Cary Street Partners
Industry: Company
DescriptionFounded: 2002 Parent organization: Luxon Financial LLC Subsidiaries: Cary Street Partners LLC, Research Division, RiverStone Wealth Management, Inc.
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Cary Street Partners Employees
CBRE September 2012 - Present
Newmark Knight Frank Frederick Ross August 2011 - June 2012
Newmark Knight Frank February 2011 - June 2011
University of Georgia August 2007 - May 2011
Cary Street Partners August 2010 - August 2010
Docks and Boat Lifts of Virginia June 2010 - August 2010
Walker Homes, Inc May 2009 - July 2009
Woodberry Forest Sports Camp June 2007 - July 2007
Skills
Real Estate, Financial Analysis, Leases, Brokerage, Economics, Location Intelligence, Microsoft Excel, Due Diligence, PowerPoint, Microsoft Office, Research, Leadership, Finance, Nonprofits, Data Analysis, Management
Education
The University of Georgia 2007 — 2011
Real Estate, Real Estate
Innsbruck International Summer School 2009 — 2009
Principles of Marketing, Management
Woodberry Forest School 2003 — 2007
University of Richmond - Robins School of Business July 2015 - Present
Light & Raphael July 2014 - Present
Private Advisors, LLC July 2010 - March 2014
Cary Street Partners May 2008 - June 2010
Wachovia Securities December 2004 - May 2008
Wachovia Securities May 2002 - November 2004
Wachovia Securities November 2000 - April 2002
Wachovia Securities July 1998 - October 2000
Renaissance Worldwide, Inc. May 1997 - June 1998
Philip Morris 1991 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Investment Management, Investor Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Strategic Management
University of Vermont 1987 — 1991
B.S., Business Administration
Seeking Next Opportunity July 2015 - Present
Cary Street Partners January 2015 - June 2015
Cary Street Partners, LLC April 2009 - January 2015
Cary Street Partners July 2004 - April 2009
SunTrust Robinson Humphrey 2001 - 2004
The Robinson Humphrey Company 1999 - 2001
J. C. Bradford & Co. 1981 - 1999
Skills
Investment Banking, Corporate Finance, Wealth Management, Mergers, Valuation, Financial Modeling, Investments, Equities, Asset Managment, Series 7, Series 24
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1973 — 1977
Bachelor of Arts (BA), Religious Studies
Red Oak Brewery June 2014 - January 2015
TEDxRVA September 2013 - December 2013
Cary Street Partners August 2013 - August 2013
University of Richmond Facilities Department August 2012 - December 2012
New Garden Friends School May 2006 - August 2012
Skills
Computer Hardware, Computers, Microsoft Excel, Microsoft Access, Marketing, PowerPoint, Access, Microsoft Office, Microsoft Word, Public Speaking
Education
University of Richmond 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business administration, management, and marketing
University College Dublin 2013 — 2013
Business Administration: Management and Marketing
Universidad Blas Pascal 2012 — 2012
Business Administration: Management and Marketing
Greensboro Day School 2006 — 2010
High School Diploma
Cary Street Partners October 2012 - Present
Hodges, Jones & Mabry, PC November 2011 - October 2012
Education
Radford University - College of Business and Economics 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Old Dominion University 2001 — 2002
Cary Street Partners May 2015 - June 2015
One Praetorian November 2014 - May 2015
Cary Street Partners July 2014 - August 2014
Education
Indiana University Bloomington 2013 — 2017
Bachelors of Science, Accounting and Finance, 3.93
The London School of Economics and Political Science (LSE) 2015 — 2015
Cary Street Partners February 2015 - Present
Radford University Foundation June 2014 - February 2015
Student Managed Investment Portfolio Organization (SMIPO) February 2013 - May 2014
MeadWestvaco May 2013 - August 2013
MeadWestvaco May 2011 - August 2012
Dabney S Lancaster Community College October 2011 - December 2011
Skills
Financial Reporting, Microsoft Excel, Accounting, PowerPoint, Financial Modeling, Financial Analysis, Financial Accounting, Finance, Auditing, Time Management
Education
Radford University 2012 — 2014
Bachelor's Degree, Accounting and Finance, 3.1 GPA
Dabney S Lancaster Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration, 3.4 GPA
Cary Street Partners September 2013 - Present
BB&T Capital Markets August 2011 - February 2013
College of William and Mary May 2010 - May 2011
