Davenport & Company News

Firm Recognition

July 2024

Thank you Virginia Living readers for voting us as a Best Financial Planning firm in the Central, Eastern and Shenandoah Valley regions of Virginia.

Firm Recognition

June 2024

We are thrilled to be named a Best Employer in North Carolina by Business North Carolina magazine!

Firm News

April 2024

Davenport Expands Sanford Office

We are pleased to welcome the Mathis Wealth Management team, Brian Mathis, Jackie Barnes and Requita Taylor.

Firm News

April 2024

Congratulations to all of our associates who received promotions or title changes.

Firm Recognition

Feb. 1, 2024

Davenport Named a Best Place to Work

Davenport has been nominated by readers of Virginia Business magazine for more than 10 years in a row and in 2024, we were ranked #13 in the Large Employers category.

Davenport Wins Gold for Financial Planning

July 2023

Davenport is proud to be recognized by readers of Coastal Virginia magazine as the 2023 Southside Gold Winner for Best Financial Planning Company!

Top Workplaces 2023

Richmond Times Dispatch: May 26, 2023

160 years later, Davenport & Company is still a Top Workplace in Richmond

2 Small-Cap Funds That Could Ride the Market’s Next Big Move

Barron's May 12, 2023

Davenport’s Small Cap Focus Fund (DSCPX) featured along with the portfolio co-managers, George Smith and Chris Pearson.

Children’s Hospital of Richmond at VCU celebrates ribbon-cutting of new Children’s Tower

March 28, 2023

Like many in Richmond, we are excited for The Wonder Tower at Children's Hospital of Richmond at VCU to open on April 30, 2023! Our Chairman, Coley Wortham, has been an unwavering supporter of CHoR and participated in the ribbon-cutting ceremony on March 31.

Davenport Named a Best Place to Work in Virginia

February 3, 2023

For the 11th year, Davenport was named as Best Place to Work (large employer category) by Virginia Business magazine.

Adam Bergman Joins Davenport's Investment Policy Committee

January 9, 2023

Adam Bergman, SVP and Research Analyst, recently joined Davenport's Virginia Beach office. Effective January 1, 2023 he will serve on the Investment Policy Committee (IPC). The IPC directly manages the Core Portfolio and Core Fund (DAVPX), the Value & Income Portfolio and Value & Income Fund (DVIPX) and the equity portion of the Balanced Fund (DBALX). The IPC also provides administrative oversight for Davenport’s Fixed Income and Manager Research teams.

We are proud to recognize firm promotions for 2022

March 2022

Kiplinger: Davenport Equity Opportunity Hunts for Cash Generators

March 2022

The Davenport Equity Opportunities Fund (DEOPX) was recently profiled by Kiplinger. Read on as they analyze how DEOPX’s hunt for cash generators has led to benchmark-busting results.

Davenport is proud to be a Best Place to Work in Virginia!

January 2022

This is our tenth year of being recognized by readers of Virginia Business magazine.

Firm News

October 2, 2021

We are pleased to welcome The Tidewater Group to our Virginia Beach and Williamsburg offices.

Firm News

August 26, 2021

We are pleased to welcome Kenneth Sessoms, Christian Theurer and Linda Kaloski to our Virginia Beach office.

Firm News

August 3, 2021

We are pleased to welcome Steven Freeman, Barclay Freeman and Abby Guinn to our Virginia Beach office.

Firm News

July 20, 2021

We are pleased to welcome Janet Mercadante, Benjamin Riggan, and Barbara Huth to our Virginia Beach office.

Firm News

July 9, 2021

We are pleased to announce the opening of our new branch in Staunton, VA. Welcome team members Sarah Fowler, Lorri Simmons and Lisa Aleshevich.

Firm News

June 24, 2021

We are pleased to welcome Edward George Kaufman, Senior Vice President-Investments, and Tina Cordrey, Client Service Associate, to Davenport's Virginia Beach office.

