TSW - Key Persons
Job Titles:
- Research Analyst
- Research Analyst - Non - U.S
Aashish is a Research Analyst on the Non-U.S. team focusing on Emerging Markets. Aashish began his career in the investment industry in 2014. Prior to joining TSW in 2024, he worked for Newport Asia LLC as an Equity Analyst. Previously he was employed with Barclays PLC as an Associate Vice President. Aashish graduated from Indian Institute of Technology, Madras and earned his MA from University of California, Berkeley. He holds the Chartered Financial Analyst® designation and the FRM® designation.
Alexis attended Richard Bland College of William & Mary. Prior to joining TSW, Alexis worked at Janney Montgomery Scott and at Wells Fargo Advisors as a Private Client Wealth Management Associate.
Job Titles:
- Senior Institutional Client Service Specialist
Andrea is a graduate of Old Dominion University, BS. She was previously employed by TSW as a Marketing Assistant and Portfolio Administrator. Additionally, she worked at Chesterfield County Public Schools as an Office Assistant, Sr. and at Central Fidelity National Bank as a Junior Financial Analyst.
Job Titles:
- Portfolio Manager - Strategic Advisory
Michael is a graduate of Randolph-Macon College, BS and The College of William and Mary, MBA. Most recently, Michael worked as a Partner, Financial Advisor at West End Wealth Management. He was previously employed with Wells Fargo Advisors as Financial Advisor and at MassMutual Life Insurance as a Financial Services Professional. Michael is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Becky Card Receptionist 2007-01-01 with the firm Becky previously worked for Wachovia Securities as an Executive Assistant. bcard@tswinvest.com
Betsy Stanley Marketing Manager 2000-01-01 with the firm Betsy graduated from James Madison University, BS. She previously worked at The Alison Group as an Assistant Project Manager. bstanley@tswinvest.com
Brad Jaggard, CIPM Portfolio Analyst 2010-01-01 with the firm Brad is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked at Atlantic Capital Management, LLC as Investment Operations Manager. bjaggard@tswinvest.com
Job Titles:
- Portfolio Manager - International & International Small Cap
Brandon is a graduate of Wake Forest University, BA and George Mason University, MBA. He previously worked for the Central Intelligence Agency, Washington, DC as an Intelligence Officer, for Growth Stock Outlook, Inc., Bethesda as a Securities Analyst and for Capitoline Investment Services, Richmond as a Portfolio Manager. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Job Titles:
- Research Analyst - Non - U.S
Brendan is a graduate of Radford University, BBA. Most recently, Brendan worked as a Financial Management Auditor at Virginia Auditor of Public Accounts. Formerly, he did his internship at Merrill Lynch. He holds the Chartered Financial Analyst® designation.
Brett Hawkins - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Portfolio Manager
Brett is a graduate of the University of Richmond, BA and the University of Virginia, Darden School, MBA. Previously, he was employed with Arthur Andersen LLP as a Senior Associate and First Union Securities, Inc, Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Job Titles:
- Marketing RFP / Database Associate
Brittany Incle Marketing RFP/Database Associate 2016-01-01 with the firm Prior to joining TSW, Brittany was employed as a Licensed Sales Agent at Elephant Auto Insurance. bincle@tswinvest.com
Bryan is a graduate of the College of the Holy Cross, BA and the Fuqua School of Business at Duke University, MBA. Most recently, he was a Partner at Private Advisors, LLC. Formerly, he was employed with MFC Global Investment Management as a Senior Research Analyst. Mr. Durand was also previously employed at TSW as an Equity Research Analyst. Bryan is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Carol Gaines Finance Administrator 1994-01-01 with the firm Carol previously worked at Dun & Bradstreet Information Services as an Office Administrator. cgaines@tswinvest.com
Catherine graduated from Birmingham-Southern College, BS in Accounting. Previously, she worked at University of Virginia Health Systems as an Accounts Receivable Specialist & Analyst and then at Rue & Associates as a Staff Accountant. Most recently, she was employed at Virginia United Methodist Conference as a Staff Accountant.