College of William and Mary May 2010 - May 2011
Ernst & Young June 2010 - August 2010
Ernst & Young December 2008 - June 2009
BDO Lodha & Co, Chartered Accountants October 2007 - October 2008
BDO Lodha & Co, Chartered Accountants October 2005 - October 2007
Skills
Investment Banking, Financial Modeling, Equity Valuation, Equity Research, Due Diligence, Bloomberg, Quantitative Analysis, Qualitative Research, Microsoft Office, Morningstar, Factiva, Thomson One, Minitab, Crystal Ball, Audit, SAP, Tally, Factset, Accounting, Commodities, Ethanol, Sugar and HFCS, Agribusiness, Auditing, Quantitative Analytics, Business Analysis, Business Strategy, Tally ERP, Financial Analysis, Commodity, Oracle E-Business Suite, Oracle Applications, ERP Oracle, Portfolio Management, Data Analysis, Capital IQ, Mergers & Acquisitions, Hedge Funds, Investments, IBISWorld, Derivatives, Valuation, Corporate Finance, Finance, DCF
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
Masters in Business Administration, Finance and Strategy
The Institute of Chartered Accountants of India 2004 — 2007
Chartered Accountant, Accounting and Finance, First attempt
University of Calcutta 2002 — 2005
Bachelor of Commerce (Honors), Accounting and Finance
Cary Street Partners April 2011 - Present
GenSpring Family Offices August 2004 - April 2011
US Trust Company August 2002 - August 2005
Skills
Wealth Management, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Strategies
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Masters, Accounting
University of North Carolina at Chapel Hill 1990 — 1992
Bachelors, Economics
Guilford College 1988 — 1990
Millstein & Co. July 2013 - Present
Lincoln International June 2012 - August 2012
Hampden-Sydney College 2009 - 2011
Cary Street Partners 2006 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Bloomberg, Due Diligence, Research, Strategic Financial..., Hedge Funds, Economics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Hampden-Sydney College
BA, History
Fifth Third Securities October 2013 - Present
Cary Street Partners February 2010 - October 2013
CDH Advisors, LLC February 2009 - February 2010
SunTrust Robinson Humphrey 1998 - February 2009
Robinson-Humphrey Co., LLC 1998 - 2000
Lehman Brothers June 1997 - August 1997
Crawford Investment Counsel June 1996 - August 1996
ValuJet Airlines October 1993 - May 1996
Delta Air Lines March 1992 - October 1993
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Private Placements, Capital Raising, M&A experience, Finance, Growth Capital, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Structuring, Strategy, Investments, Hedge Funds, Alternative Investments, Capital Markets, Start-ups, Financial Analysis, IPO, Due Diligence, Corporate Development, Emerging Markets, Equities, Financial Modeling, LBO
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Princeton University 1987 — 1991
AB
The Westminster Schools
Cary Street Partners July 2014 - Present
Cary Street Partners 2007 - July 2014
Stewart Wealth Management 2006 - 2007
Skills
Asset Allocation, Wealth Management, Financial Modeling, Management, Investments, Series 7, Finance, Strategy, Due Diligence, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Strategic Planning, Research, Business Analysis
Education
Mary Washington College
BS, Business, Accounting & Finance
Cary Street Partners December 2014 - Present
Cary Street Partners June 2014 - August 2014
Truliant Federal Credit Union September 2012 - March 2013
Truliant Federal Credit Union April 2011 - September 2012
Truliant Federal Credit Union September 2010 - March 2011
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Communication Studies
University of North Carolina at Greensboro
Bachelor of Science (BS), Economics
Cary Street Partners June 2011 - Present
First Tennessee Bank September 1995 - April 2011
First Tennessee Bank September 1992 - May 1995
American Trust Company of Hawaii, Inc. April 1980 - September 1992
Skills
Series 7, Wealth Management, Asset Allocation, Series 63, Alternative Investments, Mutual Funds, Series 24, Banking, Management, Insurance, Investment Advisory, Asset Management, Investment Strategies, Life and Health..., Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Securities, Retirement, Financial Advisory, Wealth Management..., 401k, IRAs, Wealth, Investment Management, Bonds, Pensions, Fixed Annuities, Separately Managed..., High Net Worth...
