Douglas G. StewartBoard Chairman,
Financial Advisor, Managing Director
Doug Stewart founded Stewart Wealth Management Group in 2002 and merged his firm with Cary Street Partners in 2007. Prior to Cary Street Partners and Stewart Wealth, Mr. Stewart served ...
Doug Stewart founded Stewart Wealth Management Group in 2002 and merged his firm with Cary Street Partners in 2007. Prior to Cary Street Partners and Stewart Wealth, Mr. Stewart served as Branch Manager for Wheat First Securities’ Fredericksburg office. While at Wheat First, Mr. Stewart was consistently ranked in the top 1% of all advisors and recognized as one of the firm’s top Branch Managers.
Mr. Stewart has been recognized as a top 10 broker in the country by Registered Representative magazine and as one of the top 5 Financial Advisors in Virginia by Virginia Business Magazine and R. J. Shook’s book, “The Winner’s Circle.”
For Mr. Stewart, serving his clients and community is paramount. He is past Chairman of the board of Fredericksburg Academy, George Washington’s Fredericksburg Foundation, and the Mary Washington Hospital Foundation. He is a founding member of the Community Foundation of the Rappahannock River Region and a board member of the Northern Neck Insurance Company, the Virginia Tech APEX Systems Center for Innovation & Entrepreneurship and the University of Virginia Healthcare Foundation Board. He has also served as a Trustee of St. George’s Episcopal Church, Director of Virginia Heartland Bank and board member of the Virginia Tech Athletic Foundation. As a mark of his service, Mr. Stewart has received the Jim Wheat Community Service Award.
Mr. Stewart was born and raised in Blacksburg, Virginia and graduated from Virginia Tech with a B.S. in Business.
Anson H. BeardDirector
Mr. Beard served as President of Cary Street Partners Financial LLC from 2017 through 2020. Prior to joining Cary Street Partners, Mr. Beard was with Vollero Beach Capital Partners LLC, ...
Mr. Beard served as President of Cary Street Partners Financial LLC from 2017 through 2020. Prior to joining Cary Street Partners, Mr. Beard was with Vollero Beach Capital Partners LLC, a New York based long-short hedge fund, where he joined in 2010 as president. For six years, he was responsible for all managerial aspects of the business, including business development, marketing, legal, service providers, sales coverage/street relationships, client relations, personnel oversight (analytical and operational), hiring, and interaction with all counterparties. Mr. Beard helped facilitate growth in AUM from approximately $100 million in January 2010 to peak AUM of approximately $900 million.
Beginning in 2008, Mr. Beard was with Duff Capital Advisors, a boutique alternative asset management firm, where he rose from a Managing Director and Head of (internal) Investment Manager Sourcing to the Management Committee and named Head of the Investment Strategies Group.
Starting in 2004, Mr. Beard worked at BlackRock, Inc. where he rose to Managing Director and Portfolio Manager. He was responsible for evaluating and selecting investments in long/short equity hedge fund managers globally and monitoring managers utilized by BlackRock’s Alternative Fund of Funds group. He oversaw approximately $1.3 billion of BlackRock’s exposure to hedge funds, including the Asia-Pacific Partners fund.
In 2001, Mr. Beard was the founder, managing partner and portfolio manager of Archimedes Capital Partners LLC, where he managed a diversified long/short equity hedge fund. He oversaw all aspects of creating and managing the firm.
Mr. Beard worked at Tiger Management LLC where he was one of three analysts responsible for Tiger Management’s commodity and basic industrial equity investments. He began his career in 1994 as an associate equity analyst specializing in machinery, metals and mining at Donaldson, Lufkin & Jenrette.
Mark M. GambillChairman Emeritus
As Founding Partner of Cary Street Partners, Mark Gambill brings to Cary Street Partners nearly 30 years of experience in the leadership of one of America’s largest and most highly ...
As Founding Partner of Cary Street Partners, Mark Gambill brings to Cary Street Partners nearly 30 years of experience in the leadership of one of America’s largest and most highly regarded regional organizations, Wheat First Butcher Singer. At Wheat First, he founded and headed the capital markets group. In 1996, Mr. Gambill became president of the firm and, under his leadership, Wheat First became one of the Mid-Atlantic and Southeast’s preeminent investment banking and brokerage firms, growing to firm assets of $1.2 billion, revenues of $600 million and 128 offices located in 20 states.
After a 1998 merger with First Union Corporation, Mr. Gambill served as president of Wheat First Union and later Head of Equity Capital Markets. In 2002, Mr. Gambill joined forces with Tom Tullidge to form Cary Street Partners. Throughout his career, Mr. Gambill has maintained an active presence in the financial community as a principal investor, financial advisor and board member.
