Derwood S. Chase, Jr., CIC
President, Founder and Director
(pictured right)

Mr. Chase earned a BS with Distinction from the University of Virginia in 1952 and a MBA from Harvard University in 1954. His speeches, articles and comments on investing and economic policy have been quoted in Barron’s, Business Week, The Wall Street Journal, Pensions & Investments, Kiplinger’s Personal Finance, The New York Times, and Value Line Mutual Fund Survey. He has appeared on CNBC, The Nightly Business Report (PBS) and Bloomberg. Derwood is a Chartered Investment Counselor, a member of the Analysts Club (N.Y.C.), the New York and Richmond Societies of Financial Analysts, a former Governor of the Investment Counsel Association of America, a member of the Mont Pelerin Society, President of the Chase Foundation of Virginia, and a trustee of the Reason Foundation.

David B. Scott, CFA, CIC
Senior Vice President and Director
Chief Investment Officer (pictured left above)

Mr. Scott earned his BA in 1977 and a MBA with Honors in 1980 from the College of William and Mary. Before joining us in 1994, he had 15 years of experience as an analyst and portfolio manager. He is a CFA charter holder and a member of The Richmond Society of Financial Analysts. He has been quoted in Barron’s, Business Week, Kiplinger’s Personal Finance, The New York Times, and Value Line Mutual Fund Survey. He has been a guest speaker on CNBC.

Peter W. Tuz, CFA
Vice President
Senior Security Analyst & Portfolio Manager

Mr. Tuz earned his BA from Ripon College in 1976, a MA from the University of Missouri in 1979, and a MBA from Tulane University in 1984. Peter is a CFA charter holder. Before joining us in 1997 he had 10 years experience as a senior analyst and officer with two NYSE member firms. He is a member of the Richmond & Washington Societies of Financial Analysts.

Peter C. Wood, CFA
Vice President
Senior Security Analyst & Portfolio Manager

Mr. Wood earned his BA from Duke University in 1979 and a MBA from Indiana University in 1985. Peter is a CFA charter holder. Before joining us in 1997 he had 10 years experience as a senior security analyst concentrating in technology. He is a member of the New York and Richmond Societies of Financial Analysts.

Brian J. Lazorishak, CFA, CIC, CIPM, CMT
Vice President
Portfolio Manager & Quantitative Analyst

Mr. Lazorishak earned a BS in Psychology and Business Cum Laude from the University of Pittsburgh in 1994. Brian joined us in 1997. He serves as a portfolio manager and concentrates on quantitative and technical research. Brian is a CFA charter holder, a CIPM certificate holder, and a Chartered Market Technician. He is a member of the Richmond Society of Financial Analysts.

Eugene (Ti) R. Hack, Jr.
Vice President

Administration & Business Development

Mr. Hack earned his B.S. in Economics from the University of North Carolina in 1969 and did graduate work in Business Administration at the University of Miami. Ti’s duties include business development and general corporate administration. Prior to joining us he had over 20 years of varied management experience, including production, sales, marketing, finance, and administration.

Jennifer L. King
Vice President

Client Relations and Operations

Mrs. King earned her BS in Commerce from the University of Virginia in 1992 and a MBA from James Madison University in 1997. Jennifer supervises our performance measurement, client investment record keeping and reporting.  In addition, she supervises the maintenance of our performance measurement software. Prior to joining us, Jennifer was Manager, Marketing Communications at Universal Instruments in Binghamton, New York and GE Fanuc Automation in Charlottesville.  She is a member and officer of the Rotary Club of Charlottesville.

 Catherine L. Farrar
Vice President

Chief Compliance Officer

Ms. Farrar received her BA in English literature from George Mason University in 1993 and received an MBA in Finance and Accounting from New York University in 2001.  Catherine is the chief compliance officer and handles mutual fund administration.  Prior to joining us, Cathy was with Bear Stearns & Co., in New York and Archon Group, LP in Washington, DC.