Job Titles:
- Research Analyst - Income Strategies
Charles is a graduate of the University of Delaware, BS, and Wake Forest University, MBA. He previously worked for The Trust Company of Virginia as a Fixed Income Portfolio Manager, Sterne Agee as a Credit Analyst, and BB&T Capital Markets as a Credit Analyst. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Institutional Client Service Specialist
Christopher Lask Institutional Client Service Specialist 2022-01-01 with the firm Christopher is a graduate of University of Virginia, B.A. clask@tswinvest.com
Job Titles:
- Director of Consultant Relations
Cody graduated from the University of Georgia, BA. Most recently, he worked as the Director of Institutional Client & Consultant Relations at Punch & Associates Investment Management. Previously he was a Senior Vice President at Callan and an Analyst at Broad Street Capital Advisors. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Job Titles:
- Research Analyst - Non - U.S
Daniel is a graduate of the University of Virginia, BS in Commerce. Previously, he was employed with Dominion Partners, L.C. as an Investment Banking Analyst. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Research Analyst - Income Strategies
David is a graduate of Virginia Polytechnic Institute & State University, BS. He previously worked for Trusco Capital Management as a Portfolio Analyst and Crestar Asset Management as a Trading Assistant. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Senior Client Service Manager
Dawn graduated from the Kent State University with an Associate of Business Management degree. Previously, she worked at Prudential Insurance & Financial Services as an Insurance & Financial Services Specialist and Heritage Chevrolet as a Finance Manager.
Deborah Denton Chief Technology Officer 1985-01-01 with the firm Deborah has been with TSW since 1985 and has worked in a variety of roles within the firm. ddenton@tswinvest.com
Job Titles:
- Portfolio Manager - Emerging Markets Research Analyst - Non - U.S
Elliott is a graduate of University of North Carolina, BA and Wake Forest University, MA. He previously worked for Union First Market Bank as a Financial Services Advisor and was a Graduate Consultant at Pace Communications. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Senior Network Administrator
Eric Cayton Senior Network Administrator 2008-01-01 with the firm Eric graduated from ITT Technical Institute, AAS Computer Networking Systems. He previously worked at Cavalier Telephone as an Internet Support Representative. ecayton@tswinvest.com
Job Titles:
- Senior Network Administrator
Frank Malone, Jr. Senior Network Administrator 2007-01-01 with the firm Frank previously worked at Schwarzschild Jewelers as a Network Administrator. fmalone@tswinvest.com
Gray is a graduate of the University of Virginia, BA. Most recently, Gray worked for SunTrust Banks, Inc. as Vice President & Senior Portfolio Manager. Formerly he was employed by Bank of America as a Vice President & Portfolio Manager. He has also worked for Alex Sheshunoff & Company Investment Banking as an Associate Director, Freddie Mac as a Senior Financial Analyst, Riggs National Bank of Washington, D.C. as an Assistant Vice President and Sovran Bank, N.A. as an International Banking Officer. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Heather Smith, IACCP® Senior Compliance Officer 2008-01-01 with the firm Heather graduated from Ferrum College, BS. Most recently, she was employed at Atlantic Capital Management as a Senior Compliance, Trading & Operations Specialist. Previously, she worked at E*TRADE Securities as a Financial Planning Analyst, FOLIOfn Investments as a Brokerage Operations Specialist and First Clearing as a Senior Mutual Fund Specialist. Heather currently holds the IACCP® designation. hsmith@tswinvest.com
Holly Leonard Marketing Associate 2022-01-01 with the firm Holly is a graduate of James Madison University, B.B.A. hleonard@tswinvest.com
J. Cody Tafel, CAIA, CMT Head of Strategic Advisory 2006-01-01 with the firm Cody is a graduate of the University of Virginia, BA. He previously worked for Rapidan Capital LLC as the Director of Trading. He also worked for Shockoe Capital Partners LLC as the Head Trader. Cody did his research internship at INVESCO High Yield Group in New York. Cody is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here. ctafel@tswinvest.com
Job Titles:
- Senior Client Portfolio Manager
Shelton is a graduate of the University of Virginia, BA and the University of Virginia, MBA. He previously worked for Aetna Life & Casualty in Philadelphia as an Employee Benefits Representative and for Bolton Offutt Donovan, Inc. in Baltimore as a Consultant. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Job Titles:
- Senior Institutional Client Service Specialist
Jennifer Taylor Senior Institutional Client Service Specialist 2004-01-01 with the firm Jennifer previously worked at First Market Bank as a Branch Manager/Loan Officer and Jefferson National Bank as a Senior Teller. jtaylor@tswinvest.com
Job Titles:
- Senior Operations Specialist
Jody graduated from Virginia Commonwealth University, BS. Previously, she worked at James River Coal Company as a Cash Management Administrator and Home Beneficial as an Actuarial Assistant.
