Brockenbrough

Joseph Jennings is a CFA® charterholder with 14 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 1999. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios using both proprietary strategies and third-party managers, with a focus on coordination alongside clients’ trust, tax, and other advisors.

John Bowers is a CFA® charterholder with 15 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 2000. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that integrate traditional and non-traditional asset classes through both proprietary strategies and third-party managers.

Martin King is a CFA® charterholder with six years of industry experience. He has worked at Brockenbrough since 2021 and previously held positions at Credit Suisse Securities USA LLC, the Darden School of Business Administration, and Xenith Bank. King serves on the board of directors for Green Top Sporting Goods, a sporting goods retailer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm combines traditional and non-traditional asset classes through proprietary strategies and third-party managers, managing approximately $4.3 billion in client assets as of December 2024.

Walter Robertson is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Bengur Bryan & Co., Inc., Lowe Brockenbrough & Company Inc, and Cary Street Partners, LLC. Robertson serves as Chairman of the Finance Committee for the American Civil War Museum & Foundation and has been involved with the organization since 2005. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm offers customized portfolios combining traditional and non-traditional asset classes, utilizing proprietary strategies and third-party managers, and manages approximately $4.3 billion in client assets.

Christopher Dion is a CFA® charterholder with 11 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc. since 2012. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages customized portfolios using a blend of traditional and non-traditional asset classes, proprietary strategies, and third-party managers, and it also serves as adviser and sponsor for multiple affiliated pooled investment vehicles.

Charles Caravati is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Brockenbrough since 1992. He holds Series 63 and Series 65 licenses. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm offers customized portfolios combining traditional and non-traditional asset classes, employs proprietary and third-party strategies, and manages approximately $4.3 billion in client assets as of December 2024.

Matthew Shaia is a financial advisor at Brockenbrough in Richmond, VA, with 14 years of industry experience. He holds the Series 66 designation and has been with Lowe Brockenbrough & Company, Inc. and its successor firm since 2013. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in assets and offers customized portfolios that combine traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Samantha Link is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Brockenbrough since 2020 and previously at BB&T Securities from 2015 to 2020. Brockenbrough serves high-net-worth individuals, trusts, foundations, endowments, and other institutional clients with discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes through proprietary strategies and third-party managers.

David Lyons is a CFA® charterholder with Series 63 and Series 65 licenses and has 29 years of experience in the financial industry. He has worked at Lowe, Brockenbrough & Company, Inc. since 1996. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

William Claiborne is a CFA® charterholder with over 32 years of industry experience. He has been with Brockenbrough since 1993 and holds Series 63 and Series 65 licenses. Claiborne serves on the board and finance committee of Hollywood Cemetery Company, a nonprofit cemetery organization in Richmond, VA. Brockenbrough provides discretionary and non-discretionary investment management and OCIO services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that integrate traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Page Reece is a CFA® charterholder with 28 years of experience in the financial industry. He has been with Lowe, Brockenbrough & Company, Inc. since 1997 and currently serves at Brockenbrough in Richmond, VA. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that integrate traditional and non-traditional asset classes through both proprietary strategies and third-party managers.

Robert Burke is a CFA® charterholder with 29 years of industry experience, currently serving at Brockenbrough since 1996. He holds a Series 65 license and dedicates part of his time as a paid volunteer for the CFA Institute, working on various projects. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Austin Brockenbrough IV is a CFA® charterholder with 24 years of industry experience, currently serving at Brockenbrough in Richmond, VA. He has been with Lowe, Brockenbrough & Company, Inc. since 1998. Outside of financial advising, he is chairman of the board for Green Top Sporting Goods and a partner in Truth Reels, LLC, a fishing reel manufacturer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages customized portfolios using both proprietary strategies and third-party managers, and it sponsors multiple affiliated pooled investment vehicles including the Jamestown Equity Fund.

Christopher Culbertson is a CFA® charterholder with nine years of industry experience. He is currently with Brockenbrough in Richmond, VA, where he has worked since 2019. Prior to that, he was with Verger Capital Management LLC from 2014 to 2018. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios using a blend of traditional and non-traditional asset classes alongside proprietary and third-party strategies.

Richard Skeppstrom II is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc since 2015. Skeppstrom serves on the VCU Engineering School Investment Committee, a role he has held since 2014. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.