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ROD
SMYTH is an Irishman
with 25 years of global investment
experience. He has lived in
and worked in the securities
industry in Asia, Europe and
North America. Trained in
Japan by Nomura Securities
in 1983, he worked as an Asian
specialist for Citicorp on
Wall Street from 1985 -1988.
In 1988 Rod went home to Ireland
where he worked for six years
as a portfolio manager investing
in the US, Asian and Latin
American markets, returning
to Japan in 1993 as the Investment
Strategist for Baring Securities
in Tokyo.
In 1995, Rod moved to Richmond
to work for Wachovia Securities
and its predecessor firms
in various key investment
roles. Rod was appointed
Wachovia's Chief Investment
Strategist in 2000 and served
in that role until he and
three colleagues started
Riverfront Investment Group
in April 2008.
Rod has an MA in Economics
from Dundee University in
Scotland |
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Dave
Fairchild is currently
President of Union First Market
Bankshares and EVP and Chief
Banking Officer of its bank
subsidiary Union First Market
Bank, and serves on both entities
Board of Directors. He graduated
with a Bachelor's of Finance
from University of Nevada
at Reno and holds a Masters
of Business Administration
degree from The College of
William and Mary. He began
his career with Central National
Bank in 1976 and served in
various lending and senior
management capacities with
its successors Central Fidelity
and Wachovia before joining
First Market Bank in September
of 2000 and becoming its CEO
in 2003. In 2009 he helped
lead the merger of First Market
Bank with Union Bankshares
to form Union First Market
Bankshares. |
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Gaylon
Layfield is Xenith
Bank, Director, President,
and CEO. |
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Paul
Mangelsdorf Chief
Risk Office for SunTrust Banks's
Consumer Banking. |
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Vadim Zlotnikov was named Chief Market Strategist of AllianceBernstein in 2010. He is responsible for providing macro and
quantitative research that helps identify thematic investment opportunities. He is also a member of several portfolio oversight
groups that are responsible for monitoring portfolio risks and performance. He earned an MS in electrical engineering from MIT
and an MBA from Stanford University. |
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Mary
Ellis is a partner
with Bourdow, Bowen & Ellis,
P.C. She practices primarily
in the areas of estate planning,
estate administration, real
estate matters, business law
and tax law. She is a member
in good standing of the Virginia
Bar Association and the Chesterfield/Colonial
Heights Bar Association. |
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Don
Creech and his wife, Angela, have a fee-based integrated wealth management practice, and he has 32 years of service with
The Northwestern Mutual Financial Network. Don has earned both the CLU, ChFC., and CFP designations. In 2006 he obtained
his Certified Long Term Care designation and is currently the Long Term Care Specialist for Northwestern Mutual in Virginia. For
several years he served on the board of the Financial Planning Association of Central Virginia, ultimately serving as the Chairperson
in 2004. |
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Jay Copley is a partner with Roseline Capitol Adviors and has over 30 years of experience as a professional investment manager.
Prior to Roseline, he served as the Chief Investment Officer of Trigon Healthcare, President of Consolidated Investment Corporation
and President of Consolidated Standish. He received his Bachelor of Arts and MBA from the University of Richmond and achieved
the Chartered Financial Analyst designation in 1984. |
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Don
Lecky is President
and CEO of Westminster Canterbury,
a continuing care retirement
community. |
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Casey
McCarthy has been
with American Century Investments
since 2992 and manages the
part of their sales team dedicated
to delivering value added
programs. Prior to joining
the Value Added Team in 2008,
he was a wholesaler working
with financial advisors in
Ohio and Kentucky. Casey has
received specialized training
in the Sequoia System for
sales professionals and Fusion
Presentation Training. He
holds the designations of
CIMA and CFS. |
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Paul
Hilton is Director,
Sustainable Investment Business
Strategy at Calvert Investments.
He leads SRI product and business
development, with a particular
focus on the institutional
and international arenas.
Paul is also co-founder of
SIRAN, the Social Investment
Research Analyst Network,
a national group of analysts
working to promote dialogue
with companies about corporate
responsibility. He currently
heads SIRAN's Research and
Outreach Committee, serves
on the Indigenous Peoples
Task Force or the Social Investment
Forum, and is Calvert's representative
to the Asset Management Working
Group of the United Nations
Environment Programme Finance
Initiative (UNEP-FI). |
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Don Trone is the CEO (Chief Ethos Officer) of Strategic Ethos; former Director of the U.S. Coast Guard Academy Institute for
Leadership; and principal founder of the Foundation for Fiduciary Studies and fi360. Don has been named by numerous
organizations as “one of the most influential people” in the retirement, financial planning, and investment advisory industries.
In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA
Advisory Council, and in 2007 he testified before the Senate Finance Committee on fiduciary issues associated with retirement
Plans investing in hedge funds. |
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Vee
Tierney has 19 years
of professional experience
providing tax and financial
planning services to corporate
executives, high net worth
individuals, private businesses
and their owners. Vee has
a Bachelor of Arts in Business
from Mary Baldwin College
and a Master of Science in
Accounting from the University
of Virginia. In addition to
being a Certified Public Accountant,
Vee is also a Certified Financial
Planner®. She is a member
of the American Institute
of Certified Public Accountants
and Private Business Study
Group. She is also currently
serving on the board of the
Financial Planning Association
of Central Virginia and the
Estate Planning Counsil. She
is also a past board member
of the National Association
of Women Business Owners.
