Signature

Anne B. Shumadine, Chairman, leads our team of financial experts, manages client relationships, and spearheads the company's growth. She is recognized as a leader in the business community of Hampton Roads and is acknowledged throughout the legal and financial realm of Virginia as an outstanding professional and advisor to families of wealth. She was appointed in 2002 to serve as one of three advisors to oversee Governor Mark Warner's blind trust.

As an attorney and a Fellow of the Virginia Law Foundation, Anne has been listed in the "Best Lawyers in America" under Trusts and Estates and Tax, in Who's Who in America and in Who's Who in American Women.

Anne's community activities include: Chairman and past President of the ACCESS College Foundation, Trustee of the Chrysler Museum of Art, former Rector of the Board of Visitors of Old Dominion University, Business Leadership Council of Wellesley College, Trustee of Virginia Wesleyan College, Advisory Board of the William & Mary Tax Conference, Director of the Economics Club of Hampton Roads, Chair of ODU Educational Foundation Investment Committee, and former Trustee of the William & Mary Law School Foundation.

Anne is a graduate of Wellesley College and the Marshall-Wythe School of Law at the College of William and Mary.

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Susan R. Colpitts, CPA, Executive Vice President, is a founding principal of Signature. She heads the client management team and the technical areas of financial, tax, trust and estate planning. She holds the AICPA designation of Personal Financial Specialist. She was recognized by Worth magazine in 2004 as one of the 100 top wealth advisers in the country.

Prior to the establishment of Signature, she was a tax consultant with the law firms of Shumadine and Rose, P.C. and McCandlish Holton, P.C. and with the accounting firm of Price Waterhouse.

Her volunteer activities include current Board member and past Chair of the United Way of South Hampton Roads; current Board member and past Chair of the Board of The Virginia Symphony Orchestra; member of the Board of the Downtown Norfolk Council; past member of the Board and Treasurer of the Norfolk Education Foundation; and past Treasurer and member of the Board of the Hampton Roads Tax Forum, The Junior League of Norfolk-Virginia Beach and of the Chrysler Council of the Chrysler Museum of Art.

Susan is a graduate of the University of Virginia with a bachelor's degree with distinction in English and a master's degree in accounting with a concentration in taxation.

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G. Randolph Webb, Jr., President and CEO, is the managing principal in charge of business development and firm strategy. Prior to joining Signature, Randy was with Bank of America and Bank of America securities for 17 years.

His tenure at Bank of America securities culminated in the position of managing director of the firm's mid cap investment banking group with responsibility for building and co-managing the east coast team. Randy was based in New York City and was focused on the firm's capital raising and mergers and acquisitions effort within the mid cap segment. He previously worked as Senior Vice President in the corporate finance group at Bank of America and its predecessor institution, NationsBank.

Randy serves on the board and the investment committee of the Portsmouth General Hospital Foundation. He is a graduate of Hampden-Sydney college and received his MBA from the College of William & Mary.

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William L. Achenbach, Esq., Principal and Senior Client Strategist, leads our Charlottesville office and manages client relationships. From 1979 to 1992, Bill was a principal of Brownson, Rehmus & Foxworth, Inc. and founder of their Chicago office. He served as the primary financial counselor and investment advisor for approximately 65 senior corporate executives, high net worth individuals and families. Prior to 1979, he was a general partner with Chicago-based investment counseling firm, Stein, Roe & Farnham. Prior to that, he was an associate in the Chicago law firm of Kirkland and Ellis. In 1992, Bill formed W.L. Achenbach & Associates, Inc. and subsequently merged his firm with Signature in 2007.

Bill graduated from Northwestern University (1964) and holds graduate degrees from Northwestern's Kellogg Graduate School of Management (MBA - 1969) and the University of Chicago Law School (JD - 1967). He is a former trustee of Northwestern University and President of its Alumni Association. He is Chair of the parent Board of the Martha Jefferson Hospital in Charlottesville, and former chair of its Hospital Board. He is a former Trustee and Audit Committee Chair of a national mutual fund complex.

