We see ourselves differently
Like other investment firms, we believe we have attracted some of the smartest and best people in the business. Unlike others, we keep them for a long time. No bouncing from one firm to another.
Why?
We value them. We encourage them to think independently. Our culture is one of intellectual rigor and competition; but competition in a friendly, collegial way. When our client succeeds, we all succeed.
Click on team member's name to see their full biography.

W. Winborne Boyles
Mr. Boyles 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. Mr. Boyles is currently registered with FINRA. Check the Background of this Investment Professional here.

Bryan Durand, CFA
Mr. Durand 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. Mr. Durand is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

J. Shelton Horsley, IV, CFA
Mr. Horsley is a graduate of the University of Virginia, BA and the University of Virginia, MBA. He previously worked for Aetna Life & Casualty in Philadelphia as an Employee Benefits Representative and for Bolton Offutt Donovan, Inc. in Baltimore as a Consultant. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

Joseph VanCaster, CPA
Mr. VanCaster 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.
Click on team member's name to see their full biography.

William Bellamy, CFA
Mr. Bellamy 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.

R. Michael Creager, CFA
Mr. Creager 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.

Brendan Donohoe, CFA
Mr. Donohoe is a graduate of Radford University, BBA. Most recently, Mr. Donohoe 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.

Bryan Durand, CFA
Mr. Durand 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. Mr. Durand is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

Matthew Fernandez
Mr. Fernandez 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.

Charles Finley, CFA
Mr. Finley 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.

Brandon Harrell, CFA
Mr. Harrell 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.

Brett Hawkins, CFA
Mr. Hawkins 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.

Quinn Hermann
Mr. Hermann is a graduate of the University of Virginia.

Daniel Hinchman III, CFA
Mr. Hinchman 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.

Stephen Ho, CFA
Mr. Ho 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.

Elliott Jones, CFA
Mr. Jones 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. He holds the Chartered Financial Analyst® designation.

David McMackin, CFA
Mr. McMackin 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.

Scott Miller, CFA
Mr. Miller 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.

Stedman Oakey, CFA
Mr. Oakey 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. Mr. Oakey is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

Roger Porter
Mr. Porter is a graduate of the University of Richmond, BA and the University of Richmond Reynolds Graduate School of Business, MBA. Most recently, Mr. Porter 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.

Michael Robertson, CFA
Mr. Robertson is a graduate of University of Richmond, BS. He previously worked as an Intern for Wachovia Securities. He holds the Chartered Financial Analyst® designation.

W. Patrick Schubmehl, Jr.
Mr. Schubmehl, Jr. 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.

Mark Tyler, CFA
Mr. Tyler 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.
Click on team member's name to see their full biography.

Thomas (Chip) Coleman Jr.
Mr. Coleman 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.

Sandy Ju
Ms. Ju graduated from Strayer University, AS. Previously, she worked at Tattersall Advisory Group as a Mutual Fund Administrator.

Matthew Kiselica
Mr. Kiselica is a graduate of the Rutgers University. He previously was employed at Capital Institutional Services and managed the international desk.

W. Ryan Norwood
Mr. Norwood is a graduate of the University of Phoenix, BS. He previously worked at Raymond James/Morgan Keegan as a Registered Representative.

Memori Oatman
Prior to joining TSW, Ms. Oatman was employed with Central Fidelity/ Wachovia Bank in the Trust Operations/Administration capacity and Branch Cabell & Co. as an Operations Associate.

Kwane Thomas
Mr. Thomas is a graduate of Long Island University, BS. He previously worked at Sanford C. Bernstein & Co. as Vice President of Institutional Equity Sales Trading.

Wendy Wemyss
Ms. Wemyss previously worked at Atlantic Capital Management as a Senior Operations Specialist.
Click on team member's name to see their full biography.

Steve Antourakis
Mr. Antourakis has been with TSW since he graduated from Virginia Commonwealth University, BS. He is currently registered with FINRA and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

Lisa Corker
Prior to joining TSW, Ms. Corker was employed with Capital One Bank as a Process Risk Manager, Commercial Bank Risk Office.

Andrea Culver
Ms. Culver 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.

J. Shelton Horsley, IV, CFA
Mr. Horsley is a graduate of the University of Virginia, BA and the University of Virginia, MBA. He previously worked for Aetna Life & Casualty in Philadelphia as an Employee Benefits Representative and for Bolton Offutt Donovan, Inc. in Baltimore as a Consultant. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

Christopher Lask
Mr. Lask is a graduate of University of Virginia, B.A.

Vicki Mundie
Ms. Mundie previously worked at Home Beneficial Life Insurance Company as an Administrative Assistant, Securities Department.

Keri Roberts
Ms. Roberts 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.

Matthew Soule, CFA
Mr. Soule is a graduate of The George Washington University, BBA, and Boston College, MBA. He previously worked for Nationwide Investment Management Group as the Head of U.S. Equity and Fixed Income, and for PricewaterhouseCoopers as a Management Consultant. He holds the Chartered Financial Analyst® designation. Mr. Soule is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

Jennifer Taylor
Ms. Taylor previously worked at First Market Bank as a Branch Manager/Loan Officer and Jefferson National Bank as a Senior Teller.

