C. Whitney Brown, Jr. CFA, CIC
Whitney handles executive management of the firm and heads investment strategy and portfolio management. He actively works with clients and runs the investment process. He is dedicated to delivering results and providing a great experience for his clients.
The most important part of his relationships with his clients is active listening. He is detail-oriented and is passionate about helping clients understand how their financial assets can impact their lifestyle and legacy. He’s skilled at breaking down concepts, putting clients’ financial positions in context, and setting expectations.
Prior to working in financial services, Whitney began his career in civil engineering, then returned to his family’s commercial printing business. He made the switch to financial services almost 30 years ago so he could help people more directly and have more independence.
Whitney earned his B.S. in Civil Engineering from The University of Virginia, and his MBA from the University of Chicago. He holds the Charted Financial Analyst (CFA)® and Chartered Investment Counselor (CIC) designations.
Whitney loves being outdoors, working on projects, and spending time with his family. If he’s not fly fishing, drawing, painting, or reading, he’s working on his place in the mountains. Though he’s fascinated by travel, at the end of the day, there’s no place he’d rather be than in the Roanoke Valley.