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J. Ros Bowers, Jr., CFA
Managing Director, Private Wealth Management
Matthew Brandwein
Client Service Associate, Private Wealth Management
Austin Brockenbrough III
Founder and Chairman
Austin Brockenbrough IV, CFA
Chief Executive Officer
Robert R. Burke, CFA
Managing Director, Private Wealth Management
Charles M. Caravati III, CFA
Chief Investment Officer
Wesley M. Carroccio
Managing Director & Director of Strategic Development
William R. Claiborne, CFA
Managing Director, Private Wealth Management
Christopher B. Culbertson, CFA
Managing Director, Institutional Investments
Stacy R. Desrosiers
Client Service Associate, Private Wealth Management
Christopher J. Dion, CFA
Co-Chief Investment Officer, Institutional
Ellen H. Harris
Manager, Trading Operations
Joseph A. Jennings III, CFA
Managing Director & Chief Fixed Income Strategist
Paige A. Kerr
Executive Administrator
Vanetta L. Kersey
Managing Director & Director of Investment Systems
Martin K. King II, CFA
Director, Private Wealth Management
Rebecca H. Kovach
Managing Director, Institutional Operations
Donna E. Lancaster
Administrative Assistant
Samantha B. Link, CFP®, CPFA™
Director, Private Wealth Financial Planning
David A. Lyons, CFA
Chief Operating Officer & Chief Compliance Officer
Cheryl Nay
Executive Assistant
Walter S. Robertson III
Managing Director & Director of Strategic Development
Michelle D. Rossy
Operations Associate, Private Wealth Management
David K. Sanderlin
Director, Information Technology
Matthew P. Shaia
Managing Director & Director of Investment Operations
Richard H. Skeppstrom II
Managing Director & Chief Equity Strategist
Mallory H. Suitt
Analyst, Institutional Operations
Hasti V. Thompson
Client Service Associate, Private Wealth Management
Margaret S. White
Director, Marketing & Communications
Michelle G. Wittersheim
Director of Finance & Compliance
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