Education
Hawaii Pacific University 1987 — 1990
Finance, General
University of Alabama in Huntsville 1977 — 1979
St Marys of Royal Oak 1974 — 1977
SunTrust Investment Services July 2013 - Present
Assoc. of Certified Anti-Money Laundering Specialists (ACAMS) July 2011 - April 2014
Cary Street Partners May 2007 - June 2013
Wachovia Securities, LLC October 2000 - February 2004
Alex Brown & Sons, Inc. January 1997 - October 2000
Provident Bank of Maryland January 1994 - January 1997
Education
Campbell University 1989 — 1992
Bachelor of Science - Education
Marist School October 2014 - Present
Cary Street Partners July 2011 - Present
Atlanta Youth Lacrosse March 1992 - Present
Riverwood International Charter School January 2010 - August 2014
Micro Focus September 2010 - March 2011
XRM Global December 2009 - September 2010
Ockham Research, LLC December 2009 - April 2010
Ockham Research, LLC April 2007 - December 2009
SunTrust Robinson Humphrey June 2000 - March 2005
Smith Barney August 1984 - June 2000
Skills
Social Media, Leadership, Start-ups, CRM, Business Development, Sales, Coaching, Strategic Planning, Analysis, Enterprise Software, Research, New Business Development, Financial Services, Capital Markets, Microsoft Word, Investments, Fundraising, Marketing, Marketing Strategy
Education
Marist College 1978 — 1982
BA, Communications
Cary Street Partners December 2013 - Present
RiverStone Wealth Management, Inc March 2009 - Present
First Baptist Church San Antonio 1985 - Present
UBS Financial Services, Inc January 2004 - March 2009
United Services Automobile Association (USAA) January 2001 - January 2003
USAA 1987 - 2003
United Services Automobile Association (USAA) January 1989 - January 2001
United Services Automobile Association (USAA) January 1987 - January 1989
Skills
Insurance, Leadership, Mutual Funds, Securities, Training, Investment Strategies, Management, Coaching, Investment Management, Sales, Executive Management, Wealth Management, Strategic Financial..., Asset Managment, Budget
Education
Texas A&M University 1976 — 1980
Bachelor of Science, Physical Education/Biology
Blum High School 1973 — 1976
BB&T Capital Markets June 2010 - Present
Cary Street Partners June 2003 - June 2010
Kenan Institute Asia July 2002 - June 2003
Legg Mason June 2001 - August 2001
PricewaterhouseCoopers July 1997 - June 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
University of Virginia 1992 — 1997
B.S. in Commerce, Double major in Finance and Economics
Cabot, Cabot & Forbes January 2015 - Present
Cabot, Cabot & Forbes August 2013 - December 2014
Cabot, Cabot & Forbes June 2013 - August 2013
Cary Street Partners July 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - January 2012
State Street June 2011 - August 2011
Ebben Zall Group May 2010 - August 2010
OSO LLC June 2009 - August 2009
Skills
Real Estate Development, Financial Modeling, Microsoft Excel, Investments, Real Estate, Permitting, Multifamily Real Estate, Commercial Real Estate, Chapter 40B, Financial Analysis, Argus Modeling, Bloomberg Terminal, Morningstar Direct, FactSet, Series 7, Series 66, PowerPoint
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics/Business; Government/Law; Spanish
IES Abroad 2011 — 2011
Liberal Arts & Business Program
PNC Investments November 2013 - Present
Wells Fargo June 2013 - October 2013
Wells Fargo August 2012 - June 2013
PNC February 2009 - February 2012
Cary Street Partners August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning
Education
University of Mary Washington 2005 — 2008
Bachelor's degree, Business Administration
College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services
Five Points Capital July 2015 - Present
Cary Street Partners July 2013 - July 2015
Minerva Capital June 2012 - July 2012
J.P. Morgan May 2011 - July 2011
Wells Fargo Advisors June 2010 - July 2010
Skills
Private Equity, Financial Modeling, Investments, Trading, Portfolio Management, Capital Markets, Microsoft Office, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Charlotte Latin School
Blackbaud June 2015 - Present
GenFKD August 2014 - August 2015
