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Important Updates

Richmond, VA

901 East Byrd Street, Suite 1001
Richmond, VA 23219

lissie.stagg@carystreetpartners.com

Anson H. Beard

President, Managing Director

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, Head of Risk, 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

Kevin D. Spence

Chief Compliance Officer, Managing Director

Elizabeth L. Stagg

Head of Human Resources, Director

Aaron J. Summers

Senior Trading Specialist, Assistant 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