Our experience

Biographies

Susan L. Huffman, CFA
Susan is a founder and principal of Reliant Investment Management, as well as its predecessor firms, Weibel Huffman Keegan, Inc. and Weibel and Logan Investment Management. Susan serves as Chief Manager of the firm and as the company’s Chief Investment Officer. Before starting her own firm in 1986, she served as an officer in the Trust Investment Division of Union Planters National Bank. Susan is a Phi Beta Kappa graduate of Rhodes College, where she earned the BA degree, cum laude, in Business Administration and Economics. She is a CFA Charter Holder and past president of the CFA Society of Memphis, as well as a member of the CFA Institute.  Susan serves on the Investment Advisory Council for the Tennessee Consolidated Retirement Systems (TCRS), which assists the Treasurer of the State of Tennessee and its investment staff in investment strategy decisions for the TCRS portfolios.

John R. Huffman
John is a founder and principal of Reliant Investment Management. John joined Reliant’s predecessor firm, Weibel Huffman Keegan, Inc. in 1992. His ongoing responsibilities at Reliant include equity and fixed income portfolio strategy, portfolio management, marketing, client relationship management, and client service. John is a graduate of Christian Brothers University, where he received the BS degree in Economics and Finance. After serving in the Marine Corps, he earned his MBA in Finance from the University of Memphis. John served two terms as Mayor of the City of Piperton, Tennessee.

Lon M. Magness
Lon is a Principal of Reliant Investment Management, LLC, where his responsibilities include portfolio management, investment strategy, regulatory compliance, and client service. Lon is a graduate of Tulane University, and earned a graduate degree in bank management from the Graduate School of Banking at Louisiana State University. Prior to joining Reliant, Lon was President of a bank-affiliated registered investment advisory firm, and also managed the Portfolio & Funds Management Division of a $20 billion regional banking and financial services company.

William N. McAtee, CFA
Neal joined Reliant in 2009 as a Portfolio Manager. He earned his BA in Mathematics and Economics from Rhodes College, and an MBA with a concentration in Finance and Accounting from Owen School of Management at Vanderbilt University. Prior to joining Reliant, he was founder and managing member of Red Rock Partners, LLC, the GP and Investment Manager for Red Rock Fund, LP. Previously, Neal was a Managing Director for Morgan Keegan and Company, where he served as an equity analyst, and in institutional sales. Mr. McAtee is a CFA Charter Holder and member of the CFA Institute.

Hugh B. Walmsley, CGFO, CPA(ret.)
Hugh joined Reliant Investment Management in 2005 and serves as a portfolio strategist and client relationship manager. Hugh is a CPA (ret), with 30 years of experience in government finance and public accounting. Prior to joining Reliant, Hugh served as the Director of Finance for Caddo Parish, Louisiana, where he was responsible for all aspects of finance for a parish with a budget of $52,000,000 and 340 employees, including the management of parish funds. He earned a B S Degree in Business (Accounting) from the Louisiana Polytechnic Institute, and is a member and past president of both the Louisiana Government Finance Officers Association and the Organization of Parish Administrative Officials.