Congratulations to CSP Promotions February 2026

February 2026

We are pleased to announce the recent promotions of several outstanding team members. These individuals consistently go above and beyond in support of our clients, colleagues, and the firm. Their promotions are a testament to their hard work, expertise, and dedication to our culture of excellence. Please join us in congratulating them as they take the next step in their careers at Cary Street Partners.

Maurée Barrett, CFA
Head of Operations, Branch Office Manager, Managing Director

Ted Brown
Head of Research & Portfolio Management, Managing Director

Susanna Dellinger
Financial Advisor, Head of Integration, Managing Director

Jake Downing, CFA, CFP^®
Financial Advisor, Managing Director

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

Jaimal Hayes, IAACP^®
Chief Compliance Officer, Broker Dealer, Managing Director

Andrew Massey
Financial Advisor, Managing Director

Kevin Mitchell, CPA, CITP
Head of Accounting – Controller, Financial Operations, Managing Director

Nancy Oliver
Chief Compliance Officer, Investment Advisory, Managing Director

Larry Richmond
Head of Business Development, Managing Director

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

Michael Mast
Head of Technology Services, Director

Steven Adwar
Financial Advisor, Vice President

Caitlin DeGroat, FPQP^®
Client Relationship Manager, Paraplanner, Vice President

Brittany Doughty, CFP^®
Financial Advisor, Vice President

Janie Faught
Operations Supervision Manager, Vice President

Savannah Green, CRPC^®
Client Relationship & Operations Manager, Vice President

Viki Haas
Senior Client Relationship Manager, Vice President

Chuck Kaufman
Accountant, Vice President

Anita Lewis, FPQP^®
Senior Client Relationship Manager, Paraplanner, Vice President

Ashley Otey
Senior Operations Associate, Vice President

Gina Rowe
Senior Client Relationship Manager, Vice President

Lori Cochran
Operations Systems Manager, Assistant Vice President

Jamie Dunlow
Senior Client Service & Operations Supervision Manager, Assistant Vice President

James Morton, CFP^®
Financial Advisor, Assistant Vice President

Alice Caballero
Marketing Manager, Assistant Vice President

Ethan Cook
Associate Financial Advisor

Lindsay Thorstenson
Senior Client Service Associate – Registered

Rachel M. Owen
Associate Financial Advisor, Assistant Vice President

 

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