Our Team

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

Steve Antourakis
Client Portfolio Manager
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Steve Antourakis
Client Portfolio Manager
2008-01-01
with the firm

Steve has been with TSW since he graduated from Virginia Commonwealth University, BS. He is currently registered with FINRA and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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santourakis@tswinvest.com
Kinsey Bauer
Marketing Assistant
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Kinsey Bauer
Marketing Assistant
2016-01-01
with the firm

Kinsey is a graduate of the University of Connecticut, B.A. Most recently, she worked for Acosta Marketing Group as a Project Coordinator. Formerly, she was employed by News America Marketing as a Layouts Coordinator.

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kbauer@tswinvest.com
William Bellamy, CFA
Director of Income Strategies and Portfolio Manager
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William Bellamy, CFA
Director of Income Strategies and Portfolio Manager
2003-01-01
with the firm

Bill is a graduate of Cornell University, BS and Duke University, MBA. He previously worked for Merrill Lynch Capital Markets as an Assistant Vice President, Clayton Brown & Associates as a Vice President, First Union Capital Markets as a Vice President and Trusco Capital Management as a Vice President. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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bbellamy@tswinvest.com
W. Winborne Boyles
Chief Compliance Officer
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W. Winborne Boyles
Chief Compliance Officer
2017-01-01
with the firm

Winborne is a graduate of the University of North Carolina at Chapel Hill, BA and JD, and the McDonough School of Business at Georgetown University, MBA. Most recently, he was a Senior Compliance Manager at Touchstone Investments. Previously, Winborne served in the Compliance Department at Fort Washington Investment Advisors, Inc. and as an attorney in private practice. Winborne is currently registered with FINRA. Check the Background of this Investment Professional here.

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wboyles@tswinvest.com
Catherine Brown
Corporate Accountant
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Catherine Brown
Corporate Accountant
2022-01-01
with the firm

Catherine graduated from Birmingham-Southern College, BS in Accounting. Previously, she worked at University of Virginia Health Systems as an Accounts Receivable Specialist & Analyst and then at Rue & Associates as a Staff Accountant. Most recently, she was employed at Virginia United Methodist Conference as a Staff Accountant.

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cbrown@tswinvest.com
Alexis Burnett
Client Service Manager
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Alexis Burnett
Client Service Manager
2022-01-01
with the firm

Alexis attended Richard Bland College of William & Mary. Prior to joining TSW, Alexis worked at Janney Montgomery Scott and at Wells Fargo Advisors as a Private Client Wealth Management Associate.

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aburnett@tswinvest.com
Becky Card
Receptionist
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Becky Card
Receptionist
2007-01-01
with the firm

Becky previously worked for Wachovia Securities as an Executive Assistant.

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bcard@tswinvest.com
John (Jay) Catlett, III, CPA
Controller
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John (Jay) Catlett, III, CPA
Controller
2022-01-01
with the firm

Jay graduated from Washington and Lee University, BS and the University of Virginia, McIntire School of Commerce, MAcc. Most recently, he was employed at Ernst & Young as a Manager in their Assurance Services practice.

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jcatlett@tswinvest.com
Eric Cayton
Senior Network Administrator
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Eric Cayton
Senior Network Administrator
2008-01-01
with the firm

Eric graduated from ITT Technical Institute, AAS Computer Networking Systems. He previously worked at Cavalier Telephone as an Internet Support Representative.

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ecayton@tswinvest.com
Cody Chapman, CFA
Director of Consultant Relations
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Cody Chapman, CFA
Director of Consultant Relations
2023-01-01
with the firm

Cody graduated from the University of Georgia, BA. Most recently, he worked as the Director of Institutional Client & Consultant Relations at Punch & Associates Investment Management. Previously he was a Senior Vice President at Callan and an Analyst at Broad Street Capital Advisors. He holds the Chartered Financial Analyst® designation.