Shenandoah Valley Partnership May 2014 - May 2015
Capital Ale House May 2013 - August 2014
Cary Street Partners June 2013 - August 2013
YMCA May 2012 - August 2013
Fredericksburg Country Club June 2008 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Time Management, Leadership
Education
James Madison University - College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Economics
UNC Kenan-Flagler August 2012 - Present
Cary Street Partners June 2015 - August 2015
Synergy July 2014 - August 2014
Kitty Hawk Kayak and Surf School May 2013 - August 2013
Camp Sea Gull and Camp Seafarer May 2012 - July 2012
Skills
PowerPoint, Research, Event Planning, Microsoft Office, Team Leadership, Strategic Financial...
Education
UNC Chapel Hill 2012 — 2016
Business Administration and Management, General
Rocky Mount High School 2008 — 2012
International Baccalaureate Diploma
Cary Street Partners May 2015 - Present
Ancora Wealth Management LLC January 2011 - April 2015
Morgan Stanley Smith Barney November 2003 - January 2011
Carolinas Investment Consulting January 2001 - November 2003
Skills
Investment Management, Contrarian Strategies, Fundamental and..., Series 7, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Retirement Planning, Securities, Portfolio Management, Equities, IRAs, Asset Management, Retirement, Financial Advisory, 401k, Wealth Management..., Estate Planning, ETFs, Wealth, Bonds, FINRA, High Net Worth..., Strategic Financial..., Financial Services
Education
Appalachian State University 1999 — 2000
MBA, Business
Appalachian State University 1994 — 1995
BA, English, History
University of Colorado Boulder 1991 — 1994
N/A
Charlotte Latin School 1979 — 1991
Cary Street Partners July 2015 - Present
Elon University September 2013 - March 2015
GE Transportation - Intelligent Transportation Solutions June 2014 - August 2014
Cincinnati Reds Hall of Fame and Museum May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Access, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance with Accounting & Economics Minors
Miami Valley School 2007 — 2011
Kellogg School of Management August 2015 - Present
The Home Depot November 2013 - June 2015
The Home Depot July 2012 - November 2013
Cary Street Partners July 2011 - July 2012
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Washington and Lee University 2007 — 2011
Business & Accounting
KippsDeSanto & Co. October 2012 - Present
Sagent Advisors March 2009 - August 2012
Wells Fargo Securities April 2007 - February 2009
Cary Street Partners September 2003 - March 2007
Wachovia Securities (formerly First Union Securities) October 1999 - July 2003
Skills
Investment Banking, Valuation, Financial Modeling, LBO, M&A experience, Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Leveraged Finance, Corporate Development, Divestitures, Business Valuation
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), Applied Mathematics and Economics with a concentration in Math
Canal Capital Management February 2015 - Present
James River Wealth Advisors March 2014 - December 2014
CapGroup Advisors September 2004 - March 2014
Cary Street Partners November 2003 - August 2004
Goodman Financial September 2001 - November 2003
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Research, Strategic Planning, Financial Planning, Strategic Financial..., Asset Managment, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Finance, Alternative Investments, Due Diligence, Wealth Management..., Fixed Income, Private Equity, Mutual Funds, Retirement Planning, Investment Management, Securities, Estate Planning, Investment Advisory..., Financial Modeling
Education
University of Richmond - Robins School of Business 2003 — 2007
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
BS, Economics and Management Science & Information Technology
Woodbridge Senior High School 1992 — 1996
Cary Street Partners August 2013 - Present
Watson Trial & Litigation Group September 2011 - August 2013
JCPenney October 2005 - September 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Time Management, Outlook, Interpersonal Skills, Grasp New Concepts...
