CTOs on the Move

Alpha Omega Wealth Management

www.aowealth.com

 
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.aowealth.com
  • 7202 Glen Forest Drive Suite 300
    Richmond, VA USA 23226
  • Phone: 804.955.1600

Executives

Name Title Contact Details

Similar Companies

Main Street Advisors

Founded in 2003, MainStreet Advisors is a Chicago-based Investment Advisory Firm registered with the Securities and Exchange Commission (SEC). We are a full-service investment advisory firm committed to providing high quality advisory services to our clients. We offer timely, unbiased investment advice.

YMCA Retirement Fund

The Fund sponsors the Retirement Plan, which is a defined contribution, money purchase, church pension plan that elected into certain provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The Fund also sponsors the Tax-Deferred Savings Plan, which is a church retirement income account plan as defined in Section 403(b)(9) of the Internal Revenue Code. The mission of the YMCA Retirement Fund is to empower YMCA employees to achieve economic security, resulting in loyalty to the YMCA Movement. The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers. We support the YMCA values and act on behalf of our constituents by being trustworthy and skilled fiduciaries, disciplined long-term investors and timely, transparent and effective communicators.

GlobeOp Financial Services

GlobeOp Financial Services is one of the leading companies in the Financial Services sector.

Northern Trust

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world`s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands. Our guiding principles not only survived but thrived during the Great Depression, two world wars and the 2008 financial crisis. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

HealthEquity

HealthEquity is a leading health account custodian that empowers Americans to build health savings by providing powerful tools for health savings accounts (HSAs) and other health financial services. Our convenient solutions serve millions of Americans, along with nationwide employers and health plans. With member support available every hour of every day, our team provides around-the-clock insight to maximize health savings.