JoycePayne Partners

Description

Address: 1806 Summit Ave Suite 100, Richmond, VA 23230 Hours: Closed ⋅ Opens 9AM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (804) 358-2702: : : : Category: : Website: Place name: : Website: https://agilipersonalcfo.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Agili Posting publicly on the Web Write a review Reviews Be the first to review

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JoycePayne Partners Employees

Employee
Years
Job
Industry
William (Biff) Pusey, Jr. William (Biff) Pusey, Jr. Richmond, Virginia Area Details
William (Biff) Pusey, Jr.'s JoycePayne Partners Experience September 2003 - June 2013
Job Senior Wealth Advisor & Portfolio Manager at Keel Point
Industry Investment Management
Experience
Keel Point Advisors  July 2013 - Present
JoycePayne Partners   September 2003 - June 2013
Envera, LLC   August 2000 - June 2001
ValueAmerica, Inc.   June 1999 - August 2000
Home Account Network, Inc.   June 1997 - July 1999
Ten State Street, LLP   March 1995 - March 1997
Nelson Mullins Riley & Scarborough  September 1993 - March 1995
Citicorp  March 1990 - September 1990
Price Waterhouse  June 1988 - March 1990

Skills
Private Equity, Hedge Funds, Venture Capital, Real Estate, Managed Futures, Commodities, Alternative Investments, Investments, Investment Strategies, Asset Management, Due Diligence, Portfolio Management, Asset Allocation, Wealth Management

Education
University of Pennsylvania - The Wharton School   2006 — 2006
Private Wealth Management

University of Virginia School of Law   1990 — 1993
JD, Law

New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Business, Accounting

Duke University   1984 — 1988
AB, English, History

St Christophers School   1971 — 1984

Woodberry Forest   1980 — 1981

Cindy Joyce Cindy Joyce Richmond, Virginia Area Details
Cindy Joyce's JoycePayne Partners Experience
Job Chief Operating Officer at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners  

Skills
Strategic Planning, Human Resources, Budget Process, Accounting

Education
University of Denver   1981 — 1985
BSAcc, Accounting

Drexel University
MBA

Marilee Falco Marilee Falco Allentown, Pennsylvania Area Details
Marilee Falco's JoycePayne Partners Experience March 2011 - Present
Job CERTIFIED FINANCIAL PLANNER, Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners   March 2011 - Present
Sovereign Bank  May 2010 - March 2011
Morgan Stanley Smith Barney  June 1996 - April 2010

Skills
Retirement Planning, Personal Financial..., Investment Management

Education
Muhlenberg College   2007 — 2010
Bachelors, Business Administration

Wendell B. Fuller CFP® Wendell B. Fuller CFP® Richmond, Virginia Area Details
Wendell B. Fuller CFP®'s JoycePayne Partners Experience May 2001 - March 2010
Job President at Fuller Wealth Advisors, Inc.
Industry Investment Management
Experience
Fuller Wealth Advisors, Inc.   October 2011 - Present
100 Black Men of Greater Richmond, Inc.   2011 - Present
BowenFuller Wealth Advisors   March 2010 - October 2011
JoycePayne Partners   May 2001 - March 2010
Michael Joyce & Associates   2001 - 2006
Wonderware Corporation  May 1995 - January 2001
Invensys  1997 - 2001
Philip Morris USA  1987 - 1995

Skills
Investment Management, Financial Planners, Risk Management, Estate Law, Restricted Stock, Asset Allocation, Asset Managment, Portfolio Management, Retirement Planning, Retirement

Education
The University of Memphis   1983 — 1987
Bachelor of Science, Electrical Engineering

Conor Clark Conor Clark Richmond, Virginia Details
Conor Clark's JoycePayne Partners Experience September 2014 - Present
Job
Industry Financial Services
Experience
JoycePayne Partners   September 2014 - Present

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Portfolio Management, Asset Management, Equities, Asset Allocation, Securities, Bloomberg Terminal

Education
University of Richmond   2009 — 2013
Bachelor of Science (B.S.)

Alexander R. Ucci Alexander R. Ucci Richmond, Virginia Area Details
Alexander R. Ucci's JoycePayne Partners Experience May 2004 - August 2004
Job Litigation Project Assistant at WilmerHale
Industry International Affairs
Experience
WilmerHale  April 2011 - Present
Virginia Hispanic Chamber of Commerce   January 2010 - April 2011
Tuckahoe Volunteer Rescue Squad  January 2005 - December 2008
The United States Hispanic Chamber of Commerce   May 2008 - August 2008
William Byrd Community Center   May 2004 - August 2004
JoycePayne Partners   May 2004 - August 2004

Education
Sewanee-The University of the South   2006 — 2010
B.A., International and Global Studies (Hispanic World Track)

Georgetown University   2009 — 2009
Summer, Intensive Modern Arabic I and II

St. Christopher's School   1994 — 2006

J. Sargeant Reynolds Community College   2005 — 2005
Emergency Medicine

Claire Lewis Claire Lewis Charlottesville, Virginia Details
Claire Lewis's JoycePayne Partners Experience October 2009 - November 2011
Job MBA Candidate at University of Virginia Darden School of Business
Industry Financial Services
Experience
Cambridge Associates  November 2011 - July 2014
JoycePayne Partners   October 2009 - November 2011
Fidelity Investments  May 2008 - July 2008

