Our Team

Walter S. Robertson III
Co-Chief Investment Officer

Mr. Robertson leads the firm’s marketing strategies and is a member of the Executive Committee. He works closely with the Bespoke Strategies team, as well as the firm’s high net worth and retirement plan advisory clients. Mr. Robertson retired from Scott & Stringfellow/BB&T Capital Markets in March 2012, having served in several capacities since October 2001, including Chief Operations Officer, President of Private Client Group and President and CEO. Prior to that he served as an executive officer and board member of BB&T Insurance Services. He holds a B.A. degree from Washington & Lee University and has 40 years of experience in the financial services industry.

T: 804.288.0404
E: Click to email Chip Walter S. Robertson

OPERATIONS TEAM
Rebecca H. Kovach
David A. Lyons, CFA
Page T. Reece, CFA
Walter S. Robertson III