CrossPoint Wealth Partners Employee Directory

CrossPoint Wealth Partners corporate office is located in 215 Wayles Ln Ste 200, Charlottesville, Virginia, 22911, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of CrossPoint Wealth Partners

MH
Madison Holley
Chief Strategy Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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CrossPoint Wealth Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from CrossPoint Wealth Partners

Hundreds of professionals searching for CrossPoint Wealth Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AC
Andrew Campbell
Email Direct
Program Director, Residency
United States , Virginia , Charlottesville

JZ
Jacob Zumberg
Email Direct
Financial Planning Resident
United States , Virginia , Charlottesville

RG
Richard Grant
Email Direct
Lead Planner
United States , Virginia , Charlottesville

MH
Madison Holley
Email Direct
Chief Strategy Officer
United States , Virginia , Charlottesville

Jarrod Markley
Email Direct
Private Wealth Advisor & Co-Founder
United States , Virginia , Charlottesville

RJ
Ryan Jarrendt
Email Direct
Planning Lead
United States , Virginia , Charlottesville

AC
Amanda Conrad
Email Direct
Private Wealth Support Advisor
United States , Virginia , Charlottesville

RS
Rainer Schlichtherle
Email Direct
Co-Founder & Private Wealth Advisor
United States , Virginia , Charlottesville

BG
Brady Grayson
Email Direct
Planning Assistant
United States , Virginia , Charlottesville

SD
Susanne Derrico
Email Direct
HR & Administration Coordinator
United States , Virginia , Charlottesville

DA
Douglas Adamson
Email Direct
Director, Client Experience
United States , Virginia , Charlottesville

Former Employees at CrossPoint Wealth Partners

Explore people who held key positions, contributed to CrossPoint Wealth Partners's success, and advanced their careers.

Thomas Kellogg

AGT - Portfolio Manage... at Bogart Wealth

Worked as Financial Scribe

at CrossPoint Wealth Partners (2021-2022)

Direct

Tristan Adams

Professional, Multifam... at Freddie Mac

Worked as Intern

at CrossPoint Wealth Partners (2018-2019)

Direct

Marissa McNeilly

Sales and Revenue Oper... at HALO

Worked as Operations Lead

at CrossPoint Wealth Partners (2025-2026)

Direct

Mask Content

Senior Advanced Planni... at Edelman Financial Engi...

Worked as Director, Financial Planning

at CrossPoint Wealth Partners (2018-2024)

Direct

Mask Content

Investment Solutions R... at Fidelity

Worked as Scribe

at CrossPoint Wealth Partners (2022-2023)

Direct

Mask Content

Financial Planning Ana... at Capstone Financial Adv...

Worked as Scribe Intern

at CrossPoint Wealth Partners (2023-2024)

Direct

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Frequently Asked Questions Regarding CrossPoint Wealth Partners Employees

How many employees does CrossPoint Wealth Partners have?

CrossPoint Wealth Partners has 1-10 employees

Who are CrossPoint Wealth Partners key employees?

Some of CrossPoint Wealth Partners key employees are Madison Holley

Where is CrossPoint Wealth Partners located?

CrossPoint Wealth Partners’s headquarters are located at 215 Wayles Ln Ste 200, Charlottesville, Virginia, 22911, United States

How do I contact CrossPoint Wealth Partners?

CrossPoint Wealth Partners Contact Info: Phone number: (434) 817-2567 Website: www.crosspointwealthpartners.com

What does CrossPoint Wealth Partners do?

CrossPoint Wealth Partners is a financial advisory firm based in Richmond, VA. They offer a range of wealth management services tailored to meet the needs of individuals and families. Their intended clients include those seeking personalized financial planning and investment strategies. The firm focuses on building long-term relationships to help c... lients achieve their financial goals.Read More

Is CrossPoint Wealth Partners a public company?

CrossPoint Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about CrossPoint Wealth Partners Employees