chartered Financial Analyst designation in 2001, and the Certified Financial Planner in 2006. She is a 1988 graduate of Miami University (Ohio), earning majors in both finance and accounting, and a 1992 graduate degree of Masters in Business Administration from the University of Michigan.

Mayoue lives in Vinings with her husband John and two children, Meagan and Ben.

principal resumé

Professional Experience:

• Homrich & Berg, Inc., Atlanta, Georgia (February 2006 - September 2007)
  Director. Consult with individuals on personal financial planning, including income and estate tax planning, asset allocation, insurance, cash flow projections, and stock option strategies.
• Wilmington Trust FSB, Atlanta, Georgia (January 2005 - February 2006)
  Senior Private Client Advisor. Consult with individuals and institutions on strategic planning, asset allocation, insurance, income and estate tax planning, and inter-generational wealth transfer concepts.
• Balentine & Company, Atlanta, Georgia (November 1992 - January 2005)
• Private Client Advisor (1998-2005). Consult with individuals and institutions on strategic planning, asset allocation, insurance, income and estate tax planning, and inter-generational wealth transfer concepts.
• Controller (1993-1998). Responsible for accounting, finance, compliance, hiring, and benefits for growing investment advisor and broker/dealer.
• Sales Assistant (1992-1993). Assisted three investment advisors with portfolio administration. Responsible for implementing equity trades. Performed partnership accounting for investment limited partnerships.
• Manufacturers Hanover/Chemical Bank, Farmington Hills, Michigan
  Investment Banking Officer (August 1988-August 1992)
  Worked with banks and thrifts to raise funds through issuance and distribution of fixed income securities. Sold fixed income products to institutional clients. Performed administrative and operational tasks related to underwriting, trading, and settlement of trades.

Education:

• The University of Michigan, Ann Arbor, Michigan
  Masters in Business Administration. Degree conferred August, 1992.
• Miami University, Oxford, Ohio
  Bachelor of Science Finance; Bachelor of Science, Accounting. Degree conferred May, 1988.
  

Affiliations:

• Georgia Society of Certified Public Accountants, Member, five time Buckhead Chapter Board member.
• Atlanta Society of Financial Analysts, Member
• Trinity Early Learning Center - Board Member and Scholarship Chair
• Trinity Presbyterian Church Development Committee - Member
• Atlanta Women’s Foundation - Board Member, Investment and Finance Committee Member
• Moving In The Spirit - Board Member
• The Boot Camp Company - volunteer instructor
• Children’s Healthcare of Atlanta Foundation - Investment Committee