Douglas G. Stewart

Board 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, Doug served as ...

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, Doug served as Branch Manager for Wheat First Securities’ Fredericksburg office. While at Wheat First, he was consistently ranked in the top 1% of all advisors and recognized as one of the firm’s top Branch Managers.

Doug 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 Doug, 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. Doug 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, Doug has received the Jim Wheat Community Service Award.

Doug was born and raised in Blacksburg, Virginia and graduated from Virginia Tech with a Bachelor of Science in Business.

Experience:

  • Stewart Wealth Management, Founder & Financial Advisor
  • Wheat First Securities, Branch Manager

Education/Certifications:

  • Virginia Tech, Pamplin College of Business, BS, Business

Mark M. Gambill

Chairman 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, Mark 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, Mark served as president of Wheat First Union and later Head of Equity Capital Markets. In 2002, he joined forces with Tom Tullidge to form Cary Street Partners. Throughout his career, Mark has maintained an active presence in the financial community as a principal investor, financial advisor and board member.

Mark graduated from Hampden-Sydney College, summa cum laude and valedictorian.

Richard M. Hazel

President, Founder, Hazel Land Companies, Inc.

Richard Hazel is the President and founder of Hazel Land Companies, Inc. Since the company’s founding in 1988, Richard has overseen the zoning, approval, and development of over 5,300 residential ...

Richard Hazel is the President and founder of Hazel Land Companies, Inc. Since the company’s founding in 1988, Richard has overseen the zoning, approval, and development of over 5,300 residential properties and over 800,000 square feet of commercial property. Richard has been active in the Fredericksburg, Virginia community. For fourteen years he served on the Board of Trustees of Fredericksburg Academy and as Board President. He has also served on the Foundation Board of Mary Washington Hospital and the Board of Trustees of Mary Washington/Medicorp. Today, Richard serves on the Shepherd Center Foundation Board of Trustees. He earned his Bachelor of Arts degree from Harvard University. Richard is married and the father of six children.

Joseph R. Schmuckler

Chief Executive Officer, Managing Director

Joe Schmuckler is the Chief Executive Officer and Managing Director of Cary Street Partners. In this capacity he is responsible for the development and execution of the firm’s business strategy. ...

Joe Schmuckler is the Chief Executive Officer and Managing Director of Cary Street Partners. In this capacity he is responsible for the development and execution of the firm’s business strategy. He joined the firm in 2015 at a key time in the firm’s development and history.

Joe brings to Cary Street Partners a career on Wall Street that encompassed numerous roles and responsibilities leading businesses in the global financial services industry. He started his career in New York with Kidder, Peabody & Co. Inc. as an Associate in the firm’s equity business and in eight years was named a Partner leading their overall institutional coverage desk for the firm’s global equity-related derivative products and portfolio trading businesses. Joe was recruited to join Nomura Holdings (NYSE: NMR) and began a 17-year career with 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, Joe was named President of the firm’s US institutional business and subsequently the Chief Operating Officer for the firm’s overall businesses in the Americas. In 2007, he left Nomura to head the global markets businesses 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, Joe led all equity and debt activities in Europe, the US and Asia. Upon returning to the US full-time, he joined Cary Street Partners in 2015.

Joe graduated from the University of Delaware with a Bachelor of Science in Finance and later from New York University with a Master of Business Administration in Finance from the Stern School of Business.

Experience:

  • Mitsubishi UFJ Securities, Ltd., Senior Executive Officer
  • Nomura Holdings America, Inc., Chief Operating Officer
  • Kidder, Peabody & Co, Inc., Partner

Education/Certifications:

  • New York University Stern School of Business, MBA, Finance
  • University of Delaware, BS, Finance

Derron S. Slonecker

Partner, Ducera Partners

Derron Slonecker is a Partner at Ducera Partners. Derron has over thirty years of experience working on a variety of restructuring and strategic advisory assignments across a broad range of ...

