Our Team

Our accomplished team of wealth managers, investment advisors, in-house analysts, and other financial specialists collaborate seamlessly to design and implement unique strategies structured to help you set and achieve your financial goals, so you may preserve what is meaningful to you, your family and your community.

If you are interested in joining our team, please see our current career opportunities:

James Haley, CFP®

Chief Executive Officer & Director of Private Client Group

William D. Ford, CFP®

President & Director of Institutional Asset Management

Marc Saurborn, CFA®

Chief Investment Officer

C. Troy Shaver, Jr.

Chairman Emeritus

Bob Dickson

Chief Financial Officer

Peter G. Gerry, III

Energy Analyst

Emily Harding

Director of Client Services

Stella Li, M.D., CFA®

Equity Analyst

John C. Swhear, Esquire

Chief Compliance Officer

Board of Directors – Independent Directors