E. Neil Gilliss, MBA, CFP,

E. Neil Gilliss, MBA, CFP
Partner, Chief Executive Officer

Noah C.P. Greenbaum,

Noah C.P. Greenbaum
Partner, Director of Investments

Craig Truitt,

Craig Truitt
Partner

Margaret J. Smith, CPA, CFP,

Margaret J. Smith, CPA, CFP
Director of Financial Planning & Tax Services

Addison B. Thompson, JD,

Addison B. Thompson, JD
Business Development & Planning Associate

Nancie Roan,

Nancie Roan
Office Manager

Kathy Gilliss,

Kathy Gilliss
Operations

E. Neil Gilliss, MBA, CFP

E. Neil Gilliss, MBA, CFP,

Partner, Chief Executive Officer
neil@canal-cap.com

Neil is the founder of Canal Capital Management and serves as the firm’s Chief Executive Officer and Investment Committee member. After being affiliated with several private firms and a partner in another, Neil decided that he wanted to build a firm that truly served the client first. Throughout his career, Neil has provided comprehensive wealth management planning to successful business owners, professionals and families. He has extensive experience working with senior executives at Fortune 500 companies.

Neil grew up on the Eastern Shore of Virginia where he attended Broadwater Academy before graduating from Hampden-Sydney College with honors in Managerial Economics. Neil then went on to receive his MBA from the University of Richmond. He is a Certified Financial Planner and Accredited Investment Fiduciary as well.

Neil and his wife Carrington live in Richmond and have two little girls, Mary Archer and Taylor. Outside of work, he enjoys playing golf and fishing when he can find the time.

Noah C.P. Greenbaum

Noah C.P. Greenbaum,

Partner, Director of Investments
noah@canal-cap.com

A Canal Capital Management team member since its founding, Noah serves as Director of Investments – coordinating the day to day operations surrounding Canal’s portfolios. Noah also serves on the firm’s Investment Committee. He began his career working for a privately held mutual fund company before joining Neil as an analyst at their previous firm. Noah is currently a Level II CAIA (Chartered Alternative Investment Analyst) candidate.

Noah is from Richmond and attended the Collegiate School before graduating from the University of Virginia. At UVA, Noah was a four year member of the Football Team earning Athletic Honor Roll recognition.

Noah and his wife Muffy, sons Perry & Ollie, reside in the City of Richmond. In his free time, he enjoys playing golf and cheering on the Wahoos.

Craig Truitt

Craig Truitt,

Partner
craig@canal-cap.com

Craig is a partner at Canal Capital Management and serves as a member on the Investment Committee.

Craig’s career consists of 20+ years successfully serving institutional investors and their consultants, raising in excess of $9 billion. Most recently he was a partner at Private Advisors, LLC where he was responsible for North American business development. Prior to that, he has served in similar capacities for Evergreen Institutional Asset Management, Tatersall Advisory Group & Lowe, Brockenbrough & Tatersall.

Craig received his B.S. in finance from Virginia Tech.

 

Margaret J. Smith, CPA, CFP

Margaret J. Smith, CPA, CFP,

Director of Financial Planning & Tax Services
margaret@canal-cap.com

Margaret serves as Canal Capital’s Director of Financial Planning and Tax Services, with an emphasis on proactive income and estate tax planning. Margaret has spent the last several years in a similar capacity at Heritage Wealth Advisors. Previously she worked in research for a multinational media firm – Thomson Reuters.

Margaret received her undergraduate degree in Economics from the University of Virginia and Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University. She is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and a member of the American Institute of Certified Public Accountants (AICPA) and Virginia Society of Certified Public Accountants (VSCPA).

Margaret is a native of the Northern Neck of Virginia and currently resides in Mechanicsville with her husband, Blakely, and daughter, Ellie.

Addison B. Thompson, JD

Addison B. Thompson, JD,

Business Development & Planning Associate

Tad serves as a Business Development & Financial Planning Associate for Canal, scheduling prospective Individual and Institutional client meetings. As a former Attorney and Estate Planning specialist, he also lends his expertise to complex planning issues.

Tad grew up in Richmond where he attended the Collegiate Schools before studying at Princeton University and earning his law degree from the University of Virginia.

Tad and his wife, Sue, live in Goochland County where they maintain his family’s residence and National Historic Landmark, Tuckahoe Plantation. They have raised four children: a lawyer, an actress, a farmer, and a doctor in training. Outside of work, they lend their efforts to many of Richmond’s philanthropic causes.

Nancie Roan

Nancie Roan,

Office Manager
nancie@canal-cap.com

Nancie serves as Canal Capital’s Office & Operations Manager, with an emphasis on client service and account administration. Nancie previously worked in Boston as Client Services Administrator at Essex Partners, a firm providing comprehensive services to senior executive clients pursuing the next chapter of their careers. She has over 30 years’ experience supporting C-Suite executives.

Nancie resides in Richmond and is originally from Bronxville, New York and attended Springfield College and Katherine Gibbs in New York City.

Kathy Gilliss

Kathy Gilliss,

Operations

Kathy has been a Canal Capital team member since it’s founding in 2011. She serves in operations, managing the firm’s bookkeeping and payroll services. Previously, Kathy managed her families independent insurance adjusting business for over 30 years.

Kathy grew up on her family’s farm on the Eastern Shore of Virginia and now lives in Chincoteague with her husband Jack.