Founding Shareholder, Business Manager, Client Savings & Opportunity Advocate
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- 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