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Aashish Chenna, CFA
Research Analyst
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Aashish Chenna, CFA
Research Analyst
2023-01-01
with the firm

Aashish is a Research Analyst on the Non-U.S. team focusing on Emerging Markets. Aashish began his career in the investment industry in 2014. Prior to joining TSW in 2024, he worked for Newport Asia LLC as an Equity Analyst. Previously he was employed with Barclays PLC as an Associate Vice President. Aashish graduated from Indian Institute of Technology, Madras and earned his MA from University of California, Berkeley. He holds the Chartered Financial Analyst® designation and the FRM® designation.

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Thomas "Chip" Coleman, Jr.
Director of Trading
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Thomas "Chip" Coleman, Jr.
Director of Trading
2005-01-01
with the firm

Chip is a graduate of Towson State University, BS and University of Baltimore, MSF. He previously worked at Legg Mason Funds Management, Inc. as a Trader and T. Rowe Price Associates as a Registered Representative.

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tcoleman@tswinvest.com
Lisa Corker
Institutional Client Service Specialist
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Lisa Corker
Institutional Client Service Specialist
2015-01-01
with the firm

Prior to joining TSW, Lisa was employed with Capital One Bank as a Process Risk Manager, Commercial Bank Risk Office.

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lcorker@tswinvest.com
R. Michael Creager, CFA
Portfolio Manager; Research Analyst
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R. Michael Creager, CFA
Portfolio Manager; Research Analyst
2006-01-01
with the firm

Michael is a graduate of Western Kentucky University, BS and Hofstra University, MBA. Previously, he was employed as a buyside analyst at an insurance holding company and most recently as a sell-side analyst covering the Utilities/Energy Pipeline sector. He holds the Chartered Financial Analyst® designation.

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mcreager@tswinvest.com
Andrea Culver
Senior Institutional Client Service Specialist
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Andrea Culver
Senior Institutional Client Service Specialist
2015-01-01
with the firm

Andrea is a graduate of Old Dominion University, BS. She was previously employed by TSW as a Marketing Assistant and Portfolio Administrator. Additionally, she worked at Chesterfield County Public Schools as an Office Assistant, Sr. and at Central Fidelity National Bank as a Junior Financial Analyst.

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aculver@tswinvest.com
Deborah Denton
Chief Technology Officer
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Deborah Denton
Chief Technology Officer
1985-01-01
with the firm

Deborah has been with TSW since 1985 and has worked in a variety of roles within the firm.

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ddenton@tswinvest.com
Brendan Donohoe, CFA
Research Analyst - Non-U.S.
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Brendan Donohoe, CFA
Research Analyst - Non-U.S.
2006-01-01
with the firm

Brendan is a graduate of Radford University, BBA. Most recently, Brendan worked as a Financial Management Auditor at Virginia Auditor of Public Accounts. Formerly, he did his internship at Merrill Lynch. He holds the Chartered Financial Analyst® designation.

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bdonohoe@tswinvest.com
Bryan Durand, CFA
Portfolio Manager; Research Analyst
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Bryan Durand, CFA
Portfolio Manager; Research Analyst
2016-01-01
with the firm

Bryan is a graduate of the College of the Holy Cross, BA and the Fuqua School of Business at Duke University, MBA. Most recently, he was a Partner at Private Advisors, LLC. Formerly, he was employed with MFC Global Investment Management as a Senior Research Analyst. Mr. Durand was also previously employed at TSW as an Equity Research Analyst. Bryan is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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bdurand@tswinvest.com
Dawn Ehrhardt
Senior Client Service Manager
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Dawn Ehrhardt
Senior Client Service Manager
2000-01-01
with the firm

Dawn graduated from the Kent State University with an Associate of Business Management degree. Previously, she worked at Prudential Insurance & Financial Services as an Insurance & Financial Services Specialist and Heritage Chevrolet as a Finance Manager.

