Our Dedicated Team Includes:
Co-founder of Intrepid Capital in 1994, Mark continues to lead the company based on his value-focused, disciplined approach to investing, and oversee its integral investment process. Mark is the lead portfolio manager of the Intrepid Capital Fund, the separately managed Intrepid Balanced portfolio, and the Intrepid Capital, L.P. He is also a co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio.
Mark’s drive as an endurance athlete and hunter is similar to his approach to investing: determination, persistence, strength and never losing sight of the goal. A passion for outdoor activities and exercising, Mark enjoys surfing, cycling, target shooting, and yoga, and he regularly competes and places at or near the top of his group in local triathlons.
Mark is one of five Intrepid teammates who graduated from The Bolles School in Jacksonville, and currently serves on the Board of Trustees for Bolles. He is also a member of the Ponte Vedra Rotary Club and YPO-WPO. Mark formerly served on the Board of the Directors of Jacksonville Clay Target Sports and the Board of Directors for First Coast YMCA. He earned his BA in Economics from the University of Georgia. Mark and his wife, Rosalind, have two grown children and two Labrador retrievers named, Ketch and Faith.
Matt Berquist, CFP®, CIMA®
Matt leads the Private Wealth team, applying his 20+ years of experience in the asset management advisory industry as well as overseeing the company’s strategic initiatives. One of his favorite aspects of his job is developing solutions for clients to help them reach their financial and investment goals so they can experience peace of mind.
Matt has been with Intrepid since 2006 and loves the variety that each new day brings. He is proud of the team-oriented environment at Intrepid, enjoys the camaraderie of the firm, and finds great satisfaction from encouraging the team and cultivating Intrepid’s culture.
Originally from Minnesota, Matt relocated to the Jacksonville area with his family whose parents both worked for Mayo Clinic. He (along with four other Intrepid teammates) graduated high school from The Bolles School. Matt earned his BBA degree in Economics and played football at the College of the Holy Cross. He and his wife, Molly, have three children and a dog, named Henry. With a passion for the outdoors, Matt is an avid golfer and enjoys spending time with his family, especially coaching and watching the many sports activities in which the children play.
Tommy joined Intrepid in 2017 and is a Vice President of the Private Wealth team. Having worked in the asset management industry for almost a decade, Tommy uses his experience to cultivate new relationships and to better serve clients. Growing up around the industry, Tommy has always had a passion for investments and thrives on doing what it takes to help clients achieve their goals.
Tommy’s favorite part about working for Intrepid is the tight knit culture and the incredible work ethic of everyone on the team. He credits his father, who is also in the industry, for his constant pursuit to always push hard to be the best he can be.
Born in New Jersey, Tommy moved to Jacksonville in 1995. He graduated from The Bolles School, then earned his BSBA in Finance & BSBA in Management from Georgetown University where he also was a captain on the baseball team. Tommy and his wife, Kendall, live in Jacksonville Beach with their golden retriever, Jackson – a social media star. Tommy enjoys spending time with family, golfing, hunting and fishing.
Sam Solem, CMT
Sam joined Intrepid in 2010 and is responsible for building and managing portfolios for the firm’s Private Wealth clients. He also helps to educate private clients about Intrepid’s investment philosophy, process and the composition and performance of specific investment products.
Sam’s favorite thing about working at Intrepid is the great group of people working toward a common goal, serving and helping people, and doing it all in an environment that is truly second to none. A true believer in constant learning, Sam enjoys every opportunity to read, always trying to improve and gain knowledge.
Sam is one of five Intrepid teammates who graduated from The Bolles School. A Chartered Market Technician, Sam earned his MBA in Finance from the University of North Florida and his BA in Economics from Vanderbilt University. An avid golfer, his favorite thing to do is travel and play golf. Sam and his wife, Lori, have two children and two pugs. In addition to golf and reading, Sam enjoys spending his free time with his family either at the beach or park.
