Best Investors
Account
Sign in
1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-04 |
| VA | RA | APPROVED | 2014-04-16 |
Branch Locations
9030 Stony Point Parkway, Richmond, VA 23235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silvercrest Asset Management Group Llc | New York | NY | 03/2014 | Present |
1.FIRSTSTREET (TECHNOBRANDS) (FORMERLY COMTRAD). DIRECTOR. RICHMOND, VA. NOT INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 1994. 5 MARKET HOUR/QUARTER. BOARD MEMBER. THIS IS THE ONLY REMANING BOARD I SIT ON FROM MY JCP DAYS. 2.MARY PARSONS FOUNDATION. DIRECTOR. RICHMOND, VA. IS INVESTMENT RELATED. NO CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. 2 MARKET HOUR/QUARTER. 2 NON-MARKET HOUR /QUARTER. TRUSTEE OF PRIVATE FOUNDATION. OVERSEE INVESTMENT PORTFOLIO. DAVENPORT MANAGES. 3.RANDOLPH COLLEGE INVESTMENT COMMITTEE. NON-TRUSTEE INVESTMENT COMMITTEE MEMBER. LYNCHBURG, VA. IS INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. 2 MARKET HOURS/QUARTER. CAMBRIDGE IS THE CONSULTANT TO RANDOLPH'S ENDOWMENT. WE APPROVE ASSET ALLOCATION AS WELL AS INVESTMENTS. 4.ST. MARY'S HIGH SCHOOL INVESTMENT COMMITTEE. NON-TRUSTEE COMMITTEE MEMBER. RALEIGH, NC. IS INVESTMENT RELATED. NO CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2012. 2 MARKET HOUR/QUARTER. BALENTINE LLC IS A CONSULTANT TO ST. MARY'S AND HAS FULL DISCRETION. 5.TOM HAIGGAI FOUNDATION. TRUSTEE AND BOARD AND INVESTMENT COMMITTEE CHAIR. HIGH POINT, NC. IS INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2004. 4 NON-MARKET HOURS /YEAR. WELLS FARGO HAS DISCRETION AND WE APPROVE ASSET ALLOCATION. 6.VIRGINIA FOUNDATION OF INDEPENDENT COLLEGES (VFIC). TRUSTEE AND MEMBER OF INVESTMENT COMMITTEE AND EXECUTIVE COMMITTEE. RICHMOND VA. IS INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2000. 2 MARKET HOUR/QUARTER. 8 NON-MARKET DAYS /MONTH. 7.XENITH BANK. DIRECTOR, CHAIR OF GOVERNANCE AND COMPENSATION COMMITTEE AND MEMBER OF AUDIT COMMITTEE. RICHMOND, VA. IS INVESTMENT RELATED. AS A DIRECTOR, I APPROVE THE BUDGET AND OTHER FINANCIAL MATTERS WHICH MAY INCLUDE THE INVESTMENT OF THE BANK'S ASSETS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
Reach out to this advisor