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dehrhardt@tswinvest.com
Matthew Fernandez
Research Associate
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Matthew Fernandez
Research Associate
2021-01-01
with the firm

Matthew is a graduate of the University of Richmond, BA. He previously interned at TSW as a Summer Finance Intern for the Strategic Advisory team. Mr. Fernandez is currently registered with FINRA and is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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mfernandez@tswinvest.com
Charles Finley, CFA
Research Analyst - Income Strategies
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Charles Finley, CFA
Research Analyst - Income Strategies
2018-01-01
with the firm

Charles is a graduate of the University of Delaware, BS, and Wake Forest University, MBA. He previously worked for The Trust Company of Virginia as a Fixed Income Portfolio Manager, Sterne Agee as a Credit Analyst, and BB&T Capital Markets as a Credit Analyst. He holds the Chartered Financial Analyst® designation.

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cfinley@tswinvest.com
Carol Gaines
Finance Administrator
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Carol Gaines
Finance Administrator
1994-01-01
with the firm

Carol previously worked at Dun & Bradstreet Information Services as an Office Administrator.

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cgaines@tswinvest.com
G. Gray Garland, CFA
Director of Investments
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G. Gray Garland, CFA
Director of Investments
2008-01-01
with the firm

Gray is a graduate of the University of Virginia, BA. Most recently, Gray worked for SunTrust Banks, Inc. as Vice President & Senior Portfolio Manager. Formerly he was employed by Bank of America as a Vice President & Portfolio Manager. He has also worked for Alex Sheshunoff & Company Investment Banking as an Associate Director, Freddie Mac as a Senior Financial Analyst, Riggs National Bank of Washington, D.C. as an Assistant Vice President and Sovran Bank, N.A. as an International Banking Officer. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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ggarland@tswinvest.com
Kellie Gunderson
Information Technology Manager
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Kellie Gunderson
Information Technology Manager
1995-01-01
with the firm

Kellie graduated from Virginia Commonwealth University, BS. Previously, she worked at American General Finance as a Financial Representative.

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kgunderson@tswinvest.com
Nancy Harksen
Client Service Manager
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Nancy Harksen
Client Service Manager
2018-01-01
with the firm

Nancy graduated from New York University, Stern School of Business. Prior to joining TSW, Nancy worked at Cherry Bekaert Wealth Management as a Client Service Manager. Previously she worked for Alvarez & Marsal and Warnaco Group as an Executive Assistant.

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nharksen@tswinvest.com
Brandon Harrell, CFA
Portfolio Manager - International & International Small Cap
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Brandon Harrell, CFA
Portfolio Manager - International & International Small Cap
1996-01-01
with the firm

Brandon is a graduate of Wake Forest University, BA and George Mason University, MBA. He previously worked for the Central Intelligence Agency, Washington, DC as an Intelligence Officer, for Growth Stock Outlook, Inc., Bethesda as a Securities Analyst and for Capitoline Investment Services, Richmond as a Portfolio Manager. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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bharrell@tswinvest.com
Brett Hawkins, CFA
Portfolio Manager and Chief Investment Officer
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Brett Hawkins, CFA
Portfolio Manager and Chief Investment Officer
2001-01-01
with the firm

Brett is a graduate of the University of Richmond, BA and the University of Virginia, Darden School, MBA. Previously, he was employed with Arthur Andersen LLP as a Senior Associate and First Union Securities, Inc, Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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bhawkins@tswinvest.com
Quinn Hermann, CFA
Research Associate
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Quinn Hermann, CFA
Research Associate
2021-01-01
with the firm

Quinn is a graduate of the University of Virginia. He holds the Chartered Financial Analyst® designation.

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qhermann@tswinvest.com
Daniel Hinchman III, CFA
Research Analyst - Non-U.S.
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Daniel Hinchman III, CFA
Research Analyst - Non-U.S.
2007-01-01
with the firm

Daniel is a graduate of the University of Virginia, BS in Commerce. Previously, he was employed with Dominion Partners, L.C. as an Investment Banking Analyst. He holds the Chartered Financial Analyst® designation.

