byline: Virginia Business

Caudron leads the newly named RiverFront Wealth Advisors, formerly known as Caudron Megary Blackburn Wealth Management Group, a member of the Wells Fargo Advisors Financial Network.

A native of Washington, D.C., Caudron earned a bachelor’s in economics and psychology at Georgetown University. His background in “behavioral finance,” Caudron has said, helps him advise clients because he understands factors that influence investors. He also earned an MBA at Georgetown and is a 2008 graduate of Leadership Alexandria. 

Caudron co-founded CMB in 1995. A certified financial planner, Caudron is an accredited asset management specialist and a chartered retirement planning counselor. Caudron is the fourth top wealth adviser in Virginia, according to Florida’s SHOOK Research. He was ranked No. 12 on Barron’s 2024 list of Virginia’s top financial advisers.  

Caudron is active with the Alexandria Seaport Foundation, a nonprofit offering mentoring to young people through the craft of wooden boatbuilding. He has four children and enjoys tennis, skiing, paddle boarding and cycling.

Having joined accounting and consulting firm PBMares in October 2003, Johnson had nearly two decades of experience at the accounting and consulting firm when he took over the helm from co-founder Alan S. Witt in January 2021; to date, Johnson is only the second person to lead PBMares.

Before becoming CEO, Johnson served as practice leader for the firm’s financial institutions team, cyber and control risk services team and regional market partner for Hampton Roads.

Ranked the nation’s 75th largest accounting firm by Accounting Today, PBMares reported $78.3 million in 2023 revenue, showing strong growth in risk advisory and attestation services. The firm has 13 offices and employs about 400 people in Virginia, Maryland and North Carolina.

A graduate of the University of North Carolina Wilmington and Old Dominion University, Johnson serves on boards of TowneBank’s Peninsula region board, Greater Peninsula Now, RVA757 Connects and the Hampton Roads Chamber.

In March, PBMares announced that it had established a new risk advisory consulting practice to provide a collaborative approach to risk management. The consulting practice combines stand-alone services of cybersecurity and internal controls with a new operational excellence service.

In April, Agee received the American Hospital Association’s Distinguished Service Award, the organization’s highest honor, recognizing “significant lifetime contributions and service to health care institutions and associations.”

Agee, who has led Carilion Clinic since 2011, announced her retirement in July. Carilion President Steve Arner will take over Oct. 1 as CEO of the $2.4 billion not-for-profit health system that employs more than 14,000 people serving more than 1 million patients in Virginia and West Virginia.

Agee was born at Roanoke Memorial Hospital and later graduated from the Roanoke Memorial nursing school. She went on to become lead administrative director of a National Institutes of Health oncology grant in Roanoke before becoming Carilion’s chief operating officer in 2001. 

Agee, who helped forge a partnership that resulted in the Virginia Tech Carilion School of Medicine, will focus on philanthropy as Carilion’s CEO emeritus through September 2025. Carilion received a $25 million gift in July from former U.S. Ambassador Nicholas Taubman and his wife, Jenny, toward its cancer center. Agee and her husband, U.S. Circuit Judge G. Steven Agee, kicked off fundraising for the center in 2019 by giving $1 million.

Swain leads VPM, a network of television, radio and digital media outlets across the Central Virginia and Shenandoah Valley regions that reaches nearly 2 million people. The foundation manages its endowment.

Before joining VPM in 2019, Swain spent nearly a decade as senior vice president of strategy and operations at the Arlington-based Public Broadcasting Service. With more than 20 years of media experience, Swain has developed multimedia content, consumer-focused digital products and social media strategies for recognizable brands, including PBS, CNN, FOX Sports, U.S. News & World Report and Revolution Health.

A graduate of the University of Virginia, Swain is active incommunity service with her roles as board member of the Richmond Performing Arts Alliance, ChamberRVA and the National Education Telecommunications Association (NETA). Her first term on PBS’ board ends in September, but Swain is nominated for a second three-year term, with the vote taking place in August.

In 2023, Swain announced that VPM would be moving in 2026 to a new downtown Richmond building on Broad Street from its 60-year location in Chesterfield County. In December 2023, VPM launched a rebrand of Style Weekly, the Richmond publication the network purchased in 2021, and mounted an exhibit of 40 years of Style photos at The Valentine museum in July.