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TCV Trust & Wealth Management Employee Directory

Investment ManagementVirginia, United States51-200 Employees

TCV Trust & Wealth Management provides independent fiduciary services and fee-only wealth management within the investment management field. The firm traces its origins to The Trust Company of Virginia, founded in 1993 as Virginia's first independent trust company; in 2008 a holding company, TCV Financial, was formed to oversee its offices and future affiliates, and in 2018 a fifth office opened in Knoxville, Tennessee as a Tennessee-chartered trust organization operating under the name TCV Trust & Wealth Management. Based in the Richmond, Virginia area, the company maintains a cross-state presence in Virginia and Tennessee.

Its client base consists of individuals seeking fiduciary guidance and investment management, with access to investment expertise even without establishing a trust. The firm positions itself as an independent, fee-only advisor within the investment management landscape. In 2023, the firm expanded its leadership by naming Julie P. Gaudett as vice president, client administration and estate specialist.

Find TCV Trust & Wealth Management employees' phone numbers or email addresses

TCV Trust & Wealth Management Global Highlights

Location
Employees

North America
59

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  • United States Of America
    59

TCV Trust & Wealth Management's Leadership

  • Stylized image of a person
    L. M.
    Chief Financial Officer
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    Mobile Phone
  • Stylized image of a person
    A. P.
    Vice President - Client Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Vice President - Operations Manager
    Phone icon
    Mobile Phone
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    D. R.
    Vice President-Internal Auditor
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    Mobile Phone
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    W. M. D.
    Portfolio Manager
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    Mobile Phone
  • Stylized image of a person
    E. K.
    Corporate Manager/Board Of Directors Liason
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Portfolio Manager
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    Mobile Phone
  • Stylized image of a person
    B. T.
    Principal
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    Mobile Phone

TCV Trust & Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Human Resources
  • Accounting
  • Other

Contact profiles from TCV Trust & Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. H.
    Office Associate
    Phone icon
    Mobile Phone
    Jul 06, 2026

Frequently Asked Questions

What is TCV Trust & Wealth Management known for?

Minus sign iconPlus sign iconTCV Trust & Wealth Management was founded in 1993 operates in the Investment Management industry. Explore TCV Trust & Wealth Management's company overview page for more information.

What is TCV Trust & Wealth Management's most common email format?

Minus sign iconPlus sign iconTCV Trust & Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TCV Trust & Wealth Management email formats with LeadIQ.

How many employees does TCV Trust & Wealth Management have currently?

Minus sign iconPlus sign iconTCV Trust & Wealth Management has approximately 54 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are TCV Trust & Wealth Management's key employees and leadership?

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As of July 2026, TCV Trust & Wealth Management's key employees include:

  • Chief Financial Officer: L. M.
  • Vice President - Client Administration: A. P.
  • Vice President - Operations Manager: J. T.
  • Vice President-Internal Auditor: D. R.
  • Portfolio Manager: W. M. D.

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