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Donna S. Chapman
Donna Chapman currently serves as Managing Director and Co-Chief Executive Officer for TCV Trust & Wealth Management. Ms Chapman has over 30 years experience in trust and estate administration, and was a member of the founding team of The Trust Company of Virginia in 1994. Ms. Chapman previously worked for Bank of America. Ms. Chapman…
Julie P. Gaudett
Julie Gaudett has over 15 years of experience in trust administration and estate settlement. Julie earned her Bachelor of Arts in History with a Minor in Psychology from Virginia Commonwealth University. She is a member of the Richmond Estate Planning Council. Julie is a graduate of the ABA Graduate School at Emory University and is…
Michael G. Montgomery
Prior to joining TCV, Mike practiced law for more than 20 years in the Richmond and Williamsburg areas of Virginia, leading the Estate and Trust Administration practice group as a Principal with Carrell Blanton Ferris & Associates, PLC. Mike completed his undergraduate studies at Villanova University with a B. S. in Accountancy, and earned his…
Douglas A. Nunn
Douglas Nunn has spent his career in the personal trust industry, having worked for major regional banks in Ohio, Kentucky, and Virginia with extensive experience in organizing and managing trust service operations. Doug holds a B.S. in Finance from Western Kentucky University and is a graduate of the National Graduate Trust School at Northwestern University. He serves on the board of…
Adam T. Peachee
Prior to joining TCV, Adam was previously with Truist (formerly BB&T Bank) as a Wealth Advisor for 18 years and Wells Fargo as a Premier Banker for 2 years. He has 28 years of financial services and 20 years of wealth management experience. Adam utilizes his background in the area of strategic planning to help…
Allan R. Stoneman
Allan Stoneman has over 20 years of experience in wealth management and draws on his background in the practice of law, financial planning and business management to be a valuable resource to his clients. Allan serves on our firm’s Trust Administration Committee and is also a member of the Estate Planning Council of Richmond. A…
Andrew C. Bolyard
Andrew Bolyard is the Chief Investment Officer and Chairman of the company’s Trust Investment Committee. He joined our investment group in 2013 as a Portfolio Manager and Manager of Portfolio Strategies. Andrew came to us from Ropes & Gray, LLP, in Boston where as a Portfolio Manager he managed trust assets for individuals, family foundations…
P. Barton Peters
Barton Peters’ 40 – plus year career includes roles as a security analyst and Research Director at Capitoline Investment Services, and Director of Research at Mentor Investment Advisors, L.L.C. Most recently he founded Parata Capital Management, a private investment management firm. Barton is a Chartered Financial Analyst (CFA), and holds a Masters degree in Finance…
John M. Weimer
John Weimer joined us as a Portfolio Manager in July 2023. John spent most of his career overseeing investment portfolios for several large insurance companies including Liberty Mutual, Aviva USA and Old Mutual USA. Most recently, he oversaw endowment investments for a large Los Angeles based medical center. John is a CFA Charter holder and…
Lisa A. Mittelstadter
Lisa Mittelstadter is an invaluable leader as Chief Financial Officer (CFO), whose success is owed to a long career in Trust Operations, including her work at Central Fidelity Bank, prior to joining TCV in 2002. After 13 years in Trust Operations, Lisa expanded her portfolio of work to Corporate Accounting as an Accounting Officer. Lisa…