MAROTTA ON MONEY - Key Persons
Job Titles:
- Member of the Investment Committee
- Relationship Advisor, AAMS™
Alexandra Parker is a Relationship Advisor for Marotta Wealth Management.
After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a career in the financial services industry. Alexandra spent five years at CFA Institute, doing work in support of their Professional Conduct Program, and then was the executive assistant to a hedge fund for six years. Realizing she missed working personally with clients, she eagerly joined Marotta Wealth Management in 2020 as a client relationship advisor. She has been an avid reader of Marotta on Money since 2011.
Alexandra currently lives in Charlottesville with her husband and two sons. In her spare time, she enjoys dance fitness, hiking, swimming, attending kids' sports activities, time with friends, house projects, cooking, and exploring Charlottesville.
Alexandra Parker is a Relationship Advisor for Marotta Wealth Management. After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a … Read More
Job Titles:
- Member of the Investment Committee
- Wealth Manager
Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in charitable giving and designing asset allocations for outside accounts with limited investment options. She has written over 200 articles, often giving advice to those just getting started in finance.
Austin holds a B.A. in Religious Studies from Erskine College. Before joining the firm in 2010, Austin worked at Trinity Presbyterian Church as the Assistant to Family Ministries.
She lives in Charlottesville with her husband, Ben, and enjoys singing and playing the piano.
Job Titles:
- Member of the Investment Committee
- Wealth Manager and Investment Committee Member
- Wealth Manager, CFA, CFP
Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management.
Beth earned a B.A. in Philosophy from Covenant College. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.
Born in Africa, raised in Europe, and married in the USA, Beth understands world markets first hand.
Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management. Beth earned a B.A. in Philosophy from Covenant College. Prior to joining … Read More
Job Titles:
- Member of the Investment Committee
- Wealth Manager and Investment Committee Member
- Wealth Manager, CFP®
Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions.
She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.
Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.
Courtney currently lives in Crozet with her husband Dillon and their three pets: Koda, Mocha, and Trey.
Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions. She is also a portfolio manager who rebalances portfolios as well as trades in … Read More
Job Titles:
- Member of the Investment Committee
- President
- Principal
- Be the One Who Can Write That Check
- Best of, Retirement Planning
- Investments
- President, CFP®, AIF®, AAMS™
- TBT the Optimum Asset Allocation to Gold Is Always Zero
- TBT Which Products Do You Buy and Which Do You Avoid
David Marotta is the President of Marotta Wealth Management. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm's compliance as the Chief Compliance Officer.
David founded Marotta Wealth Management (then called "Marotta Asset Management") in 2000.
He loves educating both investors and other financial advisors on all aspects of financial planning. He is a regular contributor to our Marotta On Money articles and is featured and quoted in several publications both across the country and around the world. He has been a guest speaker for the American Association of Independent Investors (AAII) as well as the National Association of Personal Financial Advisors' (NAPFA) Consumer Education Foundation. Among other places, he regularly teaches a course for UVA's Osher Life Long Learning Institute and hosts classes with the Charlottesville Senior Center.
If you are interested in hosting David for a speaking engagement or requesting articles for publication, you can fill out our Contact Form with the details.
David earned a Master's degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.
He is a co-author of The Haunting of Bob Cratchit, a work of fiction which reveals the untold story of how the same night Scrooge was haunted, Bob Cratchit was too.
He lives in Charlottesville with his wife, Krisan.
David Marotta is the President of Marotta Wealth Management. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm's compliance as the Chief Compliance … Read More
The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.
At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.
Job Titles:
- Financial Analyst
- Member of the Investment Committee
Elias McQuade is an Investment Committee member at Marotta Wealth Management and one of our primary portfolio managers. He rebalances portfolios as well as trades in response to client cash flow needs. He also specializes in Retirement Plan Management. Before … Read More
Elias McQuade is an Investment Committee member at Marotta Wealth Management and one of our primary portfolio managers. He rebalances portfolios as well as trades in response to client cash flow needs. He also specializes in Retirement Plan Management.
Before starting work with Marotta Wealth Management in 2016, Elias was an International Management Trainee for Delhaize Group and worked for local real estate investment firms.
He earned a B.A in International Business from Bryant University, Magna Cum Laude, with concentrations in Finance, Spanish, and Entrepreneurship.
He has also received real estate licenses in Virginia and Massachusetts.
He lives in Atlanta, GA with his wife, Elizabeth, and their children, Simon and Audrey. In his spare time, he enjoys traveling internationally, spending time with family and friends, playing tennis, skiing, and surfing. Elias is ordained as a Zen Buddhist Lay Monk.
Job Titles:
- Member of the Investment Committee
- Wealth Manager, CFP
Elizabeth "Libby" Horbaly is a Wealth Manager for Marotta Wealth Management. She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in Psychology.
Job Titles:
- Financial Analyst
- Member of the Investment Committee
- Financial Analyst, CFP®
Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a select number of clients.
Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.
Elizabeth grew up in Belgium, Greece, and Kuwait. She now lives in Charlottesville with her husband. She enjoys reading, solving puzzles, and finding new things to do in Charlottesville.
Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a … Read More
Job Titles:
- Financial Analyst
- Member of the Investment Committee
- Financial Analyst, CFP®
Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.
He graduated from Virginia Tech Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning.
During his time at Virginia Tech, Greg was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.
He currently lives in Virginia Beach where he enjoys weightlifting and kayaking.
Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech Cum Laude and holds an Honors … Read More
Job Titles:
- Member of the Investment Committee
- Paperwork Specialist
Heather Kinrade is the Paperwork Specialist at Marotta Wealth Management. She is responsible for the preparation, review, and verification of client paperwork at Charles Schwab.
