We see ourselves differently


Like other investment firms, we've 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.

Lori Anderson photo

Lori Anderson

Director of Operations
39 Years with the firm
Ms. Anderson serves as the Director of Administration. She joined the firm in October of 1978 and is responsible for overseeing administrative operations.
(804) 353-4500
(800) 697-1056
Frank  Reichel, CFA, CAIA photo

Frank Reichel, CFA, CAIA

Portfolio Manager and President
17 Years with the firm
Mr. Reichel is a graduate of Dartmouth College, AB and the University of Pennsylvania, The Wharton School, MBA. He previously worked for Stratton Management Company, Philadelphia, where he served as the President of the Stratton Small Cap Value Fund.
(804) 353-4500
(800) 697-1056
John Reifsnider photo

John Reifsnider

Managing Director
12 Years with the firm
John Reifsnider is the Managing Director responsible for all channels of distribution and client service. In addition, he serves as a member of the Board of Managers. John started his career in the investment industry in 1990. Prior to joining TSW in 2005, he was a Managing Director at Atlantic Capital Management, LLC and was responsible for business development and client service. He is an active volunteer for non-profit youth sports organizations. John earned his BBA from the University of Toledo and is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Horace Whitworth, CFA  photo

Horace Whitworth, CFA

Chief Executive Officer and Chief Financial Officer
31 Years with the firm
Mr. Whitworth is a graduate of the University of Virginia, BS. He previously worked for Coopers & Lybrand, Baltimore as an Auditor and for Wachovia Bank & Trust in Winston-Salem as a Portfolio Manager.
(804) 353-4500
(800) 697-1056

Click on team member's name to see their full biography.

William  Bellamy, CFA photo

William Bellamy, CFA

Director of Income Strategies and Portfolio Manager
15 Years with the firm
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.
(804) 353-4500
(800) 697-1056
R. Michael Creager, CFA photo

R. Michael Creager, CFA

Research Analyst
11 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Gregory Cole photo

Gregory Cole

Credit Analyst
2 Years with the firm
Mr. Cole is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked for Sterne Agee as an Investment Banking Analyst and Sidoti & Company as a Research Analyst.
(804) 353-4500
(800) 697-1056
Matthew  Cullen, CFA photo

Matthew Cullen, CFA

Research Analyst
11 Years with the firm
Mr. Cullen is a graduate of University of North Carolina, BA and University of Virginia, MS. Most recently, he worked for Clovis Capital Management as an Equity Analyst, Vice President. Formerly, he was employed with Blackfin Capital, LLC as an Equity Analyst. Mr. Cullen has also worked for Morgan Stanley Dean Witter as an Equity Research Associate and for First Union Securities as an Assistant Vice President.
(804) 353-4500
(800) 697-1056
Brendan Donohoe, CFA photo

Brendan Donohoe, CFA

Research Analyst - Non-US
11 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Brandon  Harrell, CFA photo

Brandon Harrell, CFA

Portfolio Manager - International & International Small Cap
21 Years with the firm
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 and is Series 65 licensed.
(804) 353-4500
(800) 697-1056
Brett  Hawkins, CFA photo

Brett Hawkins, CFA

Portfolio Manager and Chief Investment Officer
16 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Daniel Hinchman III, CFA photo

Daniel Hinchman III, CFA

Research Analyst - Non-US
10 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Bryan Jenkins photo

Bryan Jenkins

Research Associate
3 Years with the firm
Mr. Jenkins is a graduate of the University of Richmond, BS. Most recently, Mr. Jenkins completed his internship at RBC Wealth Management. Formerly, he completed an internship at RiverFront Investment Group.
(804) 353-4500
(800) 697-1056
Elliott Jones, CFA photo

Elliott Jones, CFA

Research Associate
5 Years with the firm
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.
(804) 353-4500
(800) 697-1056
David McMackin, CFA photo

David McMackin, CFA

Research Analyst-Fixed Income
13 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Scott Miller, CFA photo

Scott Miller, CFA

Research Analyst
13 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Stedman Oakey, CFA photo

Stedman Oakey, CFA

Portfolio Manager - International Small Cap, Research Analyst - Non-US
12 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Camille Pittman photo

Camille Pittman

Research Associate
2 Years with the firm
Ms. Pittman is a graduate of the University of Richmond, BA, BS. She most recently interned at MasterCard.
(804) 353-4500
(800) 697-1056
Roger Porter photo

