Ian Holder is a CFP® professional with 17 years of industry experience, currently serving at Cary Street Partners since 2022. He previously worked at Bank of America and Merrill Lynch, where he spent over a decade. Outside of his advisory role, Holder serves on the advisory board of the Hermitage Museum and Gardens and is a committee member of the Finance and Investment Committee for YMCA of the USA. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing a diverse investment approach that includes traditional and opportunistic strategies alongside proprietary products.

Susanna Dellinger is a financial advisor at Cary Street Partners with nine years of industry experience. She holds a Series 65 credential and previously worked at Waypoint Advisors for 15 years before joining Cary Street Partners in 2020. Dellinger serves on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, Virginia community, where she also chairs the Finance Committee overseeing the foundation’s investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party managers and in-house resources across a range of traditional and opportunistic investment strategies.

James Morton is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Cary Street Partners and previously worked at Asset Planning Corporation. Outside of his advisory work, he participates in volleyball tournaments on weekends, occasionally earning prize money. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party managers with in-house resources.