Cary Street Partners Asset Management

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He holds the Series 63 designation and has previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily to other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative model portfolios and qualitative fundamental approaches in managing assets and offers services including wrap fee program strategies, sub-advisory roles, and management of a registered ETF.

Diane Sobin is a CFA® charterholder with seven years of industry experience, currently serving at Cary Street Partners Asset Management in Richmond, VA. Her prior experience includes roles at Tradition Asset Management and Columbia Threadneedle. She is also the Co-Founder and CFO of Live Solutions, LLC, a startup developing a dating application. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment strategies and offers services such as wrap fee program management and sub-advisory roles.

Marc Davis is a CFA® charterholder with six years at Cary Street Partners Asset Management and a total of 24 years of industry experience. He previously worked at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting services primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and fundamental investment approaches across a range of strategies, including proprietary ETFs and sub-advisory roles.

Alan Reef is a financial advisor with Cary Street Partners Asset Management, holding a Series 65 designation and six years of industry experience. He previously worked at Tradition Asset Management for seven years before joining Cary Street Partners in 2020. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative and qualitative investment frameworks and manages a range of strategies including model portfolios, separate accounts, and an actively managed ETF.

Theodore Brown is a financial advisor at Cary Street Partners Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luxon Asset Management, Cary Street Partners LLC, Wells Fargo Clearing, and Golden Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting to individual, high-net-worth, and institutional clients through other registered investment advisers and platform sponsors, with limited direct client relationships. The firm offers both quantitative, model portfolio strategies and qualitative, fundamental approaches to equity and fixed-income selection, alongside managing wrap fee programs and sub-advisory services.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. His prior roles include positions within Cary Street Partners Investment Advisory LLC and Independence Constructors, as well as time spent as a student at Bates College. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment approaches and manages various strategies including model portfolios, separate accounts, and a proprietary tactical sector ETF.