Nashville - One Nashville Place
Your Nashville Team
Nashville - One Nashville Place
150 4th Ave N
Suite 1410
Nashville, TN 37219
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Your Nashville Team
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Rege Eisaman
CFA®, MBA
Managing Director, Vice Chair
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Erik Larson
CFA®
Managing Director, Platform Channels
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Jeffrey Camp
CFA®, MBA
Managing Director, Senior Portfolio Manager
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David Janczewski
CFA®, CFP®
Managing Director, Senior Wealth Advisor
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Brian Cook
AIF
Senior Wealth Advisor
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Bhavna Khurana
CFA®
Senior Portfolio Manager
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Alex Hattenhauer
CFA®
Portfolio Manager
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Mackenzie Cunningham
CFA®
Portfolio Manager
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Tyler Harrison
CFP®
Portfolio Manager
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Ayushi Patel
Senior Portfolio Associate
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Drew Cook
Senior Portfolio Associate
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Drew Castleman
Portfolio Associate
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Matthew Vietri
Portfolio Associate
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William Barclay
Portfolio Associate
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Lauren Bargo
Client Service Associate
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Micheal Upshaw, Jr.
Client Service Associate
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Chelle Janczewski
Client Service Associate
Enjoy some of our latest resources
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February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast -
February 04, 2025
Tax Planning Strategies for 2025
Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.
Watch the video -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article