Founder, Managing Director
Preston Dillard has over 22 years of investment industry experience, managing equities and fixed income and guiding clients on important financial matters.
Most recently, Preston spent 17 years at Thompson, Siegel & Walmsley LLC. As Head of Strategic Advisory, Preston led a team of specialists delivering investment management and advisory services for families and organizations totaling $2 billion in assets under management.
Prior to joining Thompson, Siegel & Walmsley LLC in 2005, Preston was a Portfolio Manager at Bank of America Private Bank managing multi-asset portfolios for a variety of client types. Previously, he was employed by a Richmond based broker-dealer as an investment adviser.
Preston is active in the community as he serves on the Advisory Board of the Massey Cancer Center and the Country Club of Virginia Board of Directors. Formerly, Preston has served on the Investment Committee for the Virginia Home and the Board of Drive to Work. In addition to spending time with his three children and lovely wife, Preston enjoys surfing, golf, squash, and any opportunity to be outdoors.
Preston is a graduate of the University of Virginia and holds the Chartered Alternative Investment Analyst designation. He is registered as an Investment Advisor Representative.