Charlottesville, VA East High Street Office

Michelle Johnson is a Series 66-licensed financial advisor at Davenport & Company LLC in Charlottesville, VA, with seven years of industry experience. She has been with Davenport since 2016. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. Prior to joining Davenport in 2022, he worked at Organogenesis Inc. and Depuy Synthes Spine. Outside of his advisory role, he participates in general lacrosse activities. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies, including separately managed accounts and mutual funds.

Susan Stimart is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation. She has no prior industry experience but has worked in several other business roles including with By Word of Mouth Auto and Strategic Urban Applications LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Mark Varner is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Davenport & Company since 1988. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across various managed accounts and mutual funds.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has been with Davenport & Company since 1991, totaling 35 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on dedicated portfolio management teams and a range of separately managed accounts, mutual funds, and ETF model portfolios.

David Dunwody is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and having 14 years of industry experience. He has been with Davenport & Company since 2012. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management includes dedicated portfolio manager teams and manages a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Avrom Posner is a financial advisor at Davenport & Company LLC with 45 years of industry experience. He has been with Davenport since 1987. Posner holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model portfolios overseen by dedicated portfolio manager teams and an Investment Policy Committee.

Walter Williams is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 designations. He has 7 years of industry experience, including prior work at CIBC World Markets from 1997 to 2022. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Its Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs supported by dedicated portfolio teams and a Manager Research group.

Michael Crawley is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has prior work experience at the University of Virginia and Merkle. Outside of his advisory role, he serves on the Board of Directors for the Nelson County Chamber of Commerce. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through dedicated portfolio teams and research committees.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding the Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Outside of his advisory role, he operates Made by Posner, an art and event production business, where he creates and supplies art and production equipment for events. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s asset management approach involves dedicated portfolio teams and research specialists, and it manages a range of investment programs including separately managed accounts and mutual funds.

Tyler Lux is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with two years of industry experience. He holds the Series 66 designation and previously spent 20 years at S&P Global. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and research staff.

Robert Forsyth is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with 40 years of industry experience. He has been with Davenport since 1990 and holds the Series 63 and Series 65 designations. Forsyth serves as Board President for the Mariner's Landing - The Pointe Condominium Unit Owners Association, overseeing its financial and physical management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers advisory programs, mutual funds, and municipal bond strategies.

Charles Thacker is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 credential with three years of industry experience. His background includes roles at Davenport & Company and involvement in a political campaign for Youngkin for Governor. Outside of his advisory duties, he manages a short-term home rental in Charlottesville. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm utilizes dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including mutual funds and model portfolios.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.