Providing advisors with resources to help clients reach their long-term objectives.

Advisor contacts

HEADQUARTERS

Yorktown Funds

local: 434.846.1361

toll free: 800.544.6060

2303 Yorktown Avenue

Lynchburg, VA 24501

INVESTMENT SPECIALISTS

Title

Name

Phone

Email

Chief Investment Officer

David D. Basten

800.644.6060 x10

Senior Sales Associate

Kenan Bell

800.644.6060 x18

Operations Support

Bonnie Harris

800.644.6060 x15

Department

Phone

Yorktown Sales Desk

800.544.6060

Option 1

Portfolio Management

800.544.6060

Option 2

Yorktown Shareholder Services

888.933.8274

WHOLESALER CONTACT INFO

Title

Name

Phone

Email

Managing Director

David M. Basten

434.258.6515

Regional Sales Director,
West Coast

Patrick Connors

206.406.5087

Regional Sales Director,
Midwest

Randy Erwin

314.422.5510

Regional Sales Director,
South

Hernaldo Rivera, Jr.

713.301.2433

Regional Sales Director,
Mountain West

Mike Wooster

720.315.3364