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# TCV Trust & Wealth Management

Asset management, trust administration and estate services

## Posts

- [News](https://www.tcvwealth.com/news/)
- [More than managing assets: The value of independent trust and wealth management](https://www.tcvwealth.com/more-than-managing-assets-the-value-of-independent-trust-and-wealth-management/)
- [2026 Q2 Review and Outlook – The Expectations Game](https://www.tcvwealth.com/2026-q2-review-and-outlook-the-expectations-game/)
- [The Rise of AI: A Primer for Thoughtful Investors](https://www.tcvwealth.com/the-rise-of-ai-a-primer-for-thoughtful-investors/)
- [2026 Q1 Review and Outlook – Bombs, Blockades and A.I.](https://www.tcvwealth.com/2026-q1-review-and-outlook-bombs-blockades-and-a-i/)
- [2025 Q4 Review and Outlook – Stocks Follow Profits](https://www.tcvwealth.com/2025-q4-review-and-outlook-stocks-follow-profits/)
- [2025 Q3 Review and Outlook – Bubble, Bubble, Toil and Trouble](https://www.tcvwealth.com/2025-q3-review-and-outlook-bubble-bubble-toil-and-trouble/)
- [2025 Q2 Review and Outlook – Being Right vs. Making Money](https://www.tcvwealth.com/2025-q2-review-and-outlook-being-right-vs-making-money/)
- [Every Storm Runs out of Rain](https://www.tcvwealth.com/every-storm-runs-out-of-rain/)
- [2025 Q1 Review and Outlook - The Tariff Tantrum](https://www.tcvwealth.com/r-o-q1/)
- [Tax Facts 2025](https://www.tcvwealth.com/tax-facts-2025/)
- [Chart Watch](https://www.tcvwealth.com/chart-watch/)
- [2024 Q4 Review and Outlook – The Stopped Clocks Start Chiming](https://www.tcvwealth.com/2024-q4-review-and-outlook-the-stopped-clocks-start-chiming/)
- [2024 Q3 Review and Outlook – The Fed Cuts, the Election Looms](https://www.tcvwealth.com/2024-q3-review-and-outlook-the-fed-cuts-the-election-looms/)
- [The Fed Finally Cuts](https://www.tcvwealth.com/the-fed-finally-cuts/)
- [2024 Q2 Review and Outlook – A Market of (One) Stock](https://www.tcvwealth.com/2024-q2-review-and-outlook-a-market-of-one-stock/)
- [Your Asset Allocation Depends On Your Financial Plan (and not the other way around)](https://www.tcvwealth.com/your-asset-allocation-depends-on-your-financial-plan-and-not-the-other-way-around/)
- [2024 Q1 Review and Outlook – To Cut or Not to Cut](https://www.tcvwealth.com/2024-q1-review-and-outlook-to-cut-or-not-to-cut/)
- [Julianne Naff Recognized in The Roanoker with 40 Under 40 Award](https://www.tcvwealth.com/julianne-naff-recognized-in-the-roanoker-with-40-under-40-award/)
- [How We Measure Inflation in the United States](https://www.tcvwealth.com/how-we-measure-inflation-in-the-united-states/)

## Pages

- [Home](https://www.tcvwealth.com/)
- [2026-2027 Richmond Forum Ticket Request](https://www.tcvwealth.com/2026-2027-richmond-forum-ticket-request/)
- [Our People](https://www.tcvwealth.com/our-people/)
- [Vice President or Senior Vice President of Client Administration](https://www.tcvwealth.com/vice-president-or-senior-vice-president-of-client-administration/)
- [Receptionist / Office Support Specialist](https://www.tcvwealth.com/receptionist-office-support-specialist/)
- [Portfolio Manager – Investment Officer](https://www.tcvwealth.com/portfolio-manager-investment-officer/)
- [Associate - Client Administration - WIL](https://www.tcvwealth.com/associate-wil/)
- [Associate - Administration](https://www.tcvwealth.com/associate-roanoke/)
- [Associate - Client Administration - TN](https://www.tcvwealth.com/associate-tn/)
- [Associate - Client Administration - RIC](https://www.tcvwealth.com/associate-client-administration-ric/)
- [Associate - Client Administration - NOVA](https://www.tcvwealth.com/associate-nova/)
- [Associate -  Client Administration and Estates](https://www.tcvwealth.com/associate-client-administration-and-estates/)
- [Real Estate Management Officer](https://www.tcvwealth.com/real-estate-management-officer/)
- [Our Services](https://www.tcvwealth.com/our-services/)
- [Holiday Schedule](https://www.tcvwealth.com/holiday-schedule/)
- [Our Locations](https://www.tcvwealth.com/our-locations/)
- [2025-2026 Richmond Forum Ticket Request](https://www.tcvwealth.com/2025-2026-richmond-forum-ticket-request/)
- [Client Administration Officer - Williamsburg](https://www.tcvwealth.com/officer-williamsburg/)
- [Chart Watch](https://www.tcvwealth.com/chart-watch/)
- [](https://www.tcvwealth.com/impossible-odds-rsvp/)

