Jacob Du Bois is a financial advisor at 3Chopt Investment Partners LLC with a Series 65 credential and one year of industry experience. He previously worked at Blue Hawk Investment Group for seven years and has held various roles, including self-employment and a position at EVR. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofits, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework combining long-term strategic targets with tactical adjustments and uses a diversified mix of investment vehicles tailored to client objectives.

Mark Levin is a financial advisor at 3Chopt Investment Partners LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including North Arrow Capital (Millennium Partners), Scopus Asset Management, and Seaport Global Securities. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework combining long-term strategic targets with shorter-term tactical adjustments and implements portfolios using a mix of securities, funds, third-party managers, and private placements.

Scott Storey is a financial advisor with 3Chopt Investment Partners LLC in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Ba Securities, Ralston Creek Capital, and BB&T Securities. Outside of his advisory work, he is a shareholder and board member of Medivisuals LLC and provides business management services to related entities. 3Chopt Investment Partners offers discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation strategy combining long-term strategic allocations with tactical adjustments, supported by customized Investment Policy Statements and ongoing portfolio oversight.

Peter Fryer is a financial advisor at 3Chopt Investment Partners LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lord, Abbett & Co. LLC and 55I, LLC. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework that combines long-term strategic targets with shorter-term tactical adjustments and uses a mix of individual securities, mutual funds/ETFs, third-party managers, and private placements.

Stuart Dillard is a financial advisor with 21 years of industry experience, currently with 3Chopt Investment Partners LLC. He holds Series 63, 65, and 66 licenses and has worked previously at Funds Distributor, LLC and Thompson, Siegel & Walmsley LLC. He serves on the board of the Country Club of Virginia. 3Chopt Investment Partners provides portfolio management, financial planning, Outsourced CIO, and family office services to individuals, trusts, foundations, pension plans, and family offices. The firm uses an asset-allocation approach with customized Investment Policy Statements and manages a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Pieter Van Saun is a CFA® charterholder with 18 years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2026. Prior to joining 3Chopt, he spent 25 years at Thompson, Siegel & Walmsley LLC. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm uses an asset-allocation framework combining strategic and tactical approaches, with investment decisions supported by an internal committee and diversified across various securities and private placements.

William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.