Mr. Gambill graduated from Hampden-Sydney College, summa cum laude and valedictorian.
Ben C. Halliburton, CFAChief Investment Officer, Active Management, Managing Director
Mr. Halliburton oversees the investment research and strategy for Active Management, Cary Street Partners Asset Management. Ben has over a three decades of professional investing experience analyzing companies and managing ...
Mr. Halliburton oversees the investment research and strategy for Active Management, Cary Street Partners Asset Management. Ben has over a three decades of professional investing experience analyzing companies and managing equity portfolios. Ben serves on the Cary Street Partners’ Board of Directors.
- Tradition Capital Management , Co-founder, CEO, and Chief Investment Officer
- Brundage, Story and Rose, Director of Research and responsible for overseeing the firm’s equity selection process. He was an owner of the firm and a member of the firm’s Investment Policy Committee. He also designed, developed, and managed the Disciplined Growth Strategy
- Merrill Lynch, Financial Consultant
- Duke’s Fuqua School of Business, MBA, Fuqua Scholar
- Vanderbilt University, BS, Magna Cum Laude
- Chartered Financial Analyst designation
Wendy G. RogersDirector
Wendy G. Rogers currently serves as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to ...
Wendy G. Rogers currently serves as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to charities across the globe. She works with donors to build their family legacy by connecting them with creative giving solutions.
Rogers is a third-generation family business owner and former corporate leader with 25 years of experience in talent development and organizational leadership, branding and market development, financial and operational stewardship, and nonprofit strategy and governance. She spent much of her career in diverse roles for Fortune 100 and Fortune 500 companies, Dow Chemical, DuPont and Chick-fil-A, Inc.
Within her own family office, Rogers currently serves as Director, Griffin Family Investments, LLC and Director, Griffin Family Foundation, where she works in partnership with strategic advisors and family in stewarding all that has been entrusted to the Rogers family in time, talents, relationships and resources.
To enhance her financial management skills, she recently completed an executive program at Northwestern Kellogg School of Management and also received a certification in Private Wealth Management at the University of Chicago Booth School of Business. She lives in Richmond, Virginia with her husband and three daughters, but her family roots are in Georgia. Wendy received her undergraduate degree in International Business from The University of Georgia.
Joseph R. SchmucklerChief Executive Officer, Managing Director
Mr. Schmuckler joined Kidder, Peabody & Co., Inc. in 1982 as an associate in the firm’s new financial futures and options department. Eight years later, he was named a Partner ...
Mr. Schmuckler joined Kidder, Peabody & Co., Inc. in 1982 as an associate in the firm’s new financial futures and options department. Eight years later, he was named a Partner and led the institutional coverage desk for the firm’s global equity-related derivative products and portfolio trading. In 1990, Mr. Schmuckler joined Nomura Holdings (NYSE: NMR) and began what became a 17-year career helping to globalize the firm. He began where he left at Kidder by developing the firm’s equity-linked businesses in the Americas and Europe, and eventually was named co-head of the overall equity business in the Americas. In 1998, he was named President of the firm’s US broker-dealer and subsequently the Chief Operating Officer for the firm’s business in the Americas.
In 2007, Mr. Schmuckler left Nomura to head the global markets business for one of the world’s largest financial organizations, Mitsubishi UFJ Financial Group (NYSE: MTU). Based in Tokyo and with responsibilities for the securities and capital markets division globally, Mr. Schmuckler led all equity and debt activities in Europe, U.S. and Asia.
In 2010, Mr. Schmuckler joined Medley Capital as managing partner to help build what became one of the leading middle market corporate lending firms.
Mr. Schmuckler graduated from the University of Delaware with a B.S. in finance and from New York University with an M.B.A.
Derron SloneckerPartner, Ducera Partners
Mr. Slonecker is a Partner at Ducera Partners. Mr. Slonecker has over thirty years of experience working on a variety of restructuring and strategic advisory assignments across a broad range ...
Mr. Slonecker is a Partner at Ducera Partners. Mr. Slonecker has over thirty years of experience working on a variety of restructuring and strategic advisory assignments across a broad range of industries.
Prior to forming Ducera, Mr. Slonecker was a Partner at Perella Weinberg Partners, U.S. Head of its Restructuring Practice, and Co-Chair of its Fairness Opinion Committee. Previously, Mr. Slonecker was a Founding Partner of Kramer Capital Partners. Prior to Kramer Capital Partners, Mr. Slonecker was a Managing Director at Houlihan Lokey and a member of its Operating Committee.
Mr. Slonecker earned a Bachelor of Science from the University of Washington.