Our Team

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

9TH  Street Bridge

Manchester Neighborhood; Richmond, VA

Domestic Team

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
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
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
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
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
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
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

Fixed Income Team

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
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
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

International Team

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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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
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
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
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
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
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
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

Trading Team

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
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
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
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
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
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