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Professionals by Location

Abingdon, VA

  • Michael McCool

    Financial Advisor and Partner

    Mike McCool serves his clients from the firm’s Abingdon, Virginia office. Mike joined Cary Street Partners in 2009 after determining the larger “corporate giant” financial services model no longer embodied his personal business philosophy. At Cary Street Partners, Mike found an organization which, like him, places great value on relationships and believes all clients should receive high-level, goal-oriented advice developed through a collaborative effort of experts.

  • Sheila L. Penley

    Branch Operations and Compliance Manager

    Sheila Penley joined Cary Street Partners in August 2009 and serves as Branch Operations and Compliance Manager for the Abingdon, Virginia and Wytheville, Virginia offices.

  • R. Chris Walters, CFP®, CIMA®

    Managing Director and Partner

    Chris Walters brings almost 20 years of investment experience to Cary Street Partners. He, along with his partner Mike McCool, established the firm’s Abingdon, Virginia wealth management office in 2009. Prior to joining the firm, Chris was employed for 16 years as a Senior Vice President-Financial Advisor for Banc of America Investments. Previous to his tenure at Banc of America, he was an employee of the Virginia Governor’s Office and an analyst with Nomura Securities in New York City.

Atlanta, GA

  • David V. Duke

    Managing Director

    David V. Duke is a Managing Director out of Cary Street Partners’ Atlanta office. He joined in 2012 and is focused on serving middle market industrial technology and manufacturing businesses, with a particular emphasis on specialty chemicals, industrial machinery, and test and measurement equipment. David has nearly 20 years of experience in investment banking, finance and asset management and has advised on over 40 middle market M&A, capital formation and strategic advisory assignments.

  • Charles D. Hurt III

    Managing Director and Partner

    Charlie Hurt leads Cary Street’s Atlanta investment banking team and its Consumer & Retail industry group. Charlie has nearly 20 years of experience in investment banking, finance and management. Prior to joining Cary Street Partners, Charlie founded and served as President of CDH Advisors, where he provided targeted strategic and financial advice to consumer product, retailer, restaurant and food and beverage companies.

  • S. Shelby Lawrence

    Analyst

    Shelby Lawrence joined Cary Street Partners in 2011 as a financial analyst in the Investment Banking Group. She gained relevant experience the previous summer as an intern with Cary Street Partners.

  • James E. Thomas, Jr.

    Managing Director and Partner

    Jim Thomas runs the Branch Operations and Administration Group of Cary Street Partners. With over 35 years of experience in building successful wealth management businesses, his clients are the financial advisors of the firm itself. At Cary Street Partners, he counts amongst his most rewarding roles his ability to facilitate their service to their clients.

Charlotte, NC

  • Brett N. Bond

    Managing Director

    Brett N. Bond is a Managing Director in Cary Street Partners’ Charlotte office. He joined the firm in 2012 and is focused on the firm’s specialty distribution and niche manufacturing industry efforts. Brett has nearly 25 years of experience in investment banking and corporate finance and has successfully advised on over 70 middle market merger and acquisition, capital formation and strategic advisory assignments in a variety of industries.
     

  • Rutherford C. Bryson, III, CPA/PFS, CFP®

    Managing Director and Partner

    Rusty Bryson brings to Cary Street Partners 17 years of experience in the areas of family consulting and tax planning. Rusty is a Managing Director with the new Charlotte, North Carolina office. Prior to joining the firm, Rusty was a Family Wealth Advisor with GenSpring Family Offices where he was responsible for working closely with clients on issues such as tax and estate planning, family financial planning and philanthropic consulting. Previously he was a Vice President at US Trust Company and spent six years with PricewaterhouseCoopers providing estate and succession planning to closely held businesses and their owners. He is a Certified Public Accountant with the Personal Financial Specialist designation and Certified Financial Planner®.

  • Tracy Hanger

    Financial Associate

    Tracy Hanger comes to Cary Street Partners with over 20 years of experience in the financial services industry. Tracy joined the firm in April 2011 and is a Financial Associate serving in the Charlotte, North Carolina office. She began her career in retail banking with Marine Midland of NY (now HSBC). Afterwards, Tracy served with First Union (now Wells Fargo) in a variety of positions within Trust Administration, Estate Settlement, Wealth and Investment Management in its Asheville, North Carolina and Greenville, South Carolina locations.

