Congratulations to CSP Recent Promotions

March 2025

We are elated to share the recent promotions of several esteemed team members. Their impactful contributions to Cary Street Partners have been invaluable. Please join us as we celebrate their accomplishments and wish them all the best as they take on new challenges. We are grateful for their commitment and dedication and eagerly anticipate their ongoing influence within the firm.

Todd Engmann
Financial Advisor, Regional Manager, Managing Director

Kyle Hogue
Financial Advisor, Regional Manager, Managing Director

Lee Murray
Financial Advisor, Regional Manager, Managing Director

Chris Walters
Financial Advisor, Regional Manager, Managing Director

Patrick Black
Head of Risk & Audit, Director

Jill Fletcher, CFP^®, AIF^®
Financial Advisor, Director

Sheila Penley
Head of Supervision, Broker Dealer, Director

Christina Todd, CFP^®, CDFA^®
Financial Advisor, Director

Jason Ardito, CTFA
Financial Advisor, Vice President

Frank Hock
Strategy & Finance Manager, Vice President

Andrew Massey
Financial Advisor, Vice President

Anujeet K. Sokhi
Senior Risk & Audit Manager, Vice President

Seth Whitney
Financial Advisor, Vice President

Kapre Dana, FPQP^®
Paraplanner, Assistant Vice President

John Farrell
Research Analyst, Assistant Vice President

Viki Haas
Client Service Associate, Assistant Vice President

Cecilia Montanez
Client Service Associate, Assistant Vice President

Hannah Savidge
Human Resources Manager, Assistant Vice President

Kimberly Smith
Client Service Associate – Registered, Assistant Vice President

Ashley Otey
Senior Operations Associate

Nicolette Stallone
Associate Financial Advisor