Jay graduated from Washington and Lee University, BS and the University of Virginia, McIntire School of Commerce, MAcc. Most recently, he was employed at Ernst & Young as a Manager in their Assurance Services practice.
John is a graduate of the University of Richmond, BS, and Drexel University, Lebow College of Business, MBA. He previously worked for Agincourt Capital Management, LLC as a Client Service and Marketing Analyst. He holds the Chartered Financial Analyst® designation. John is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Joseph VanCaster, CPA Chief Financial Officer 2017-01-01 with the firm Joey graduated from James Madison University, BBA, BS. Most recently, he was employed at Owens & Minor, Inc. as Director of Accounting and Director of Internal Audit. Previously, he worked at Bowlmor AMF as Assistant Controller and KPMG LLP as Audit Manager. jvancaster@tswinvest.com
Kay O'Driscoll, IACCP® Senior Compliance Officer 2001-01-01 with the firm Kay graduated from the University of Limerick, BS. Most recently, she was employed at Prudential Securities as a Financial Advisor. Previously, she worked at Paine Webber as a Sales Assistant, Morgan Stanley Dean Witter as a 401K Plan Administrator and JP Morgan Chase in Retirement Operations. Kay is currently registered with FINRA and holds the IACCP® designation. Check the background of this Investment Professional here. kodriscoll@tswinvest.com
Job Titles:
- Information Technology Manager
Kellie Gunderson Information Technology Manager 1995-01-01 with the firm Kellie graduated from Virginia Commonwealth University, BS. Previously, she worked at American General Finance as a Financial Representative. kgunderson@tswinvest.com
Keri was previously at The London Company as a Portfolio Administrator. She also worked at HRH Insurance as a Risk Associate, GE Financial Assurance as an Internal Wholesaler and United Insurance Company as a District Support Specialist.
Kinsey is a graduate of the University of Connecticut, B.A. Most recently, she worked for Acosta Marketing Group as a Project Coordinator. Formerly, she was employed by News America Marketing as a Layouts Coordinator.
Kwane Thomas Equity Trader 2019-01-01 with the firm Kwane is a graduate of Long Island University, BS. He previously worked at Sanford C. Bernstein & Co. as Vice President of Institutional Equity Sales Trading. kthomas@tswinvest.com
Job Titles:
- Institutional Client Service Specialist
Lisa Corker Institutional Client Service Specialist 2015-01-01 with the firm Prior to joining TSW, Lisa was employed with Capital One Bank as a Process Risk Manager, Commercial Bank Risk Office. lcorker@tswinvest.com
Job Titles:
- Research Analyst - Non - U.S
Mark is a graduate of The College of William & Mary, BS. He previously worked for Priority Capital Management, LLC as a Senior Research Analyst, Wachovia Securities, Inc. as a Senior Equity Research Analyst, D.B. Root & Company, Inc. as a Portfolio Manager and Capital Asset Management, Inc. as a Research Analyst. He holds the Chartered Financial Analyst® designation.
Matt Thompson, Jack Siegel and Pierce Walmsley started one of Virginia's first independent investment management firms in 1969 with a modest pool of capital entrusted to them by family, friends and neighbors-wealth accumulated over lifetimes of hard work. The next five years was one of the worst periods for U.S. financial markets since the Great Depression, an inauspicious time for a young threesome to start a new venture. The principles that brought TSW and its clients through those difficult early years remain at the core of what we are today. Our founders adopted an investment philosophy they called Central Value because it was designed to offer attractive returns with a reasonable margin of safety. They focused on preserving capital and building long-term wealth through independent thinking and disciplined, fundamental research. They invested alongside their clients, and they built trust through integrity, accountability and clear communication. TSW has evolved and grown, but we retain the core principles of value investing, alignment, integrity and accountability that Matt, Jack and Pierce established more than a half century ago.
