Experience

TCV Trust & Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Sep 2022 - Present

  Working with a great group of people and helping clients navigate the volatility in markets. Our approach is conservative and we will help you get into the right strategy to maximize returns. Working with a great group of people and helping clients navigate the volatility in markets. Our approach is conservative and we will help you get into the right strategy to maximize returns.



BBT Scott and Stringfellow

• Managing Director

  • Jul 2016 - Sep 2021

  Portfolio Analyst, Private Client Research: Part of four person team formed to meet the needs of our growing base of financial advisors (FAs). Helped build three model portfolios (Income, Appreciation, and High Yield) with coverage of consumer staples, energy, and healthcare. Publish individual equity reports on stocks within each portfolio along with a monthly Equity View including sector analysis/weightings and market outlook. Analyze client portfolios and make investment recommendations.Call Manager, Institutional Equity Research: Worked with research, sales, and trading to bring actionable ideas on a daily sales call. Clients included institutional investors throughout the US. Provided leadership and creativity to help make our research more valuable including expert calls for clients, thematic research, and training and feedback for analysts.Head of Equity Strategy, Private Client Group: Created new department to implement strategies to help FAs and their clients outperform the market. Worked with individual FAs to help build and manage client portfolios. Duties included maintaining a buy list of stocks, analyzing individual portfolios, and making recommendations about sector weightings and individual positions. Used analytical skills to glean buy ideas from coverage by BB&T Capital Markets, Bear Stearns, and CS First Boston. Wrote quarterly Private Client Insight which included market commentary, stock ideas, and educational topics (printed 10,000 copies for clients). Made client presentations and presentations to FAs. Show less

• Equity Research Analyst

  • May 1993 - Sep 2021