| Name | Title | Contact Details |
|---|---|---|
Beth Rudofker |
Chief Compliance and Operational Risk Officer | Profile |
Andrew Kuritzkes |
Executive Vice President and Chief Risk Officer | Profile |
Bradford Hu |
Chief Risk Officer | Profile |
Kyle Maddy |
Assistant Vice President, Enterprise Risk and Compliance | Profile |
Elizabeth Hurley |
Managing Director, CAO, Compliance | Profile |
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
Liberty Partners is one of the leading companies in the Financial Services sector.
Cybus Capital Markets is one of the leading companies in the Financial Services sector.
Wallace R Weitz Co is one of the leading companies in the Financial Services sector.