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dhinchman@tswinvest.com
Stephen Ho, CFA
Senior Analyst
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Stephen Ho, CFA
Senior Analyst
2022-01-01
with the firm

Stephen is a graduate of University of Virginia, McIntire School of Commerce, BS and Cornell University, Johnson Graduate School of Management, MBA. Most recently, he was an Equity Analyst at Wedge Capital Management. Formerly, he was employed with Anderson Growth Partners as an Investment Intern, Deutsche Bank as a Global Rates Associate and Blackrock as a Portfolio Analytics Group Analyst. He holds the Chartered Financial Analyst® designation.He is registered as an Investment Adviser Representative. Check Background of this Investment Professional here.

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sho@tswinvest.com
J. Shelton Horsley, IV, CFA
Senior Client Portfolio Manager
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J. Shelton Horsley, IV, CFA
Senior Client Portfolio Manager
1993-01-01
with the firm

Shelton is a graduate of the University of Virginia, BA and the University of Virginia, MBA. He previously worked for Aetna Life & Casualty in Philadelphia as an Employee Benefits Representative and for Bolton Offutt Donovan, Inc. in Baltimore as a Consultant. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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shorsley@tswinvest.com
Brittany Incle
Marketing RFP/Database Associate
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Brittany Incle
Marketing RFP/Database Associate
2016-01-01
with the firm

Prior to joining TSW, Brittany was employed as a Licensed Sales Agent at Elephant Auto Insurance.

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bincle@tswinvest.com
Sarah Gray Innes, CFA
Business Development Director
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Sarah Gray Innes, CFA
Business Development Director
2016-01-01
with the firm

Sarah is a graduate of the University of Virginia, BS. Most recently, she worked at Ivy Ventures LLC as a Manager of the Strategy and Analytics team. Formerly, she was employed by Prometheus Partners as a Private Equity Analyst. Sarah is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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sginnes@tswinvest.com
Tracey Ivey, CFA
Director of Consultant Relations
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Tracey Ivey, CFA
Director of Consultant Relations
2009-01-01
with the firm

Tracey is a graduate of University of Richmond, BA and University of Pennsylvania, The Wharton School, MBA. Most recently, Tracey worked at Morgan Stanley Investment Management as a Managing Director of Consultant Relations. Formerly, she was employed by Miller, Anderson & Sherrerd LLP as a Head of Consultant Relations. Tracey is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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tivey@tswinvest.com
Brad Jaggard, CIPM
Portfolio Analyst
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Brad Jaggard, CIPM
Portfolio Analyst
2010-01-01
with the firm

Brad is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked at Atlantic Capital Management, LLC as Investment Operations Manager.

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bjaggard@tswinvest.com
Elliott Jones, CFA
Portfolio Manager - Emerging Markets; Research Analyst - Non-U.S.
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Elliott Jones, CFA
Portfolio Manager - Emerging Markets; Research Analyst - Non-U.S.
2012-01-01
with the firm

Elliott is a graduate of University of North Carolina, BA and Wake Forest University, MA. He previously worked for Union First Market Bank as a Financial Services Advisor and was a Graduate Consultant at Pace Communications. He holds the Chartered Financial Analyst® designation.

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ejones@tswinvest.com
Sandy Ju
Settlements Administrator
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Sandy Ju
Settlements Administrator
2007-01-01
with the firm

Sandy graduated from Strayer University, AS. Previously, she worked at Tattersall Advisory Group as a Mutual Fund Administrator.

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sju@tswinvest.com
Matthew Kiselica
International Equity Trader
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Matthew Kiselica
International Equity Trader
2020-01-01
with the firm

Matthew is a graduate of the Rutgers University. He previously was employed at Capital Institutional Services and managed the international desk.

