Blue Granite Capital is a Registered Investment Advisory firm located in historic Charleston, South Carolina. Our partners have over ninety-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 low-risk approach to asset growth by developing a balanced portfolio of stocks and bonds.

The Blue Granite Team

Scott Shubert Headshot

Scott B. Shubert

  • Blue Granite Capital, Partner/Founder (2003)
  • Chief Investment Officer
  • 40 years of professional investment and portfolio management experience in equities and fixed income markets
  • Nomura institutional research, trading and sales for international markets
  • ING Barings institutional research, trading and sales
  • Graduate of The Ohio State University; Bachelor of Science in Finance & Economics
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John M. Shubert

  • Blue Granite Capital, Partner
  • 40 years of professional investment experience
  • 25 years managing pension, profit sharing and related assets for corporate and institutional clients
  • Managed/managed-managers in excess of $3 billion in ERISA assets
  • 401(k) Wire’s ‘Most Influential DC Advisors’; 2010-2012 nominee
  • Advisor Leadership Award: Morningstar, ASPAA (American Society of Pension Professionals & Actuaries) 2011
  • Charles Schwab Advisory Board member, retired 2016
  • Fidelity Advisor Council member, retired 2018
  • Graduate of Rollins College, Bachelor of Arts in Business Administration
David Scates Headshot

David W. Scates

  • 17 year of investment management and trading experience.
  • Former fixed income and equity index trader at The Gelber Group, Chicago IL.
  • Founder and President of DWS Trading, an equity and derivative arbitrage trading firm.
  • Graduate of The Citadel, Bachelor of Science in Business Administration
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Richard H. Proctor, III

  • 14 years of investment management industry experience.
  • Previously managed large-scale institutional relationships at Trilogy Global Advisors.
  • Received certificates from finance programs at the Stanford Graduate School of Business and the McIntire School of Commerce at the University of Virginia.
  • Graduate of Davidson College, Bachelor of Arts.
John Evans Headshot

Dr. John L. Evans Jr.

  • Blue Granite Capital, Senior Consultant
  • 12+ years as Executive Director of Janus Labs, a consulting unit of Janus Henderson Capital.  
  • Prior, he spent 7 years as VP of Sales for American Century Investments. 
  • Dr Evans is an international speaker and a regular contributor to Barrons and The Orlando Sentinel.