Top 30 Financial Services Companies in Charlottesville

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Below is the list of Top 30 Financial Services Companies in Charlottesville ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Charlottesville

1. Cfa Institute

Industry: Financial Services

Location: Charlottesville, Virginia

Website: cfainstitute.org

Company Founded: 1947

Company Size: 501-1000

Company Address: 915 East High Street, Charlottesville, Virginia, United States

Cfa Institute Contact Details

Name Title LinkedIn Phone Email
Ann Devaul Senior Manager, Global Talent Acquisition
Aimee Federman Senior Director, Planning And Budgeting
Amanda Horner Manager, Competitions And Awards
Ux-ui Ivette Litt Senior Product Designer
Kelli Palmer Head, Global Inclusion And Diversity And Corporate Citizenship
Jan Richards Drc Member
James Landi Senior Director, Curriculum Projects
Requires/Intent and 229 more Employees
Asset Management
Portfolio Management
Risk Assessment & Mitigation
Cybersecurity & Data Protection
and more

2. Cfa Institute

Industry: Financial Services

Location: Charlottesville, Virginia

Company Founded: 1963

Company Size: 51-200

Company Address: 915 East High Street, Charlottesville, Virginia, United States

Cfa Institute Contact Details

Name Title LinkedIn Phone Email
Anne Dunsmore Project Manager, Society Programming, Amer
Julie Emerson Senior Director, Global Society Relations
Liz Defreitas Society Relations Manager, Americas
John Shanklin President, Cfa Society Of Nevada
Danielle Mcnulty Credentialing Product Marketing
Cara Bonazza Exam Development Administrator
Heather Packard Cpd Director, Business And Soft Skills
Requires/Intent and 31 more Employees
Investment Advisory
AI-powered Financial Insights
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
Blockchain & Cryptocurrency Solutions
and more

3. Blue Ridge Esop Associates

Industry: Financial Services

Location: Charlottesville, Virginia

Website: blueridgeesop.com

Company Founded: 1988

Company Size: 51-200

Company Address: 154 Hansen Road, Charlottesville, Virginia, United States

Blue Ridge Esop Associates Contact Details

Name Title LinkedIn Phone Email
Tom Roback Managing Director
Kevin Rusch Director
Scott Freund Managing Director
Tracy Holzman Business Development And Marketing
Scott Rademacher Senior Plan Administrator
Stacy Wood Office Manager
James Schoenster Associate Administrator
Requires/Intent and 13 more Employees
Risk Management & Compliance
HR & Talent Acquisition
Financial Auditing & Reporting
Debt Collection & Recovery
and more

4. Uva Community Credit Union

Industry: Financial Services

Location: Charlottesville, Virginia

Website: uvacreditunion.org

Company Founded: 1954

Company Size: 201-500

Company Address: 3300 Berkmar Drive, Charlottesville, Virginia, United States

Uva Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Amelia Stansell Senior Commercial Loan Officer
Cbco Jon Adam Vice President And Director Of Erm And Compliance
Jessica Harlow Project Manager
David Balcom Vice President Loan Servicing And Collections
James Shippy Loan Officer
Clfp Kyle Vogel Internal Auditor
Justin Platt Director Of Operations
Requires/Intent and 31 more Employees
Treasury & Cash Flow Management
Quality Control & Assurance
Mortgage & Loan Processing
and more

5. Lohr & Company, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: lohrandcompany.com

Company Founded: 1993

Company Size: 1-10

Company Address: 302 Park Street, Charlottesville, Virginia, United States

Lohr & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Ethan Lohr Advising Partner
Cfpâ Ethan Lohr Partner
Greg Lohr Managing Partner
Stephanie Seale Relationship Manager
Requires/Intent
Fraud Detection & Prevention
Online Advertising & SEO
and more

6. Alternative Investment Fund

Industry: Financial Services

Location: Charlottesville, Virginia

Website: aifatuva.com

Company Founded: 2007

Company Size: 51-200

Company Address: 125 Ruppel Drive, Charlottesville, Virginia, United States

Alternative Investment Fund Contact Details

Name Title LinkedIn Phone Email
Ryan Fulmer Chief Marketing Officer
Ansel Lu Managing Director
Alexandra Lacour Investment Analyst
Grant Kuehn Analyst; Relative Value Group
Nicholas Hayeck Analyst
Yaro Lototskyy Analyst
Requires/Intent
Treasury & Cash Flow Management
Compliance & Regulatory Advisory
HR & Talent Acquisition
Sales & Lead Generation Strategy
and more

7. Colonnade Capital Partners, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: colonnadecap.com

Company Founded: 2015

Company Size: 11-50

Colonnade Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Gabriel Himelfarb Investment Partner
James Edwards Partner
Dean Sublett Analyst
David Payne Investment Partner
Yichuan Wang Analyst
Requires/Intent
Omnichannel Customer Support
API Integration For FinTech
Wealth Management
and more

