INVESTMENT
UPDATES
November 2024
September 2024
August 2024
June 2024
older updates
REGULATORY DOCUMENTS
Form ADV Part 2A
ADV Part 3 - Form CRS
Customer Relationship Summary
Business & Technology Professionals
Erika D. Banks
Chief Compliance Officer/
Chief Technology Officer
Erika serves as the firm’s Chief Compliance Officer and Chief Technology Officer and she has over 20 years of experience. She focuses on administering the firm’s compliance and information security programs, as well as system development and maintenance. She implements new technologies and develops and tests policies and procedures to strengthen the firm’s compliance program and security posture. She is a shareholder of the firm. Chief Technology Officer
Erika was previously employed by the Bankers' Association for Foreign Trade where her responsibilities included database administration and web site development. She joined Sovran Capital Management in 1999 as a Marketing Analyst. She has a BA degree in Graphic Design from Salisbury State University and a MS in Software Engineering from West Virginia University.
John W. Monger
Senior Associate, Operations Manager
John is the Operations Manager and has over 15 years of experience. He oversees all trade settlement by ensuring brokers and custodians receive timely trade notification, correct delivery instructions, and researching any discrepancies. Additionally, he assists with system development and maintenance.Prior to joining Agincourt in 2009, John worked for First Clearing Corporation as an Analyst in the Mutual Fund group. He received his BS in Finance from Virginia Commonwealth University.
Elsie L. Rose, CPA
Senior Associate, Business Manager
Elsie executes all business and accounting related activities for the firm. She provides financial analyses designed to assist Management as needed, develops and implements accounting policies and procedures to strengthen internal controls and performs compliance program support activities, including testing of firm policies with regulatory requirements and best practices. Elsie provides support to clients and responds to various financial information requests in her role.
She has over 35 years of accounting and business experience, including “Big 4” accounting firm experience, before co-founding Richmond based, Rose, Sanderson & Creasy, P.C. (RSC). In 2005, RSC merged into Yount, Hyde & Barbour, P. C., a regional public accounting firm Elsie joined Agincourt full time in 2016. She has a BS degree in Accounting from Virginia Commonwealth University.
Josh M. Scolaro
Associate, Operations Supervisor
Josh is an Operations Supervisor with over 9 years of experience. His focus is overseeing the daily reconciliation of cash balances and holdings process. 
Jenifer M. Troupe
Associate, Operations Analyst
Jenifer is an Operations Analyst with over 15 years of experience on our business and technology team. Her primary focus is on the preparation of client presentations and quarterly letters, performance verification, and maintaining mortgage factors. Additionally, she assists with settling trades with custodians and brokers, corporate actions, and researching any issues with her assigned accounts.
Prior to joining Agincourt in 2004, Jenifer worked for AAA Mid-Atlantic.