Kate Anderson
Executive Assistant
Andrea Ayres
Director, Family Office
Drew Courtney
Portfolio Manager
Will Crimmins, CFA
Portfolio Manager
Ty Hamil
Business Analyst
Reed Hurt, CFP®
Strategic Advisor
Adam King, CFA
Portfolio Manager
Benton Knight
Portfolio Analyst
Sargent McGowan, CFA
CIO of U.S. Endowments & Foundations
Christopher McLean, J.D.
Strategic Advisor
Daniel Mooney, CFA
Director of Equity Research
Wistar Morris III, J.D.
Client Strategist & Head of the Charlottesville Office
Chris Noland, J.D.
Client Strategist
Madeleine Rafferty
Private Client Senior Relationship Associate
Janice Roberts
Private Client Relationship Advisor