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mkiselica@tswinvest.com
Maryna Kudaktina
Operations Specialist
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Maryna Kudaktina
Operations Specialist
2022-01-01
with the firm

Maryna is a graduate of James Madison University, B.B.A. She was previously employed by Aramark as a Staff Manager and WeR Travel as a Business Analyst.

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mkudaktina@tswinvest.com
Christopher Lask
Institutional Client Service Specialist
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Christopher Lask
Institutional Client Service Specialist
2022-01-01
with the firm

Christopher is a graduate of University of Virginia, B.A.

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clask@tswinvest.com
Holly Leonard
Marketing Associate
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Holly Leonard
Marketing Associate
2022-01-01
with the firm

Holly is a graduate of James Madison University, B.B.A.

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hleonard@tswinvest.com
Frank Malone, Jr.
Senior Network Administrator
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Frank Malone, Jr.
Senior Network Administrator
2007-01-01
with the firm

Frank previously worked at Schwarzschild Jewelers as a Network Administrator.

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fmalone@tswinvest.com
Trisha McConaghy
Manager, Strategy and Operations
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Trisha McConaghy
Manager, Strategy and Operations
2017-01-01
with the firm

Trisha graduated from Sweet Briar College, B.A. Previously, she worked at Snagajob as a Senior Account Manager.

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tmcconaghy@tswinvest.com
David McMackin, CFA
Research Analyst - Income Strategies
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David McMackin, CFA
Research Analyst - Income Strategies
2004-01-01
with the firm

David is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked for Trusco Capital Management as a Portfolio Analyst and Crestar Asset Management as a Trading Assistant. He holds the Chartered Financial Analyst® designation.

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dmcmackin@tswinvest.com
Scott Miller, CFA
Research Analyst
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Scott Miller, CFA
Research Analyst
2004-01-01
with the firm

Scott is a graduate of Washington and Lee University, BA. He previously worked for Crestar Bank in Richmond as a Corporate Actions Lead Assistant and at Wachovia Securities as an Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation.

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smiller@tswinvest.com
John Moran, CFA
Investment Analyst
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John Moran, CFA
Investment Analyst
2023-01-01
with the firm

John is a graduate of the University of Richmond, BS, and Drexel University, Lebow College of Business, MBA. He previously worked for Agincourt Capital Management, LLC as a Client Service and Marketing Analyst. He holds the Chartered Financial Analyst® designation. John is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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jmoran@tswinvest.com
Vicki Mundie
Institutional Administration Manager
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Vicki Mundie
Institutional Administration Manager
1998-01-01
with the firm

Vicki previously worked at Home Beneficial Life Insurance Company as an Administrative Assistant, Securities Department.

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vmundie@tswinvest.com
W. Ryan Norwood
International Equity Trader
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W. Ryan Norwood
International Equity Trader
2014-01-01
with the firm

Ryan is a graduate of the University of Phoenix, BS. He previously worked at Raymond James/Morgan Keegan as a Registered Representative.

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rnorwood@tswinvest.com
Kay O'Driscoll, IACCP®
Senior Compliance Officer
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Kay O'Driscoll, IACCP®
Senior Compliance Officer
2001-01-01
with the firm

Kay graduated from the University of Limerick, BS. Most recently, she was employed at Prudential Securities as a Financial Advisor. Previously, she worked at Paine Webber as a Sales Assistant, Morgan Stanley Dean Witter as a 401K Plan Administrator and JP Morgan Chase in Retirement Operations. Kay is currently registered with FINRA and holds the IACCP® designation. Check the background of this Investment Professional here.

