Melissa D. Bane, CPA, CFP®, PFS^®, ChFC

Senior Private Client Advisor

Justin R. Bartanus

Investment Associate

John E. Beale, Jr.

Compliance Administrator

Claud W. (Will) Bond, IV

Senior Trading Manager

John W. Cooper, CFP®

Private Client Advisor

William M. Coxe Jr.

Private Client Advisor

John R. Decker, CFA®

Director of Equity

Investment Committee

Brian L. Disher, CFP®

Director of Wealth Management

Kalisse Evert

Private Client Administrator

David A. Halloran, CFA®

Director of Portfolio Strategies

Investment Committee

Denise H. Lollis

Chief Operating Officer

Chief Compliance Officer

John W. McAlhany, Ph.D.

Economist

Investment Committee

Lessa E. O’Dell

Portfolio Operations Manager

Quintin A. Pile, CFP®

Private Client Advisor

John Proctor

Client Portfolio Advisor

Ethan M. Sperry

Operations and Trading Associate

K. Diane Symmes

Private Client Administrator

Walter B. Todd, III

President, Chief Investment Officer

Investment Committee

John D. Wiseman

Director of Fixed Income

Investment Committee