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Richmond, VA
901 East Byrd Street, Suite 1001
Richmond, VA 23219
804.340.8100
lissie.stagg@carystreetpartners.com
Ted J. Brown
Head of Research & Portfolio Management, Director
Leon H. Chen
Chief Technology Officer, Managing Director
Paige W. Garrigan
Head of Transitions & Project Management, Director
Thomas O. Herrick
Chief Investment Officer, Managing Director
Kevin L. Mitchell, CPA, CITP
Controller, Financial Operations, Director
Joseph R. Schmuckler
Chief Executive Officer, Managing Director
Mark A. Smith, CFA
Portfolio Manager, Vice President
Anujeet K. Sokhi
Management Reporting Analyst, Vice President
Elizabeth L. Stagg
Head of Human Resources, Director
Aaron J. Summers
Senior Trading Specialist, Vice President
Christina E. Todd, CFP
®
, CDFA
®
Financial Advisor, Vice President
Meet My Team
Thomas H. Tullidge, Jr.
Chief Strategy Officer, Legal & Finance, Managing Director
Kara M. Valentine
Chief Marketing Officer & Head of Business Development, Managing Director