Job Titles:
- Research Analyst - Non - U.S
Matthew Fernandez Research Analyst - Non-U.S. 2021-01-01 with the firm Matthew is a graduate of the University of Richmond, BA. He previously interned at TSW as a Summer Finance Intern for the Strategic Advisory team. mfernandez@tswinvest.com
Job Titles:
- International Equity Trader
Matthew Kiselica International Equity Trader 2020-01-01 with the firm Matthew is a graduate of the Rutgers University. He previously was employed at Capital Institutional Services and managed the international desk. mkiselica@tswinvest.com
Matthew is a graduate of The George Washington University, BBA, and Boston College, MBA. He previously worked for Nationwide Investment Management Group as the Head of U.S. Equity and Fixed Income, and for PricewaterhouseCoopers as a Management Consultant. He holds the Chartered Financial Analyst® designation. Matthew is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Memori Oatman Equity Trader 1999-01-01 with the firm Prior to joining TSW, Memori was employed with Central Fidelity/ Wachovia Bank in the Trust Operations/Administration capacity and Branch Cabell & Co. as an Operations Associate. moatman@tswinvest.com
Michael Robertson, CFA Research Analyst 2004-01-01 with the firm Michael is a graduate of University of Richmond, BS. He previously worked as an Intern for Wachovia Securities. He holds the Chartered Financial Analyst® designation. mrobertson@tswinvest.com
Nancy graduated from New York University, Stern School of Business. Prior to joining TSW, Nancy worked at Cherry Bekaert Wealth Management as a Client Service Manager. Previously she worked for Alvarez & Marsal and Warnaco Group as an Executive Assistant.
Pieter is a graduate of the University of Richmond, BS and Virginia Commonwealth University, MBA. His prior roles at TSW include Order Implementation Manager and Manager of Research Operations, Assistant Portfolio Manager, and Research Associate. Prior to joining TSW, he was employed with H&R Block as a Registered Representative. He holds the Chartered Financial Analyst® designation and the Certificate in Investment Performance Measurement™ designation.
Quinn is a graduate of the University of Virginia. He holds the Chartered Financial Analyst® designation.
Michael is a graduate of Western Kentucky University, BS and Hofstra University, MBA. Previously, he was employed as a buyside analyst at an insurance holding company and most recently as a sell-side analyst covering the Utilities/Energy Pipeline sector. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Client Portfolio Associate
Richard Williams Client Portfolio Associate 2022-01-01 with the firm Richard is a graduate of Providence College, BS. He previously worked at FactSet Research Systems as a Senior Investment Management Consultant. rwilliams@tswinvest.com
Roger is a graduate of the University of Richmond, BA and the University of Richmond Reynolds Graduate School of Business, MBA. Most recently, Roger was a Managing Director, Portfolio Manager and Research Analyst with Atlantic Capital Management, LLC. Prior to that, he was an Associate Vice President, Institutional Research and Sales, with Branch, Cabell & Company.
Job Titles:
- Settlements Administrator
Sandy Ju Settlements Administrator 2007-01-01 with the firm Sandy graduated from Strayer University, AS. Previously, she worked at Tattersall Advisory Group as a Mutual Fund Administrator. sju@tswinvest.com
Job Titles:
- Business Development Director
Sarah is a graduate of the University of Virginia, BS. Most recently, she worked at Ivy Ventures LLC as a Manager of the Strategy and Analytics team. Formerly, she was employed by Prometheus Partners as a Private Equity Analyst. Sarah is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Scott is a graduate of Washington and Lee University, BA. He previously worked for Crestar Bank in Richmond as a Corporate Actions Lead Assistant and at Wachovia Securities as an Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation.
Job Titles:
- Portfolio Manager - International Small Cap Research Analyst - Non - U.S
Stedman is a graduate of the University of Notre Dame, BA. He previously worked as a Financial Analyst for AIG Global Investment Group in New York City and AIG Private Equity Ltd. in Zurich, Switzerland. He holds the Chartered Financial Analyst® designation. Stedman is currently registered as an Investment Adviser Representative. Check the background of this Investment Professional here.