Firm News

June 4, 2021

Davenport is pleased to announce our new location in Harrisonburg. We welcome Abe Halterman and Tabby Diehl to our firm.

Richmond News

May 25, 2021

Davenport is thrilled to be named a Top Workplace in Richmond. We’re also proud to receive a spotlight award for our firm Values.

Firm News

March 16, 2021

We are pleased to welcome Frederick G. Fram, CFP® to Davenport. Fred is a Managing Director and will serve as Chief Administrative Officer.

Davenport’s Small Cap Focus Fund

February 2021

George Smith and Chris Pearson, Co-Managers of the Davenport Small Cap Focus Fund, are featured in a Barron’s article “This Fund Doesn’t Need Tech Stocks to Stay on Top”

Ten Years Strong!

January 29, 2021

Davenport celebrates a decade as one of the Best Places to Work in Virginia, as voted by its associates and recognized by Virginia Business magazine.

Davenport Announces Expansion

December 11, 2020

Davenport expands to Southwest Virginia with new Abingdon office and addition of Financial Advisor, Will Davis, and Client Service Associate, Nikki Combs.

Davenport Donates to Fund New Library

October 14, 2020

The Lancaster Virginia Historical Society (LVHS) recently announced a $6,000 gift from Davenport & Company LLC towards its campaign to build a new, expanded research library.

Davenport named at Top Workplace in Richmond area.

September 5, 2020

Davenport Public Finance

July 26, 2020

Savannah Now - Savannah Morning News

Courtney Rogers, Senior Vice President, addressed the board before Chatham County commissioners approved a $67 million bond transaction to construct a new courthouse annex in downtown Savannah, GA.

George Smith, CFA, SVP-Investments, named Chairman of the Davenport Investment Policy Committee.

June 2020

In Response to COVID-19, Davenport Remains Open ... Temporarily Closes Branches to Visitors

March 30, 2020

Following guidelines from the CDC and local government, Davenport has transitioned to a remote workplace and we have temporarily closed our locations to visitors.

Davenport: In the News

March 9, 2020

Davenport weighs in on recent market volatility in an article in the Richmond Times Dispatch on March 9.

Davenport Named a Best Place to Work

January 31, 2020

Davenport is pleased to be named a Best Place to Work in Virginia for 2020 (large employers category) by Virginia Business magazine.

George Smith and Chris Pearson, portfolio managers in Davenport Asset Management, discuss their philosophy and methodology for managing DEOPX with the Richmond Times Dispatch.

January 30, 2020

In a recent Richmond Times Dispatch article, Joel Ray, Head of Equity Research, weighs in on Owens & Minor Inc. decision to sell its third-party logistics business in the European health care market.

January 16, 2020

We are pleased to welcome Thomas N. Anderson III, Senior Vice President-Investments, to our Virginia Beach office.

October 24, 2019

Chris Pearson Named a Top 40 Under 40

October 19, 2019

Chris Pearson, a SVP and Portfolio Manager in Davenport's Asset Management department, was named a 2019 Top 40 Under 40 by Style Weekly magazine.

We are pleased to welcome Laurel Johnson, Investment Executive, to our Sanford office.

August 2, 2019

In Memoriam

We celebrate the lives of our friends and former colleagues, and acknowledge with grateful appreciation their many contributions to our firm: Joann C. Tuck (1947 – 2019) and Barbara A. Vanlandingham (1938 – 2019)

We are pleased to welcome Stewart E. Emenheiser, FVP-Investments, to our Fredericksburg office.

We are pleased to welcome Jon McElhaney to our firm as a Managing Director and Head of Wealth Management.

Milestone Anniversary

March 7, 2019

In honor of his 50th anniversary at Davenport, Chairman Coleman “Coley” Wortham III was recently featured in the Richmond Times-Dispatch.

