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

Avondale analyst jumps to Lee Danner & Bass

Former 'Best on the Street' laureate moves within American Center
Jun 2, 2015 10:39 AM

State's deputy CIO leaving for Maryland job

The state's No. 2 investment manager is departing to lead Maryland's pension fund system. Pensions & Investments reports that Andrew Palmer, deputy chief investment officer at the Tennessee Consolidated Retirement System, has been named CIO of the slightly larger Maryland State Retirement & Pension System. Palmer has worked for the state since 2006, when he joined as director of fixed income investing from Washington, D.C.-based firm ASB Capital Management.

Jun 2, 2015 7:16 AM

UBS close to Franklin Park commitment

Getahn Ward at The Tennessean reports that UBS is close to committing to 30,000 square feet in One Franklin Park, which already has snagged some other big names. The global financial giant, which has been busy building up its downtown operations center, will install some back-office workers in Cool Springs and also open a wealth management office that could grow to 28 people. Read more here.

May 22, 2015 7:23 AM

Venerable financial name sets up local private banking office

VU MBA has relocated from Charlotte
May 5, 2015 2:27 PM

UBS to add more Nashville jobs

Compliance unit set to grow 30% globally over three years
Apr 17, 2015 7:32 AM

Avondale sets up shop in Memphis

Former family office/Paine Webber exec out to build Mid-South presence
Apr 15, 2015 2:24 PM

Argent Trust adds portfolio manager

15-year veteran had been at Regions Morgan Keegan
Mar 17, 2015 2:47 PM

Argent Financial brings on Oklahoma trust bank

Argent Financial Group, the regional wealth management firm that has a number of its senior executives based in Nashville, has signed a deal to acquire Heritage Trust, an Oklahoma City trust bank founded 17 years ago. The combined firm manages more than $10 billion in financial assets and more than $2 million in mineral assets.

Mar 13, 2015 7:03 AM