Canal Capital Management, LLC

Graham Boggio is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant and Financial Representative, since 2021. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual from 2019 to 2020. Graham offers personalized financial guidance tailored to clients' specific goals and assists them in making financial decisions aligned with their needs. His professional experience encompasses a range of financial advisory roles, providing him with a foundation to support clients effectively. Outside of his professional work, Graham has interests in baseball, golf, traveling, and is a food enthusiast.

Cooper Casillas is a CFP® with six years of industry experience currently working at Canal Capital Management, LLC. Prior to joining Canal Capital in 2025, he spent five years at Kestra Advisory and affiliated firms. He also serves as a financial presenter for Smartpath, conducting small group sessions on personal finance and company benefits. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored investment advice through an Investment Committee and offers access to private investments and sophisticated strategies for eligible clients.

Everett Gilliss is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. He has held roles at several affiliated entities, including Haxall Point Partners and CCM Insurance, and was previously with Commonwealth Financial Network and Osaic FA, Inc. Outside of his advisory work, he manages 5th Street Holdings, LLC, a company that owns the Canal Capital building. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs an Investment Committee that focuses on asset allocation, fundamental and technical analysis, and model portfolios while offering specialized investment opportunities and management services to private pooled investment vehicles.

Jarrod Feinstein is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Buckingham Research Group and Haxall Point III GP, LLC, where he serves as managing member. Feinstein is based in Richmond, VA and is part of a six-advisor team at Canal Capital Management. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes tailored advice through an Investment Committee, use of model portfolios, and options for accredited investors to access private and complex investment strategies.

Margaret Smith is a CFP® professional with 13 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. She has held managing member roles at multiple Haxall-related entities since 2020. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual, high-net-worth, pension, profit-sharing, and charitable clients. The firm offers tailored investment advice through a regularly meeting Investment Committee and manages private investment funds for qualified investors.

Noah Greenbaum is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles with multiple Haxall entities since 2013. Prior to joining Canal Capital Management, he worked at Commonwealth Financial Network. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm delivers investment advice through a regular Investment Committee, emphasizing asset allocation, fundamental and technical analysis, and model portfolios, and offers access to private fund investments for qualified clients.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is also a managing member of several affiliated entities including Haxall Institutional Partners I and II, Haxall Point II, GP LLC, and East Mountain LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a committee-based approach focused on asset allocation and analysis, and offers private investment opportunities and fund management services to qualified investors.