Davenport & Company is pleased to welcome Douglas W. Stopkey, CFP® to our Richmond office as a Senior Vice President, Investments

September 2018

Davenport announces the new Donor Advised Program – offering increased flexibility for your charitable contributions

August 2018

Davenport & Company is pleased to welcome Michael C. Denton to our Richmond office as a Senior Vice President, Investments

June 2018

Davenport is proud to be named as one of the 2018 "Best Places to Work" in Virginia for the 7th time by Virginia Business

May 2018 | Virginia Business

Lee Chapman, President & CEO, and Brenda Madden, HR Director, discuss what makes Davenport a "Top Work Place"

May 3, 2018 | Richmond Times-Dispatch

Davenport now offers on-site health care

April 30, 2018

Hot Topic Terms in Investing

December 16, 2017 | The Tidewater News

by Meghan Councill, Investment Executive at Davenport & Company

Davenport & Company is pleased to welcome Steven S. Martin, Rebecca Robertson, Thomas R. Gee Jr., William J. Horan, and Kimberley A. Skowysz

October 2017

Davenport & Company is pleased to welcome Audrey L. Ramseur, CFP® to our Richmond office as a Senior Vice President, Investments

June 2017

Davenport & Company is pleased to welcome Shane M. Cason, CFP®, CRPC® to our Richmond office as a Vice President, Investments

March 2017

Davenport Heads South

January 26, 2017 | Richmond BizSense

Davenport & Company recently opened an office for its public finance practice in Mount Pleasant, South Carolina, to be manned by Bob O’Neill, a former county executive in Fairfax County, Virginia, and city manager of Hampton.

Stewart Sigler, Philip “Gus” Paulette, Anne McVeigh, Jason Alford, Holly Salmon and Lori Martina, join the firm in Lynchburg

November 2016

Mary Katherine Evans Hogg, SVP-Investments, and Linda L. Sherrill, AVP-Client Services, join the firm in Newport News

September 2016

Grace Carpenter Receives PVCC Lifetime Achievement Award

Davenport is proud of our colleague Grace Carpenter, Senior Vice President–Investments, for her recent Piedmont Virginia Community College Lifetime Achievement Award.

J. Charles Brennan, Jr. and Dara B. Day Join Davenport Asset Management

June 6, 2016

Augusta Panel to Weigh Hiring New Financial Advisor

May 30, 2016 | Augusta Chronicle

Augusta could have its first new financial adviser in a decade. Going for discussion by an Au­gusta Commission committee Tuesday is a staff recommendation that the commission hire Davenport & Co. as financial adviser for debt issuance and “economic development project evaluation.”

Davenport is pleased to welcome James F. Diersen to our Virginia Beach office.

April 25, 2016

Revisit Your Resolution: Financial Fitness

February, 23 2016 | 13NewsNow

John Piscitelli, Davenport Senior Vice President-Investments and Virginia Beach Branch Manager, comments on spending and financial wellness.

Celebrating Significant Milestones for Davenport Funds and Introducing New Balanced Income Fund

Money Manager Interview

January 4, 2016 | The Wall Street Transcript

Mike Beall and George Smith from Davenport Asset Management: "Growing Capital Over Time with Less Risk Than the Overall Market"

Celebrating 65 Years

September 15, 2015 | Richmond Times Dispatch

Henry L. Valentine II and Beverley "B.B." Munford III celebrate 65 years of working together at Davenport.

Looming Fed Discussion on Interest Rates

September 2015 | Richmond Times Dispatch

George Smith, Davenport Asset Management, discusses looming fed interest rate decision.

Davenport was proud to be a Founding Partner sponsor of the UCI Road World Championships

September 19-27, 2015 | Richmond, VA

Cathy Keiger Named A 2015 WISH Circle Honoree

March 2015

Cathy Keiger, Senior Vice President-Investements, was recently honored by Make-A-Wish Greater Virginia at their inaugural WISH Circle Luncheon.