BF Anderson Private Portfolio Management

Our strategy of earnings power is to use a combination of several financial factors, both historic and projected.

Who We Are

Staff Profiles

B.F. "Andy" Anderson

B. F. “Andy” Anderson

President / Senior Portfolio Manager

Mr. Anderson, President of B. F. Anderson, formed the firm in 1995 and is the Senior Portfolio Manager of the Anderson Growth Equity. With more than 30 years’ experience in the securities industry, Mr. Anderson has developed a distinguished reputation for his approach to identifying high-quality growth stocks, which has become a mainstay of the firm’s investing philosophy.  Mr. Anderson has received wide publicity for his investment acumen and has been featured in numerous business publications. He is regularly featured in the media in which he speaks on the current market environment. A lifelong resident of Baton Rouge, Mr. Anderson received a B. S. in Finance from Louisiana State University.          Andy.Anderson@bfanderson.com

 

Mark Simmons

Mark Simmons

Portfolio Manager / Chief Compliance Officer

Mr. Simmons joined B. F. Anderson in 2002 and has a decade of experience in the securities industry. Mr. Simmons is a Portfolio Manager and also is responsible for executing all equity trades in the Anderson Growth Equity. He is involved with the overall strategic direction of the firm and business development and he monitors the firm’s progress toward its objectives. In addition, Mr. Simmons is responsible for ensuring the firm remains in compliance with all SEC rules and regulations. He received a B. S. in Finance and Business Administration from Centenary College of Louisiana.                Mark.Simmons@bfanderson.com

 

Matt Spencer

Matthew Spencer

Institutional Director

Mr. Spencer is a new member of B.F. Anderson and joined the firm in 2008. He is an integral member of the research department and conducts ongoing analytical research enhancements of the firms' quantitative investment process. Mr. Spencer is also involved with product development, product enhancements and ongoing research projects. Mr. Spencer is currently working toward his B.S. in Finance at Louisiana State University.                                                                                    Matthew.Spencer@bfanderson.com

 

Judy Morar

Judy Morar

Client Servicing

Ms. Morar has been with B.F. Anderson since its inception and has 23 years of experience in the securities industry. She is responsible for new account processing, account registration and account servicing. Ms. Morar is also responsible for managing client requests. Prior to B.F. Anderson, Ms. Morar was an accounting specialist with Dorsey and Company and B.F. Anderson Investment Securities Inc. a registered Broker Dealer.                                                                                          Judy.Morar@bfanderson.com

BF Anderson Personal Portfolio Management

2237 South Acadian Thruway, Suite 605
Baton Rouge, Louisiana 70808

tel: 225.926.8050 / toll: 800.655.2559 / fax: 225.926.8061


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