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Torii Jones, CFA, CICFinancial Advisor

  • 925 Main Street, Suite 200
    Lynchburg, VA 24504
  • 434.847.6600

Torii joined CAPTRUST in 2017 and is currently a financial advisor responsible for managing portfolios and servicing clients. Prior to joining the firm, Torii was a portfolio manager analyst at Davidson & Garrard, and she has worked in the industry since 1982.

EDUCATION

  • Bachelor of Arts degree in history from University of New Hampshire

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst® (CFA)
  • Chartered Investment Counselor (CIC)

INDUSTRY INVOLVEMENT

  • Chartered Financial Analyst® (CFA) Institute
  • Chartered Financial Analyst® (CFA) Society Virginia
  • Investment Adviser Association (IAA)

MEMBERSHIPS

  • John’s Episcopal Church Outreach

Personal Profile

Hometown:
Greenwich, CT
Favorite Book or Movie:
The Road from Coorain | Born Free
Ideal Dinner Guest:
David Jones, Pendleton Jones, and Celeste Jones
Words to Live By:
Knowledge speaks. Wisdom listens.
Qualities I Admire in People:
Authenticity, humor, and commitment