• Located in Richmond, Virginia
• Independent Institutional Fixed Income Investment Advisor (SEC registered)
• Founded in 1999 by eight investment partners, all formerly investment professionals with Sovran Capital Management.
• Over $3.5 billion in assets under management for institutional fixed income clients

Investment Team

Brad P. Coats, CFA
Patrick K. Kelly, CFA
L. Duncan Buoyer, CFA
Patrick T. O'Hara, CFA
William M. Armes, CFA
B. Scott Marshall, CFA
Ryon H. Acey, CFA
Catherine C. Temple
Stacey L. Qureshi
Shannon M. Borum, CFA

Business & Technology Team

Laura W. Haynie
Delorse K. Brown
Jenifer M. Troupe
Erika D. Neary