Organization
- Located in Richmond, Virginia
- Independent Institutional Fixed Income Investment Advisor (SEC registered), 100% employee-owned
- Founded in 1999 by eight investment partners, all formerly investment professionals with Sovran Capital Management
- Over $4.0 billion in assets under management for institutional fixed income clients
Investment Professionals
- 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
Nandan A. Shah
Business & Technology Professionals
- Laura W. Haynie
- Delorse K. Brown
- Jenifer M. Troupe
- Erika D. Neary
John Monger