Family Office
Cary Street Partners (CSP)
Cary Street Partners, founded in 2002, is a wealth manager headquartered in Richmond, Virginia, serving private and institutional clients.CIO Matthew Rubin oversees the firm’s investment strategy. He was appointed in 2023 after Cary Street Partners acquired his solo RIA, AnchorCove Partners. Rubin previously held senio…
Decision-makers
John R. Farrell
Research Analyst & Assistant Vice President
Matthew Rubin
Chief Investment Officer
Temur S. Imam
Equity Analyst
Alan J. Reef
Portfolio Manager, Managing Director, Equity Research Analyst & Investment Committee Member
Marc L. Davis
Equity Analyst, Director & Investment Committee Member
Ted J. Brown
Lead Portfolio Manager, Director, Head of Research & Portfolio Management & Investment Committee Chair
Diane L. Sobin
Lead Portfolio Manager & Managing Director
Christopher J. Trompeter
Portfolio Manager, Managing Director, Equity Research Analyst & Investment Committee member
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