Our Team

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

Administrative Team

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

Client Service Team

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
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
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
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
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
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
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

Compliance Team

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
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
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

Finance, Accounting, and Strategy Team

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
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
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
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
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

Information Technology Team

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
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
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
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

Marketing Team

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
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
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
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
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

Operations Team

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
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
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
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
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