Heather earned her B.S. in Business Administration from Meredith College. She joined the firm in the fall of 2022. Prior to joining the firm, Heather had worked as a paralegal, an office manager, and in the administration of an elementary and secondary school.
Heather and her husband, Marcus, live in North Carolina with their two boys and a very spoiled chihuahua.
Job Titles:
- Financial Analyst
- Member of the Investment Committee
- Financial Analyst, CFP®
Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech and holds an Honors Scholar B.S. … Read More
Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.
He graduated from Virginia Tech and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Jacob was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.
When he isn't working, Jacob enjoys reading fantasy books such as Mistborn by Brandon Sanderson and Red Rising by Pierce Brown.
This 2014 article offers a practical, timeless list of steps to consider after you join your lives together.
June Marotta's Lesson Plan for Social Responsibility and Economics
Job Titles:
- Member of the Investment Committee
- Portfolio Center Specialist
After graduating Phi Beta Kappa, "With Distinction" from Stanford University, Krisan worked as a technical writer and computer programmer. When her in-laws asked her to provide computer support for their asset management team, Krisan selected Centerpiece (as PortfolioCenter was then known) from the competing products and began providing back office support for them.
At the time, Performance Technologies, Inc. had only seven employees, so the company president handled "tech support." When he discovered what Krisan was doing, he began telling other managers about her services. The rest, as they say, is history.
Krisan has handled every type of transaction and corrected every data error from a wide variety of brokers. She particularly enjoys helping start-up managers grow their businesses and she makes it a point to investigate the best ways to use every feature of PortfolioCenter.
Krisan is married to David John Marotta, Principal of Marotta Wealth Management. They have two grown children. When she's not at her computer, you can find Krisan reading, teaching or performing with the Skyline Country Cloggers.
You can make an "app" (really a shortcut) on your mobile device so you can quickly access all the resources on Marotta on Money. It takes less than a minute.
Krisan invented the business of providing back office support to investment managers in 1992 - before email and the internet. After graduating Phi Beta Kappa, "With Distinction" from Stanford University, Krisan worked as a technical writer and computer programmer. When … Read More
Job Titles:
- Chief Operating Officer
- Member of the Investment Committee
- Chief Operating Officer and an Investment Committee Member
- Chief Operating Officer, CFP®, APMA®
Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management.
As Chief Operating Officer, Megan's work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm and is the head of Marotta Wealth Management's research and development. Right now, she is our lead tax specialist and is responsible for our customized Roth conversion recommendations.
Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.
Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn't working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management. As Chief Operating Officer, Megan's work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees … Read More
Job Titles:
- Chief Financial Officer
- Employee
- Member of the Investment Committee
Sheryl Lawson is the firm's Chief Financial Officer. She is responsible for the corporate finances and directs our public relations efforts.
Sheryl joined the firm in 2000 as our first employee at the Charlottesville office. Earlier in her career, she was employed by the Albemarle County School system as a testing coordinator and office administrator.
Sheryl and her husband, Andy, have lived in Charlottesville for over twenty-five years. They enjoy football games, motorcycle rides, and tending to their honey-bees.
Job Titles:
- Member of the Investment Committee
- Relationship Advisor
Tim Landicho is a Relationship Advisor for Marotta Wealth Management.
He graduated Cum Laude from Virginia Tech and holds a B.S. in Business with a concentration in Financial Planning.
During his time at Virginia Tech, Tim worked as a Financial Wellness Coach for VT students and was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2023.
Tim lives in Leesburg, Virginia where he enjoys hiking national parks, hosting potluck dinners, and indulging in fine food and a good cologne.
Tim Landicho is a Relationship Advisor for Marotta Wealth Management. He graduated Cum Laude from Virginia Tech and holds a B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Tim worked as a Financial … Read More
Job Titles:
- Member of the Investment Committee
- Receptionist
Wendy is often the first voice you hear or first face you see at Marotta Wealth Management. Her desk at the reception enables her to warmly greet all who enter, and she is always available to assist clients and the team in day-to-day operations.
Before starting work with Marotta Wealth Management in 2019, Wendy was an executive personal assistant in the planning department of a local government in the United Kingdom and ran an early years daycare center.
Wendy has lived and worked in the United Kingdom, Germany, and across the United States in New York and Washington. In 2014, she moved to Charlottesville from the United Kingdom to be closer to her family.
Wendy enjoys travel, exploring the many beautiful areas in and around Charlottesville, hiking, sewing, and reading.
Wendy is often the first voice you hear or first face you see at Marotta Wealth Management. Her desk at the reception enables her to warmly greet all who enter, and she is always available to assist clients and the … Read More
Job Titles:
- Financial Analyst
- Member of the Investment Committee
William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.
William is a quintuple major from Liberty University, holding degrees in Accounting, Economics, Finance, International Business, and Digital Marketing & Advertising. While at Liberty, William wrote articles for the school's newspaper and worked in the Student Government Association as Vice President of the Treasury Committee.
After graduating from Liberty, William has held several jobs within the finance industry, first as an accounting clerk and wealth management intern in 2018 and then later as a client support Energy analyst at S&P Global Market Intelligence in 2019. He joined Marotta Wealth Management full-time in 2020.
William is from Lynchburg, Virginia but currently lives in Charlotte, NC. In his spare time, he enjoys extreme sports like rock climbing, mountain biking, and snowboarding. He also likes working on cars and bikes.
William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. William is a quintuple major from Liberty University, holding degrees in … Read More