Investment Committee
David John Marotta
David Marotta is the President of Marotta Wealth Management. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm’s compliance as the Chief Compliance … Read More
Megan Russell
Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management. As Chief Operating Officer, Megan’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees … Read More
Courtney Fraser Regan
Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions. Courtney holds a bachelor of science in Applied Economic Management with a concentration in … Read More
Elias McQuade
Elias McQuade is an Investment Committee member at Marotta Wealth Management and one of our primary portfolio managers. He rebalances portfolios as well as trades in response to client cash flow needs. He also specializes in Retirement Plan Management. Before … Read More
Financial Professionals
Elizabeth Brew
Elizabeth Brew is a client services associate, specializing in college planning and cash management. Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her … Read More
Libby Horbaly
Elizabeth “Libby” Horbaly is a Client Services Associate for Marotta Wealth Management. She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in … Read More
William Rice
William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. William is a quintuple major from Liberty University, holding degrees in … Read More
Jacob Massanopoli
Jacob Massanopoli is a financial planner for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech and holds an Honors Scholar B.S. … Read More
Greg Vairo
Greg Vairo is a financial planner for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech Cum Laude and holds an Honors … Read More
Tim Landicho
Tim Landicho is a Relationship Advisor for Marotta Wealth Management. He graduated Cum Laude from Virginia Tech and holds a B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Tim worked as a Financial … Read More
Administrative Professionals
Sheryl Lawson
Sheryl Lawson is the firm’s Chief Financial Officer. She is responsible for the corporate finances and directs our public relations efforts. Sheryl joined the firm in 2000 as our first employee at the Charlottesville office. Earlier in her career, she was … Read More
Krisan Marotta
Krisan invented the business of providing back office support to investment managers in 1992 — before email and the internet. After graduating Phi Beta Kappa, “With Distinction” from Stanford University, Krisan worked as a technical writer and computer programmer. When … Read More
Wendy Saunders
Wendy is often the first voice you hear or first face you see at Marotta Wealth Management. Her desk at the reception enables her to warmly greet all who enter, and she is always available to assist clients and the … Read More
Heather Kinrade
Heather Kinrade is the Paperwork Specialist at Marotta Wealth Management. She is responsible for the preparation, review, and verification of client paperwork at Charles Schwab. Heather earned her B.S. in Business Administration from Meredith College. She joined the firm in … Read More