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 photo

W. Winborne Boyles

Chief Compliance Officer
6 Years with the firm
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 photo

Bryan Durand, CFA

Portfolio Manager; Research Analyst
6 Years with the firm
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 photo

J. Shelton Horsley, IV, CFA

Senior Client Portfolio Manager
30 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. 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 photo

Joseph VanCaster, CPA

Chief Financial Officer
5 Years with the firm
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.
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
21 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. 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 photo

R. Michael Creager, CFA

Portfolio Manager; Research Analyst
18 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Brendan Donohoe, CFA photo

Brendan Donohoe, CFA

Research Analyst - Non-U.S.
18 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Bryan Durand, CFA photo

Bryan Durand, CFA

Portfolio Manager; Research Analyst
6 Years with the firm
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 photo

Matthew Fernandez

Research Associate
3 Years with the firm
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 photo

Charles Finley, CFA

Research Analyst - Income Strategies
5 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Brandon  Harrell, CFA photo

Brandon Harrell, CFA

Portfolio Manager - International & International Small Cap
27 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. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Brett  Hawkins, CFA photo

Brett Hawkins, CFA

Portfolio Manager and Chief Investment Officer
23 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. 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 photo

Quinn Hermann

Research Associate
2 Years with the firm
Mr. Hermann is a graduate of the University of Virginia.
(804) 353-4500
(800) 697-1056
Daniel Hinchman III, CFA photo

Daniel Hinchman III, CFA

Research Analyst - Non-U.S.
16 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Stephen Ho, CFA photo

Stephen Ho, CFA

Senior Analyst
1 Year with the firm
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.

(804) 353-4500
(800) 697-1056
Elliott Jones, CFA photo

Elliott Jones, CFA

Portfolio Manager - Emerging Markets; Research Analyst - Non-U.S.
11 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
David McMackin, CFA photo

David McMackin, CFA

Research Analyst - Income Strategies
19 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Scott Miller, CFA photo

Scott Miller, CFA

Research Analyst
19 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. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Stedman Oakey, CFA photo

Stedman Oakey, CFA

Portfolio Manager - International Small Cap; Research Analyst - Non-U.S.
19 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. 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 photo

Roger Porter

Portfolio Manager; Research Analyst
15 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
Michael Robertson, CFA photo

Michael Robertson, CFA

Research Analyst
19 Years with the firm
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.
(804) 353-4500
(800) 697-1056
W. Patrick Schubmehl, Jr. photo

W. Patrick Schubmehl, Jr.

Portfolio Manager
18 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. He is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
(804) 353-4500
(800) 697-1056
Mark Tyler, CFA photo

Mark Tyler, CFA

Research Analyst - Non-U.S.
20 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. He holds the Chartered Financial Analyst® designation.
(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
18 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.
(804) 353-4500
(800) 697-1056
Sandy  Ju photo

Sandy Ju

Settlements Administrator
16 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
Matthew Kiselica photo

Matthew Kiselica

International Equity Trader
4 Years with the firm
Mr. Kiselica is a graduate of the Rutgers University. He previously was employed at Capital Institutional Services and managed the international desk.
(804) 353-4500
(800) 697-1056
W. Ryan Norwood photo

W. Ryan Norwood

International Equity Trader
10 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.
(804) 353-4500
(800) 697-1056
Memori Oatman photo

Memori Oatman

Equity Trader
25 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
Kwane Thomas photo

Kwane Thomas

Equity Trader
5 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Wendy Wemyss photo

Wendy Wemyss

Settlements Administrator
16 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

Client Portfolio Manager
16 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 is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Lisa Corker photo

Lisa Corker

Institutional Client Service Specialist
8 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

Senior Institutional Client Service Specialist
9 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
30 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. 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 photo

Christopher Lask

Institutional Client Service Specialist
2 Years with the firm
Mr. Lask is a graduate of University of Virginia, B.A.
(804) 353-4500
(800) 697-1056
Vicki Mundie photo

Vicki Mundie

Institutional Administration Manager
26 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
Keri Roberts photo

Keri Roberts

Institutional Client Service Specialist
17 Years with the firm
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.
(800) 697-1056
Matthew Soule, CFA photo

Matthew Soule, CFA

Client Portfolio Manager
7 Years 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. 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.
(804) 353-4500
(800) 697-1056
Jennifer Taylor photo

Jennifer Taylor

Senior Institutional Client Service Specialist
20 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
Richard Williams photo