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As Portfolio Manager for Signature, Carter is the managing principal in charge of the firm's alternative investments platform, taking a lead role in identifying and managing the firm's hedge fund, private equity and real assets investment strategies. Carter additionally advises and manages client relationships with families, foundations, and institutional investors, delivering customized and comprehensive wealth management solutions.

Prior to joining Signature, Carter spent seven years with Bank of America as a relationship manager and vice president in the Private Bank group. Named one of Norfolk's Top 40 Under 40 in 2002 by Inside Business in Norfolk, Carter has served on the boards of the American Red Cross, the Norfolk Academy Alumni Association, and as a trustee of Westminster Canterbury on Chesapeake Bay.

A 1991 graduate of Hampden-Sydney College with a B.A. in Political Science, Carter is also a graduate of the Leadership Hampton Roads class of 2001.

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As Signature's Chief Investment Strategist, Weyman Gong, CFA, specializes in traditional and alternative investments for high net worth individuals and families. He monitors economic and financial trends in order to develop sophisticated asset allocations for clients.

He previously worked with Sanwa Bank, Ltd., the fourth largest bank in the world. Weyman's experience in international finance and education is an invaluable resource for the Signature investment team.

Weyman completed the MBA program at Regent University and finished all course work for his Ph.D. in finance from Old Dominion University. He has earned the prestigious Chartered Financial Analyst (CFA) designation, the most respected credential in the investment industry.

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Amanda B. Gift, Principal and Senior Client Strategist, joined Signature in 2002. She currently advises and manages client relationships with families and individuals, delivering customized and comprehensive wealth management solutions. Additionally, Amanda provides oversight to the firm's back office trading operations and human resource efforts.

Prior to joining Signature, Amanda was a financial advisor with American Express Financial Advisors in Virginia Beach. While at American Express, she was recognized as one of the top 100 new advisors. She received a bachelor of business administration degree in finance from James Madison University, and is a graduate of the Leadership Hampton Roads class of 2005.

Her volunteer activities include current board member of The Virginia Stage Company and Child and Family Services of Eastern Virginia. She has served for three years as a division chair for The United Way's annual campaign; for the past six years, she has served on the board of directors for the Financial Planning Association of Hampton Roads, most recently as President and Chairman. Amanda and her husband volunteer for the Virginia Beach SPCA in their free time.

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B. Wistar Morris, Principal and Senior Client Strategist, is an attorney and business professional with extensive experience in financial management, estate planning, and philanthropy.

After graduating from law school, Wistar joined the Washington, D.C. office of Fulbright & Jaworski as an associate in the international practice group. He left Fulbright in 1992 to co-found Vega Group Limited, an international consulting firm focused on helping companies develop and implement successful export strategies. In 1998, Wistar joined the University of Virginia's Miller Center of Public Affairs as Executive Director and General Counsel of the Miller Center Foundation, where he directed a successful $7.5 million campaign to expand the nonpartisan center dedicated to the study of the American presidency. In 2003, he served as program director of the Miller Center's National Commission on Federal Election Reform, co-chaired by Presidents Jimmy Carter and Gerald Ford. In 2004, Wistar assumed the day-to-day management authority of the Miller Center as associate director.

Wistar is a graduate of Middlebury College (1985) and the University of Virginia School of Law (1989). He is currently a trustee and member of the investment committee of North Cross School in Roanoke, Virginia and director of the H. Gordon and Mary Smyth Foundation in Charlottesville.

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As Principal and Senior Client Strategist, Eric is in charge of client strategy and business development in Signature's Charlottesville office. Prior to joining Signature, Eric served as Market President for Bank of America in Charlottesville, Virginia, from 2005-2009, where he coordinated the cross-functional efforts of seven distinct lines of business, employing over 125 people.

Prior to joining Bank of America, Eric was a Senior Vice President and branch manager for Smith Barney where he established the Charlottesville and Roanoke, Virginia offices. His duties included the recruiting and retention of financial consultants, P & L responsibilities for two offices, and individual client management. He also held similar positions as a producing branch manager for Wheat First Butcher Singer and Scott & Stringfellow, Inc.