Richard Williams
Mr. Williams is a graduate of Providence College, BS. He previously worked at FactSet Research Systems as a Senior Investment Management Consultant.
Click on team member's name to see their full biography.

Kinsey Bauer
Ms. Bauer 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.

Sarah Gray Innes, CFA
Ms. Innes is a graduate of the University of Virginia, BS. Most recently, she worked at Ivy Ventures LLC as a Manager of the Strategy and Analytics team. Formerly, she was employed by Prometheus Partners as a Private Equity Analyst. Ms. Innes is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

Brittany Incle
Prior to joining TSW, Mrs. Incle was employed as a Licensed Sales Agent at Elephant Auto Insurance.

Tracey Ivey, CFA
Ms. Ivey is a graduate of University of Richmond, BA and University of Pennsylvania, The Wharton School, MBA. Most recently, Ms. Ivey worked at Morgan Stanley Investment Management as a Managing Director of Consultant Relations. Formerly, she was employed by Miller, Anderson & Sherrerd LLP as a Head of Consultant Relations. Ms. Ivey is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.

Brad Jaggard, CIPM
Mr. Jaggard is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked at Atlantic Capital Management, LLC as Investment Operations Manager.

Holly Leonard
Ms. Leonard is a graduate of James Madison University, B.B.A.

John Reifsnider
Mr. Reifsnider is a graduate of the University of Toledo, BBA. Previously, he was a Managing Director at Atlantic Capital Management, LLC and was responsible for business development and client service. He is currently registered as an Investment Adviser Representative. Check the Background of this Investment Professional here

Betsy Stanley
Ms. Stanley graduated from James Madison University, BS. She previously worked at The Alison Group as an Assistant Project Manager.
Click on team member's name to see their full biography.

Alexis Burnett
Ms. Burnett attended Richard Bland College of William & Mary. Prior to joining TSW, Ms. Burnett worked at Janney Montgomery Scott and at Wells Fargo Advisors as a Private Client Wealth Management Associate.

Dawn Ehrhardt
Ms. Ehrhardt graduated from the Kent State University with an Associate of Business Management degree. Ms. Ehrhardt is a candidate for the CERTIFIED FINANCIAL PLANNER™ exam. Previously, she worked at Prudential Insurance & Financial Services as an Insurance & Financial Services Specialist and Heritage Chevrolet as a Finance Manager.

G. Gray Garland, CFA
Mr. Garland is a graduate of the University of Virginia, BA. Most recently, Mr. Garland 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.

Nancy Harksen
Ms. Harksen graduated from New York University, Stern School of Business. Prior to joining TSW, Ms. Harksen worked at Cherry Bekaert Wealth Management as a Client Service Manager. Previously she worked for Alvarez & Marsal and Warnaco Group as an Executive Assistant.

John Moran, CFA
Mr. Moran 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. Mr. Moran is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.

J. Cody Tafel, CAIA, CMT
Mr. Tafel 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. Mr. Tafel did his research internship at INVESCO High Yield Group in New York. Mr. Tafel is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Private Client
Click on team member's name to see their full biography.
Operations Team

Willie (Chris) Shelton
Mr. Shelton graduated from Virginia Commonwealth University, BS. Previously, he worked at Wachovia Securities as a Senior Operations Specialist.

Maryna Kudaktina
Ms. Kudaktina 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.

Jody Smith
Ms. Smith 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 Van Saun, CFA, CIPM
Mr. Van Saun 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 Wright
Ms. Wright 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.
Compliance Team

W. Winborne Boyles
Mr. Boyles 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. Mr. Boyles is currently registered with FINRA. Check the Background of this Investment Professional here.

Kay O'Driscoll, IACCP®
Ms. O'Driscoll 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. Ms. O'Driscoll is currently registered with FINRA and holds the IACCP® designation. Check the background of this Investment Professional here.

Heather Smith, IACCP®
Ms. Smith 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. Ms. Smith currently holds the IACCP® designation.
Information Technology Team

Eric Cayton
Mr. Cayton graduated from ITT Technical Institute, AAS Computer Networking Systems. He previously worked at Cavalier Telephone as an Internet Support Representative.

Deborah Denton
Ms. Denton has been with TSW since 1985 and has worked in a variety of roles within the firm.

Kellie Gunderson
Ms. Gunderson graduated from Virginia Commonwealth University, BS. Previously, she worked at American General Finance as a Financial Representative.

Frank Malone, Jr.
Mr. Malone, Jr. previously worked at Schwarzschild Jewelers as a Network Administrator.
Finance, Accounting and Strategy Team

Carol Gaines
Ms. Gaines previously worked at Dun & Bradstreet Information Services as an Office Administrator.

John (Jay) Catlett, III, CPA
Mr. Catlett 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.

Catherine Brown
Ms. Brown 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.

Trisha McConaghy
Ms. McConaghy graduated from Sweet Briar College, B.A. Previously, she worked at Snagajob as a Senior Account Manager.

Joseph VanCaster, CPA
Mr. VanCaster 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.
Administrative Team

Becky Card
Ms. Card previously worked for Wachovia Securities as an Executive Assistant.