Richmond, VA

901 East Byrd Street, Suite 1001
Richmond, VA 23219

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

Thomas H. Tullidge, Jr.

Chief Strategy Officer, Legal & Finance, Managing Director

Kara M. Valentine

Chief Marketing Officer & Head of Business Development, Managing Director