Roger Porter

Portfolio Manager
9 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Frank  Reichel, CFA, CAIA photo

Frank Reichel, CFA, CAIA

Portfolio Manager and President
17 Years with the firm
Mr. Reichel is a graduate of Dartmouth College, AB and the University of Pennsylvania, The Wharton School, MBA. He previously worked for Stratton Management Company, Philadelphia, where he served as the President of the Stratton Small Cap Value Fund.
(804) 353-4500
(800) 697-1056
Michael Robertson, CFA photo

Michael Robertson, CFA

Research Analyst
13 Years with the firm
Mr. Robertson is a graduate of University of Richmond, BS. He previously worked as an Intern for Wachovia Securities.
(804) 353-4500
(800) 697-1056
W. Patrick Schubmehl, Jr. photo

W. Patrick Schubmehl, Jr.

Portfolio Manager-WPS Capital Fund, LLC
11 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Mark Tyler, CFA photo

Mark Tyler, CFA

Research Analyst - Non-US
14 Years with the firm
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.
(804) 353-4500
(800) 697-1056
AnnMarie Wakely photo

AnnMarie Wakely

Research Associate
2 Years with the firm
Ms. Wakely is a graduate of Washington and Lee University, BS. Most recently, Ms. Wakely completed her internship at Makena Capital Management. Formerly, she completed internships at Dorchester Bay Economic Development Corporation and Davis, Malm, & D'Agostine, P.C.
(804) 353-4500
(800) 697-1056

Click on team member's name to see their full biography.

Thomas (Chip) Coleman Jr. photo

Thomas (Chip) Coleman Jr.

Director of Trading
12 Years with the firm
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. Mr. Coleman is currently registered with FINRA and holds a Series 6 and 7.
(804) 353-4500
(800) 697-1056
Michael Erb photo

Michael Erb

International Equity Trader
1 Year with the firm
Mr. Erb is a graduate of the University of Wisconsin-Madison. He previously worked for MSF Capital LLC/EnTrust Capital LLC as Director of Trading. Prior to that, he worked for Neuberger Berman LLC as Manager of the Portfolio Reporting Department.
804-353-4500
(800) 697-1056
Sandy  Ju photo

Sandy Ju

Settlements Administrator
10 Years with the firm
Ms. Ju graduated from Strayer University, AS. Previously, she worked at Tattersall Advisory Group as a Mutual Fund Administrator.
(804) 353-4500
(800) 697-1056
W. Ryan Norwood photo

W. Ryan Norwood

International Equity Trader
3 Years with the firm
Mr. Norwood is a graduate of the University of Phoenix, BS. He previously worked at Raymond James/Morgan Keegan as a Registered Representative. Mr. Norwood is currently registered with FINRA and holds a Series 7.
(804) 353-4500
(800) 697-1056
Memori Oatman photo

Memori Oatman

Equity Trader
18 Years with the firm
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.
(804) 353-4500
(800) 697-1056
J. Cody Tafel, CMT, CAIA photo

J. Cody Tafel, CMT, CAIA

Sr. Equity Trader
11 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Brittany Wenter photo

Brittany Wenter

Settlements Administrator
2 Years with the firm
Prior to joining TSW, Ms. Wenter was employed as a Licensed Sales Agent at Elephant Auto Insurance.
(804) 353-4500
(800) 697-1056

Click on team member's name to see their full biography.

Nicholas Antourakis photo

Nicholas Antourakis

Institutional Client Service Specialist
2 Years with the firm
Mr. Antourakis is a graduate of Virginia Commonwealth University, BS. Most recently, Mr. Antourakis was employed at Capital One as a Senior Operations Coordinator.
(804) 353-4500
(800) 697-1056
Lisa Corker photo

Lisa Corker

Institutional Client Service Specialist
2 Years with the firm
Prior to joining TSW, Ms. Corker was employed with Capital One Bank as a Process Risk Manager, Commercial Bank Risk Office.
(804) 353-4500
(800) 697-1056
Andrea Culver photo

Andrea Culver

Institutional Client Service Specialist
3 Years with the firm
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.
(804) 353-4500
(800) 697-1056
J. Shelton Horsley, IV, CFA photo

J. Shelton Horsley, IV, CFA

Senior Client Portfolio Manager
23 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Vicki Mundie photo

