Mr. Richard S. Williford

Richard S. Williford, CFA 1996-1997

Richard S. Williford, CFA 1996-1997

Contact: Richard S. Williford, Managing Director

Richard S. Williford, CFA, Managing DirectorMr. Williford began his investment career in 1981 after receiving a B.S. with Distinction from the University of Virginia's McIntire School of Commerce.Before joining Kanawha in 1991, he managed large corporate, individual, and endowment portfolios as Vice President at Capitoline Investment Services, Inc./Crestar Bank.Previously, he was Vice President, Equity Investment Strategy at Wheat, First Securities where he was responsible for the formulation and articulation of strategy to a retail sales force of 450 account executives.

— Richard S. Williford, CFA, Managing DirectorWealthTrust , Kanawha Capital

— Richard S. Williford, CFA, Managing Director
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Richard S. Williford, CFA, Managing Director

Richard S. Williford, CFA, Managing Director Mr. Williford began his investment career in 1981 after receiving a B.S. with Distinction from the University of Virginia's McIntire School of Commerce.Before joining Kanawha in 1991, he managed large corporate, individual, and endowment portfolios as Vice President at Capitoline Investment Services, Inc./Crestar Bank.Previously, he was Vice President, Equity Investment Strategy at Wheat, First Securities where he was responsible for the formulation and articulation of strategy to a retail sales force of 450 account executives.

W. Bates Chappell and Richard S. Williford subsequently joined the firm as principals.

The firm manages approximately $600 Million in assets for a clientele that is predominantly comprised of high net worth individuals.The firm stresses the importance of managing client assets consistent with client objectives and needs and pays particular attention to individual clients' risk tolerance.

The firm also provides in-house trust and estate planning expertise on a consultative basis.The firm typically holds 40 stocks in a client portfolio and seeks to invest in well-established companies that possess sustainable competitive advantages, adhering to a GARP style of investing.The firm has experienced relatively low portfolio turnover which fosters tax-efficient results.