8. Cav Angels

Industry: Financial Services

Location: Charlottesville, Virginia

Website: cavangels.com

Company Founded: 2015

Company Size: 1-10

Cav Angels Contact Details

Name Title LinkedIn Phone Email
Jerry Peng Co-founder And Board Member
Requires/Intent
Wealth Management
Cloud Computing Solutions
ERP For Financial Institutions
Automation & Workflow Optimization
Customer Relationship Management (CRM)
and more

9. Mangham Associates, Inc.

Industry: Financial Services

Location: Charlottesville, Virginia

Website: manghamassociates.com

Company Founded: 1991

Company Size: 11-50

Company Address: 630 Peter Jefferson Parkway, Charlottesville, Virginia, United States

Mangham Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
B Taylor Irvin Vice President
Joel Streeter Vice President
Requires/Intent
Investment Advisory
Financial Auditing & Reporting
Business Strategy & Growth Consulting
Insurance & Underwriting Services
and more

10. M•cam

Industry: Financial Services

Location: Charlottesville, Virginia

Website: m-cam.com

Company Founded: 1998

Company Size: 11-50

Company Address: 513 East Main Street, Charlottesville, Virginia, United States

M•cam Contact Details

Name Title LinkedIn Phone Email
John Plunkett Consultant
Sara Myers Intern
Max Riger Data Analyst
James Hill Managing Director
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

11. Sunbelt

Industry: Financial Services

Location: Charlottesville, Virginia

Website: sunbelt-charlottesville.com

Company Size: 1-10

Company Address: 2621 Thrush Road, Charlottesville, Virginia, United States

Sunbelt Contact Details

Name Title LinkedIn Phone Email
Majid Zarinbaksh President And Chief Executive Officer , Certified Business Instermediary, Medical And Dental Practice Broker
Richard Kushner Business Broker
Dale Summers Senior Business Broker
Sarah Davis Office Manager
Connor Connorg Senior Broker
Jacquee Manago Scanner
Gerry Mccord Senior Broker
Requires/Intent and 4 more Employees
Securities Trading & Brokerage
Cybersecurity & Data Protection
Tax Planning & Strategy
Data Analytics & Business Intelligence
and more

12. Octagon Finance

Industry: Financial Services

Location: Charlottesville, Virginia

Website: octagonfinance.com

Company Size: 1-10

Company Address: 126 Garrett Street, Charlottesville, Virginia, United States

Octagon Finance Contact Details

Name Title LinkedIn Phone Email
John Murphy Director Of Business Development
Requires/Intent
Marketing Services
Banking & Payment Processing
and more

13. United Wealth Management, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: unitedwealthmanagement.com

Company Size: 11-50

United Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joshua Ebey Partner And Certified Financial Plannerâ
Alan Bewley Owner And Investment Advisor Representative
Nssa Alan Bewley Owner And Investment Advisor Representative
Requires/Intent
Risk Management & Compliance
Quality Control & Assurance
Compliance & Regulatory Advisory
Marketing Services
Online Advertising & SEO
and more

14. Rede Wealth, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: redewealth.com

Company Founded: 2015

Company Size: 1-10

Company Address: 609 West Main Street, Charlottesville, Virginia, United States

Rede Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
Matt Dawson Principal | Co Founder
Requires/Intent
Portfolio Management
Asset Management
IoT-enabled Smart Banking Solutions
Accounting Services
Debt Collection & Recovery
and more

15. The Legacy Foundation, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: yourlegacyfoundation.com

Company Size: 1-10

Company Address: 200 Hansen Road, Charlottesville, Virginia, United States

The Legacy Foundation, Llc Contact Details

Name Title LinkedIn Phone Email
John Sepanski Research Associate
Requires/Intent
Omnichannel Customer Support
Performance Tracking & KPI Analytics
Business Strategy & Growth Consulting
and more

16. The Fountain Fund

Industry: Financial Services

Location: Charlottesville, Virginia

Website: fountainfund.org

Company Founded: 2016

Company Size: 1-10

Company Address: 233 4th Street Northwest, Charlottesville, Virginia, United States

The Fountain Fund Contact Details

Name Title LinkedIn Phone Email
Paul Yates Deputy Director
Requires/Intent
Tax Planning & Strategy
Credit Rating & Analysis
and more

17. Marotta Wealth Management, Inc.

Industry: Financial Services

Location: Charlottesville, Virginia

Website: emarotta.com

Company Founded: 2000

Company Size: 11-50

Marotta Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Elizabeth Woodrum Financial Analyst
Requires/Intent
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
and more

18. Albemarle Capital

Industry: Financial Services

Location: Charlottesville, Virginia

Website: albemarlecap.com

Company Size: 1-10

Company Address: 105 4th Street Southeast, Charlottesville, Virginia, United States

Albemarle Capital Contact Details

Name Title LinkedIn Phone Email
John Blair Managing Director
Requires/Intent
Customer Relationship Management (CRM)
HR & Talent Acquisition
and more