Education
Virginia Commonwealth University 2008 — 2010
Bachelor of Science (B.S.)
Richard Bland College of the College of William and Mary 2006 — 2008
Associate of Science (A.S.)
Cary Street Partners October 2014 - Present
The Breckenridge Group, Inc. July 2013 - October 2014
Fennebresque & Co. June 2012 - August 2012
Skills
Investment Banking, Valuation, M&A experience, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Capital IQ, Financial Sponsors, Divestitures, Corporate Finance, Team Leadership, Financial Analysis, Private Placements, People Skills, Mergers & Acquisitions, Capital Markets
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Banking & Finance
Leopold-Franzens Universität Innsbruck 2011 — 2011
Bussines Law
Charlotte Latin School 1995 — 2009
Emigra January 2014 - Present
Cary Street Partners September 2013 - December 2013
RKG Rimm-Kaufman Group May 2012 - August 2012
Performance Food Group May 2011 - January 2012
Skills
Analysis, Strategic Financial..., Finance, Economics, Financial Analysis, Data Analysis, Financial Modeling, Forecasting, Market Research, Corporate Finance, Microsoft Excel
Education
Davidson College 2009 — 2013
Bachelor of Arts (BA), Economics
Cary Street Partners October 2014 - Present
The Breckenridge Group August 2011 - October 2014
Hartford Life Insurance Company March 2009 - August 2011
AIM Systems, Insurance Services Inc October 2006 - January 2009
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Interviews, Insurance, Microsoft Word, Human Resources
Education
The University of Georgia 2003 — 2006
Bachelor, Business Administration; Risk Management and Insurance
Rabun Gap-Nacoochee School 1997 — 2003
Cary Street Partners December 2013 - Present
RiverStone Investment Banking June 2004 - December 2013
BOA Worldwide, Inc: AvailMe.com and Promo Rocket 1999 - 2004
Cornerstone Media 1982 - 1999
Skills
Strategy, Management, Entrepreneurship, Strategic Planning, Private Equity, Mergers & Acquisitions, Investments, Business Strategy, Finance
Education
The University of Texas at Austin 2002 — 2003
Graduate Level Account Planning (Audited)
MIT 1999 — 2002
Birthing of Giants Executive Leadership Program
Lamar University 1980 — 1993
Bachelor's Degree, Applied Arts & Science
West Orange-Stark 1976 — 1980
Disney Institute
Creativity Encounter
Kauffman Foundation
Kauffman Gathering for High Growth Entrepreneurs
Rapport Leadership International
Master Grad Elect
YEO University
Cube Hydro June 2014 - Present
Cary Street Partners September 2011 - June 2014
Virginia Institute of Marine Science July 2011 - August 2011
Market Concepts, LLC May 2011 - July 2011
University of Richmond January 2010 - May 2011
Luck Stone Corporation December 2010 - March 2011
Delta Energy LLC. June 2009 - May 2010
Compass Energy June 2007 - June 2009
INGENCO June 2005 - June 2007
Skills
Financial Modeling, Natural Gas, Financial Analysis, Forecasting, Energy, Strategy, Data Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Risk Management, Private Equity, Finance, Corporate Finance, Investment Banking, Capital Markets
Education
University of Richmond - Robins School of Business
Master of Business Administration
Virginia Commonwealth University
Bachelor of Science, Economics
Cary Street Partners December 2013 - Present
RiverStone Financial Group May 2005 - December 2013
Merrill Lynch 2002 - 2005
Wachovia Securities 2000 - 2002
Team Logistics, Inc. 1992 - 1998
Skills
Financial Modeling, Asset Managment, Investments, Strategic Financial..., Equities, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Securities, Alternative Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Statements, Strategic Partnerships, Finance, Strategic Planning, Management, Entrepreneurship, Financial Reporting, Business Strategy, Marketing Strategy, Cash Management, Internal Controls, Wealth Management, Small Business, Team Building, Start-ups, Leadership, Contract Negotiation, Strategy, Business Development
Education
University of Alabama 1971 — 1975
Bachelor of Science, Accounting
Virginia Life Science Investments, LLC June 2009 - Present
Cupron Inc. January 2010 - December 2014
Applied NanoTechnology, Inc January 2009 - November 2014
Apex Systems June 2002 - May 2013
Cary Street Partners 2006 - June 2010
Albemarle Corporation June 2002 - October 2005
Albright & Wilson, plc July 1981 - 2000
Skills
Strategic Planning, Business Strategy, Mergers & Acquisitions, Management, Strategy, Product Development, Start-ups, Due Diligence, Business Development, Cross-functional Team...
