Cary Street Partners Adds Truist Financial Advisors, Expanding to Greenville, SC
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Richmond, VA
901 East Byrd Street, Suite 1001
Richmond, VA 23219
804.340.8100
info.richmond@carystreetpartners.com
Patrick T. Black
Senior Compliance Manager, Vice President
Ted J. Brown
Lead Portfolio Manager, Director
Scott Bussells, AIF
®
Financial Advisor, Retirement Benefits, Vice President
Meet My Team
Alice V. Caballero
Marketing Associate
Leon H. Chen
Chief Technology Officer, Managing Director
John R. Farrell
Research Associate
Wesley H. Gallup, CFP
®
Chief Operating Officer, Managing Director
Paige W. Garrigan
Head of Marketing, Transitions & Branch Relations, Managing Director
Jaimal C. Hayes
Head of Supervision, Director
Thomas O. Herrick
Chief Investment Officer, Managing Director
Brandon G. Herrin
Treasurer, Head of Strategy & Finance, Director
Frank C. Hock
Strategy & Finance Associate
Andrea M. Leslie
Branch Supervision Manager
Kevin L. Mitchell, CPA, CITP
Controller, Financial Operations, Director
Nancy R. Oliver
Compliance Manager, Assistant Vice President
Hannah M. Savidge
Human Resources Associate
Joseph R. Schmuckler
Chief Executive Officer, Managing Director
Margaret C. Snead
Head of Operations Services, Director
Anujeet K. Sokhi
Senior Operations Systems Analyst, Vice President
Elizabeth L. Stagg
Head of Human Resources, Managing Director
Jessica L. Thompson
Chief Compliance Officer, Corporate Counsel, Managing Director
Christina E. Todd, CFP
®
, CDFA
®
Financial Advisor, Vice President
Meet My Team
Thomas H. Tullidge, Jr.
Chief Strategy Officer, Legal & Finance, Managing Director
Donna L. Ward, CIPM
®
Operations Analyst, Assistant Vice President