Erika joined Intrepid in 2003 and has grown with the company over the years. With almost 20 years of experience in the industry, Erika was Intrepid’s client liaison prior to becoming a senior private wealth associate. Although she focuses primarily on developing comprehensive financial plans and maintaining client relationships, Erika uses her exceptional social media skills to create various communications to clients.
Erika enjoys working at Intrepid where the culture fosters a family-like atmosphere that encourages a work/life balance. Once she commits to something, whether it’s learning how to scuba dive, running a marathon, becoming a trainer at her gym, or helping a client plan for their financial future, Erika gives it her absolute all.
Along with her husband, Michael, and their two daughters, Erika finds pleasure in exercising and doing fun activities with her family, as well as more unusual experiences like diving with uncaged reef sharks in Honduras and swimming with whale sharks and manta rays in the Georgia Aquarium. Born and raised in Florida, Erika earned her BSBA in Finance from the University of Florida. A true Gator fan, you’ll find her wearing orange and blue and cheering on her favorite team during football season.
Jenny is responsible for the customer service operations at Intrepid, including opening and maintaining client accounts, and supporting the portfolio administration team. In her role as client liaison, Jenny finds nothing more rewarding than when she can resolve issues and exceed client expectations.
Since joining Intrepid in 2017, Jenny has been most impressed with the collaborative spirit of her colleagues. She is proud of the team working together to find the best solutions and outcomes for clients.
A true Floridian, Jenny grew up on the state’s Gulf Coast. She enjoys spending time with her husband, Chris, and traveling to new places. Having a passion for fitness, nutrition and learning new things, Jenny spends her spare time taking classes and listening to podcasts on those topics.
Clay Kirkland, CFA
Clay joined Intrepid in 2012 and is the lead portfolio manager for the Intrepid Disciplined Value Fund and the separately managed Intrepid Disciplined Value portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund and the separately managed Intrepid Balanced portfolio. Clay focuses primarily on the research and valuation of small- and mid-cap equity securities.
Clay enjoys working at Intrepid because everyone is like family, with shared values and similar hobbies such as traveling to interesting places. His most memorable vacation was a trip to Thailand with his wife, Melissa. Kayaking through the incredibly beautiful southern part of the country, they had a funny experience when monkeys leaped onto their kayak and took their water bottles.
A Jacksonville native and one of five Intrepid teammates who graduated from The Bolles School, Clay enjoys living near the beach with Melissa and their growing family. A CFA Charterholder, he earned his MBA from Columbia Business School and his BSBA degree, cum laude, in Economics from Auburn University. Dedicated to everything in which he puts forth his efforts, Clay was a dominating force on the swim teams during his years at both Bolles and Auburn.
Matt Parker, CFA, CPA
Matt joined Intrepid in 2014 and is the co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Endurance portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Matt focuses primarily on the research and valuation of small-cap equity securities.
Working far away from the distractions and groupthink of Wall Street is one of the many reasons Matt enjoys his portfolio manager role at Intrepid. He appreciates Intrepid’s culture of independent thinking, teamwork, and time-tested valuation discipline. A CFA Charterholder, he earned his Master in Accounting and his BS in Business Administration degrees from the University of North Carolina at Chapel Hill.
Living near the beach with his wife, Kathie, and yellow lab, Casey, Matt enjoys playing golf, fishing, attending sporting events and traveling. Matt was able to check an item off his bucket list on a recent trip to Mexico when he successfully landed a marlin. An avid sports fan, he cheers for the Jacksonville Jaguars in the Fall and the Tarheels in the Winter.
Joe Van Cavage, CFA
Joe joined Intrepid in 2018 as a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Small Cap portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Joe’s primary focus is on the research and valuation of small cap equity securities.
The most rewarding part of working at Intrepid for Joe is collaborating closely with his colleagues to offer distinct and relevant solutions for clients. Outside of work, Joe enjoys playing tennis, paddle-boarding and hiking. His favorite hike, to date, was the Kalalau Trail in Hawaii. And as a bucket-list vacation, he tracked wild tigers on foot in Nepal in 2016.