## People

- [Roanoke Associates](https://www.tcvwealth.com/people/roanoke-associates/)
- [Steven J. Mangus](https://www.tcvwealth.com/people/steven-j-mangus/)
- [Knoxville Associate](https://www.tcvwealth.com/people/knoxville-associate/)
- [Richmond Associates](https://www.tcvwealth.com/people/associates/)
- [W. Moultrie Dotterer](https://www.tcvwealth.com/people/w-moultrie-dotterer/)
- [John M. Weimer](https://www.tcvwealth.com/people/john-m-weimer/)
- [Angela Coulter](https://www.tcvwealth.com/people/angela-coulter/)
- [Lisa A. Mittelstadter](https://www.tcvwealth.com/people/lisa-a-mittelstadter/)
- [McLean Associate](https://www.tcvwealth.com/people/mclean-associate/)
- [Bryan A. Stark](https://www.tcvwealth.com/people/bryan-a-stark-2/)
- [Carrie Urban](https://www.tcvwealth.com/people/carrie-urban/)
- [June M. Breeding](https://www.tcvwealth.com/people/june-m-breeding/)
- [Lauren N. Johnston](https://www.tcvwealth.com/people/lauren-n-johnston/)
- [Justin D. Wiser](https://www.tcvwealth.com/people/justin-d-wiser/)
- [Chris R. Anderson](https://www.tcvwealth.com/people/chris-r-anderson/)
- [Theresa J. Hoyt](https://www.tcvwealth.com/people/theresa-j-hoyt/)
- [Thomas N. Jamerson](https://www.tcvwealth.com/people/thomas-n-jamerson/)
- [Allan R. Stoneman](https://www.tcvwealth.com/people/allan-r-stoneman/)
- [Angela B. Baker](https://www.tcvwealth.com/people/angela-b-baker/)
- [Michelle S. Heckel](https://www.tcvwealth.com/people/michelle-s-heckel/)

## Categories

- [Archives](https://www.tcvwealth.com/category/archives/)
- [Current Thoughts](https://www.tcvwealth.com/category/current-thoughts/)
- [Investment Commentary](https://www.tcvwealth.com/category/investment-commentary/)

## Tags

- [people-investments](https://www.tcvwealth.com/tag/people-investments/)
- [people-corporate](https://www.tcvwealth.com/tag/people-corporate/)
- [people-richmond](https://www.tcvwealth.com/tag/people-richmond/)
- [people-williamsburg](https://www.tcvwealth.com/tag/people-williamsburg/)
- [people-roanoke](https://www.tcvwealth.com/tag/people-roanoke/)
- [people-mclean](https://www.tcvwealth.com/tag/people-mclean/)
- [people-knoxville](https://www.tcvwealth.com/tag/people-knoxville/)

## Media Categories

- [Board of Directors](https://www.tcvwealth.com/media_category/board-of-directors/)
- [BOD Agendas](https://www.tcvwealth.com/media_category/bod-agendas/)
- [Client Events](https://www.tcvwealth.com/media_category/client-events/)
- [Richmond](https://www.tcvwealth.com/media_category/richmond/)
- [Williamsburg](https://www.tcvwealth.com/media_category/williamsburg/)