Richmond, VA Office

Team
Updated today

Client AUM

$18,933,968,558

Clients

1,081

Advisors

5

Of 35 advisors across 9 offices

Location

9030 Stony Point Pkwy Ste 570

Richmond VA 23235

Advisors at this office

5

Advisors at this office

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Carter W

Series 65, Series 66

Richmond, VA

Silvercrest Asset Management Group LLC

Carter Whisnand is an advisor at Silvercrest Asset Management Group LLC with 23 years of experience at the firm. He holds Series 65 and Series 66 licenses. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and advisory roles.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Palmer G

Series 63, Series 65, Series 66

Richmond, VA

Silvercrest Asset Management Group LLC

Palmer Garson is a financial advisor at Silvercrest Asset Management Group LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Silvercrest since 2014. Outside of his advisory role, Garson serves on several investment committees and boards, including the Tom Haiggai Foundation and the Virginia Foundation of Independent Colleges, where he holds governance and oversight responsibilities. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors such as endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics, tailoring portfolios to individual client objectives.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Tara C

CFP®

Richmond, VA

Silvercrest Asset Management Group LLC

Tara Collins is a CFP® professional with 18 years of experience at Silvercrest Asset Management Group LLC in Richmond, VA. She has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Alfred A

Richmond, VA

Silvercrest Asset Management Group LLC

Alfred Acuff, Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 18 years of industry experience. He has worked at Silvercrest since 2014 and has been involved with AMA Investment Counsel, LLC since 2001. Acuff also serves as an investment-related trustee for the Virginia Retirement System. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies combined with outsourced CIO services and quantitative risk analytics.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Thomas M

CFA®

Richmond, VA

Silvercrest Asset Management Group LLC

Thomas Moore is a CFA® charterholder with nine years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2017 and previously worked at Alliance Bernstein from 2015 to 2017. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages a broad range of proprietary equity and fixed-income strategies and utilizes a combination of bottom-up security selection and manager allocation tailored to individual client portfolios.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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