Cary Street Partners

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Harry Stephens Harry Stephens Washington, District Of Columbia Details
Harry Stephens's Cary Street Partners Experience August 2010 - August 2010
Job Associate at CBRE
Industry Real Estate
Experience
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

Gavin Raphael Gavin Raphael Richmond, Virginia Area Details
Gavin Raphael's Cary Street Partners Experience May 2008 - June 2010
Job
Industry Investment Banking
Experience
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

Kip Caffey Kip Caffey Greater Atlanta Area Details
Kip Caffey's Cary Street Partners Experience January 2015 - June 2015
Job Independent Financial Services Executive
Industry Investment Banking
Experience
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

Stanley Ammondson Stanley Ammondson Milwaukee, Wisconsin Details
Stanley Ammondson's Cary Street Partners Experience August 2013 - August 2013
Job Graduate from University of Richmond
Industry Marketing and Advertising
Experience
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

Aaron Summers Aaron Summers Blacksburg, Virginia Details
Aaron Summers's Cary Street Partners Experience October 2012 - Present
Job Financial Advisor at Cary Street Partners
Industry Financial Services
Experience
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

Nicholas Brant Nicholas Brant Greater Chicago Area Details
Nicholas Brant's Cary Street Partners Experience May 2015 - June 2015
Job Business Student at Indiana University
Industry Financial Services
Experience
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

Brandon Walton Brandon Walton Richmond, Virginia Area Details
Brandon Walton's Cary Street Partners Experience February 2015 - Present
Job Staff Accountant at Cary Street Partners
Industry Accounting
Experience
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

Harsh Nahata Harsh Nahata Charlotte, North Carolina Details
Harsh Nahata's Cary Street Partners Experience September 2013 - Present
Job Investment Banking Associate at Cary Street Partners
Industry Investment Banking
Experience
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

Rusty Bryson, CPA/PFS, CFP Rusty Bryson, CPA/PFS, CFP Charlotte, North Carolina Area Details
Rusty Bryson, CPA/PFS, CFP's Cary Street Partners Experience April 2011 - Present
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
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

Matt Guill Matt Guill New York, New York Details
Matt Guill's Cary Street Partners Experience 2006 - 2009
Job Millstein & Co.
Industry Investment Banking
Experience
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

Charlie Hurt Charlie Hurt Greater Atlanta Area Details
Charlie Hurt's Cary Street Partners Experience February 2010 - October 2013
Job Managing Director Investment Banking at Fifth Third Securities
Industry Investment Banking
Experience
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

Daniel Clendenin Daniel Clendenin Washington D.C. Metro Area Details
Daniel Clendenin's Cary Street Partners Experience July 2014 - Present
Job Partner and Vice President at Cary Street Partners
Industry Investment Management
Experience
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

Dekory Woods Dekory Woods Greensboro, North Carolina Details
Dekory Woods's Cary Street Partners Experience December 2014 - Present
Job Investment Banking Analyst at Cary Street Partners
Industry Investment Banking
Experience
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

Maureen MacIver Maureen MacIver Johnson City, Tennessee Area Details
Maureen MacIver's Cary Street Partners Experience June 2011 - Present
Job Managing Director and Partner, Cary Street Partners
Industry Financial Services
Experience
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

Christine Feldpausch, CAMS, CFE Christine Feldpausch, CAMS, CFE Richmond, Virginia Area Details
Christine Feldpausch, CAMS, CFE's Cary Street Partners Experience May 2007 - June 2013
Job Group Supervisory Specialist at SunTrust Investment Services
Industry Financial Services
Experience
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

Lou Corsetti Lou Corsetti Atlanta, Georgia Details
Lou Corsetti's Cary Street Partners Experience July 2011 - Present
Job Community Lacrosse Coach at Marist School
Industry Financial Services
Experience
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

Thomas Faught Thomas Faught San Antonio, Texas Area Details
Thomas Faught's Cary Street Partners Experience December 2013 - Present
Job Branch Manager at Cary Street Partners
Industry Financial Services
Experience
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

