Our experienced team of creative, disciplined and skilled professionals brings together various financial and analytical specialties, creating for you an environment that is thoughtful and collaborative. Over the years, we have successfully navigated numerous market cycles and we understand how best to help you reach your goals while protecting you from inevitable downturns. Our team approach adds value to the hands-on decision-making process as we work together to deliver to you an exceptional client experience.
WHO WE ARE
We work with a select number of clients, delivering customized services with a personal touch. As a result, we enjoy enduring personal relationships with the families and organizations who entrust us with their money. As a member of the Cary Street Partners family, you will always know that we care.
We provide objective advice. We are compensated only by clients and do not receive commissions or incentives to sell or recommend products. Our open architecture assures that our interest is aligned with yours and allows us the freedom to customize a strategy that best meets your needs. We access the resources of the finest financial minds from around the world and structure portfolios with best-in-class money managers.
We have developed a process to help you fit all the pieces of your financial puzzle together in a way that reflects your unique goals and values. Our integrity is paramount, and you can be sure that we will always have your best interest at heart. Earning your trust and confidence is at the core of our mission.
Our experienced team of creative, disciplined, and skilled professionals brings together various financial and analytical specialties, creating for you an environment that is thoughtful and collaborative. Over the years, we have successfully navigated numerous market cycles and we understand how best to help you reach your goals while protecting you from inevitable downturns. Our team approach adds value to the hands-on decision-making process as we work together to deliver to you an exceptional client experience.
CARY STREET PARTNERS
Cary Street Partners is a leading independent financial services firm offering comprehensive wealth management services including investments, planning and financial advice. Cary Street Partners financial advisors serve individuals, families, and institutions with customized strategies tailored to fit each client's objectives.
Meet Our Team
IAN A. HOLDER
CFP® , CRPC®
FINANCIAL ADVISOR, BRANCH OFFICE MANAGER, MANAGING DIRECTOR
As a dedicated Financial Advisor, Ian is client-focused and process-driven. He believes that keeping clients informed and empowered is essential to providing superior wealth management.
To Ian, planning is the cornerstone of any investment recommendation and starts with a candid conversation about the client’s goals and objectives. Through analysis and collaboration amongst the advisory team as well as clients’ other trusted advisors (CPA and attorney), he presents recommendations that align with the clients’ tolerance for risk and their time horizon. He regularly monitors and reviews clients’ progress towards goals, not to an arbitrary index.
Ian believes that investing in clients means getting to develop a relationship with kids, grandkids and causes that are important for clients. He is also involved and deeply committed to his community by donating time, expertise and treasures to his charities of choice.
His community involvement includes: Norfolk Academy Board of Trustees, YMCA of Southampton Roads Board Chair, Hermitage Foundation Board Member, Hermitage Foundation Gardens and Grounds Board Member, Ghent Business Association Board Member.
- Merrill Lynch, Senior Wealth Planner, Vice President
- University of Virginia, BA
- CERTIFIED FINANCIAL PLANNERTM certification
- Chartered Retirement Planning CounselorSM, CRPC® designation
SUSANNA A. DELLINGER
FINANCIAL ADVISOR, DIRECTOR
Susanna enjoys working with clients to implement strategies to help them achieve their goals and simplify their financial lives. She finds it especially rewarding to assist her clients as they use their wealth to make a positive impact on the communities in which they live.
- Waypoint Advisors, Executive Vice President & Chief Compliance Officer
- Wachovia Bank, Vice President, Charitable Advisor
- Wake Forest University, BA, Cum Laude
- Cannon Financial Institute's School of Foundation Management
- Named as one of the "Top Forty Under 40" business leaders in Hampton Roads by Inside Business in 2011
JOHN S. CLUNAN
SENIOR ANALYST, DIRECTOR
John has over 20 years of experience as an analyst and an information technology executive. He has a passion for problem solving and helping people "make things better". John's patience and extraordinary attention to detail and to process make him a formidable investment analyst. Having worked for a large multi-national corporation, John has lived overseas in England, Germany, Kuwait, Yugoslavia, and Thailand and traveled to twenty-four other countries. His sophistication in transacting business in several languages and a variety of cultures combined with his analytical skills and leadership experiences, make him a unique addition to the Cary Street Partners team.
- Waypoint Advisors, Senior Analyst, Director
- SAP Mobile Services, Chief Information Security Officer and Senior Director of Operations
- Founded a consulting company that was later sold to LogicaCMG
- Brown University, dual degrees in Business Economics and Computer Science
LORI S. COCHRAN
Lori brings over 20 years of experience in the accounting, investment and financial services industry to her position as Operations Manager. Lori organizes and manages data for our clients to provide an accurate accounting of assets. She also focuses on process improvement to streamline and maximize the accuracies of trading and reporting.
- Waypoint Advisors, Operations Manager
- Signature Financial Management, Director of Trading Operations, Client Service Associate
- Price Waterhouse, Tax Administrator
KAPRE L. DANA
CLIENT SERVICE ASSOCIATE
Kapre brings more than 15 years of financial industry and banking experience to her role as Client Service Associate to the Virginia Beach Wealth Management Team. She is responsible for administrative duties and assists in all areas of client operations including opening new accounts, movement of funds, and account maintenance.
- Lakeshore Financial Planning, Client Operations Associate
- Raymond James & Associates, Quality & Service Coordinator
- Comerica Bank, Operations Manager
- Central Michigan University, BS
JAMIE N. DUNLOW
CLIENT SERVICE ASSOCIATE
Jamie is a Client Service Associate at Cary Street Partners. She joins the firm with over thirteen years of client service experience in the wealth management industry. She is responsible for administrative duties and assists in all areas of client service, including opening new accounts, movement of funds, and account maintenance.
- Willbanks, Smith & Thomas, Client Service Associate
- Bizport, Office Manager
- Capital Group Companies
- University of Northern Iowa