Stephen is a graduate of University of Virginia, McIntire School of Commerce, BS and Cornell University, Johnson Graduate School of Management, MBA. Most recently, he was an Equity Analyst at Wedge Capital Management. Formerly, he was employed with Anderson Growth Partners as an Investment Intern, Deutsche Bank as a Global Rates Associate and Blackrock as a Portfolio Analytics Group Analyst. He holds the Chartered Financial Analyst® designation.He is registered as an Investment Adviser Representative. Check Background of this Investment Professional here.
Steve has been with TSW since he graduated from Virginia Commonwealth University, BS. He is currently registered with FINRA and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Thomas "Chip" Coleman, Jr. Director of Trading 2005-01-01 with the firm Chip is a graduate of Towson State University, BS and University of Baltimore, MSF. He previously worked at Legg Mason Funds Management, Inc. as a Trader and T. Rowe Price Associates as a Registered Representative. tcoleman@tswinvest.com
Job Titles:
- Director of Consultant Relations
Tracey is a graduate of University of Richmond, BA and University of Pennsylvania, The Wharton School, MBA. Most recently, Tracey worked at Morgan Stanley Investment Management as a Managing Director of Consultant Relations. Formerly, she was employed by Miller, Anderson & Sherrerd LLP as a Head of Consultant Relations. Tracey is currently registered with FINRA. She holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Job Titles:
- Manager, Strategy and Operations
Trisha McConaghy Manager, Strategy and Operations 2017-01-01 with the firm Trisha graduated from Sweet Briar College, B.A. Previously, she worked at Snagajob as a Senior Account Manager. tmcconaghy@tswinvest.com
Job Titles:
- Institutional Administration Manager
Vicki Mundie Institutional Administration Manager 1998-01-01 with the firm Vicki previously worked at Home Beneficial Life Insurance Company as an Administrative Assistant, Securities Department. vmundie@tswinvest.com
Patrick is a graduate of University of Virginia, BA and MBA. Previously, he was employed with Spear, Leeds, & Kellogg as an Option Specialist on the AMEX; First Union as an Associate, and, most recently, WPS Capital Management as the President. He is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here.
Job Titles:
- International Equity Trader
W. Ryan Norwood International Equity Trader 2014-01-01 with the firm Ryan is a graduate of the University of Phoenix, BS. He previously worked at Raymond James/Morgan Keegan as a Registered Representative. rnorwood@tswinvest.com
Winborne is a graduate of the University of North Carolina at Chapel Hill, BA and JD, and the McDonough School of Business at Georgetown University, MBA. Most recently, he was a Senior Compliance Manager at Touchstone Investments. Previously, Winborne served in the Compliance Department at Fort Washington Investment Advisors, Inc. and as an attorney in private practice. Winborne is currently registered with FINRA. Check the Background of this Investment Professional here.
Job Titles:
- Settlements Administrator
Wendy Wemyss Settlements Administrator 2008-01-01 with the firm Wendy previously worked at Atlantic Capital Management as a Senior Operations Specialist. wwemyss@tswinvest.com
Job Titles:
- Director of Income Strategies and Portfolio Manager
William Bellamy, CFA Director of Income Strategies and Portfolio Manager 2003-01-01 with the firm Bill is a graduate of Cornell University, BS and Duke University, MBA. He previously worked for Merrill Lynch Capital Markets as an Assistant Vice President, Clayton Brown & Associates as a Vice President, First Union Capital Markets as a Vice President and Trusco Capital Management as a Vice President. He holds the Chartered Financial Analyst® designation and is registered as an Investment Adviser Representative. Check the Background of this Investment Professional here. bbellamy@tswinvest.com
Job Titles:
- Order Implementation Associate
Willie "Chris" Shelton Order Implementation Associate 2010-01-01 with the firm Chris graduated from Virginia Commonwealth University, BS. Previously, he worked at Wachovia Securities as a Senior Operations Specialist. cshelton@tswinvest.com