J. Clay Singleton

J. Clay Singleton

J. Clay Singleton

Independent Trustee

J. Clay Singleton, Ph.D., CFA retired in 2017 as the George and Harriet Cornell professor of finance at the Crummer Graduate School of Business at Rollins College in Winter Park, Florida.

Dr. Singleton earned his B.A.S in Political Science from Washington University in St. Louis in 1969, his MBA and his Ph.D. in Business from the University of Missouri-Columbia in 1972 and 1979, respectively. In his academic career, Dr. Singleton was on the faculty of the University of Nebraska-Lincoln for twelve years, where he was named to the Paul C. Burmeister Professorship of Investments and served as Associate Dean. Subsequently he was named Dean of the College of Business Administration at the University of North Texas where he served between 1991 and 1995.

He has contributed articles to the Journal of Finance, Financial Management, and the Journal of Portfolio Management, among others. He has written two books, Core-Satellite Portfolio Management: A Modern Approach to Professionally Managed Funds, published in 2004 by McGraw-Hill, Survey Research in Finance, co-authored with H. Kent Baker and Ted Veit published by Oxford University Press in 2011.

Dr. Singleton earned the Chartered Financial Analyst (CFA©) designation in 1985. He also worked at the CFA Institute as Senior Vice President for Curriculum and Examinations from August 1995 to October 1998.

Before joining the Crummer faculty in 2002, he was vice president of Ibbotson Associates (now a division of Morningstar) where he was responsible for the firm’s consulting, training, and research activities. He served as Ibbotson Associates’ compliance officer for its Registered Investment Advisor activities.

Dr. Singleton served as a fiduciary and member of the board of the American Red Cross Retirement System from 1997 to 2003 and is currently a fiduciary for the Rollins College pension plan. He is a member of the board of directors and chair of the audit committee for the 504 Fund, a public mutual fund.

An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information about the investment company can be found in the Fund’s prospectus. To obtain a prospectus call (855) 386-3504 or click here.

The Fund’s name changed from “The 504 Fund” to “Bluestone Community Development Fund” effective May 1st, 2019.

NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE

The Bluestone Community Development Fund is distributed by Foreside Fund Services, LLC which is not affiliated with Bluestone Capital Partners or any affiliate.

View all Team Members