19. Lendpro Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: mylendpro.com

Company Founded: 2011

Company Size: 11-50

Company Address: 195 Riverbend Drive, Charlottesville, Virginia, United States

Lendpro Llc Contact Details

Name Title LinkedIn Phone Email
Lakisha Mozie Corporate Administrator
Requires/Intent
Portfolio Management
HR & Talent Acquisition
Financial Auditing & Reporting
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

20. Ferguson Andrews

Industry: Financial Services

Location: Charlottesville, Virginia

Company Size: 1-10

Ferguson Andrews Contact Details

Name Title LinkedIn Phone Email
Jay Ferguson President
Requires/Intent
Credit Rating & Analysis
Legal Compliance & Advisory
Digital Payment & Subscription Solutions
and more

21. Cbc/vcs, Inc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: maxprofitsys.com

Company Size: 1-10

Cbc/vcs, Inc Contact Details

Name Title LinkedIn Phone Email
Lori Hopkinson Human Resources Manager
Tammy Cox Legal Coordinator
Carolyn Martin Data Entry
Requires/Intent
Mergers & Acquisitions Advisory
Corporate Finance Strategy
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
and more

22. Emergent Financial Services, Llc

Industry: Financial Services

Location: Charlottesville, Virginia

Website: emergentfs.com

Company Founded: 1995

Company Size: 1-10

Company Address: 310 Old Ivy Way, Charlottesville, Virginia, United States

Emergent Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Urpi Research Analyst
Requires/Intent
Sales & Lead Generation Strategy
Quality Control & Assurance
Debt Collection & Recovery
and more

23. Backoffice Alliance

Industry: Financial Services

Location: Charlottesville, Virginia

Website: backofficealliance.com

Company Founded: 2000

Company Size: 1-10

Company Address: 227 Deerwood Bend, Charlottesville, Virginia, United States

Backoffice Alliance Contact Details

Name Title LinkedIn Phone Email
Tim Hughes Business Development
Requires/Intent
IoT-enabled Smart Banking Solutions
Investment Advisory
Legal Compliance & Advisory
and more
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Charlottesville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ann Devaul Cfa Institute Senior Manager, Global Talent Acquisition
2 Aimee Federman Cfa Institute Senior Director, Planning And Budgeting
3 Amanda Horner Cfa Institute Manager, Competitions And Awards
4 Ux-ui Ivette Litt Cfa Institute Senior Product Designer
5 Kelli Palmer Cfa Institute Head, Global Inclusion And Diversity And Corporate Citizenship
6 Jan Richards Cfa Institute Drc Member
7 James Landi Cfa Institute Senior Director, Curriculum Projects
8 Anne Dunsmore Cfa Institute Project Manager, Society Programming, Amer
9 Julie Emerson Cfa Institute Senior Director, Global Society Relations
10 Liz Defreitas Cfa Institute Society Relations Manager, Americas
11 John Shanklin Cfa Institute President, Cfa Society Of Nevada
12 Danielle Mcnulty Cfa Institute Credentialing Product Marketing
13 Cara Bonazza Cfa Institute Exam Development Administrator
14 Heather Packard Cfa Institute Cpd Director, Business And Soft Skills
15 Tom Roback Blue Ridge Esop Associates Managing Director
16 Kevin Rusch Blue Ridge Esop Associates Director
17 Scott Freund Blue Ridge Esop Associates Managing Director
18 Tracy Holzman Blue Ridge Esop Associates Business Development And Marketing
19 Scott Rademacher Blue Ridge Esop Associates Senior Plan Administrator
20 Stacy Wood Blue Ridge Esop Associates Office Manager
21 James Schoenster Blue Ridge Esop Associates Associate Administrator
22 Amelia Stansell Uva Community Credit Union Senior Commercial Loan Officer
23 Cbco Jon Adam Uva Community Credit Union Vice President And Director Of Erm And Compliance
24 Jessica Harlow Uva Community Credit Union Project Manager
25 David Balcom Uva Community Credit Union Vice President Loan Servicing And Collections
26 James Shippy Uva Community Credit Union Loan Officer
27 Clfp Kyle Vogel Uva Community Credit Union Internal Auditor
28 Justin Platt Uva Community Credit Union Director Of Operations
29 Ethan Lohr Lohr & Company, Llc Advising Partner
30 Cfpâ Ethan Lohr Lohr & Company, Llc Partner
31 Greg Lohr Lohr & Company, Llc Managing Partner
32 Stephanie Seale Lohr & Company, Llc Relationship Manager
33 Ryan Fulmer Alternative Investment Fund Chief Marketing Officer
34 Ansel Lu Alternative Investment Fund Managing Director
35 Alexandra Lacour Alternative Investment Fund Investment Analyst
36 Grant Kuehn Alternative Investment Fund Analyst; Relative Value Group
37 Nicholas Hayeck Alternative Investment Fund Analyst
38 Yaro Lototskyy Alternative Investment Fund Analyst
39 Gabriel Himelfarb Colonnade Capital Partners, Llc Investment Partner
40 James Edwards Colonnade Capital Partners, Llc Partner

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