Richard Williams

Client Portfolio Associate
2 Years with the firm
Mr. Williams is a graduate of Providence College, BS. He previously worked at FactSet Research Systems as a Senior Investment Management Consultant.
(804) 353-4500
(800) 697-1056

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

Kinsey Bauer photo

Kinsey Bauer

Marketing Assistant
8 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Cody Chapman, CFA photo

Cody Chapman, CFA

Director of Consultant Relations
Less than 1 Year with the firm
Cody graduated from the University of Georgia, BA. Most recently, he worked as the Director of Institutional Client & Consultant Relations at Punch & Associates Investment Management. Previously he was a Senior Vice President at Callan and an Analyst at Broad Street Capital Advisors. He holds the Chartered Financial Analyst® designation.
(804) 353-4500
(800) 697-1056
Sarah Gray Innes, CFA photo

Sarah Gray Innes, CFA

Business Development Director
8 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. 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 photo

Brittany Incle

Marketing RFP/Database Associate
8 Years with the firm
Prior to joining TSW, Mrs. Incle was employed as a Licensed Sales Agent at Elephant Auto Insurance.
(804) 353-4500
(800) 697-1056
Tracey Ivey, CFA photo

Tracey Ivey, CFA

Director of Consultant Relations
15 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. 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 photo

Brad Jaggard, CIPM

Portfolio Analyst
14 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
Holly Leonard photo

Holly Leonard

Marketing Associate
1 Year with the firm
Ms. Leonard is a graduate of James Madison University, B.B.A.
(804) 353-4500
(800) 697-1056
Betsy Stanley photo

Betsy Stanley

Marketing Manager
24 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

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

Alexis Burnett photo

Alexis Burnett

Client Service Manager
1 Year with the firm
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.
(804) 353-4500
(800) 697-1056
Dawn Ehrhardt photo

Dawn Ehrhardt

Senior Client Service Manager
24 Years with the firm
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.
(804) 353-4500
(800) 697-1056
G. Gray Garland, CFA photo

G. Gray Garland, CFA

Director of Investments
15 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. 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  photo

Nancy Harksen

Client Service Manager
6 Years with the firm
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.
(804) 353-4500
(800) 697-1056
John Moran, CFA photo

John Moran, CFA

Investment Analyst
1 Year with the firm
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.
(804) 353-4500
(800) 697-1056
J. Cody Tafel, CAIA, CMT photo

J. Cody Tafel, CAIA, CMT

Head of Strategic Advisory
17 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. 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 photo

Willie (Chris) Shelton

Order Implementation Associate
13 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
Maryna Kudaktina photo

Maryna Kudaktina

Operations Specialist
2 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Jody Smith photo

Jody Smith

Senior Operations Specialist
22 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
Pieter Van Saun, CFA, CIPM photo

Pieter Van Saun, CFA, CIPM

Chief Operating Officer
23 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Donna Wright photo

Donna Wright

Senior Operations Specialist
27 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

W. Winborne Boyles photo

W. Winborne Boyles

Chief Compliance Officer
6 Years with the firm
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® photo

Kay O'Driscoll, IACCP®

Senior Compliance Officer
23 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 the IACCP® designation. Check the background of this Investment Professional here.
Heather  Smith, IACCP® photo

Heather Smith, IACCP®

Senior Compliance Officer
16 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

Information Technology Team

Eric Cayton photo

Eric Cayton

Network Administrator/PC Specialist
16 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
40 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

Information Technology Manager
29 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
17 Years with the firm
Mr. Malone, Jr. previously worked at Schwarzschild Jewelers as a Network Administrator.
(804) 353-4500
(800) 697-1056

Finance, Accounting and Strategy Team

Carol Gaines photo

Carol Gaines

Finance Administrator
30 Years with the firm
Ms. Gaines previously worked at Dun & Bradstreet Information Services as an Office Administrator.
(804) 353-4500
(800) 697-1056
John (Jay) Catlett, III, CPA photo

John (Jay) Catlett, III, CPA

Controller
2 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Catherine Brown photo

Catherine Brown

Corporate Accountant
2 Years with the firm
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.
(804) 353-4500
(800) 697-1056
Trisha McConaghy photo

Trisha McConaghy

Manager, Strategy and Operations
7 Years 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
Joseph VanCaster, CPA photo

Joseph VanCaster, CPA

Chief Financial Officer
5 Years with the firm
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.
804-353-4500
(800) 697-1056

Administrative Team

Becky Card photo

Becky Card

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