Margaret P. Fretz

Founding Member, Chief Operating Officer & Chief Compliance Officer




Margaret is responsible for implementing and supervising all aspects of the firm’s operations, administration, compliance, and trading functions. Margaret has over 25 years of direct industry experience and lives in Richmond with her husband and three children.

EDUCATION


James Madison University, BS (Psychology)

Work experience


Spider Management Company, Chief Compliance Officer (2009-2010)

Atlantic Capital Management, Chief Operating Officer and Chief Compliance Officer (1998-2009)

Scott and Stringfellow Capital Management, Trader and Portfolio Administrator (1996-1998)

Crestar Securities Corporation, Institutional Sales and Trading Specialist (1996)

Branch, Cabell and Company (1993-1996)

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