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Executive Assistant

Mrs. Morgan (Lynn) currently serves as Executive Assistant. After graduating from the University of North Carolina at Wilmington with a Bachelor’s degree in Social Work, Mrs. Morgan worked as an Admissions Director and Social Worker in a healthcare setting for approximately five years, before becoming a stay at home mom.

In 2007, she entered a career in equine/barn management where she blended her business management ideals and overall interpersonal communication skills to provide an elevated level of organization and customer service. She brings with her over 20 years of experience and fresh ideas to Talanta.

Research Analyst

Mr. Vernon (Luke) joined Talanta Investment Group in 2024 as a generalist equity research analyst. He possesses over 10 years of experience conducting fundamental and quantitative equity research, analyzing companies, and valuing public equities across various industries. Mr. Vernon started his career in New York City working in a sell-side equity analyst capacity at UBS supporting the #1 ranked Master Limited Partnerships analyst. He also has experience working as a Chief Financial Officer and Fractional Chief Financial Officer consultant to various companies across several industries including: technology, financial services, consulting groups, biotech, retail, and agriculture.

In 2015, Mr. Vernon received his undergraduate degree from the University of North Carolina at Charlotte with a major in Finance, and he obtained the Chartered Financial Analyst designation in 2019. He is an active volunteer in the greater Charlotte area and enjoys reading, traveling, golf, Formula 1, and Charlotte sporting events.

Research Analyst

Mr. Patterson (Jake) is a dedicated research analyst that joined Talanta in 2021 upon graduating from the University of Alabama with a degree in chemical engineering. He has a strong passion for markets, investing, and exploring the dynamics of various businesses. This analytical mindset and curiosity drive his commitment to delivering insightful research and analysis of investment opportunities for the fund. Outside of work, Mr. Patterson enjoys spending time outdoors, playing golf, and visiting friends and family.

Managing Partner

Mr. Joyce (Steve) is a lifelong resident of Guilford County North Carolina. Since graduating from the University of North Carolina at Greensboro with a degree in Political Science, Mr. Joyce has spent most of his professional life in financial services and remains very active in community and civic affairs. He is a previous Chair of the UNCG Foundation. He has also served on the Advisory Board of The Salvation Army of Greensboro.

Mr. Joyce has over 30 years experience in financial services most of which he spent with Smith Barney as a Financial Consultant. In his tenure as a financial professional he worked with a broad array of products and services. Mr. Joyce was privileged to work with clients concerning their financial affairs and continues to enjoy relationships built during those years.

Managing Member

Mr. Putnam (Justyn) founded the Talanta Investment Group, LLC in 2009 to provide clients with access to the superior investment opportunities available in smaller publicly traded companies. Prior to founding Talanta, he working under Mario J. Gabelli at GAMCO investors, a leading practitioner of the “value” based investing style. Mr. Putnam has public company board experience and is currently the Managing Member of Talanta Investment Group, LLC.

He obtained his MBA from Columbia University in New York City. While a member of the selective Value Investing Program at Columbia, Mr. Putnam was under the tutelage of some of the industry leaders in finance and investment management. Prior to that, he received his undergraduate degree from N.C. State University where he graduated magna cum laude in Engineering.