Vee has been recognized in
Virginia Business Magazine
as one of "Virginia's
Super CPAs". |
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JOHN
O'GRADY'S practice
concentrates on estate and
gift taxation, generation-skipping
transfer taxes, estate planning,
estate administration, and
chancery litigation. He is
a Fellow of The American College
of Trust and Estate Counsel,
a member of the Legislative
Committee for the Trusts and
Estates Section of the Virginia
Bar Association, and past
chair of the Virginia State
Bar Trusts and Estates Section.
He has served as an adjunct
professor at the Marshall-Wythe
School of Law at the College
of William and Mary where
he taught estate planning
and wealth transfers. He
has also taught estate planning,
and estate and gift taxation
at Virginia Commonwealth
University.
Mr. O'Grady's areas of
expertise include Tax &
Employee Benefits, Trusts
& Estates, and Private
Wealth Services. He received
his law degree at the College
of William & Mary Marshall-Wythe
School of Law, Williamsburg,
Virginia, J.D., 1985, and
his undergraduate degree
at University of Michigan,
Ann Arbor, Michigan, B.A.,
magna cum laude, 1981.
Mr. O'Grady's professional
affiliations include the
American Bar Association,
Estate Planning Council
of Richmond, Virginia, Trust
Administrators Council,
United States Law Firm Group,
Inc., Virginia Bar Association,
Virginia State Bar, and
Board of Governors.
His is also an active member
in the Commonwealth Catholic
Charities/Commonwealth Human
Services Foundation, The
Gertrude M. Conduff Foundation,
Maymont Foundation, The
Anne Carter & Walter
R. Robins, Jr. Foundation,
and VCU Massey Cancer Center. |
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Art
Auerbach is a tax
consultant with Goodman &
Company specializing in tax
consulting and estate and
financial planning for individuals
and closely held businesses.
He has appeared on CSPAN and
the CBS Evening News answering
tax related questions. Mr.
Auerbach is a nationally known
speaker on a variety of income
tax and employee benefit topics.
He is currently a member of
the AICPA Health Care Tax
Force and the Individual Tax
Resource panel. |
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Eric Robison leads the investment brokerage group at Cush & Wakefield / Thalhimer. He is an expert in financial analysis and
Deals exclusively in the disposition of all disciplines of investment real estate specializing in institutional grade office and retail
Properties. Eric became a Certified Commercial Investment Member in 2006 and is also the current President of the Greater
Richmond Association for Commercial Real Estate. |
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Wayne
Gauthier, MBA, Associate Broker,
ABR has been with
Joyner Fine Properties since
2007 and is an Associate Broker
with the firm. He has been
awarded Joyner Fine Properties
Award for his production for
Residential Sales each year
since starting with the firm
as well as receiving the Richmond
Association of REALTORS Distinguished
Achiever Award each year since
2005. Prior to starting his
real estate career he was
a Consultant with Computer
Science Corporation's Customer
Relationship Management Practice
and their US State Department
VISA Program for 6 years.
He previously worked in Financial
Services Marketing at Wachovia
Bank, Signet Bank and Investors
Savings Bank. His career initially
began working with Advertising
Agencies and Direct Marketing
Agencies in the Mid Atlantic
Region. He holds both his
MBA and his BS in Marketing
from Virginia Commonwealth
University and graduated from
the Bank Marketing Association's
School of Bank Marketing at
the University of Colorado,
Boulder. He is currently a
participant in the Richmond
Association of REALTOR's Leadership
Academy, Class of 2011. |
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Marshall
Chambers is an Investment
Manager with Heritage Wealth
Advisors. As an Investment
Manager, he is a member of
the investment committee and
manages clients portfolios,
monitors asset allocations,
and provides research. Marshall
is also responsible for the
supervision of all investment
operations within Heritage
and with the third party custodial
services. He is a Level 2
CFA candidate. |
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David
Brat is Chair of
the Economics & Business Department
at Randolph-Macon College.
He is primarily a professor
of economics but he also has
a deep interest in public
policy. He has taught at Randolph-Macon
for 14 years and has recently
received a grant to study
and teach the moral foundations
of Capitalism. He works as
a special legislative Assistant
to State Senator Walter Stosch,
and serves on the board of
the Governor’s Advisory Board
of Economists, Richmond Metropolitan
Authority, and GRASP. He also
works with the Richmond Area
Business Economists and served
as President of the VA Association
of Economists. |
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Gary
Ackerman consults
with health care professionals
nationwide on taxation and
real estate issues. He earned
his Doctorate in Veterinary
Medicine, is a Registered
Investment Advisor for Morse
Capital Partners, a representative
for MCL Financial Group, an
agent for Whittle & Roper
Coldwell Banker Realtors and
President of Atlantic Equities
and Exchange. |
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Doug
Sandler is a Founding Partner and Chief Equity Office of Riverfront Investment. He was formerly a Managing Director and Chief Equity Strategist of Wachovia Securities. In 1997 he received his CFA designation. |
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