William Barkley Cleland

Vice President, Davenport Asset Management @Davenport & Company LLC

Richmond, VA, US

Davenport & Company is a financial services firm offering a range of investment services, including stock and bond brokerage, investment management, research, financial planning, insurance, and public and corporate finance. ⌨ Learn more about our services at: As VP of Asset Management, I lead a strategic team of advisors and consult with key clients to optimize their asset allocation, provide holistic wealth management and financial counseling, and maintain the integrity of their investment portfolios. Collectively, I manage 1,100+ accounts valued at over $1.1B in assets under management with minimal trading errors. To carry out my mandate, I establish risk profiles for clients; leading a team of financial advisors to develop individualized asset allocation targets, and investment strategies to meet those targets. I serve as trusted advisor and subject matter expert; steering clients on complex issues governing capital gains, tax management, financial strategy and market conditions, among others. I also develop asset reports based on select daily, monthly, quarterly and annual data detailing product, strategy, performance and asset flows.

Radford University - College of Business and Economics

B.B.A., Finance

Louisburg College

Associate of Arts (A.A.), General Studies

Lynchburg College

Teacher Education and Professional Development, Specific Subject Areas, Social Studies Secondary Education