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
Alex Meintel, CMT®
Advisor
John C. Swhear, Esquire
Chief Compliance Officer