Eric's career has spanned 30 years of an ever-evolving investment and wealth management market. He is a graduate of Emory & Henry College with a degree in Economics and Business Administration. Married with two children, he enjoys participating in numerous outdoor activities, and has been active in civic, community, and cultural endeavors. Eric currently serves on the boards of directors for the following organizations: Charlottesville Area Community Foundation – Governing Board, United Way – Thomas Jefferson Area – Executive Committee, Smart Beginnings Early Childhood Education initiative, and Boys and Girls Club of Charlottesville-Albemarle.

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Donna Rucker, Chief Compliance Officer, also serves as in-house Counsel and is responsible for Signature's compliance with SEC regulations governing federally registered investment advisors. As a tax, trust and estate lawyer, she adds her expertise to the Signature financial and tax planning team.

She came to Signature from McCandlish Holton, P.C. where she practiced tax law and estate planning.

Donna is a graduate of Wellesley College with a bachelor's degree in economics and Russian. She holds a law degree from the University of Oklahoma and a master's in law and taxation from the Marshall-Wythe School of Law at the College of William and Mary.

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Justin Fulton, Client Strategist, joined Signature in August 2008. Justin focuses on advising and managing client relationships with families and individuals, delivering customized and comprehensive wealth management solutions.

Prior to attending law school, Justin was a financial planning consultant with Fidelity Investments, specializing in developing retirement income plans and investment strategies. After graduating from law school and prior to joining Signature, Justin practiced corporate law in the Virginia Beach office of Williams Mullen.

Justin received his Bachelor of Science degree from the McIntire School of Commerce at the University of Virginia. He received his juris doctor degree, cum laude, from the University of Richmond School of Law. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and received his executive certificate in financial planning from the Georgetown University Center for Professional Development.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Jim Shumadine, Director of Private Investments, joined Signature in January 2009. Jim's responsibilities include researching alternative investments and developing new opportunities for growth for Signature.

Prior to Signature, Jim spent four years at Dominion Enterprises working on acquisitions in the real estate, specialty vehicle, and marine markets.

Jim is a graduate of Davidson College and the Darden School at the University of Virginia.

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As Family Office Controller, Edie Crawford, provides a variety of accounting services for our Family Office clients. She is also responsible for trust accounting and tax preparation. Edie has developed processes within these departments that keep information flowing and provide accountability at every stage. Edie has been with Signature since 1997.

Having worked in the accounting field since 1978, Edie has provided accounting services to Old Dominion University, Tidewater Consultants, and Pembroke Realty.

Edie is a graduate of Princess Anne Business College and has an AAS in accounting.

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Adam King, Investment Analyst, started working for Signature as an intern in April 2004. Adam's responsibilities include coordinating activities in the Investment Department and facilitating information flow between team members. He helps create client and investment department reports, conducts investment and money manager due diligence, and maintains the investment department's database of information.

Adam earned a Bachelor of Science degree, cum laude, from Old Dominion University with a double major in Finance and Economics.

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Sarah Yeung is an Investment Analyst who joined Signature's investment committee in November 2006. Sarah works on quarterly manager/fund reviews, fund due diligence reviews, and performance computations, and is responsible for documenting conference calls with current and potential fund managers, and monitoring proxy voting. She will also be put in charge of upcoming topic research and portfolio risk projects.

Sarah previously worked at the United States Census Bureau as a survey statistician. She graduated in 2005 with honors from the University of Michigan with a statistics major and a minor in mathematics.

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Kelly A. Herana, Investment Analyst, joined Signature in July of 2008. Prior to joining Signature, Kelly attended Old Dominion University as a full-time student. She graduated summa cum laude in May of 2008 with double majors in finance and economics. At Signature, Kelly is responsible for documenting conference calls with fund managers, assisting with investment related reports, participating in investment and manager due diligence, and working on assigned research topics. In addition she volunteers at the Virginia Beach SPCA in her free time.

