Archive
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Donna S. Chapman
Donna Chapman currently serves as Managing Director and Chief Operating Officer for TCV Trust & Wealth Management. Ms Chapman has over 25 years experience in trust and estate administration, and was a member of the founding team of The Trust Company of Virginia in 1994. Ms. Chapman previously worked for Bank of America. Ms. Chapman…
Michael G. Montgomery
Prior to joining TCV, Mike practiced law for more than 20 years in the Richmond and Williamsburg areas of Virginia, leading the Estate and Trust Administration practice group as a Principal with Carrell Blanton Ferris & Associates, PLC. Mike completed his undergraduate studies at Villanova University with a B. S. in Accountancy, and earned his…
Douglas A. Nunn
Douglas Nunn has spent his career in the personal trust industry, having worked for major regional banks in Ohio, Kentucky, and Virginia with extensive experience in organizing and managing trust service operations. Doug holds a B.S. in Finance from Western Kentucky University and is a graduate of the National Graduate Trust School at Northwestern University. He serves on the board of…
Allan R. Stoneman
Allan Stoneman has over 19 years of experience in wealth management and draws on his background in the practice of law, financial planning and business management to be a valuable resource to his clients. Currently, Allan serves as Regional Manager of Client Administration for our McLean, Richmond, and Williamsburg offices. Allan is Chairman of our…
Scott H. Garber
Scott Garber has over 25 years of experience in the personal trust industry with primary responsibilities in trust and IRA administration. He previously worked for major regional banks in New York and New England and received a Bachelor of Arts in Economics from the University of Hartford. Scott is also a graduate of the National…
Andrew C. Bolyard
Andrew Bolyard is the Chief Investment Officer and Chairman of the company’s Trust Investment Committee. He joined our investment group in 2013 as a Portfolio Manager and Manager of Portfolio Strategies. Andrew came to us from Ropes & Gray, LLP, in Boston where as a Portfolio Manager he managed trust assets for individuals, family foundations…
P. Barton Peters
Barton Peters’ 25 – plus year career includes roles as a security analyst and Research Director at Capitoline Investment Services, and Director of Research at Mentor Investment Advisors, L.L.C. Most recently he founded Parata Capital Management, a private investment management firm. Barton is a Chartered Financial Analyst (CFA), and holds a Masters degree in Finance…
Lisa A. Mittelstadter
Lisa Mittelstadter has 20 years experience in trust operations. Before joining TCV Trust & Wealth Management, she was in Trust Operations at Central Fidelity Bank. Lisa has an associates degree in accounting. Phone: (804) 272-9044
Judy Tucker
Judy Tucker joined TCV Trust & Wealth Management in July 2013 and assumed her current position as Operations Manager in 2014. With over 30 years’ experience in the banking arena, Judy brings accounting, operations, and trust experience to this position. She oversees our operations functions and serves as liaison with our custodian bank and trust…
Richmond Associates
Alexa Jones Emily Keener Adrienne MacGregor Pat Tyus Phone: (804) 272-9044