DAVENPORT & COMPANY - Key Persons
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Member of the Investment Policy Committee
- Investment Policy Committee, Research Analyst
Job Titles:
- Vice President - Investments
Job Titles:
- Chief Compliance Officer, Investment Advisory
Job Titles:
- Manager, Advisory Trading
Job Titles:
- Chief Operations Officer
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President, Investments
Job Titles:
- Senior Vice President - Investments
Ben Wilson began his career as a Municipal Advisor with Davenport in 2018. Mr. Wilson has worked on numerous client engagements with a primary focus in the Commonwealth of Virginia. Mr. Wilson's expertise includes designing and constructing financial models, execution of municipal financing strategies, ongoing and inaugural Rating Agency Interactions, and Financial Policies. Mr. Wilson graduated from Virginia Tech with degrees in Finance and Economics.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Financial Advisor
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Brad has served as a Financial Advisor at Davenport & Company for more than 20 years. He is the Branch Manager of Davenport's Farmville office and serves on Davenport's Board of Directors
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Manager of Central Supervision
Job Titles:
- Senior Vice President - Investments
Cameron Shah is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Florida, Maryland, Nevada, South Carolina, Virginia and Washington. He is licensed to offer insurance and annuity products to residents in Florida, Texas, Virginia and Washington.
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Associate Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President, Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Portfolio Manager
- Research Analyst
Job Titles:
- Chairman
- Chairman of the EXECUTIVE COMMITTEE
- Member of the BOARD of DIRECTORS
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President
Courtney Rogers has worked in public finance since 1989. He is a Municipal Advisor to local government and utility enterprise fund credits throughout the Mid-Atlantic/Southeast. Since joining Davenport in 1998, Mr. Rogers has provided specialized quantitative analyses for clients in the region and has led Davenport's public finance practice in Georgia. Mr. Rogers began his career as a Senior Consultant for Ernst & Young specializing in verification and arbitrage rebate calculations. Mr. Rogers graduated from the University of Alabama.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Financial Advisor
- Managing Director
Job Titles:
- Advisor
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Co - Director, Public Finance
- Senior Vice President and Manager of Public Finance
David Rose has served as Municipal Advisor to public sector clients throughout the United States for nearly 40 years. Since founding Davenport's public finance practice in 1998, Mr. Rose focuses on the local government finance sector throughout the nation, ranging from large and complex municipalities to smaller town credits. Over his 20-plus years at Davenport, Mr. Rose has grown the firm's public finance practice to one of the largest in the Mid-Atlantic region.* Mr. Rose graduated from Kenyon College and attended Harvard University.
Job Titles:
- Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Advisor
- First Vice President
Doug Gebhardt began his career as a Municipal Advisor with Davenport in 2012. Mr. Gebhardt has worked on numerous client engagements with a primary focus in the State of Georgia. Mr. Gebhardt has specialized in designing and constructing financial models for Cities, Counties, Towns and Authorities. Mr. Gebhardt's expertise includes advising on Tax Allocation Districts, ongoing and inaugural Rating Agency Interactions, and Financial Policies. Mr. Gebhardt graduated from Amherst College with a degree in Economics.
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Executive Vice President
- Financial Advisor
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Executive Vice President, Investments
Job Titles:
- Vice President - Investments
Job Titles:
- Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Director of Recruiting
Job Titles:
- First Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Director, Manager Research
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Chairman of Investment Policy Committee
Job Titles:
- Financial Advisor
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Senior Vice President - Investments
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Regional Manager ( Central ), Richmond Branch Manager
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- CEO
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- President
Job Titles:
- First Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Registered Client Service Associate
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Advisor
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President
Jimmy Sanderson has worked as a Municipal Advisor at Davenport since 2004. Prior to joining the firm, he practiced as a bond lawyer for Hunton & Williams in Richmond, Virginia for six years. Mr. Sanderson focuses on the local government and not-for-profit sectors bringing in-depth knowledge of federal tax and securities law to our clients in all aspects of the engagement. Mr. Sanderson received a B.S. in architecture from the University of Virginia and a J.D. from the T.C. School of Law at the University of Richmond.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Managing Director
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Jay Wallin has spent more than 30 years in the trust and investment management business. He has experience working for several large regional banks, managing the Mid-Atlantic region for a national asset management firm, and serving as trustee and CEO for a Family Office. Jay also served as President & Chief Executive Officer for Bay Trust Company in the Northern Neck. In 2011, Jay chose to return to Davenport & Company LLC, where he first started his investment career in 1982.