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Andrew Gorczyk, CFA, Investment Analyst, joined Signature's investment committee in June 2009. Andrew focuses on analyzing economic and financial trends to assist in the selection of traditional and alternative investment strategies.

Prior to joining Signature, Andrew spent time at Oppenheimer Capital as a buy-side equity analyst covering global technology companies (2006-2008) and at Lincoln Financial Group as an investment analyst (2004-2006). He graduated from the University of Michigan with a B.A. in Economics (2004).

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As an Operations and Client Services Associate, Lori Cochran, is responsible for placing trades, tracking and reconciling accounts, as well as investment record keeping and reporting. She serves as head of the operations department and is experienced in all aspects of trading/operations. In addition, she has been involved in computer software installation and maintenance.

Lori has been a member of the Signature Team since the firm opened in 1994. Prior to that, Lori worked in the tax department at Price Waterhouse for six years.

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Jonathan Lucas, Director of Technology Services, joined the Signature Team in July 2007. He is responsible for managing internal operational processes and back office audits, the production of quarterly client reports, implementing and maintaining best practices and efficient workflows, and various special projects relating to clients, operations, and technology.

Before joining Signature, Jonathan worked at Capital Consulting & Asset Management, a firm dedicated to serving high net worth families and institutions in Lincoln, Nebraska. As Client Service Manager, he worked with the advisors to manage all aspects of the client experience. Additionally, he was responsible for back office operations such as trading, account maintenance, billing, and performance reporting.

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Xandra Burnette, Director of Operations and Client Services, organizes and manages transition projects while focusing on process improvement, client services and compliance; she strives to reconcile it all to provide an excellent client experience. She works to find efficiencies while conducting risk management analysis in Operations while applying firm standards within regulation guidelines to deliver consistent superior client service. She also collaborates with the Chief Compliance Officer on audits and issues to ensure the Firm is in compliance with all regulatory requirements.

Prior to joining Signature, Xandra was the Operations Manager of the Virginia Beach office of UBS Financial Services. She has 18 years of industry experience filling many different roles.

Xandra graduated from Averett University with a bachelor's degree in business administration.

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Carol Liverman, performs a host of functions as the senior Infrastructure Associate at Signature. She has served as Anne Shumadine's executive assistant for over 20 years.

Carol is responsible for our human resource management and accounts payable. Her skill in office organization and experience as an executive assistant contribute significantly to our tax and estate planning. Because of her vast experience, Carol also works on special projects and coordinates many of our marketing efforts.

With over 30 years of legal assisting experience, Carol joined Signature from the law firm of McCandlish Holton, P.C. where she worked for over 8 years.

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Kathleen D. Fleming, Operations and Client Services Associate, Charlottesville/St. Charles, served as Administrative Assistant for Bill Achenbach for 22 years prior to the merger of W. L. Achenbach & Associates and Signature in late 2007. In that role she wore many hats, including Chief Compliance Officer and Chief Administrative Officer, and worked directly with WLAA clients on a host of daily administrative matters. At Signature, Kathy continues her administrative role with Charlottesville-based clients.

Prior to joining WLAA, Kathy served in a variety of office and client administration roles for Chicago-based financial services companies, including Brownson, Rehmus & Foxworth, Inc., Stein, Roe & Farnham and Brown Brothers, Harriman & Co. She and her husband Jim have two grown sons, and live in St. Charles, Illinois.

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Sebrena Mitchell, Infrastructure Team Associate, is a valuable asset to the Signature Team. She is responsible for assisting Signature professionals in various capacities within each of our departments. She is an integral part of the operations team; she serves as Signature's trader and provides strategic insight on operations projects. Additionally, she provides backup support for our office manager and is relied on to assist with special projects as they arise.

She earned her Associate of Science degree in Business Administration in May of 2007 and is currently pursuing her Bachelor of Science degree in Business Administration/ Finance. She's joining our team with 9 years of office experience.

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