Vicki Mundie

Institutional Administration Manager
20 Years with the firm
Ms. Mundie previously worked at Home Beneficial Life Insurance Company as an Administrative Assistant, Securities Department.
(804) 353-4500
(800) 697-1056
Tracy Musser photo

Tracy Musser

Senior Institutional Relationship Manager
13 Years with the firm
Ms. Musser is a graduate of Pennsylvania State University, BS; St. Joseph's University, MBA. She previously worked for PLANCO as a Marketing Coordinator and for Pilgrim Baxter & Associates, Ltd. as Vice President, Consultant Relations. Ms. Musser is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Matthew Soule, CFA photo

Matthew Soule, CFA

Client Portfolio Manager
1 Year with the firm
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.
(804) 353-4500
(800) 697-1056
Jennifer Taylor photo

Jennifer Taylor

Institutional Client Service Specialist
13 Years with the firm
Ms. Taylor previously worked at First Market Bank as a Branch Manager/Loan Officer and Jefferson National Bank as a Senior Teller.
(804) 353-4500
(800) 697-1056
Wendy Wemyss photo

Wendy Wemyss

Institutional Client Service Specialist
9 Years with the firm
Ms. Wemyss previously worked at Atlantic Capital Management as a Senior Operations Specialist.
(804) 353-4500
(800) 697-1056

Click on team member's name to see their full biography.

Steve Antourakis photo

Steve Antourakis

Portfolio Specialist
10 Years with the firm
Mr. Antourakis has been with TSW since he graduated from Virginia Commonwealth University, BS. He is currently registered with FINRA and holds a Series 6. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Kinsey Girardi photo

Kinsey Girardi

Marketing Associate
1 Year with the firm
Ms. Girardi 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.
(804) 353-4500
(800) 697-1056
Sara Harney photo

Sara Harney

Marketing Assistant
5 Years with the firm
Ms. Harney is a graduate of The College of William and Mary, BA and Virginia Commonwealth University, MA.
(804) 353-4500
(800) 697-1056
Sarah Gray Innes photo

Sarah Gray Innes

Business Development Director
2 Years with the firm
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 and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Tracey Ivey, CFA photo

Tracey Ivey, CFA

Director of Consultant Relations
9 Years with the firm
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 and holds a Series 6 and 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Brad Jaggard photo

Brad Jaggard

Portfolio Analyst
7 Years with the firm
Mr. Jaggard is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked at Atlantic Capital Management, LLC as Investment Operations Manager.
(804) 353-4500
(800) 697-1056
John Reifsnider photo

John Reifsnider

Managing Director
12 Years with the firm
John Reifsnider is the Managing Director responsible for all channels of distribution and client service. In addition, he serves as a member of the Board of Managers. John started his career in the investment industry in 1990. Prior to joining TSW in 2005, he was a Managing Director at Atlantic Capital Management, LLC and was responsible for business development and client service. He is an active volunteer for non-profit youth sports organizations. John earned his BBA from the University of Toledo and is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Betsy Stanley photo

Betsy Stanley

Marketing Manager
17 Years with the firm
Ms. Stanley graduated from James Madison University, BS. She previously worked at The Alison Group as an Assistant Project Manager.
(804) 353-4500
(800) 697-1056
Mike Swinney, CFA photo

Mike Swinney, CFA

Director of Consultant Relations
2 Years with the firm
Mr. Swinney is a graduate of Life University, BS and the University of Cape Town, BCom. Most recently, Mr. Swinney was employed by Callan Associates as a Senior Investment Consultant. Formerly, he worked as a consultant for Hewitt Investment Group (now Aon Hewitt Investment Consulting). Prior to joining the investment consulting industry, Mr. Swinney worked at the Federal Home Loan Bank of Atlanta.
(804) 353-4500
(800) 697-1056

Click on team member's name to see their full biography.

