Our Team
9TH Street Bridge
Manchester Neighborhood; Richmond, VA
9TH Street Bridge
Manchester Neighborhood; Richmond, VA
Administrative Team
Becky previously worked for Wachovia Securities as an Executive Assistant.
Client Service Team
Prior to joining TSW, Lisa was employed with Capital One Bank as a Process Risk Manager, Commercial Bank Risk Office.
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.
Christopher is a graduate of University of Virginia, B.A.
Vicki previously worked at Home Beneficial Life Insurance Company as an Administrative Assistant, Securities Department.
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.
Jennifer previously worked at First Market Bank as a Branch Manager/Loan Officer and Jefferson National Bank as a Senior Teller.
Richard is a graduate of Providence College, BS. He previously worked at FactSet Research Systems as a Senior Investment Management Consultant.
Compliance Team
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.
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.
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.
Finance, Accounting, and Strategy Team
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.
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.
Carol previously worked at Dun & Bradstreet Information Services as an Office Administrator.
Trisha graduated from Sweet Briar College, B.A. Previously, she worked at Snagajob as a Senior Account Manager.
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.
Information Technology Team
Eric graduated from ITT Technical Institute, AAS Computer Networking Systems. He previously worked at Cavalier Telephone as an Internet Support Representative.
Deborah has been with TSW since 1985 and has worked in a variety of roles within the firm.
Kellie graduated from Virginia Commonwealth University, BS. Previously, she worked at American General Finance as a Financial Representative.
Frank previously worked at Schwarzschild Jewelers as a Network Administrator.
Marketing Team
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.
Prior to joining TSW, Brittany was employed as a Licensed Sales Agent at Elephant Auto Insurance.
Brad is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked at Atlantic Capital Management, LLC as Investment Operations Manager.
Holly is a graduate of James Madison University, B.B.A.
Betsy graduated from James Madison University, BS. She previously worked at The Alison Group as an Assistant Project Manager.
Operations Team
Chris graduated from Virginia Commonwealth University, BS. Previously, he worked at Wachovia Securities as a Senior Operations Specialist.
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.
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.
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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Thompson, Siegel, & Walmsley LLC ("TSW") is a registered investment adviser located in Richmond, VA and founded in 1969.
*The Top Work Place award, granted by the Richmond Times Dispatch, is based solely on employee feedback collected through Energage, LLC, a third-party survey company. No compensation was provided to obtain or use this third-party rating.
General Economic & Market Commentary Disclosure: Any comments and general market related projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. Certain information contained in this material represents or is based upon forward-looking statements, which can be identified by the use of terminology such as "may", "will", "should", "expect", "anticipate", "target", "project", "estimate", "intend", "continue" or "believe" or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of an Account may differ materially from those reflected or contemplated in such forward-looking statements. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Past performance is not indicative of future results.