Institutional Advisory

OVERVIEW         OUR APPROACH         OUR EDGE          OUR TEAM

Blair C. Wells
Client Service Manager

Ms. Wells handles client service, reporting and account administration for our high net worth individuals and families. In addition, she has responsibilities in operations. Previously, she worked as a portfolio administrator for Thompson, Siegel & Walmsley. Ms. Wells has a B.S. in Finance from Virginia Commonwealth University and has 21 years of industry experience.

T: 804.288.0404
E: Click to email Blair Wells
INVESTMENT TEAM
CLIENT SERVICE TEAM