Cindy Cogbill photo

Cindy Cogbill

Portfolio Assistant - Strategic Advisory Group
17 Years with the firm
Ms. Cogbill graduated from the Braxton School of Business. Previously, she worked at Mays & Valentine as a Legal Secretary, Mentor Investment Group as an Executive Assistant and The Martin Agency as a Human Resources Assistant.
(804) 353-4500
(800) 697-1056
S. Preston Dillard, CAIA photo

S. Preston Dillard, CAIA

Director - Strategic Advisory Group
12 Years with the firm
Mr. Dillard is a graduate of the University of Virginia, BA. Most recently, Mr. Dillard worked for Bank of America Private Bank as a Portfolio Manager. Formerly he was employed by Anderson-Strudwick as an Investment Advisor/Broker. He also worked for Interior Solutions as a Vice President. Mr. Dillard is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Dawn Ehrhardt photo

Dawn Ehrhardt

Portfolio Assistant - Strategic Advisory Group
17 Years with the firm
Ms. Ehrhardt graduated from the Kent State University with an Associate of Business Management degree and a candidate for CERTIFIED FINANCIAL PLANNER™ certification. Previously, she worked at Prudential Insurance & Financial Services as an Insurance & Financial Services Specialist and Heritage Chevrolet as a Finance Manager.
(804) 353-4500
(800) 697-1056
G. Gray Garland, CFA photo

G. Gray Garland, CFA

Director - Strategic Advisory Group
9 Years with the firm
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. Mr. Garland is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Jerry  Jenkins photo

Jerry Jenkins

Director of Wealth Management
24 Years with the firm
Mr. Jenkins is a graduate of Hampden-Sydney College, BA, National Graduate Trust School, Northwestern University, and The Executive Program, University of Virginia. Previously he was with NationsBank, Richmond as a Personal and Institutional Trust Manager.
(804) 353-4500
(800) 697-1056
T. Broderick Mullins photo

T. Broderick Mullins

Portfolio Manager - Strategic Advisory Group
1 Year with the firm
Mr. Mullins is a graduate of Hampden-Sydney College, BA and the University of Richmond Reynolds Graduate School of Business, MBA. Most recently, Mr. Mullins worked for Davenport & Company LLC as a First Vice President & Portfolio Manager. Formerly he was employed as a Client Manager at SunTrust Bank and as a Client Advisor at Bank of America. Mr. Mullins is currently registered with FINRA and holds a Series 7.
(804) 353-4500
(800) 697-1056
William Thomas photo

William Thomas

Portfolio Assistant - Strategic Advisory Group
2 Years with the firm
Mr. Thomas is a graduate of Virginia Polytechnic Institute & State University, BA. He previously worked for C&F Bank as an Assistant Vice President, Operations.
(804) 353-4500
(800) 697-1056
Elizabeth Ware, CIMA® photo

Elizabeth Ware, CIMA®

Portfolio Manager - Strategic Advisory Group
7 Years with the firm
Ms. Ware graduated from Vanderbilt University, BA and University of Richmond, MBA. She also holds the Certificate of Project Management and the Certificate of Business Excellence. Previously, she worked at Genworth Financial as a Project Manager/Risk Analyst, SunTrust Bank as a Treasury Trader/Assistant Vice President and Wachovia Bank as a Federal Funds Portfolio Manager/Assistant Vice President. Ms. Ware is currently registered with FINRA and holds a Series 7. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056

Private Client

Click on team member's name to see their full biography.

Operations Team

Lori Anderson photo

Lori Anderson

Director of Operations
39 Years with the firm
Ms. Anderson serves as the Director of Administration. She joined the firm in October of 1978 and is responsible for overseeing administrative operations.
(804) 353-4500
(800) 697-1056
Jody Smith photo

Jody Smith

Senior Operations Specialist
15 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Donna Wright photo

Donna Wright

Senior Operations Specialist
20 Years with the firm
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.
(804) 353-4500
(800) 697-1056

Compliance Team

Kay O'Driscoll, IACCP® photo

Kay O'Driscoll, IACCP®

Compliance Officer
17 Years with the firm
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 a Series 7 and 24 and the IACCP® designation
(804) 353-4500
(800) 697-1056
Heather  Smith, IACCP® photo

Heather Smith, IACCP®

Compliance Officer
9 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Jessica Thompson, Esq. photo

Jessica Thompson, Esq.

