Our Team

Wealth Managers

 

David John Marotta


David John Marotta, CFP®
, AIF®

David Marotta, President of Marotta Wealth Management, develops the strategy for the organization, leads the management team, and spearheads the unique investment philosophy of the firm.

David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a guest speaker for the American Association of Independent Investors and NAPFA's Consumer Education Foundation. He also authors a financial column featured in several newspapers across the country.

David earned a Master's degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.

 

Beth Nedelisky


Beth Anderson Nedelisky, CFA, CFP®

Beth Nedelisky is a Wealth Manager with a special interest in estate planning and investment management.

Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate. Beth grew up in Nigeria and the Czech Republic. She lives in Charlottesville with her husband, Paul.

Beth earned a B.A. in Philosophy from Covenant College.

 

Austin Fey

Austin Fey

Austin Fey is a Wealth Manager, specializing in charitable giving and workflow creation. She contributes to the Marotta On Money Blog, often giving advice to those just getting started in finance.

Austin holds a B.A. in Religious Studies from Erskine College. Before joining the firm in 2010, Austin worked at Trinity Presbyterian Church as the Assistant to Family Ministries. Austin lives in Charlottesville with her husband, Ben.

 

David Loughin

David Loughin

David Loughin is a Wealth Manager. He holds a B.A. in Economics from Virginia Tech. Before joining the firm in 2015, he worked at Capital One as a business and credit analyst. Now, he lives in Richmond with his wife, Caitlin.

In his spare time he enjoys hiking, reading, volunteering in his neighborhood, and exercising with his wife and his dog.

Courtney Fraser

Courtney Fraser

Courtney Fraser is a Wealth Manager, specializing in college planning.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015, and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

Courtney currently lives in Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family.

Financial Analyst

 

Matheson Russell

Matheson Russell

Matheson Russell is a Financial Analyst for Marotta Wealth Management, aiding the firm in their financial paperwork and analysis. He specializes in tax research. He began work with the firm in 2011 working as an intern and then independent contractor before officially joining the team in 2014. He also works with Krisan's Back Office doing financial data management and seasonally for Skeen Law Offices assisting with tax preparation.

Matheson holds a B.A. in Religious Studies from the University of Virginia and lives in Charlottesville with his wife.

Support Staff

 

Sheryl Lawson

 

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 employed by the Albemarle County School system as a testing coordinator and office administrator.

Sheryl and her husband, Andy, have lived in Charlottesville for twenty-five years. They enjoy football games, motorcycle rides, and tending to their honey-bees.

 

Megan Russell


 

Megan Russell

As Chief Operating Officer of Marotta Wealth Management, Megan Russell develops and maintains essential systems, software, and tools for productivity.

Megan began working for the firm part-time in 2004 and came on staff full time in 2012. She co-authors a syndicated financial column and is one of the primary authors for Marotta on Money.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband.

Elias McQuade

Elias McQuade

Elias is often the first voice you hear or first face you see at Marotta Wealth Management. His desk at reception enables him to warmly greet all who enter, and he is always available to assist clients and the team in day-to-day operations.

He is a licensed Realtor in the State of Virginia and earned a B.A in International Business from Bryant University, Magna Cum Laude, with concentrations in Finance, Spanish, and Entrepreneurship.

He lives in Charlottesville, VA. In October 2015, Elias was ordained as a Zen Buddhist Lay Monk.