  • Mark D. Ryan, CFP®

    Managing Director and Partner

    Mark D. Ryan, CFP®, comes to Cary Street Partners with more than 12 years of experience in wealth management. He joined the firm in 2010 and as a Managing Director serves from the Charlotte, North Carolina office.

Fredericksburg, VA

  • Walter A. Bayne, AAMS

    Director and Partner

    Walter Bayne brings over a decade of experience in the capital markets to Cary Street Partners. He is also a registered options and municipal securities principal. He is a Vice President and Partner and serves as a Financial Advisor in the Fredericksburg, Virginia office. He is also a member of the firm’s Legal and Compliance Committee.

  • Theodore (Ted) J. Brown

    Director, Portfolio Advisory Group

    Ted joined the firm in 2006, bringing over 15 years of investment consulting experience. As the Director of the Portfolio Advisory Group, he works closely with the advisors in evaluating and managing current and prospective client portfolios, as well as providing insight on money managers, asset allocation, the economy, and financial markets.

  • Jacqueline W. Byrne

    Assistant Vice President, Registered Financial Associate

    Jackie is a Registered Financial Associate. She joined Stewart Wealth Management, of Fredericksburg, Virginia, in 2001 as an Account Administrator. In 2007, Cary Street Partners and Stewart Wealth Management merged, and Jackie became a Cary Street Partners associate.

  • Daniel W. Clendenin

    Financial Advisor

    Dan Clendenin serves as a Financial Advisor. In this role, he counsels individuals, families and institutions with regard to their investment selection and asset allocation, through collaboration with Cary Street Partners manager research and investment areas.

  • Susan E. Dorsey

    Director and Partner

    A Director and Partner, Susan Dorsey brings over 25 years of operational and sales management expertise to Cary Street Partners. Prior to joining the firm, she was a Senior Vice President with the Stewart Wealth Management Group of Wachovia Securities in the Fredericksburg, Virginia (Stewart Wealth Management merged with Cary Street Partners in June of 2007).

  • Janice R. Gage

    Financial Advisor

    Janice Gage brings over 30 years of diverse experience in the investment business to Cary Street Partners. She began her investment career in 1980 working with commodity brokers at Shearson Loeb Rhoades in Washington, D.C. In 1982, Janice became securities licensed and later moved to the Fredericksburg, Virginia area in 1987. After commuting to Washington, D.C. for 10 years, she joined the Fredericksburg office of Wheat First Securities.

  • Thomas O. Herrick

    Vice President and Partner

    Tom has over 25 years of experience advising individual and corporate clients. Tom’s investment consulting business is focused on best in class asset managers, primarily using separately managed accounts and mutual funds, and his extensive clientele includes individuals, corporations and retirement plans.

  • Anita Lewis

    Vice President

    Anita joined Cary Street Partners in 2007 following a 20-year career in the financial industry with Wachovia Securities (formerly Wheat First Securities). During her tenure, she has held administrative, operational and managerial positions. In addition, while at Wachovia, Anita had the privilege of serving as a Corporate Trainer for companies acquired through various mergers and acquisitions. In this role, she was responsible for training new associates on the firm's computer applications and operational procedures. Since 1998, she has worked exclusively assisting Doug Stewart, Managing Director/Partner of the Fredericksburg, Virginia office, with his high net worth clientele.

  • Christine Lockard

    Registered Financial Associate

    Christine graduated from Rutgers University with honors and has 9 years of experience in Financial Services.

  • Andre Gilberto Pineda, Esq., AAMS

    Vice President, Financial Advisor

    Andre graduated from the University of Illinois at Urbana-Champaign in 1987 with a Liberal Arts Degree in Political Science and History. Thereafter, he attended Southern Illinois University School of Law and received his jurist doctorate in 1990. Upon graduating, Andre went to work as a Legal Honors Intern with the Department of Housing and Urban Development in the Office of General Counsel working on fair housing matters and then served as a trial attorney. From 1994 through 2000, he worked as a staff attorney in the Public Financing, Ethics and Special Projects Division of the Office of General Counsel for the Federal Election Commission. He then became a Special Assistant General Counsel working directly with the General Counsel on management issues.

