Wealth Advisory

OVERVIEW         OUR APPROACH         OUR EDGE          OUR TEAM

John J. Schlichting
Client Service Manager

Mr. Schlichting handles client service, reporting and account administration for our institutional relationships and high net worth individuals and families. In addition, he has responsibilities in trading and operations. Previously, he worked as a portfolio administrator and trader at Bennett Lawrence Mgmt., LLC. Mr. Schlichting has 28 years of investment experience.

T: 804.288.0404
E: Click to email John Schlichting
INVESTMENT TEAM
CLIENT SERVICE TEAM