Cary Street Partners Adds Truist Financial Advisors – Expands Office Network to South Carolina

GREENVILLE, S.C. (BUSINESS WIRE) – Cary Street Partners is pleased to announce Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding …

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TACK ETF Celebrates One-Year Anniversary

March 23, 2023 marks one year since Cary Street Partners launched the Fairlead Tactical Sector ETF (TACK ETF) with Katie Stockton, CMT and Fairlead Strategies. The fund was met with some volatile market cycles but utilized technical analysis to navigate …

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Congratulations to CSP Recent Promotions

February 2023 Please join us in congratulating the following employees on their recent promotions. We appreciate the impact they’re having on the firm and look forward to their ongoing success. Will A. Allen, CIMA® Financial Advisor, Director Brandon G. Herrin …

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Fairlead Strategies and CSP Ring the Bell at the NYSE for TACK ETF

 The NYSE invited Fairlead Strategies and Cary Street Partners to ring the closing bell in recognition of their successful launch of Fairlead Tactical Sector ETF. Some of those in attendance were Katie Stockton, TACK’s Portfolio Manager, and from Cary …

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Local Firm’s ETF Launch Deemed One of the Most Successful of 2022 — Partners Recognized by the New York Stock Exchange

Richmond, Va.— The NYSE invited Fairlead Strategies and Cary Street Partners to ring the closing bell on December 22, 2022, in recognition of their successful launch of Fairlead Tactical Sector ETF. Chief Investment Officer Tom Herrick, along with additional professionals …

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Daniel W. Clendenin Named to AdvisorHub’s list of 2022 50 Advisors To Watch (Over $1B)

Daniel W. Clendenin in our Fredericksburg, VA office has been named to AdvisorHub’s list of 2022 50 Advisors To Watch (Over $1B).
(Awarded September 2022 for the year 2022.)

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Cary Street Partners Charlottesville Office Named Among Charlottesville’s Finest

Cary Street Partners Charlottesville Office is proud to be named one of Charlottesville’s Finest Wealth Management Firms. The 2022 winners are listed in Charlottesville’s Finest magazine. See 2022 Winners …

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Cary Street Partners Named to Barron’s List of 2022 Top 100 RIA Firms in the United States

For a third consecutive year, Cary Street Partners has been named to the Barron’s List of 2022 Top 100 RIA Firms.
(Received September 2022 for the year 2021 – Licensing fees paid post award for use of the ranking)

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Cary Street Partners Grows in Hampton Roads – Adds to Leadership Depth with Regional Management Move

Virginia Beach, Virginia – July 15, 2022 – Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth …

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How a $1.6bn Virginia deal came together – Cary Street Partners and Atlantic Union’s Dixon, Hubard, Feinour & Brown, Inc.

Atlantic Union executives sat down with the managing members of Cary Street Partners, a Richmond-based RIA that had long used Atlantic Union as its treasury bank. Deal talks emerged ‘organically,’ according to Cary Street CEO Joseph Schmuckler. ‘Understanding culturally what …

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