Preston Dillard

Founder at

3Chopt Investment Partners LLC

Finance

Consumer Services

Profile

Mr. Stuart P.
Dillard is a Founder & Managing Director at 3Chopt Investment Partners LLC.
He has over 22 years of investment industry experience, managing equities and fixed income and guiding clients on important financial matters.
Most recently, Mr. Dillard spent 17 years at Thompson, Siegel & Walmsley LLC.
As Head of Strategic Advisory, Preston led a team of specialists delivering investment management and advisory services for families and organizations totaling $2 billion in assets under management.
Prior to joining Thompson, Siegel & Walmsley LLC in 2005, he was a Portfolio Manager at Bank of America Private Bank managing multi-asset portfolios for a variety of client types.
Previously, he was employed by a Richmond based broker-dealer as an investment adviser.
He received his undergraduate degree from the University of Virginia.

Preston Dillard active positions

Companies	Position	Start
3Chopt Investment Partners LLC 3Chopt Investment Partners LLC Investment ManagersFinance 3Chopt carefully designs portfolios to reflect each client’s unique circumstances and objectives. The firm performs a discretionary review of current market conditions and tactical opportunities.	Founder	-

All active positions of Preston Dillard

Former positions of Preston Dillard

Companies	Position	End
Thompson, Siegel & Walmsley LLC Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world.	Portfolio Manager-Equities	01/07/2019
Anderson & Strudwick, Inc. Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Portfolio Manager-Equities	-

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Linked companies

Private companies	5
Thompson, Siegel & Walmsley LLC Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anderson & Strudwick, Inc. Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Finance
3Chopt Investment Partners LLC 3Chopt Investment Partners LLC Investment ManagersFinance 3Chopt carefully designs portfolios to reflect each client’s unique circumstances and objectives. The firm performs a discretionary review of current market conditions and tactical opportunities.	Finance