Scott Storey Scott Storey Richmond, Virginia Area Details
Scott Storey's Cary Street Partners Experience June 2003 - June 2010
Job BB&T Capital Markets
Industry Investment Banking
Experience
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

Jacob Vance Jacob Vance Greater Boston Area Details
Jacob Vance's Cary Street Partners Experience July 2012 - June 2013
Job Project Manager at Cabot, Cabot & Forbes
Industry Real Estate
Experience
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

Edward I. Anderson III, CFP® Edward I. Anderson III, CFP® Alexandria, Virginia Details
Edward I. Anderson III, CFP®'s Cary Street Partners Experience August 2008 - December 2008
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
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

Nicholas Perks Nicholas Perks Winston Salem, North Carolina Details
Nicholas Perks's Cary Street Partners Experience July 2013 - July 2015
Job Associate at Five Points Capital
Industry Venture Capital & Private Equity
Experience
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

Annie Moncure Annie Moncure Washington, District Of Columbia Details
Annie Moncure's Cary Street Partners Experience June 2013 - August 2013
Job Consultant I Blackbaud DC
Industry Marketing and Advertising
Experience
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

Paul Lilley Paul Lilley Rocky Mount, North Carolina Details
Paul Lilley's Cary Street Partners Experience June 2015 - August 2015
Job Student at The University of North Carolina at Chapel Hill
Industry Higher Education
Experience
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

William A. Allen, CIMA® William A. Allen, CIMA® Charlotte, North Carolina Area Details
William A. Allen, CIMA®'s Cary Street Partners Experience May 2015 - Present
Job Vice President Investment Officer at Cary Street Partners
Industry Financial Services
Experience
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

Corey Roe Corey Roe Atlanta, Georgia Details
Corey Roe's Cary Street Partners Experience July 2015 - Present
Job Investment Banking Analyst at Cary Street Partners
Industry Investment Banking
Experience
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

Shelby Lawrence Shelby Lawrence Greater Chicago Area Details
Shelby Lawrence's Cary Street Partners Experience July 2011 - July 2012
Job MBA Candidate Kellogg School of Management
Industry Financial Services
Experience
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

George Toby Albright, III George Toby Albright, III Mclean, Virginia Details
George Toby Albright, III's Cary Street Partners Experience September 2003 - March 2007
Job Director at KippsDeSanto & Co.
Industry Investment Banking
Experience
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

Nicholas Zizzo, AIF®, CRPS® Nicholas Zizzo, AIF®, CRPS® Richmond, Virginia Details
Nicholas Zizzo, AIF®, CRPS®'s Cary Street Partners Experience November 2003 - August 2004
Job Director of Operations at Canal Capital Management
Industry Investment Management
Experience
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

Jessica Bridgman Jessica Bridgman Richmond, Virginia Details
Jessica Bridgman's Cary Street Partners Experience August 2013 - Present
Job Administrative Assistant at Cary Street Partners
Industry Financial Services
Experience
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.)

Davis Finnen Davis Finnen Atlanta, Georgia Details
Davis Finnen's Cary Street Partners Experience October 2014 - Present
Job Investment Banking Analyst at Cary Street Partners
Industry Investment Banking
Experience
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

Ben DuPuis Ben DuPuis Keswick, Virginia Details
Ben DuPuis's Cary Street Partners Experience September 2013 - December 2013
Job Operations Analyst at Emigra
Industry
Experience
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

Jaime Sanders Shepard Jaime Sanders Shepard Greater Atlanta Area Details
Jaime Sanders Shepard's Cary Street Partners Experience October 2014 - Present
Job Office Manager at Cary Street Partners
Industry Insurance
Experience
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

Paul Gautier Paul Gautier Austin, Texas Details
Paul Gautier's Cary Street Partners Experience December 2013 - Present
Job Managing Director at Cary Street Partners
Industry Investment Banking
Experience
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

Alex Solomon Alex Solomon Washington D.C. Metro Area Details
Alex Solomon's Cary Street Partners Experience September 2011 - June 2014
Job Senior Associate at Cube Hydro Partners
Industry Renewables & Environment
Experience
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

