Who We Are
Principal and Owner
Mr. Cabean has more than 20 years of professional investment experience having worked as a financial advisor at Merrill Lynch, and as a portfolio manager for Wachovia Bank, Comerica Bank, and Wilmoco Capital Management. At Wachovia Bank, Mr. Cabean was responsible for managing $271 million in his book of accounts. While at Comerica, Mr. Cabean had discretionary authority for $107 million in investment assets under management. The investment team at Wilmoco Capital Management grew from $5 million to $125 million during his tenure. Mr. Cabean holds a Bachelor of Arts degree in Sociology from the University of Michigan, a Master of Business Administration degree in Finance from Bowling Green State University, and is a candidate for the Level II examination for the Chartered Financial Analyst (CFA) program.
W. Howard Morris
Chief Investment Strategist, Portfolio Manager
W. Howard Morris has over three decades of professional experience in a variety of areas. These areas include investing for institutions and individuals, serving on boards of directors, corporate finance, public finance and academia. Since 2007, he has been a member of the board of directors of Owens Corning Corporation (NYSE:OC). He is a member of the Michigan State Tax Commission. Mr. Morris is the former Chief Financial Officer of the Detroit Public School District in Detroit, MI, the former President & Chief Investment Officer of WILMOCO Capital Management and a former Assistant Professor of Accounting at Hillsdale College. Mr. Morris is a CPA and a CFA. He received his MBA degree from The Wharton School and his BBA degree from in , .
Debra Ragin Jessup
Debra Ragin Jessup joined the Winston-Salem office of the Forrest Firm in the spring of 2017. She brings a wide array of experience to the firm and is known for her versatility in applying the law in a variety of contexts. Ms. Jessup has practiced across multiple subject areas, served as an adjunct professor to undergraduate and graduate students teaching Business Law, served as the Director of Diversity for the Accountancy program at Wake Forest, and has provided employment related consulting services. In her role at the Forrest Firm, Debra primarily advises clients on estate planning, business/corporate, and employment law matters. Ms. Jessup earned her bachelor’s degree in government from Georgetown University, followed by her law degree from the Wake Forest University School of Law in Winston-Salem. Debra Ragin Jessup is a member of the Winston-Salem, Forsyth County, and North Carolina Bar Associations and is licensed to practice law in North Carolina.