  • Kate Sprague

    Financial Associate

    Kate has been in the financial services industry for ten years and recently joined Cary Street Partners after working at The Hartford and at Woodbury Financial Services. Her professional focus has been on developing the individual relationships within a business and creating a unique experience for each client.

  • Douglas G. Stewart

    Managing Director and Partner

    Doug Stewart is a Managing Director and Partner of Cary Street Partners and works in the Fredericksburg, Virginia office. His firm, formerly known as Stewart Wealth Management Group of Wachovia Securities, merged with Cary Street Partners on June 25, 2007. When the two firms were joined, the combined assets under management from individuals, corporations, and endowments topped $1 billion.

  • Jill A. Williams

    Vice President

    Jill joined Stewart Wealth Management in 1989 and has been a licensed Financial Advisor since 1990. She became a Cary Street Partners employee when Stewart Wealth Management merged with Cary Street Partners in 2007. During her employment with the firm, she has also served as an administrative team leader. Jill has extensive experience working with retirement plans as well as with individual clients.

Greensboro, NC

  • Joseph M. Brower

    Managing Director and Partner

    When Joe Brower joined Cary Street Partners in 2007, he brought with him over 20 years of investment banking experience. Having held several senior banker positions within both regional and international institutions, Joe has amassed extensive expertise in the specialty areas of bankruptcy reorganization, distressed merger advisory, special committee advisory, and structuring of debt and equity investments.

  • F. Marcus Fariss

    Managing Director and Partner

    Marcus Fariss has almost 25 years of experience in investment banking and senior management roles in the financial services sector. He joined Cary Street Partners in 2005 and is currently a Managing Director in the Greensboro, North Carolina office. Marcus’s expertise includes mergers and acquisitions work, capital raising and strategic and financial advisory services. He specializes in the Financial Institutions & Services, Business Services and Industrial industries.

  • John S. Hartman

    Analyst

    John Hartman joined Cary Street Partners in 2011 as a financial analyst in the Investment Banking Division.
     

Johnson City, TN

  • Jason M. Ardito, CTFA, CRC

    Financial Advisor and Partner

    Jason Ardito brings over 14 years of experience in trust and investment services to Cary Street Partners. He holds the Certified Trust and Financial Advisor (CTFA) and Certified Retirement Counselor (CRC) designations. Jason joined Cary Street Partners in July, 2011 and his expertise includes investment management strategies for individuals, foundations, trusts and retirement plans.

  • Caroline S. (Beth) Cox, CRSP

    Financial Advisor and Director

    Beth Cox brings over 27 years of wealth management experience to Cary Street Partners. Beth joined Cary Street Partners in July 2011 as a Financial Advisor and Director in the Johnson City, Tennessee office. Beth serves clients in northeast Tennessee, Virginia and western North Carolina.

  • Kimberly D. Holley, CRSP

    Financial Advisor and Partner

    Kim brings over 32 years of experience in trust, investment and retirement services to Cary Street Partners. She holds the Certified Retirement Services Professional designation (CRSP). Kim joined Cary Street Partners in July 2011 as a Financial Advisor.

  • Maureen A. MacIver, CRSP, CISP

    Managing Director and Partner

    Maureen MacIver brings over 30 years of experience as a professional fiduciary to Cary Street Partners. She is a designated Certified Retirement Services Professional (CRSP) and a Certified IRA Services Professional (CISP). Maureen joined Cary Street Partners in June of 2011 and is the Managing Director of the Johnson City, Tennessee office from which she serves clients in the Northeast portion of the state. She also shares her expertise in insurance and trust planning services with clients of all Cary Street Partners offices throughout the Southeast.

Richmond, VA

  • A. Marshall Acuff, Jr., CFA

    Managing Director, Chief Investment Officer and Partner

    As the former Chief Market Strategist at Smith Barney, Marshall Acuff brings over 40 years of experience and global leadership in investment strategy, research and investment management to Cary Street Partners. As Chair of Cary Street Partners’ Investment Committee, Marshall establishes the firm’s investment strategy and leads the Investment Strategy Team.

  • Bill Akmentins, CFA

    Director of Research

    With more than fifteen years of experience, Bill is a senior investment professional with significant experience managing complex, multi-asset class portfolios for both individuals and institutions. He brings great skill to Cary Street Partners in asset allocation and manager selection in all major asset classes including; hedge funds, traditional equities, fixed income, real assets and private equity. 

