Our Team

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

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
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
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
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
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
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