Baird adds VP to West End office

Institutional consultant comes with more than two decades of experience
Aug 25, 2015 7:16 AM
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Diversified Trust brings on CIO

Exec spent decade at Wilmington Trust
Aug 24, 2015 2:56 PM
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NY investment firm bets big on AAC rebound

Health care specialists have quadrupled stake since end of June
Aug 24, 2015 7:02 AM
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Compass EMP launches global ETFs

Brentwood-based investment manager Compass EMP this week launched its ninth and 10th exchange-traded funds — and its first two focused on international investing. Compass, which was acquired earlier this year by an Ohio firm with $36 billion under management, last month also brought to market three other ETFs.

Aug 21, 2015 12:53 PM

VU investment team adds four

Operations manager makes move from George Washington
Aug 18, 2015 7:02 AM

Insurer declares big Community Healthcare stake

Insurance giant Prudential has become the first institutional investor to declare a major stake in newly public medical real estate investment vehicle Community Healthcare Trust. Prudential officials on Monday filed papers saying they now own more than 740,000 shares of Brentwood-based Community Healthcare Trust. That equates to a stake of no less than 11.3 percent. Community Healthcare Trust shares (Ticker: CHCT) ended Monday trading at $18.15. They went public at $19 three months ago.

Aug 11, 2015 7:18 AM

Raymond James aims to use Gulch move to boost staff

Financial services firm Raymond James will next week relocate its West End Avenue office, which is home to about 50 people, to MarketStreet’s Gulch Crossing building on Demonbreun Street. The firm’s local leaders have big plans to capitalize on their new space by beefing up their personnel roster by at least seven financial advisors and their staffs.

“The opening of Raymond James’ office at Gulch Crossing has been long anticipated by our advisors and staff and provides us with much needed space to accommodate the expansion of our already strong presence here in Nashville,” Bill Lynch, manager of the retail office, said in a release.

The West End Raymond James branch has almost $2 billion of client assets under management and has grown from its four advisors in 2006 to the 18 who will make the Gulch move.

Jul 29, 2015 11:26 AM

UBS confirms big Franklin expansion

Cool Springs outpost expected to grow to 350 in coming years
Jun 22, 2015 3:24 PM

Cool Springs asset manager adds CPA, former school board member

Cool Springs money manager Dave Crouch has recruited financial executive and former Williamson County Schools board member Cherie Hammond to help him build Aspen Grove Asset Management, the eight-year-old firm that manages about $65 million. Hammond, who is married to media entrepreneur Dan Hammond, also challenged Glen Casada in last year's election for the state House District 63 seat.

As an alternative to product-based financial advisors, Crouch has built the firm’s reputation on intensive management of personally selected individual securities portfolios. Although Hammond will focus on business development in the short term, she plans to earn her Series 7 and Series 66 licenses and become an Investment Advisor Representative within the year.

Jun 19, 2015 9:26 AM

Wealth Access beefs up leadership team

CFO moves over from Shareholder InSite, others to focus on sales and UX
Jun 10, 2015 7:28 AM