  • Happy V. Anderson

    Vice President and Partner

    Happy Anderson joined Cary Street in 2007 as an Associate in the Investment Banking Division. Prior to joining Cary Street Partners, Happy worked for two years in the Financial Planning and Analysis group for Circuit City Stores, a specialty retailer of consumer electronics and related services. Before working for Circuit City, Happy was an analyst for Ewing Bemiss & Co., a middle market investment bank specializing in mergers and acquisitions and private placements of debt and equity.

  • Kierston Baldwin

    Financial Associate

    Kierston Baldwin is a Financial Associate with over 20 years of experience in the banking and finance industries. She worked at SunTrust Bank in both Orlando, Florida and Richmond, Virginia for 11 years in Trust, Private Wealth Management and Commercial Lending. Kierston has been with Cary Street Partners since 2008.

  • Astrid R. Blazek

    Senior Operations Specialist

    Astrid Blazek brings over 20 years of experience in various logistics, customer relations and auditing positions to Cary Street Partners. As a Senior Operations Specialist, she is based in the firm’s home office in Richmond, Virginia.

  • Kip R. Caffey

    Managing Partner

    Kip Caffey is the Managing Partner of Cary Street Partners where he is responsible for developing and executing the firm’s overall business strategy. He has worked in wealth management and investment banking firms in the Southeast for more than 30 years. Kip began his career in 1981 in the Corporate Finance Department of J. C. Bradford & Co. and became a partner there in 1990. In 1996, he opened the firm’s first satellite investment banking office in Atlanta. From 1999 to early 2004, Kip was a Senior Managing Director with The Robinson Humphrey Company and its successor, SunTrust Robinson Humphrey, where he served as co-head of Investment Banking.

  • Brad P. Cain

    Analyst

    Brad Cain joined Cary Street Partners in 2011 as a financial analyst in the Investment Banking Division.

  • P. Nathan Deal

    Research Analyst

    Nate has over 10 years experience as an analyst. Prior to joining Cary Street Partners, he was associate director of alternative investments at Sterling Capital Management where he also was a member of the asset allocation and advisor research committees. Before joining Sterling Capital, Nate was a financial analyst at Circuit City Stores, Inc. and an equities analyst at Davenport & Company, LLC.

  • Dylan C. Erdle

    Analyst

    Dylan Erdle joined Cary Street Partners in 2009 as a financial analyst in the Investment Banking Division. He gained relevant experience the previous summer at DRA Advisors, a real estate investment advisor in New York.

  • Mark M. Gambill

    Chairman and Founding Partner

    Mark Gambill brings to Cary Street Partners almost 30 years of experience in the leadership of one of America’s largest financial organizations, Wheat First Butcher Singer. At Wheat he founded and headed the capital markets group where he was responsible for investment banking, public finance, taxable fixed income, municipal sales and trading, equity sales, trading and research. In 1996, Mark became president and under his leadership, Wheat became one of the Mid-Atlantic and Southeast’s preeminent investment banking and brokerage firms, growing to firm assets of $1.2 billion, revenues of $600 million and 128 offices located in 20 states. After a merger with First Union Corporation in January 1998, Mark served as President of Wheat First Union and later Head of Equity Capital Markets.

  • Palmer P. Garson

    Managing Director and Partner

    Palmer Garson brings over 25 years of experience in the financial services industry to Cary Street Partners. Creative and proactive, she leads Institutional Advisory Services for the Wealth Management Division which provides management expertise to investment committees of foundations, endowments and pension plans. Palmer also provides advisory services to family offices. She has extensive wealth management experience as a relationship manager, principal, and member of numerous investment committees.

  • Anita M. Lavin

    Vice President

    Anita brings to Cary Street Partners 15 years of experience in the financial services industry through various positions held at Wachovia Securities, LLC and its predecessor firms.

  • Elizabeth O. Layman

    Vice President, Branch Operations and Administration

    Beth brings to Cary Street Partners over twenty years of experience in the financial services industry through various positions held at Wells Fargo Advisors and its predecessor firms.

