Paul Winkler, who calls himself The Investor Coach, has opened a third area office on Robert Rose Drive behind Stones River Mall in Murfreesboro. Ira Work, pictured at left, is running this outpost, which comes a year after the opening of a Cool Springs office and 11 years after Winkler launched his business in Goodlettsville.
Aug 24, 2009 11:19 AM
Houston hedge fund to take on microcap portfolio
Aug 20, 2009 1:54 PM
Pinnacle pro Brock Kidd, who co-manages $175 million with Mac Johnston, gets some ink in industry pub Bank Investment Consultant. Among the themes: proving yourself over time.
When the markets seemed to be falling without end, he says, "I called a client and told him we were really upset and he said, 'Go home and get some rest and don't worry about this. We've been working with you for 10 years and know you'll do the right thing.'"
Aug 12, 2009 6:38 AM
John Liu, who left his post as managing director of equity strategies at Vanderbilt University last winter, has been named director of public equities for the Indiana Public Employees' Retirement Fund. He will be in charge of about $6 bilion.
Aug 7, 2009 7:28 AM
Brentwood money manager who pleaded guilty back in April receives bigger sentence than guidelines called for
Aug 6, 2009 2:43 PM
The SEC has slapped a $500,000 fine on Morgan Stanley after a Nashville-based top gun steered clients to money managers outside of a sanctioned list. The employee, William Keith Phillips, will get his hearing in the next two months.
Jul 20, 2009 12:40 PM
TMA supports duo's fight against company that accused them of 'up-coding' Also: Landlord takes on Amerigo's owners, mother sues doctor, HCA over baby's death, and more... [From our print edition featured in Monday's City Paper]
Jun 19, 2009 9:38 AM
Firm is outgrowth of broader financial planning firm
Jun 17, 2009 1:57 PM
Pat Shepherd and his Avondale colleagues helped the firm post a record 2008 and are looking to build an investment management group [From our print edition featured in Monday's City Paper]
Jun 12, 2009 3:46 PM