James Cody Tafel

Current Employers

Employment History

• 01/2020 → 05/2022
  Thompson, Siegel & Walmsley Llc
  Richmond, VA
• 05/2006 → 12/2019
  Thompson, Siegel & Walmsley Llc
  Richmond, VA
• 05/2022 → Present
  Thompson, Siegel & Walmsley Llc
  Richmond, VA

Other Businesses

1) CMT Association- Richmond Chapter; Non-Investment Related; Professional Organization; New York, NY; Richmond Chapter Chair, 01/2010; 1 hour per month; No hours during securities trading hours; Host meetings or webinars. 2) CAIA Association- Washington DC Chapter; Non-Investment Related; Amherst, MA; Professional Organization; DC Chapter Executive Committee; 05/2019; 1 hour per month No hours during securities trading hours; Host meetings or webinars. 3) University of Richmond-Student Managed Investment Fund Advisory Board; Non-Investment Related; Richmond, VA; Education; Advisory Board Member; 08/2009; 1 hour per month; No hours during securities trading hours. Serve on Advisory Board for Student Managed Investment Fund. 4) Piney Island Corporation; Non-Investment Related; Poplar Branch, NC; Recreational Outdoor Club; Executive Committee Member/Shareholder; 10/2016; 1 hour per month; No hours during securities trading hours. Serve on Executive Committee for Recreational Outdoor Club. 5) St. Catherine's School Foundation; Investment Related; St. Catherine's School, Richmond, VA; Education, Board of Directors for School Foundation, 05/2022; 1 hour per month; No hours during securities trading hours. Serve on Investment Committee for School Foundation. 6) Union Presbyterian Seminary; Investment Related; Richmond, VA; Religious Institution; Chair of the Investment Committee; 07/2024; 1 hour per month; No hours during securities trading hours. Serve as Chair of Investment Committee for Religious Institution. 7) Community Foundation of Richmond; Investment Related; Richmond, VA; Philanthropic Organization; Trust Oversight Committee; 1/2026; 1 hour per month. No hours during securities trading hours. Serve on Trust Oversight Committee for Philanthropic Organization.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-11

Other Names

• James C Tafel
• Cody Tafel
• J. Cody Tafel