Archive
Jodi Szvetecz
Jodi Szvetecz has over 20 years of Trust and Estate Experience with individuals and families. Her duties include Account Management, Estate Administration, handling Administrative Matters, supporting other officers in Account Administration and building client relationships in the Administrative development area. Jodi continues to serve each year as a Volunteer and Advocate for Relay for Life…
Lori W. Walsh
Lori Walsh has over 25 years of experience in trust administration, estate planning and investment management. Lori earned her undergraduate degree in Psychology and her Master of Business of Administration from Virginia Commonwealth University. She is a member of the Richmond Estate Planning Council and The Trust Administrators’ Council of Richmond. Lori is a graduate…
Deborah A. Warren
Deborah Warren has more than 40 years experience in banking, trust and estate administration. Debby received her Bachelor of Science in Administration of Justice and Public Safety with a Minor in Psychology from Virginia Commonwealth University. She continued to earn a trust diploma from American Institute of Banking (now ABA) and is a graduate of…
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…
W. Moultrie Dotterer
Moultrie Dotterer joined our Investment Group in 2022 and brings over 28 years of experience in investment management and equity research. Moultrie previously worked as a Managing Director with BB&T/Truist, formerly Scott and Stringfellow, Inc. He is skilled at market research and financial analysis and is passionate about building meaningful relationships with clients and advisors….
Douglas R. Mewhirter
Doug Mewhirter joined us as a Portfolio Manager in August 2018, following a 14 year career on Wall Street as an Equity Analyst, most recently with SunTrust Robinson Humphrey. Prior to entering the investment business, Doug spent six years with Capital One Financial, two years as an engineer at a paper mill, and five years…
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…
Knoxville Associate
Sandy Perkins Phone: (865) 297-4070
Investments – Senior Associate
Ashton G. Long Phone: (804) 272-9044