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Financial Glossary
i-Glossary




Walter M. Dixon, Jr., CFA
Founder, President & Treasurer
  • Formed the company in 1981
  • B.A. - University of Virginia, 1959
  • Chartered Financial Analyst, 1971
  • Member, Richmond Society of Financial Analysts


W. Stebbins Hubard, Jr.
Vice President & Secretary
Chief Compliance Officer
  • Joined the firm in 1985
  • B. S. - Virginia Tech, 1974
  • M. B. A. - Virginia Tech, 1976


Edwin R. Feinour
Executive Vice President
  • Joined the firm in 1988
  • B. A. - University of Virginia, 1967
  • J. D. - Washington & Lee School of Law, 1970


C. Whitney Brown, Jr., CFA
Vice President - Portfolio Management
  • Joined the firm in 1998
  • Chartered Financial Analyst, 2001
  • B. S. - University of Virginia, 1981
  • M. B. A. - University of Chicago, 1986
  • Chartered Financial Analyst, 2001


Walter M. Dixon, III, CMT
Vice President - Portfolio Management
  • Joined the firm in 2000
  • B. A. - Emory and Henry College, 1990
  • Member, Bond Club of Virginia
  • Chartered Market Technician, 2007


Jonathon E. Grace
Vice President and Operations Manager
  • Joined the firm in 1993
  • B. A. - Mary Baldwin College, 1997
  • Graduate, Florida Trust School and Southeastern Trust School


David A. Camper, AIF®
Vice President - Sales
  • Joined the firm in 2004
  • B. S. - Roanoke College, 1974

ADDITIONAL STAFF

Angie B. Carroll - Trader, Billing Specialist


Becky F. Fritts - Senior Operations Specialist


Molly Henry, AIF® - Retirement Planning Consultant


Jean K. ReMine - Receptionist/Secretary


Tracy L. Snyder - Data Manager


P.O. Box 2768
601 S. Jefferson Street
Suite 410
Roanoke, VA 24001-2768

Phone: (540) 343-9903
Fax: (540) 343-7684