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.

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.

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.

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.

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.

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.