Main Menu

Header menu left

  • Endowments & Institutions
  • Individuals & Families

Header menu right

  • Client Portal
Our People

There’s more to life than work.

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

It Starts Here

Let’s get to know each other.

Let’s Talk

Existing Investors

Already part of the family?

Log In Here

Footer menu one

  • Newsletter Signup
  • Contact Us

Social menu

  • LinkedIn

Footer menu two

  • Form CRS
  • Disclosures
  • Privacy Policy
  • Sitemap
© 2023 Brockenbrough. All rights reserved.

This site is for informational purposes only. Brockenbrough does not intend to provide investment advice through this site. This website is in no way a solicitation or offer to sell investment advisory services except where applicable, in states where we are registered or where an exemption from registration exists.

Header menu right

  • Client Portal

Main navigation

  • Home
  • Endowments & Institutions
    • Outsourced Chief Investment Officer (OCIO)
    • Portfolio Strategy & Management
    • Manager Selection & Due Diligence
    • Portfolio Risk Management
    • Governance & Fiduciary Oversight
    • Administration & Reporting
  • Individuals & Families
    • Private Wealth Management Services
    • Investment Management
    • Financial & Wealth Planning
    • Family Office Services
  • About Us
    • Why Brockenbrough
    • Our People
    • Contact Us
  • News & Insights

Footer menu one

  • Newsletter Signup
  • Contact Us

Social menu

  • LinkedIn