New Agili Team Members Announced in Richmond Times Dispatch

Agili recently shared new hire announcements in the Richmond Times Dispatch. We have been excited to welcome Scott Bracey, Jack Kennedy, and Lori Schattner in the firm’s Richmond office over this past year.


Scott Bracey

Scott Bracey, Portfolio Analyst

Scott Bracey was previously a Wealth Advisor Associate with Morgan Stanley. He earned degrees from Duke University and James Madison University.





Jack Kennedy

Jack Kennedy, Financial Planning Analyst

Jack Kennedy was previously an intern with Agili. He earned a degree from the University of Richmond.





Lori Schattner

Lori Schattner, Client Services Associate

Lori Schattner was previously a Donor Relations and Special Events Coordinator with the Benedictine Schools of Richmond. She earned a degree from West Liberty State College.




To learn more about Agili’s teams in Bethlehem, PA and Richmond, VA, we invite you to review our website’s Our Team page.


Below is Agili’s announcement in the Richmond Times Dispatch.