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Banking | Finance 2025: CASSADAY, STEPHAN Q.
Since Cassaday founded his Northern Virginia firm in 1993, it has grown from $40 million in assets under management to $6.3 billion. Today, Cassaday & Co. has 93 employees advising more than 3,100 households. Cassaday ranked No. 52 on Barron’s Top 100 Financial Advisors list. Last year, Cassaday & Co. was one of 10 financial […]
Banking | Finance 2025: CAUDRON, TRISTAN
Caudron leads RiverFront Wealth Advisors, formerly Caudron Megary Blackburn Wealth Management Group. RiverFront is a member of the Wells Fargo Advisors Financial Network. Caudron co-founded CMB in 1995. A certified financial planner, Caudron is also an accredited asset management specialist and a chartered retirement planning counselor. He was among the professionals named on Barron’s 2025 [[...]
Banking | Finance 2025: WOODRIFF, JAFFRAY
Last year, the University of Virginia opened the School of Data Science building, which was funded with a portion of a $120 million gift made in 2019 from the Quantitative Foundation, the family foundation of Woodriff and his wife, Merrill, who are both alumni. It still marks the largest individual private grant in U.Va.’s history. In […]
Banking | Finance 2025: SCHAUFELD, FREDRICK D.
After graduating from Lehigh University in 1981, Schaufeld sold extended warranties to auto dealers while going through law school. When he learned his employer hadn’t actually taken out policies on all his clients, Schaufeld quit his classes and went into business for himself, creating National Electronics Warranty. In 2008, the company was acquired by Asurion. […]
Banking | Finance 2025: HUGHES, THOMAS ‘T.J.’
Hughes became regional president for greater Washington and Maryland in October, succeeding Evelyn Lee, who took a role at Eagle Bancorp in Bethesda, Maryland. A graduate of the University of Cincinnati, Hughes launched his banking career at Ohio-based Fifth Third Bank, holding roles in Ohio and Florida. In 2011, Hughes joined SunTrust Banks in Naples, […]
Banking | Finance 2025: SHOCKLEY, CHRISTOPHER M. ‘CHRIS’
Following its August 2024 acquisition of Roanoke-based Member One Federal Credit Union, Virginia Credit Union plans to fully integrate all Member One’s operations into VACU by spring 2026. Shockley remains president and CEO of the combined credit union. Last year, VACU reported about $6.85 billion in assets and nearly 490,000 members, making it the third largest […]
Banking | Finance 2025: SPROWLS, RYAN C.
In April, after 25 years with Wells Fargo Advisors, Sprowls founded 114 Private Wealth, which has 11 team members managing $2.5 billion in assets. The firm is affiliated with Wells Fargo Financial Network, an independent broker channel. Ranked third among Virginia’s top wealth advisers, according to Florida’s SHOOK Research, Sprowls is also included on Barron’s 2025 list of t[...]
Banking | Finance 2025: RANSOM, THOMAS
Ransom has spent a quarter century in the banking industry. He started as a commerial going on to become market president for the greater Washington, D.C., region. After the that formed Truist, Ransom moved to Charlotte, North Carolina, as an executive vice p commonwealth in 2021 to become president of the bank’s Virginia region. The […]
Banking | Finance 2025: GRINSPOON, JEFF
In a 2022 nomination for the Savvy Ladies’ Male Ally award — which recognizes men in the financial field who value equality — VWG CEO Elana Fine talked about how Grinspoon created a culture at the firm that attracts, retains and promotes women. “Jeff gave me the room to lead and placed his trust in […]
Banking | Finance 2025: KARP, DAVID W.
In 2011, Karp and Paul Pagnato left Merrill Lynch to launch their own firm: PagnatoKarp. Initially, the outfit was part of Hightower Advisors, but PagnatoKarp dropped the affiliation in 2016. Four years later, Illinois-based investment firm Cresset Asset Management announced it had acquired PagnatoKarp, which then had $2.3 billion in assets under management. At Cresset, […]
Banking | Finance 2025: KUHLMANN, DIETRICH
Last year, Kuhlmann took the helm of the world’s largest credit union, with $180.8 billion in assets and more than 14 million members, succeeding former leader Mary McDuffie. After retiring from the U.S. Navy as a rear admiral, Kuhlmann joined Navy Federal in 2019 as head of branch operations. He later worked as chief real […]
Banking | Finance 2025: HODGES, CECILIA A.
Hodges has worked in banking for nearly four decades. Leading M&T Bank’s greater Washington, D.C., and Virginia regions since 2018, she manages teams across more than 55 branches. A Virginia Tech graduate, Hodges grew up in Rocky Mount, where her parents ran a construction supplies store. In 2009, M&T Bank acquired Provident Bank, where Hodges was […]
