Getting to Know: Van Nguyen
Name: Van Nguyen Your position at Agili: Client Services Manager Educational background: BS in Biology from the University of Richmond, with a minor in Elementary Education Describe your family. I have a very large and close family. I am number 5 of 7 kids. My...
read moreAn Interview with Agili’s Newest Team Member: Steve Luchko
Steve Luchko joined Agili as an Investment Analyst in our Bethlehem, PA office in August. Steve works with Agili’s Financial Strategists to review and monitor client investment portfolios. He also researches and analyzes potential investment opportunities for Agili's...
read moreWhat is DocuSign and Why Do We Use It?
Written by: Grant Wilburn Founded in 2003, DocuSign has quickly become the leader in their niche industry of validating electronic signatures. While the company offers several services, including identity management and workflow automation, DocuSign’s success mainly...
read moreGetting to Know: Amber Ott
Name: Amber Ott Your Position at Agili: Manager of Client Development and Chief Compliance Officer Educational background: High School in Wisconsin. Bachelor’s degree from New York University, double major in Psychology and Romance Languages (an overly fancy way...
read moreWhat to Ask when Buying or Leasing a Car
Written By: Elissa Wurf In the research phase: 1) Examine ratings from Consumer Reports or other rating sites such as J. D. Powers. 2) Also, while researching, use kbb.com to look for how much the car's value drops when you drive it off the lot. You can do this by...
read moreHow Agili Came to Be
As most of you will have seen by now, JoycePayne Partners recently became Agili. Our refreshed brand became public on May 14th, but much work was done before then to ensure the Agili name aptly represents who we will be in our next 25 years just as the names Michael...
read more1806 Summit Avenue
Suite 100
Richmond, VA 23230