Our Team

Page T. Reece, CFA
Managing Director

Mrs. Reece serves as the firm’s Chief Compliance Officer. She is responsible for implementing and monitoring the policies and procedures that support the strong compliance culture maintained by the firm. In addition, she assists with budget, treasury and human resource functions, as well as institutional client service and firm-wide performance measurement. Formerly, Mrs. Reece was Director of Client Services for Mentor Investment Group. She holds a B.B.A. in Accounting from the College of William and Mary and an M.B.A. in Finance from the University of Richmond. Mrs. Reece has 39 years of investment experience.

T: 804.288.0404
E: Click here to email Page Reece