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kodriscoll@tswinvest.com
Stedman Oakey, CFA
Portfolio Manager - International Small Cap; Research Analyst - Non-U.S.
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Stedman Oakey, CFA
Portfolio Manager - International Small Cap; Research Analyst - Non-U.S.
2005-01-01
with the firm

Stedman is a graduate of the University of Notre Dame, BA. He previously worked as a Financial Analyst for AIG Global Investment Group in New York City and AIG Private Equity Ltd. in Zurich, Switzerland. He holds the Chartered Financial Analyst® designation. Stedman is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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soakey@tswinvest.com
Memori Oatman
Equity Trader
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Memori Oatman
Equity Trader
1999-01-01
with the firm

Prior to joining TSW, Memori was employed with Central Fidelity/ Wachovia Bank in the Trust Operations/Administration capacity and Branch Cabell & Co. as an Operations Associate.

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moatman@tswinvest.com
Roger Porter
Portfolio Manager; Research Analyst
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Roger Porter
Portfolio Manager; Research Analyst
2009-01-01
with the firm

Roger is a graduate of the University of Richmond, BA and the University of Richmond Reynolds Graduate School of Business, MBA. Most recently, Roger was a Managing Director, Portfolio Manager and Research Analyst with Atlantic Capital Management, LLC. Prior to that, he was an Associate Vice President, Institutional Research and Sales, with Branch, Cabell & Company.

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rporter@tswinvest.com
Keri Roberts
Institutional Client Service Specialist
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Keri Roberts
Institutional Client Service Specialist
2007-01-01
with the firm

Keri was previously at The London Company as a Portfolio Administrator. She also worked at HRH Insurance as a Risk Associate, GE Financial Assurance as an Internal Wholesaler and United Insurance Company as a District Support Specialist.

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kroberts@tswinvest.com
Michael Robertson, CFA
Research Analyst
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Michael Robertson, CFA
Research Analyst
2004-01-01
with the firm

Michael is a graduate of University of Richmond, BS. He previously worked as an Intern for Wachovia Securities. He holds the Chartered Financial Analyst® designation.

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mrobertson@tswinvest.com
W. Patrick Schubmehl, Jr.
Portfolio Manager
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W. Patrick Schubmehl, Jr.
Portfolio Manager
2006-01-01
with the firm

Patrick is a graduate of University of Virginia, BA and MBA. Previously, he was employed with Spear, Leeds, & Kellogg as an Option Specialist on the AMEX; First Union as an Associate, and, most recently, WPS Capital Management as the President. He is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

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pschubmehl@tswinvest.com
Willie "Chris" Shelton
Order Implementation Associate
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Willie "Chris" Shelton
Order Implementation Associate
2010-01-01
with the firm

Chris graduated from Virginia Commonwealth University, BS. Previously, he worked at Wachovia Securities as a Senior Operations Specialist.

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cshelton@tswinvest.com
Heather Smith, IACCP®
Senior Compliance Officer
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Heather Smith, IACCP®
Senior Compliance Officer
2008-01-01
with the firm

Heather graduated from Ferrum College, BS. Most recently, she was employed at Atlantic Capital Management as a Senior Compliance, Trading & Operations Specialist. Previously, she worked at E*TRADE Securities as a Financial Planning Analyst, FOLIOfn Investments as a Brokerage Operations Specialist and First Clearing as a Senior Mutual Fund Specialist. Heather currently holds the IACCP® designation.

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hsmith@tswinvest.com
Jody Smith
Senior Operations Specialist
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Jody Smith
Senior Operations Specialist
2002-01-01
with the firm

Jody graduated from Virginia Commonwealth University, BS. Previously, she worked at James River Coal Company as a Cash Management Administrator and Home Beneficial as an Actuarial Assistant.

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jsmith@tswinvest.com
Matthew Soule, CFA
Client Portfolio Manager
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Matthew Soule, CFA
Client Portfolio Manager
2016-01-01
with the firm

Matthew is a graduate of The George Washington University, BBA, and Boston College, MBA. He previously worked for Nationwide Investment Management Group as the Head of U.S. Equity and Fixed Income, and for PricewaterhouseCoopers as a Management Consultant. He holds the Chartered Financial Analyst® designation. Matthew is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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msoule@tswinvest.com
Betsy Stanley
Marketing Manager
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Betsy Stanley
Marketing Manager
2000-01-01
with the firm

Betsy graduated from James Madison University, BS. She previously worked at The Alison Group as an Assistant Project Manager.

