Founding Shareholder, Business Manager, Client Savings & Opportunity Advocate

    • Over forty years’ experience as professional financial advisor, investment advisor, and valuations, merger, sales and acquisitions advisor
    • Graduate of Southern Methodist University, 1964 – BBA
    • Graduate of the Vanderbilt Owen School of Management, 1972 – Masters of Business Management
    • Frances Preston Outstanding Music Industry Achievement Award recipient (T.J. Martell Nashville Honors Gala), 2018
    • Nashville Business Journal Power Leaders in Finance list, 2017
    • Nashville Post In Charge list, 2016-2017
    • Billboard Magazine’s Top Business Managers list, 2016
    • Negotiated and arranged sale of CMT network to Opryland, and the merger of Music Row Magazine with Southcomm
    • Current affiliations:
      • Brookdale Senior Living (BKD-NYSE chair, Compensation Committee member)
      • Country Music Association (board of directors; chairman, 2015; president, 2014)
      • Fishbowl Spirits, LLC.
      • Memorial Foundation, Inc. ($155 million charitable foundation; vice-chair of boards, Finance & Investment Committee chair, Executive Committee member)
      • Nashville Wire Products, Inc. (Audit Committee member)
      • Overwatch Alliance (vice-chairman of board)
    • Prior affiliations:
      • American Constructors, Inc.
      • American Fine Wire, Inc.
      • American Retirement Corp. (ACR-NYSE)
      • Brentwood National Bank
      • Cheekwood
      • Dede Wallace Center, ECA, Inc.
      • Junior Achievement of Nashville
      • Junior League
      • The American Red Cross
      • United Supermarkets of Texas
      • Vietnam Veterans Leadership Program
      • Watkins Institute

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