  • Timothy Leath

    Chief Financial Officer and Partner

    Tim Leath joined the Richmond, Virginia office of Cary Street Partners in October 2008 after 24 years in a progression of accounting and finance positions. As CFO, Tim generates and provides vital financial information to his internal clients. He is a key facilitator for the successful growth of the firm – a firm he believes is clearly different from other financial services organizations.

  • Meg L. Marchant, CFA

    Research Analyst

    Meg brings six years of experience in the financial services industry to Cary Street Partners. She joined the firm in 2010 and serves as an investment advisory Research Analyst, providing due diligence on money managers and mutual funds. Prior to joining the firm, she worked in New York as an Associate Analyst in the Equity Research Department at Citigroup and Bear Stearns in New York covering Specialty Retail.

  • Taylor Nelson

    Chief Compliance Officer and Partner

    As Chief Compliance Officer at Cary Street Partners, Taylor Nelson bears the corporate responsibility of safeguarding and protecting the clients’ assets and helping financial advisors meet client needs. He does this by working with his business partners in developing successful investment consulting and management products and programs.

  • Matthew P. Shaia

    Analyst

    Matt joined Cary Street Partners in a full-time capacity in 2009 and serves as an Analyst. In 2007 and 2008, Matt spent his summers as an intern at Cary Street Partners. While interning, Matt was heavily involved in the performance reporting for several of Cary Street Partners’ individual and institutional clients. He joined the firm as a member of the investment advisory team, but has since transitioned to the relationship management aspect of the business as a member of the Institutional Advisory Service Team. He now works closely with Marshall Acuff and Palmer Garson serving as an analyst for institutional and individual clients’ portfolios, interfacing with clients, performing portfolio and manager analytics and attribution analyses.

  • L. Craig Shealy

    Managing Director

    Craig joined Cary Street Partners in May of 2011 and leads the Energy & Commodities industry group in the firm’s Investment Banking Division. Throughout his successful 15-year career, Craig has led capital raisings and strategic transactions totaling more than $20 billion. The breadth and depth of his experience ranges from acquisitions, investments and restructurings as small as $3 million to managing a $9.6 billion corporate investment portfolio.

  • Alex G.M. Solomon

    Analyst

    Alex Solomon joined Cary Street Partners in 2011 as a financial analyst in the Investment Banking Group in Richmond, Virginia.
    Before joining the Cary Street team, Alex worked as an independent economic consultant for a variety of firms.

  • Will Stettinius

    Research Analyst

    Will Stettinius joined the Research Team in July of 2011 as a Research Project Analyst focusing on the research and communication of themes affecting global markets. He now works with Marshall Acuff and is a key member of the Investment Strategy Team.

  • Thomas H. Tullidge, Jr.

    Founding Partner

    Tom Tullidge brings to Cary Street Partners nearly 25 years of experience as a trusted adviser and senior executive having worked with a broad range of companies in structuring, negotiating, and executing mergers and acquisitions, joint ventures, and other complex corporate finance transactions in the United States and internationally. He is a co-founder of Cary Street Partners and serves on its Executive Committee and as a leader of its investment banking business.

Wytheville, VA

  • Michael McCool

    Financial Advisor and Partner

    Mike McCool serves his clients from the firm’s Abingdon, Virginia office. Mike joined Cary Street Partners in 2009 after determining the larger “corporate giant” financial services model no longer embodied his personal business philosophy. At Cary Street Partners, Mike found an organization which, like him, places great value on relationships and believes all clients should receive high-level, goal-oriented advice developed through a collaborative effort of experts.

  • Sheila L. Penley

    Branch Operations and Compliance Manager

    Sheila Penley joined Cary Street Partners in August 2009 and serves as Branch Operations and Compliance Manager for the Abingdon, Virginia and Wytheville, Virginia offices.

  • R. Chris Walters, CFP®, CIMA®

    Managing Director and Partner

    Chris Walters brings almost 20 years of investment experience to Cary Street Partners. He, along with his partner Mike McCool, established the firm’s Abingdon, Virginia wealth management office in 2009. Prior to joining the firm, Chris was employed for 16 years as a Senior Vice President-Financial Advisor for Banc of America Investments. Previous to his tenure at Banc of America, he was an employee of the Virginia Governor’s Office and an analyst with Nomura Securities in New York City.