Chief Compliance Officer
7 Years with the firm
Jessica began her career in the investment industry in 1988. Prior to joining TSW in 2010, she worked for RidgeWorth Capital Management as a Director/Compliance Officer and Corporate Counsel. She previously was a Vice President/Private Client /Fiduciary Specialist, and later worked as a First Vice President/Risk Manager for SunTrust Bank. While attending law school, she was employed at Signet Trust Company as Management Intern with Affluent Marketing and Analysis, and continued as an Estate Planning and Trust Administrator upon graduation from law school. Earlier, after graduating from the University of Virginia, she worked at Crestar Bank, Corporate Trust Department, as an Account Administrator and at the Department of Treasury, Division of Debt Management, as a Financial Analyst. Jessica is a graduate of the University of Virginia, McIntire School of Commerce and received her Juris Doctor from the University of Richmond, T.C. Williams School of Law. Ms. Thompson is currently registered with FINRA and holds a series 7.
(804) 353-4500
(800) 697-1056
Donna Ward photo

Donna Ward

Senior Operations Specialist
17 Years with the firm
Most recently, Ms. Ward worked at First Market Bank as an Administrative Assistant. Previously, she worked at Jefferson National Bank as a Supervisor Teller.
(804) 353-4500
(800) 697-1056

Information Technology Team

Eric Cayton photo

Eric Cayton

Network Administrator/PC Specialist
10 Years with the firm
Mr. Cayton graduated from ITT Technical Institute, AAS Computer Networking Systems. He previously worked at Cavalier Telephone as an Internet Support Representative.
(804) 353-4500
(800) 697-1056
Deborah Denton photo

Deborah Denton

Chief Technology Officer
33 Years with the firm
Ms. Denton has been with TSW since 1985 and has worked in a variety of roles within the firm.
(804) 353-4500
(800) 697-1056
Kellie Gunderson photo

Kellie Gunderson

Technology Services Supervisor
22 Years with the firm
Ms. Gunderson graduated from Virginia Commonwealth University, BS. Previously, she worked at American General Finance as a Financial Representative.
(804) 353-4500
(800) 697-1056
Frank Malone, Jr. photo

Frank Malone, Jr.

Senior Network Administrator
10 Years with the firm
Mr. Malone, Jr. previously worked at Schwarzschild Jewelers as a Network Administrator.
(804) 353-4500
(800) 697-1056

Accounting Team

Cheryl Sherman, CPA photo

Cheryl Sherman, CPA

Controller
35 Years with the firm
Ms. Sherman graduated from The College of William & Mary, BA. Previously, she worked at Charles M. Terry & Co., CPAs as a Senior Accountant.
(804) 353-4500
(800) 697-1056
Carol Gaines photo

Carol Gaines

Finance Administrator
24 Years with the firm
Ms. Gaines previously worked at Dun & Bradstreet Information Services as an Office Administrator.
(804) 353-4500
(800) 697-1056

Order Management Group Team

Pieter Van Saun, CFA, CIPM® photo

Pieter Van Saun, CFA, CIPM®

Order Implementation Manager
17 Years with the firm
Mr. Van Saun is a graduate of the University of Richmond, BS and Virginia Commonwealth University, MBA. Prior to joining Thompson, Siegel & Walmsley, he was employed with H&R Block as a Registered Representative.
(804) 353-4500
(800) 697-1056
Keri Roberts photo

Keri Roberts

Order Implementation Associate
11 Years with the firm
Most recently, Ms. Roberts worked at HRH Insurance as a Risk Associate. Previously, she worked at GE Financial Assurance as an Internal Wholesaler and United Insurance Company as a District Support Specialist.
(804) 353-4500
(800) 697-1056
Willie (Chris) Shelton photo

Willie (Chris) Shelton

Order Implementation Associate
7 Years with the firm
Mr. Shelton graduated from Virginia Commonwealth University, BS. Previously, he worked at Wachovia Securities as a Senior Operations Specialist.
804-353-4500
(800) 697-1056

Administrative Team

Bette Bousfield photo

Bette Bousfield

Administrative Assistant
21 Years with the firm
Ms. Bousfield graduated from Manchester Community College, AS. Previously, she worked at United Technologies as a Secretarial Group Leader.
(804) 353-4500
(800) 697-1056
Becky Card photo

Becky Card

Receptionist
10 Years with the firm
Ms. Card previously worked for Wachovia Securities as an Executive Assistant.
(804) 353-4500
(800) 697-1056
Trisha McConaghy photo

Trisha McConaghy

Executive Assistant
1 Year with the firm
Ms. McConaghy graduated from Sweet Briar College, B.A. Previously, she worked at Snagajob as a Senior Account Manager.
(804) 353-4500
(800) 697-1056