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bstanley@tswinvest.com
J. Cody Tafel, CAIA, CMT
Head of Strategic Advisory
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J. Cody Tafel, CAIA, CMT
Head of Strategic Advisory
2006-01-01
with the firm

Cody is a graduate of the University of Virginia, BA. He previously worked for Rapidan Capital LLC as the Director of Trading. He also worked for Shockoe Capital Partners LLC as the Head Trader. Cody did his research internship at INVESCO High Yield Group in New York. Cody is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

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ctafel@tswinvest.com
Jennifer Taylor
Senior Institutional Client Service Specialist
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Jennifer Taylor
Senior Institutional Client Service Specialist
2004-01-01
with the firm

Jennifer previously worked at First Market Bank as a Branch Manager/Loan Officer and Jefferson National Bank as a Senior Teller.

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jtaylor@tswinvest.com
Kwane Thomas
Equity Trader
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Kwane Thomas
Equity Trader
2019-01-01
with the firm

Kwane is a graduate of Long Island University, BS. He previously worked at Sanford C. Bernstein & Co. as Vice President of Institutional Equity Sales Trading.

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kthomas@tswinvest.com
Mark Tyler, CFA
Research Analyst - Non-U.S.
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Mark Tyler, CFA
Research Analyst - Non-U.S.
2003-01-01
with the firm

Mark is a graduate of The College of William & Mary, BS. He previously worked for Priority Capital Management, LLC as a Senior Research Analyst, Wachovia Securities, Inc. as a Senior Equity Research Analyst, D.B. Root & Company, Inc. as a Portfolio Manager and Capital Asset Management, Inc. as a Research Analyst. He holds the Chartered Financial Analyst® designation.

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mtyler@tswinvest.com
Pieter Van Saun, CFA, CIPM
Chief Operating Officer
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Pieter Van Saun, CFA, CIPM
Chief Operating Officer
2000-01-01
with the firm

Pieter is a graduate of the University of Richmond, BS and Virginia Commonwealth University, MBA. His prior roles at TSW include Order Implementation Manager and Manager of Research Operations, Assistant Portfolio Manager, and Research Associate. Prior to joining TSW, he was employed with H&R Block as a Registered Representative. He holds the Chartered Financial Analyst® designation and the Certificate in Investment Performance Measurement™ designation.

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pvansaun@tswinvest.com
Joseph VanCaster, CPA
Chief Financial Officer
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Joseph VanCaster, CPA
Chief Financial Officer
2017-01-01
with the firm

Joey graduated from James Madison University, BBA, BS. Most recently, he was employed at Owens & Minor, Inc. as Director of Accounting and Director of Internal Audit. Previously, he worked at Bowlmor AMF as Assistant Controller and KPMG LLP as Audit Manager.

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jvancaster@tswinvest.com
Wendy Wemyss
Settlements Administrator
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Wendy Wemyss
Settlements Administrator
2008-01-01
with the firm

Wendy previously worked at Atlantic Capital Management as a Senior Operations Specialist.

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wwemyss@tswinvest.com
Richard Williams
Client Portfolio Associate
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Richard Williams
Client Portfolio Associate
2022-01-01
with the firm

Richard is a graduate of Providence College, BS. He previously worked at FactSet Research Systems as a Senior Investment Management Consultant.

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rwilliams@tswinvest.com
Donna Wright
Senior Operations Specialist
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Donna Wright
Senior Operations Specialist
1997-01-01
with the firm

Donna graduated from Virginia Commonwealth University, BS. Previously, she worked at Home Beneficial Life Insurance Company and Fidelity Bankers Life Insurance Company as an Actuarial Assistant.

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dwright@tswinvest.com