Jay's extensive experience allows him to address the unique challenges of affluent investors: the management of wealth, the preservation of wealth, and the transfer of wealth for future generations. He begins each new client relationship by listening to you. Jay identifies your current financial situation as well as your life and legacy goals. He develops a custom investment plan that takes into account your risk tolerance and time horizon.
Conservative by nature, Jay uses various professional money management solutions available from Davenport Asset Management. He can also construct custom investment plans using individual stocks, bonds, and mutual funds researched by both internal analysts and outside money managers. Once your investment plan is implemented, he will monitor your investments and meet with you periodically to discuss re-balancing and other appropriate adjustments due to changes in the market or your life goals.
Jay earned a Bachelor of Science degree in Finance and Management from Virginia Tech. He and his wife, Wanda, have two adult sons. In his spare time, Jay enjoys duck hunting, playing golf, and fishing.
Jay Wallin is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in Arkansas, Florida, Maryland, Nevada, North Carolina, Pennsylvania, South Carolina and Virginia.
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Co - Director, Equity Research
Job Titles:
- Member of the Davenport Public Finance Officers Team
- Senior Vice President
Jennifer Diercksen began her career in the public finance sector in 2004 and joined Davenport in 2016. Ms. Diercksen started as a financial management consultant for the federal government. Prior to joining Davenport, Ms. Diercksen was a senior rating analyst for six years at Moody's Investors Service for state and local governments in the eastern United States. She brings credit rating experience and serves as a resource to all of our Municipal Advisor engagements. Ms. Diercksen holds a B.A. in economics from the University of Maryland - College Park and an M.P.A. from the Maxwell School at Syracuse University.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Co - Director, Equity Research
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President - Investments
Job Titles:
- Corporate Services Supervisor
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Director, Davenport Asset Management
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Head of Wealth Management
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President
Joe Mason began his career in public finance in 1996, having served as a state-level debt manager, Senior Director for Fitch Ratings and a Municipal Advisor to state and local governments throughout the eastern United States. Mr. Mason works on client engagements throughout Davenport's footprint and leads our department's Maryland public finance practice. Mr. Mason holds a B.A. in political science from the University of Wisconsin-Madison and an M.P.A. from The American University in Washington, D.C.
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- First Vice President - Investments
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the Davenport Public Finance Officers Team
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President
Kyle Laux began his career with Davenport in 2003 and since that time has served as Municipal Advisor to local governments throughout the nation. Mr. Laux's experience in public finance is diverse and he has led efforts in financial modeling, capital planning and credit rating strategy development for large cities and counties, small towns and regional entities. Mr. Laux also has considerable experience working on behalf of established issuers and entities obtaining their first credit rating. Mr. Laux graduated from Kenyon College with a degree in economics.
Kyle King is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Colorado, Illinois, Maryland, Missouri, North Carolina, Tennessee, Texas, Vermont, Virginia and West Virginia. He is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Executive Vice President
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Director, Fixed Income
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Regional Manager
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Member of the Investment Policy Committee
- Executive Vice President - Investments
Job Titles:
- Member of the Davenport Public Finance Officers Team
- Senior Vice President
Mitch Brigulio began his career with Davenport in 2005 and since that time has served as Municipal Advisor on a wide range of issuers including local governments, utility systems, and toll roads. Mr. Brigulio focuses on public finance engagements in North Carolina, Virginia and Maryland and has extensive experience interacting with the North Carolina's Local Government Commission. Mr. Brigulio received his undergraduate degree from the University of North Carolina at Chapel Hill.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Vice President - Investments
Job Titles:
- Director, Institutional Relationships
Job Titles:
- Branch Manager
- First Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President - Investments
R.T. Taylor began his professional development as an auditor with Ernst & Young. Mr. Taylor came to Davenport in 2001 and joined the Public Finance Team in 2004. Mr. Taylor works on client engagements throughout the Mid Atlantic/Southeast region performing multi-year governmental and enterprise fund financial modeling, capital planning, rating agency interaction, and debt issuance strategies. Mr. Taylor attended Hampden-Sydney College and obtained his B.S. in Accounting from Virginia Commonwealth University.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Vice President - Investments
Job Titles:
- Investment Executive
- Managing Director
Job Titles:
- Co - Manager, Davenport Shares
Job Titles:
- Branch Manager
- Senior Vice President - Investments
Ricardo Cornejo began his career in governmental finance in 1996 serving cities, counties and school districts. Prior to joining the firm in 2015, he worked at several regional financial institutions covering municipal clients in the southeastern United States. Since joining Davenport Mr. Cornejo has served a broad spectrum of clients and a wide variety of financings with a focus on issuers in Georgia. Mr. Cornejo received his B.A. from the University of Maryland and his M.A. from Clemson University.