Education
University of Virginia - Darden Graduate School of Business Administration 1979 — 1981
Masters of Business Administration
University of Delaware 1973 — 1976
BChE, Engineering
Cary Street Partners January 2012 - Present
Woodbury Financial Services August 2009 - January 2012
Planco/The Hartford February 2005 - July 2009
Piedmont Press & Graphics August 2003 - January 2005
ARCOM May 1990 - September 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Strategic Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Insurance, Finance, Series 63, Marketing, Equities, Life Insurance
Education
Old Dominion University 1986 — 1990
B.A., History
The Hill School, Middleburg, VA
Wakefield Class of 86
Bachelor of Arts (B.A.), History
Cary Street Partners March 2014 - September 2014
Powhatan County Schools October 2010 - June 2012
Davenport & Company LLC May 2008 - June 2010
Wachovia Securities, LLC March 2007 - May 2008
Wachovia Securities 2002 - 2007
Wells Fargo February 2001 - March 2002
Skills
Program Management, Financial Analysis, Compliance, Anti Money Laundering, Securities, Management, Series 7, Financial Services, Risk Management, Mutual Funds, Investments, Equities, Wealth Management, Banking, Book Reviews
Education
Concord University 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Cary Street Partners January 2012 - Present
UBS Financial Services Inc April 2008 - July 2009
Stifel Nicolaus & Co, Inc. March 2003 - April 2008
Skills
Human Resources, Financial Services, Series 7, Securities, Mutual Funds, Investments, Retirement Planning, Wealth Management, Equities, Fixed Income, Retirement, Portfolio Management
Education
Rutgers University-New Brunswick 1996 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Brookdale Community College 1989 — 1991
Associate of Arts (A.A.), Computer Science & Art
Heritage Wealth Advisors July 2009 - Present
Heritage Wealth Advisors September 2005 - July 2009
Cary Street Partners February 2004 - September 2005
Skills
Investments, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Income Tax, Financial Planning, Retirement Plans
Education
Old Dominion University 2001 — 2004
B.S.B.A., Finance
Virginia Polytechnic Institute and State University 1998 — 2000
Business Administration
Cary Street Partners August 2014 - Present
Allen, Mooney & Barnes Investment Advisors, LLC May 2009 - July 2014
BankUnited Financial Services June 2005 - September 2008
SunTrust Investment Services 1984 - 2005
Education
Stetson University 1979 — 1983
BA, Education
BB&T Capital Markets May 2015 - Present
BB&T January 2013 - May 2015
Blue Falcon Holdings, LLC January 2010 - December 2014
BB&T May 2012 - December 2012
BB&T February 2011 - April 2012
Cary Street Partners October 2007 - December 2009
Soles Brower Smith & Co. January 2006 - September 2007
Skills
Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Private Equity, Credit Analysis, Accounting
Education
Wake Forest University Graduate School 2013 — 2015
Master of Business Administration (M.B.A.)