Ed Valle Ed Valle Austin, Texas Area Details
Ed Valle's Cary Street Partners Experience December 2013 - Present
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
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

Paul Rocheleau Paul Rocheleau Richmond, Virginia Area Details
Paul Rocheleau's Cary Street Partners Experience 2006 - June 2010
Job Chairman Virginia Life Science Investments
Industry Venture Capital & Private Equity
Experience
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

Kate Sprague Kate Sprague Washington D.C. Metro Area Details
Kate Sprague's Cary Street Partners Experience January 2012 - Present
Job Registered Financial Associate at Cary Street Partners
Industry Financial Services
Experience
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

Judy Poore Judy Poore Richmond, Virginia Area Details
Judy Poore's Cary Street Partners Experience March 2014 - September 2014
Job Operations Specialist at Cary Street Partners
Industry Marketing and Advertising
Experience
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

Christine Luludis-Lockard Christine Luludis-Lockard Washington D.C. Metro Area Details
Christine Luludis-Lockard's Cary Street Partners Experience January 2012 - Present
Job Registered Financial Associate
Industry Financial Services
Experience
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

Chase Hill Chase Hill Richmond, Virginia Area Details
Chase Hill's Cary Street Partners Experience February 2004 - September 2005
Job Chief Operating Officer, Senior Relationship Manager at Heritage Wealth Advisors
Industry Financial Services
Experience
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

Leslie Morse Leslie Morse United States Details
Leslie Morse's Cary Street Partners Experience August 2014 - Present
Job Branch Operations and Compliance Manager at Cary Street Partners
Industry Financial Services
Experience
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

Charlie Graeub Charlie Graeub Greensboro/Winston-Salem, North Carolina Area Details
Charlie Graeub's Cary Street Partners Experience October 2007 - December 2009
Job Portfolio Risk Officer at BB&T Capital Markets
Industry Banking
Experience
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

Victoria Beasley Victoria Beasley San Francisco Bay Area Details
Victoria Beasley's Cary Street Partners Experience June 2008 - June 2010
Job MBA & MS Candidate, Stanford Graduate School of Business
Industry Renewables & Environment
Experience
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

Palmer Garson Palmer Garson Richmond, Virginia Area Details
Palmer Garson's Cary Street Partners Experience October 2007 - March 2014
Job Managing Director at Silvercrest Asset Management
Industry Financial Services
Experience
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

Phyllis Barnett, CPA Phyllis Barnett, CPA Richmond, Virginia Area Details
Phyllis Barnett, CPA's Cary Street Partners Experience 2005 - 2009
Job
Industry Accounting
Experience
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

Matt Shaia Matt Shaia Richmond, Virginia Area Details
Matt Shaia's Cary Street Partners Experience July 2012 - October 2013
Job Director, Bespoke Strategies at Lowe, Brockenbrough & Co., Inc.
Industry Investment Management
Experience
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

Stephen Jakeman Stephen Jakeman Charlottesville, Virginia Area Details
Stephen Jakeman's Cary Street Partners Experience August 2008 - 2011
Job Operating Room at UVA Health System
Industry Financial Services
Experience
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

Mark Ryan, CFP Mark Ryan, CFP Charlotte, North Carolina Details
Mark Ryan, CFP's Cary Street Partners Experience November 2010 - Present
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
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

Chase Hayes Chase Hayes Raleigh, North Carolina Details
Chase Hayes's Cary Street Partners Experience July 2010 - August 2010
Job Financial Analyst / Underwriter at Greystone Affordable Housing Initiatives, LLC
Industry Financial Services
Experience
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

Caroline Moreau Caroline Moreau Midlothian, Virginia Details
Caroline Moreau's Cary Street Partners Experience 2011 - 2012
Job Analyst at ACG
Industry Investment Management
Experience
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

Azam Jaber Azam Jaber Austin, Texas Details
Azam Jaber's Cary Street Partners Experience
Job Vice President at Cary Street Partners
Industry Financial Services
Experience
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

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