Joe also enjoys spending family time with his wife, Thi, and their baby girl, Brooke. A CFA Charterholder, Joe earned both his MBA and BS in Civil Engineering from the University of Florida.
Hunter joined Intrepid in 2017 and is the co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. He is also a member of the investment team responsible for the Intrepid Endurance Fund, the Intrepid Capital Fund, and the separately managed Intrepid Small Cap and Intrepid Balanced portfolios. Prior to focusing primarily on fixed income investments, Hunter was a research analyst at Intrepid covering small cap securities.
Hunter earned his BSBA in Finance, magna cum laude, and his BM in Performance Piano, magna cum laude, from Auburn University. Although he loves being analytical, Hunter’s artistic side takes over when he sits down at a piano. In fact, Hunter once performed at Carnegie Hall. Hunter is also an avid runner and was on the track team while he was at Auburn. He continues to participate in many running events including his first Boston Marathon in 2019. When Hunter’s not at work, on the piano, or running, he enjoys spending his free time with loved ones.
Hale joined Intrepid in 2020 and is an Associate Research Analyst, focusing primarily on High Yield fixed income investments. He earned his BBA in Economics from the University of Georgia.
Hale’s attributes his drive for learning to life lessons he gained while spending time on the water with his grandfather, who taught him the value of perseverance, and from his time at Episcopal High School in Alexandria, Virginia, that instilled the importance of discipline and accountability. Hale believes that all these attributes are useful and applicable within the investment management industry.
Hale enjoys the Florida weather and living close to the beach which is where he likes to spend most weekends. He believes in giving back to the community by supporting Feeding Northeast Florida. His hobbies include fishing, hunting and golf. Hale enjoys traveling and learning as much as possible about the local culture and cuisine wherever he goes. His favorite vacation so far has been to New Zealand.
Operations & Trading
Charlie Funkhouser, CFP®
Charlie joined Intrepid in 2001 and his versatility shows in the many functions he does for the firm. As the operations administrator for Intrepid, Charlie is responsible for maintaining all office systems and technology, including the client performance reporting and client relationship management software, and assists with trading. Charlie also supports the sales and marketing team with presentation updates and maintaining due diligence databases.
Charlie has always enjoyed the family-like culture at Intrepid where there is an appreciation for a healthy work/life balance. Family time is important to Charlie and his wife, Tiffany, who have two children who keep them busy with sports and other activities. A great weekend for Charlie includes re-energizing through physical activity, a home-cooked meal with a fine California cab and a family movie.
A Jacksonville area native, Charlie earned his BBA in Accounting from the University of North Florida. With a passion for exercising and outdoor activities, Charlie enjoys surfing, fishing, boating, hiking and running. In fact, he is proud of completing his first Ultra Marathon in February 2020 – 50 miles and he did an extra two miles on top of that.
Zach joined the Intrepid team in 2011. He is the head trader, which is a role he finds to be mentally stimulating, and one of many reasons he enjoys working at Intrepid.
Zach earned his BBA degrees, summa cum laude, in Accounting and Finance, and his MBA in Finance from the University of North Florida. His favorite UNF memory was attending the school’s first-ever A-Sun Championship Basketball game and watching the entire student section rush the court.
In addition to his UNF Ospreys, Zach is also a fan of the Jacksonville Jaguars and the Florida Gators. He has a passion for competition and winning, and also enjoys bowling, playing games, and spending time with his family.
Kyle joined Intrepid in 2018. As the junior trader for Intrepid, he is responsible for portfolio administration and trading support. Kyle has a passion for trading fixed income securities on behalf of the portfolio management team and enjoys the camaraderie within the firm where everyone is focused on doing their best for the clients.
Raised in South Florida, Kyle moved to Jacksonville after high school to attend the University of North Florida where he earned his BBA in Finance, cum laude. During his spare time, Kyle brews what he and others consider some of the best beer in Jacksonville and he is proud to share it with the Intrepid team when the keg is tapped monthly. Kyle also enjoys traveling and spending time with his family.