
OVERVIEW OUR EDGE

- Our entire staff shares the vision of exceeding clients’ expectations.
- We are responsive, passionate and dedicated to meeting the unique needs of our clients.
- We have managed assets through a wide array of economic, political, and investment cycles.
- Our team thrives when presented with complex situations that require sophisticated solutions.
- Our staff is long tenured, providing our clients with familiarity and investment continuity.
INVESTMENT TEAM
CLIENT SERVICE TEAM
J. Ros Bowers, Jr., CFA
Austin Brockenbrough III
Austin Brockenbrough IV, CFA
Robert R. Burke, CFA
Charles M. Caravati III, CFA
William R. Claiborne, CFA
Christopher B. Culbertson, CFA
Christopher J. Dion, CFA
Austin Brockenbrough III
Austin Brockenbrough IV, CFA
Robert R. Burke, CFA
Charles M. Caravati III, CFA
William R. Claiborne, CFA
Christopher B. Culbertson, CFA
Christopher J. Dion, CFA
Matthew J. Hedley, CFP
Joseph A. Jennings III, CFA
Martin K. King, II, CFA
David A. Lyons, CFA
Walter S. Robertson III
Matthew P. Shaia
Richard H. Skeppstrom II
Joseph A. Jennings III, CFA
Martin K. King, II, CFA
David A. Lyons, CFA
Walter S. Robertson III
Matthew P. Shaia
Richard H. Skeppstrom II