Agili recently announced the following promotions in the Richmond office. Richmond BizSense subscribers can see these announcements highlighted in its The Herd column.
Amber Ott was promoted to Director of Operations, Chief Compliance Officer. She was previously Manager of Investment Operations, Chief Compliance Officer with the firm and holds degrees from New York University and the University of Virginia.
Conor Clark, CFA was promoted to Manager of Investment Research. He was previously an Investment Analyst with the firm and is a graduate of the University of Richmond.
Cody Santmyer was promoted to Financial Planning Analyst. He was previously Portfolio/Investment Administrator with the firm and is a graduate of Virginia Tech.
Learn more about Agili’s entire team of experts on our our website’s Our Team page.