Derron Slonecker is a Partner at Ducera Partners. Derron 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, he was a Partner at Perella Weinberg Partners, U.S. Head of its Restructuring Practice, and Co-Chair of its Fairness Opinion Committee. Previously, Derron was a Founding Partner of Kramer Capital Partners. Prior to Kramer Capital Partners, he was a Managing Director at Houlihan Lokey and a member of its Operating Committee.

Derron earned a Bachelor of Arts in Business Administration from the University of Washington.

Katie Stockton, CMT

Founder & Managing Partner, Fairlead Strategies, LLC

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for ...

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Before forming Fairlead Strategies, Katie spent over 20 years on Wall Street, providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals. Katie received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016. She has been honored by The Technical Analyst, a U.K.-based publication, for several years, including an award in 2022 for Best Cryptocurrency Research.

Katie graduated with honors from the University of Richmond with a BSBA and now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC as an official CNBC contributor and other financial media outlets.

Maria P. Tedesco

President and Chief Operating Officer, Atlantic Union Bank

Maria Tedesco is the President and Chief Operating Officer of Atlantic Union Bank. Drawn to the banking industry for its potential to help people achieve their dreams of owning a ...

Maria Tedesco is the President and Chief Operating Officer of Atlantic Union Bank. Drawn to the banking industry for its potential to help people achieve their dreams of owning a home and saving for the future, Maria has over thirty years of varying experience in the industry. As a goal-oriented person in everything she does both personally and professionally, setting goals motivates and inspires her.

Prior to joining Atlantic Union Bank, Maria served as Chief Operating Officer for the U.S. Retail and Business Banking lines at BMO Harris Bank. She worked at three different banks in the Boston area, where she grew up, starting at BayBank Harvard Trust, a small community bank in Cambridge, Massachusetts. Her capabilities and passion for the industry were quickly recognized as she took on increasingly larger roles at Citizens and Santander Bank.

Maria has served various charitable and professional organizations, including the Girl Scouts of America and the Consumer Bankers Association. She graduated from Ithaca College with a Bachelor of Science degree in finance and accounting and earned her MBA from Northeastern University.

Thomas H. Tullidge, Jr.

Chief Strategy Officer, Legal & Finance, Managing Director

Tom Tullidge co-founded Cary Street Partners in 2002. He brings to Cary Street Partners over 35 years of experience as a trusted adviser and senior executive having worked with a ...

Tom Tullidge co-founded Cary Street Partners in 2002. He brings to Cary Street Partners over 35 years of experience as a trusted adviser and senior executive having worked with a broad range of companies in structuring, negotiating, and executing mergers and acquisitions, joint ventures, and other complex corporate finance transactions in the United States and internationally.

From 1997 to 2002, Tom was with Wachovia Securities where he headed the Technology and Healthcare Mergers and Acquisitions Groups. Prior to joining Wachovia Securities, he served as Senior Vice President, General Counsel and Corporate Secretary with Trigon Blue Cross Blue Shield and as a Vice President in Business Development. Tom was also a Partner with the law firm of McGuireWoods and began his career as an accountant with Price Waterhouse. He is a board member of Universal Corporation (NYSE: UVV), a global business-to-business agri-products supplier to consumer product manufacturers; Gray Lumber Company, a privately held commercial real estate and land development company; and Carpenter Co., a privately held global producer of flexible polyurethane foam, chemicals, processed polyester fiber and other related products.

Tom is a graduate of the University of Virginia where he earned a Bachelor of Science in Accounting as well as a Juris Doctorate degree.

Experience:

  • Wachovia Securities, Managing Director, Technology and Healthcare Mergers and Acquisitions
  • Trigon Blue Cross & Blue Shield, Senior Vice President, General Counsel and Corporate Secretary
  • McGuireWoods, Partner

Education/Certifications:

  • University of Virginia, BS in Commerce (Accounting), Juris Doctorate degrees