Our People

Experience

Blue Granite Capital is a Registered Investment Advisory firm located in historic Charleston, South Carolina. The founding partner has over thirty five years of diverse investment experience. Blue Granite Capital offers fee-based asset management services that are tailored to each individual clients needs. Through our asset allocation based philosophy we focus on capital preservation, tax efficient investing and a conservative approach to asset growth by developing a balanced portfolio of stocks and bonds.

Investment Management Professionals

Scott Shubertscott_shubert

Scott is the Founder & Managing Partner of Blue Granite Capital as well as Performa’s Chief Equity Officer. Scott structures conservative asset allocation models utilizing both fixed income and equity instruments for all Blue Granite clients as well as leading Performa’s equity market portfolio management, trading and research. Scott brings over thirty five years of experience in the equity markets including portfolio management, asset allocation and trading and sales, as well as client relationship management. Scott joined Performa upon the acquisition of Blue Granite Capital, a private investment management firm, which he founded in 2003. Prior to Blue Granite, Scott spent 10 years in New York City with Nomura and ING Barings where he specialized in institutional global equities. He started his investment career in 1982 in equity sales. Scott graduated from The Ohio State University with a Bachelor’s degree in Finance and Economics.

David Kilborndavid_kiilborn

David is a Managing Member, CIO & CEO of Blue Granite Capital in addition to his role of Chief Investment Officer & President at Performa Limited (US), LLC. Performa Limited (US), LLC is a registered investment adviser and affiliate of Blue Granite Capital, LLC. Blue Granite and Performa clients benefit from his more than twenty years of investment management experience and wealth of fixed income knowledge. Prior to joining Performa and Blue Granite, David served as Chief Investment Officer of Dwight Asset Management where he was responsible for over $75 billion in fixed income client assets. As Chair of Dwight’s Fixed Income Strategy Group, he led the decision making process for macro sector allocation and strategy duration. He also held previous positions with Manufacturers Hanover Trust in New York City in the Emerging Markets Group and traded emerging market and non-dollar securities at several other institutions. David graduated from Trinity College with a Bachelor’s degree and holds the Chartered Financial Analyst (CFA®) designation from the CFA® Institute.

Frederick Banneroteric_bannerot

Eric is an Equity Research Analyst and is responsible for fundamental stock value driven research analysis, including generating investment ideas. Prior to joining Blue Granite Capital & Performa, Eric was a Research Analyst at Lone Star Value Management in Greenwich, Connecticut. At Lone Star Value, he specialized in conducting deep value equity research, which primarily included analyzing and modelling small-cap activist and special situation investment opportunities. Eric also contributed to Lone Star Value’s marketing effort and analyst training program. He graduated summa cum laude with a Bachelor’s degree in Finance from the Honors College of the College of Charleston. While at the College of Charleston, Eric helped launch the Student Investment Fund and served as the portfolio manager.