Skills
Equities, Valuation, Investments

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

University of Virginia Darden School of Business   2014 — 2016

University of Richmond   2006 — 2009

The Tuck School of Business at Dartmouth   2008 — 2008
Tuck Business Bridge Program

Boston University   2005 — 2006

John Paul Curtin John Paul Curtin Richmond, Virginia Details
John Paul Curtin's JoycePayne Partners Experience June 2015 - Present
Job Portfolio/Investment Administrator at JoycePayne Partners
Industry
Experience
JoycePayne Partners   June 2015 - Present
Virginia Department of Taxation  May 2014 - August 2014

Skills
Econometrics, Analysis

Education
James Madison University   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics Minor

Meredith Fronheiser Meredith Fronheiser Arlington, Virginia Details
Meredith Fronheiser's JoycePayne Partners Experience March 2014 - May 2014
Job Investment Banking Analyst at FBR
Industry Investment Banking
Experience
FBR  June 2015 - Present
FBR  June 2015 - Present
Dun & Bradstreet  May 2014 - August 2014
JoycePayne Partners   March 2014 - May 2014
Circle K International  May 2012 - May 2014
Northwestern Mutual  June 2013 - August 2013
EXPRESS  June 2011 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Team-oriented, Highly detail oriented, Time Management, Event Planning

Education
University of Richmond   2011 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in finance and Bachelor of Arts in LAIS (Spanish)

Universidad Pablo de Olavide

Universidad Blas Pascal

Allentown Central Catholic High School   2007 — 2011

Jennifer Pieson Jennifer Pieson Bethlehem, Pennsylvania Details
Jennifer Pieson's JoycePayne Partners Experience February 2003 - Present
Job Financial Planning Analyst at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners   February 2003 - Present

Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Investments, Portfolio Management, Asset Management, Alternative Investments, Financial Planners, Investment Management, Investment Advisory, Wealth Management, Mutual Funds, Estate Planning, IRAs, Risk Management, Securities, Wealth Management..., Financial Planning

Education
East Stroudsburg University of Pennsylvania   1997 — 2001
Bachelor's degree, English Language and Literature, General

Christine Falvello Christine Falvello Scranton, Pennsylvania Area Details
Christine Falvello's JoycePayne Partners Experience June 1993 - December 2002
Job Principal at Navigate Financial Advisors
Industry Financial Services
Experience
Navigate Financial Advisors   January 2003 - Present
NAPFA  1993 - Present
JoycePayne Partners   June 1993 - December 2002

Skills
Retirement, Retirement Planning, Retirement Capital Needs, Investment Planning, Investment Management, Estate Planning, Finance, Financial Advisory, Personal Finance, Financial Planning, Financial Planners, Portfolio Management

Education
College for Financial Planning   1995 — 1999
M.S., Financial Planning

College for Financial Planning   1981 — 1986
CFP, Certified Financial Panning

Lehigh University   1973 — 1974
M.Ed., Counselor Education

Dickinson College   1969 — 1973
B.A., Psychology

Lisa Strohm Lisa Strohm Allentown, Pennsylvania Area Details
Lisa Strohm's JoycePayne Partners Experience May 2010 - Present
Job Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners   May 2010 - Present
Bank of America  December 2008 - May 2010
Air Products & Chemicals  1996 - 2000

Skills
Portfolio Management, Asset Allocation, Investments, Private Equity, Retirement Planning, Estate Planning, Financial Planners, Risk Management, Retirement, Alternative Investments, Asset Management, Investment Management, Financial Analysis, Small Business, Insurance, Banking, Due Diligence, Investment Advisory, Leadership

Education
Cornell University - Johnson Graduate School of Management   1994 — 1996
MBA, Finance / Marketing

Bucknell University   1987 — 1991
BS, Biology

Jeffrey Mussatt, CFP Jeffrey Mussatt, CFP Richmond, Virginia Area Details
Jeffrey Mussatt, CFP's JoycePayne Partners Experience October 2008 - Present
Job Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners   October 2008 - Present
Wachovia Wealth Mangement   November 2005 - August 2008
PNC Advisors  August 2004 - June 2005
Northern Trust  January 1992 - July 2004

Skills
Strategic Financial..., Investments, Investment Management, Retirement, Financial Planners, Finance, Mutual Funds, Wealth, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Planning, Risk Management, Financial Services, Wealth Management, Retirement Planning, Uniform Combined State..., Private Equity, Equities, 401k, Banking, High Net Worth..., Loans, Alternative Investments, Series 63, Wealth Management..., Fixed Income, IRAs, Asset Management, Investment Strategies, Financial Advisory, Hedge Funds, Securities, Investment Properties, Asset Managment, Fixed Annuities

Education
Indiana University - Kelley School of Business   1988 — 1992
BS, Accounting

College of Financial Planning
CFP, Certfied Financial Planner

Michael Joyce, CFA, CFP Michael Joyce, CFA, CFP Richmond, Virginia Area Details
Michael Joyce, CFA, CFP's JoycePayne Partners Experience March 1993 - Present
Job President at JoycePayne Partners
Industry Investment Management
Experience
JoycePayne Partners   March 1993 - Present

Education
Drexel University   1990 — 1992
M.B.A., Finance

Penn State University   1978 — 1982
B.S., Finance