Job Titles:
- Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- Executive Vice President - Investments
Job Titles:
- Executive Vice President
- Member of the Investment Policy Committee
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Executive Vice President
- Financial Advisor
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Chief Data Applications Officer
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the Davenport Public Finance Officers Team
- Member of the EXECUTIVE COMMITTEE
- Senior Vice President
Roland Kooch has worked in public finance since 1993 and has served as Municipal Advisor to public sector and not-for-profit clients throughout the nation. Since joining Davenport in 1998, Mr. Kooch has led the analytical, financial modeling, and credit work on a wide variety of governmental and enterprise system engagements including large, complex municipal issuers, small local government borrowers and troubled entities. Mr. Kooch received his B.S. in business administration with a major in accounting from Georgetown University in Washington, D.C.
Job Titles:
- First Vice President - Investments
Job Titles:
- First Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Associate Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Branch Manager
- Branch Manager / Vice President - Investments
Job Titles:
- Vice President - Investments
Job Titles:
- Co - Manager, Davenport Shares
- First Vice President - Investments
Job Titles:
- Senior Vice President, Investments
Job Titles:
- First Vice President, Investments
Job Titles:
- Senior Vice President - Investments
Susan Ostazeski has worked as a Municipal Advisor since 2002, beginning at Public Advisory Consultants before joining Davenport in 2019. Ms. Ostazeski has served a variety of clients, focusing on Maryland, Delaware, Pennsylvania, and Virginia. Her expertise includes debt modeling and other financial analyses. Ms. Ostazeski graduated from Western Maryland College (now McDaniel College) with a degree in mathematics and economics.
Job Titles:
- Financial Advisor
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Head of Financial Services
Job Titles:
- Advisor
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Co - Director, Public Finance
- Senior Vice President and Manager of Public Finance
Ted Cole has served as Municipal Advisor to local government clients in the Mid-Atlantic for over 20 years at Davenport and leads the firm's North Carolina public finance practice. Mr. Cole has assisted local governments and utilities throughout Virginia and North Carolina with a wide range of transaction, capital planning and credit rating interaction. Mr. Cole received his undergraduate degree from the University of Virginia and an M.B.A. from the University of Richmond.
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Chief Compliance Officer, Broker - Dealer
Job Titles:
- Senior Branch Administrative Manager
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Branch Manager
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Ty Wellford began his public finance career at Davenport in 2006. Mr. Wellford works with a wide range of clients, including state credits, transportation systems, large municipalities, utility systems, and not-for-profit entities. He specializes in providing customized solutions for clients facing complex financial challenges. Mr. Wellford also oversees the day-to-day operation of Davenport's Investment Management Program. Mr. Wellford received a B.S. in accounting and business administration from Washington & Lee University.
Job Titles:
- Senior Vice President, Investments
Job Titles:
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Executive Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Financial Advisor
- Senior Vice President - Investments
Financial Advisor, Will Davis, and Client Service Associate, Nikki Combs, work hard to foster relationships with each of their clients so that they always feel welcome and can reach out with any needs they may have. Will and Nikki are committed to the community where they work and live and truly feel that Davenport is a perfect fit for residents of Abingdon and surrounding areas.
Job Titles:
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- First Vice President - Investments
Job Titles:
- Chief Financial Officer
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
Job Titles:
- Branch Manager
- Managing Director
- Member of the BOARD of DIRECTORS
- Member of the EXECUTIVE COMMITTEE
- Regional Manager ( Western ) . Lynchburg, Harrisonburg & Staunton Branch Manager
Job Titles:
- Senior Vice President - Investments