Richmond, VA One James Center Office

Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, 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. The firm features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, operating as an employee-owned company with a history dating back to 1863.

Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.

Carl Ramsey is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2008. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, 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 advisory division focuses on separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.

Amanda St John is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, 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 advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. She has been with Davenport since 2024 and has previous experience at Carney's. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and advisory programs, with investment strategies managed by dedicated portfolio teams and a Manager Research team.

Tyler Clark is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes six years at Envestnet MoneyGuide before joining Davenport. Davenport & Company LLC serves individual and institutional clients, providing a range of asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio teams and a research-driven process, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has worked at Davenport since 2017, with a brief period outside the firm, and has prior experience at Virginia Tech and Pocahontas State Park. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, fixed income, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversee a range of strategies including separately managed accounts, mutual funds, and ETFs.

Christopher Pearson is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He has been with Davenport & Company LLC since 2006. Pearson serves as a director of The Pearson Family Foundation, where he has a limited role in the decision-making process. Davenport & Company LLC serves individual and institutional clients by 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 various managed account strategies, and it acts as adviser to six mutual funds while offering both fee-based and commission-based account options.

Coleman Wortham III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been with Davenport & Company since 1969. Wortham serves as a trustee of the Children's Hospital Foundation and is a director at Green Tops Sporting Goods, a hunting and sporting goods store. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm structures its investment management through dedicated portfolio teams and supports multiple account types, including separately managed accounts and mutual funds.

Dennis Tarrant is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Aniyah Payne is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to her advisory career, she gained experience in various roles including positions at Kindercare and several restaurant-related businesses. Davenport & Company serves individual and institutional clients such as 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 through a platform that includes separately managed accounts, model portfolios, and mutual funds.

William Valentine is a Series 66 credentialed financial advisor with nine years of industry experience, currently practicing at Davenport & Company LLC in Richmond, VA. He has prior experience at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages various investment strategies through dedicated portfolio teams and oversees six Davenport mutual funds, combining affiliated broker-dealer capabilities with a full advisory platform.

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm is employee-owned and manages multiple mutual funds alongside various separately managed account strategies.

Douglas Gebhardt is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. 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 asset management is structured around dedicated portfolio management teams and provides separately managed accounts, model portfolios, and advisory programs, in addition to managing multiple mutual funds and fixed-income strategies.