Virginia Beach, VA Highwoods Centre Office

Steven Freeman is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Scott & Stringfellow, Inc., BB&T Securities, and Truist Advisory Services. Freeman serves as treasurer on the board of the Surf Beach Club and is a board member of the Judeo Christian Outreach Center. He is also the sole manager of SF 7579 LLC, which owns a farm and a wind farm in Illinois. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and provides advisory programs, including separately managed accounts and mutual funds.

Spencer O Hara is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Virginia Beach City Public Schools and Pirate Parasail. 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 manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Christian Theurer is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has held positions at Truist Advisory Services, BB&T Securities, Wilbanks, Smith & Thomas Asset Management, and Capital Group. He is based in Virginia Beach, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment banking services. The firm manages a variety of investment strategies through dedicated portfolio teams and also advises six Davenport mutual funds.

David Calliott is a CFP® certificant and Series 66 license holder with 14 years of industry experience. He has been with Davenport & Company LLC since 2011. Outside of his advisory role, he is a limited partner involved in real estate investment and property flipping ventures. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management around portfolio manager teams and research functions, and it acts as adviser to multiple mutual funds and fixed-income strategies.

Peter Reuss is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Scott & Stringfellow, Inc. and Truist Advisory Services. Outside of his advisory role, he serves as Treasurer and Board Member for The Noblemen, a nonprofit supporting local disadvantaged and special needs children. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Edward Kaufman is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, Inc. Kaufman is involved in nonprofit and community organizations, including serving as a board member for the Kaufman Foundation for Heart Failure and as past president of Ohef Sholom Temple. 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 a manager research group to deliver separately managed accounts, mutual funds, and other advisory programs.

Edward Bohnslav is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following prior roles at Truist Advisory Services and BB&T Securities. He serves on the board of the UVA Club of Tidewater, where he helps engage alumni and organize philanthropic events. 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 employs dedicated portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Fred Banister Jr. is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Davenport & Company since 1994, totaling 32 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a research-driven approach to manage separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Christopher Larocca is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T, among others. Outside of his advisory work, he participates in the Hampton Roads Estate Planning Council as an advisory board member and is involved in a horse boarding activity at his personal residence. Davenport & Company serves a range of clients including individuals, institutions, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through specialized portfolio teams and offers various advisory programs, including separately managed accounts and model portfolios.

Barclay Freeman is a financial advisor with Davenport & Company LLC, holding a Series 66 credential and six years of industry experience. His background includes roles at Truist Advisory Services, BB&T Securities, and Troutman Sanders LLP. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research groups.

Charlotte Doherty is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Davenport since 2011 and previously spent five years at Papa Johns. Davenport & Company LLC serves individual and institutional clients, including banks, pension 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 advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

John Piscitelli is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Davenport & Company since 2005. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Jay Demeter is a Certified Financial Planner® with 43 years of experience in the financial services industry. He has been with Davenport & Company LLC since 2009 and also has a background at Citigroup Global Markets spanning two decades. He is based in Virginia Beach, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Janet Mercadante is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. She serves as Chair of the Finance Committee for the United Jewish Federation of Tidewater, overseeing investments and budget allocations. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies, operating as an employee-owned company with a history dating to 1863.

Byron Harrell is a financial advisor with Davenport & Company LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. He has been with Davenport since 2009 and has prior experience at Citigroup Global Markets dating back to 2006. Outside of his advisory role, Harrell serves as a board member of the Ohef Shalom Synagogue in Norfolk, Virginia. 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 employs a team-based approach to portfolio management and offers various advisory programs alongside managing several mutual funds and fixed-income strategies.