Kathryn Anderson
Private Client
Kathryn Anderson
Administrative Assistant
Teague Avey, CFP®
Private Client
Teague Avey, CFP®
Head of Virginia Private Client
Andrea Ayres
Private Client
Andrea Ayres
Director, Family Office
Ali Bayler
Private Client
Ali Bayler
Portfolio Manager
Rose Bennetch
Private Client
Rose Bennetch
Private Client Relationship Associate, Family Office
Emily Birge
Private Client
Emily Birge
Private Client Relationship Associate
Jordan Boxer
Information Technology
Jordan Boxer
Systems Analyst
Drew Courtney
Drew Courtney
Associate Portfolio Manager, Family Office
Edie Crawford
Private Client
Edie Crawford
Director of Client Accounting & Finance, Family Office
Jordan Eggleston
Private Client
Jordan Eggleston
Private Client Relationship Analyst, Family Office
Carter Furr Jr.
Private Client
Carter Furr Jr.
Portfolio Manager, Family Office
Tom Geddes
Portfolio Management
Tom Geddes
Portfolio Manager; Senior Advisor, Family Office
Amanda Gift
Private Client
Amanda Gift
Client Strategist, Family Office
Weyman Gong, CFA®
Private Client
Weyman Gong, CFA®
Portfolio Manager, Family Office
Andrew Gorczyk, CFA®
Private Client
Andrew Gorczyk, CFA®
Portfolio Manager, Family Office
Cat Herndon
Information Technology
Cat Herndon
Business Systems Analyst, Family Office

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