Cary is a partner at the firm, where she leads investment research and strategy. She shapes the firm’s financial market outlook and guides portfolio positioning to support the long-term goals of individuals and families served through a multi-family office model.

Since joining in 2016 as a Senior Analyst, Cary has drawn on experience from Morgan Stanley in New York, Spider Management Company, and Xenith Bank in Richmond. She earned her B.S. in Commerce from the University of Virginia with concentrations in Finance and Accounting and holds the Chartered Financial Analyst (CFA®) designation.

Cary is an active member of the CFA Society of Virginia and the Richmond Estate Planning Council. She also serves as Vice President of the Investment Advisory Board for the Children’s Hospital of Richmond, Chair of the Development Committee and Board Member for First Tee of Greater Richmond, and a member of the Foundation Board of Directors for the Science Museum of Virginia.

She brings a passion for thoughtful financial stewardship to both her client work and her community involvement. Outside the office, Cary enjoys playing golf, riding her bike, and cheering on UVA basketball.