Strategic Advisory

Historic Row Houses

Museum District; Richmond, VA

Historic Row Houses

Museum District; Richmond, VA

Our Focus

From its founding in 1969, TSW has offered comprehensive asset allocation advice and diversified market exposure to individuals, families, and regional institutions. Our Strategic Advisory team strives to provide clients with personalized portfolio guidance, investment management, and client service, partnering with you to achieve your financial goals while empowering you to focus on other responsibilities.

Our clientele includes:

  • High-net-worth individuals
  • Families and Family Offices
  • Endowments and Foundations
  • Businesses and Professionals
Group photo of Strategic Advisory team. Top row: John Moran, Dawn Ehrhardt, Cody Tafel, Bottom Row: Nancy Harksen, Gray Garland, Alexis Burnett; respectively.

What We Offer

As a trusted advisor, we understand each client has distinct requirements. Our goal is to exceed your expectations by consistently serving you in growing wealth and preserving capital. We review your current financial situation, establish your investment objectives based on your risk tolerance, return expectations, tax implications, liquidity requirements, and time horizon, and deliver a tailored asset allocation plan. We are here to help you navigate the evolving world of increasingly complicated investment choices by constructing portfolios using TSW’s institutional quality, value-oriented investment platform combined with select offerings of external strategies.

Historic Row Houses on Monument Ave

The Fan District; Richmond, VA

Our Defining Characteristics

We believe our defining characteristics are:

  • Alignment with employee investment in TSW strategies
  • Consistently applied investment process
  • Depth, experience, and teamwork of investment professionals
  • Diversity and sophistication of our client base and teams
  • Focus on providing excellence in investment results and service
  • Integrity and transparency to act in the best interest of clients
  • 50+ years’ experience across asset classes and strategies

Thus, we believe TSW clients benefit from the consistency of TSW’s investment philosophy, decision-making process, and personalized client service.

Meet Our Team

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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
Alexis Burnett
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
Dawn Ehrhardt
Senior Client Service Manager
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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
G. Gray Garland, CFA
Director of Investments
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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
Nancy Harksen
Client Service Manager
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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
John Moran, CFA
Investment Analyst
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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
J. Cody Tafel, CAIA, CMT
Head of Strategic Advisory
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