Gardner-Webb University 2011 — 2013
Master's Degree, Master of Accountancy
North Carolina State University 2001 — 2005
Business Finance, Accounting
The Boston Consulting Group June 2014 - August 2014
d.light design June 2013 - August 2013
Suniva June 2010 - June 2013
Cary Street Partners June 2008 - June 2010
Skills
Mergers, Financial Modeling, Strategic Planning, Valuation, Renewable Energy, Mergers & Acquisitions, Start-ups, Corporate Finance, Energy, Private Equity, Venture Capital, Corporate Development, Financial Analysis, Finance, Business Development, Due Diligence
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Masters of Science in Environment and Resources (MS)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (B.S.), Biology
Silvercrest Asset Management March 2014 - Present
Cary Street Partners October 2007 - March 2014
Jefferson Capital Partners August 1989 - September 2007
Skills
Mergers & Acquisitions, Alternative Investments, Asset Management, Corporate Development, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Securities, Strategic Planning, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1993
MBA, General Management
Duke University 1975 — 1979
BA, Management Science
NEO Consulting LLC 2010 - Present
Cary Street Partners 2005 - 2009
Manufacturers Services Limited/Celestica Inc, (scheduled plant closure) 2002 - 2004
CMG Telecommunications Inc.,/Cisco Systems Inc./Amteva Technologies, (Acquired by Logica PLC) 1998 - 2002
CMG Telecommunications Inc.,/Cisco Systems Inc./Amteva Technologies, (Acquired by Logica PLC) 1998 - 2001
Crestar Bank, (Acquired by SunTrust Bank) 1992 - 1998
Crestar Bank, (Acquired by SunTrust Bank) 1992 - 1998
Texas Commerce Bancshares, Subsidiary of Chemical Bank, New York (Chase Bank) 1989 - 1992
Shell Oil Company 1988 - 1989
Skills
Financial Analysis, Account Reconciliation
Education
University of Alabama at Birmingham
BS, Cum Laude, Finance, Economics
University of Houston
MBA, Accounting
Lowe, Brockenbrough & Co., Inc. October 2013 - Present
Cary Street Partners July 2012 - October 2013
Cary Street Partners June 2009 - June 2012
Education
Lafayette College 2005 — 2009
Bachelor of Arts (B.A.), Economics & Business
St. Christopher's School 2002 — 2005
High School
UVA Health System August 2012 - Present
Cary Street Partners August 2008 - 2011
StellarOne Bank August 2003 - August 2008
Skills
Finance, Strategic Financial..., Portfolio Management, Fixed Annuities, Pensions, Asset Management, Banking, Wealth Management, Investments, Asset Allocation, Series 7, Mutual Funds, Credit, Investment Advisory, Retirement Planning
Education
Campbell University 1998 — 2003
BBA, Trust Management, Financial Planning
Cary Street Partners November 2010 - Present
GenSpring Family Offices January 2009 - December 2009
Deutsche Bank July 2007 - December 2008
Education
Cambridge University 1990 — 1992
BA, MA, Theology
King University 1986 — 1990
BA, English
Greystone & Co. October 2013 - Present
Volvo Trucks October 2011 - June 2013
Cary Street Partners July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Microsoft Word, Investments, Research, Access
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Specialized Masters - Finance
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
The McCallie School 2003 — 2007
The Actuarial Consulting Group 2012 - Present
Cary Street Partners 2011 - 2012
Beacon Financial Advisory Group, LLC 2001 - 2003
First Union Brokerage Services 1999 - 2000
Education
Bryant College
University of Central Florida
Bachelor of Science (B.S.), Finance
Cary Street Partners
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Financial Modeling, Mergers & Acquisitions, Equities, Asset Management, Corporate Finance, Due Diligence
Education
The University of Texas at Austin 1993 — 1997
Bachelor's Degree, Economics