Bright Investments is a state Registered Investment Advisor (RIA). All RIAs are required to file and maintain a disclosure document, Form ADV. All new clients are provided a copy of Form ADV and are annually offered an updated copy. Bright Investments’ ADV may be viewed here. Information about RIA firms is available from the Securities and Exchange Commission (SEC) here.
John F. Bright
As Bright Investments’ Founder, President and Chief Investment Officer, John serves as the portfolio manager for each of Bright Investments’ separately managed accounts. His 20 plus years of experience spans Wall Street to Auburn as both an analyst and portfolio manager.
Prior to Bright Investments, John was a director and senior research analyst with Avondale Partners for eleven years, business development manager with Laitram for one year, senior research analyst at Johnson Rice for three years, associate vice president and analyst with Morgan Keegan for two years, and associate analyst / portfolio manager for W.H. Reaves & Co. for five years.
John has been quoted in various national and industry specific publications such as The Wall Street Journal, New York Times, Barron’s, Smart Money, Forbes, and Business Week. In addition, he has appeared on various news outlets including CNBC, Fox Business and Bloomberg.
John earned an MBA from Auburn University and a BS from the University of Tennessee at Martin.
Thomas M. Kucera, CFA
Tom is Executive Vice President and Co-Founder of Bright Investments. Tom serves as co-portfolio manager and analyst with specific expertise in the Technology and Energy sectors.
Prior to co-founding Bright Investments in 2015, Tom served as Director of Financial Analysis at ATP Oil & Gas in Houston, TX. Prior to his position at ATP, Tom was a Senior Research Analyst covering the Media Technology sector at Avondale Partners.
Tom has been a CFA Charterholder since 2010. He holds a BA in Economics, summa cum laude, from Vanderbilt University and an MBA in Finance also from Vanderbilt University. Tom completed his BA in three years and passed all three CFA exams on his first attempts.
Sarah J. Sherck
Sarah serves as Chief Compliance and Operations Officer for Bright Investments.
Sarah has been working in capital markets compliance for 25 years. During that time, she was Chief Compliance Officer for the investment firms of Avondale Partners, Powell Johnson, Midwest Research and First Analysis Securities. Sarah was also Managing Director of equity research at Avondale Partners for 8 years, and provided leadership as part of Avondale’s Operating Committee.
Sarah works closely with financial industry regulators, serving as a district representative for FINRA’s District 5 Committee for three terms. As an industry expert, Sarah has presented at various financial industry events in Washington DC.
Sarah earned her BA from the University of Chicago and graduated cum laude from Culver Academy. Sarah also completed the Scarlett Executive Leadership program through Belmont University.
Stacy J. Miller
Stacy serves as a Vice President for Bright Investments.
Stacy has over 20 years of diverse professional experience to include leading and advising organizations through strategic, operational and financial success. Stacy’s leadership has been recognized and awarded, to include four national awards: President’s Service Award, Outstanding Civilian Service Medal, Shield of Sparta, and the Dr. Mary E. Walker Award.
Prior to Bright Investments, Stacy served as the Chief Operations Officer and Chief Financial Officer for a national non-profit honoring the service and sacrifice of the American military.
Stacy holds a BA in Sociology from Boston University and an MBA in Finance, top of her class, from Auburn University.
CODE OF ETHICS
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FREQUENTLY ASKED QUESTIONS
Frequently Asked Questions are here.