Our team of investment professionals has diverse backgrounds in the investment management industry; we have experience with hedge funds, sell-side investment banks, global fixed-income investment management, Wall Street brokerage firms, and asset management firms.
Stephen joined Woodmont Investment Counsel in 2004 as a principal and portfolio manager. Stephen also serves as the firm’s Chief Compliance Officer. Prior to joining Woodmont, Stephen was a financial advisor with UBS Financial Services (formerly J. C. Bradford & Co. and PaineWebber, Inc.) from 1997 to 2004. Stephen also worked as a consultant for Advisory Board Co. (ABCO). Stephen earned a BA in political science from Vanderbilt University. Stephen currently serves on the Board of Directors of the Nashville Kiwanis Club (elected President in 2013) and the Kiwanis of Nashville Foundation. He has previously served on the Board of Court Appointed Special Advocate (CASA) and Congregation Micah.
Will Ed joined Woodmont Investment Counsel in 2011 upon the merger of Woodmont and Teleion Capital, LLC, an investment management firm which he co-founded in 2002. At Teleion Capital, Will Ed was a Principal and Co-Manager of the Teleion Fund I, LP. Prior to forming Teleion Capital in February of 2002, Will Ed was a Research Analyst in the equity capital markets division of Raymond James & Associates (NYSE: RJF) and SunTrust Equitable Securities (formerly Equitable Securities and SunTrust RH Securities), which he joined in May 1999.
Will Ed received a Doctor of Jurisprudence and Masters of Business Administration from the University of Tennessee in May 1999 and a Bachelor’s degree in Economics from Vanderbilt University in 1994. Will Ed passed the Tennessee Bar exam in 1999. Will Ed is a member of the Board of KIPP Academy Nashville, a public charter school serving at-risk youth serving as its chair from 2008 to 2012. He is also a Trustee for the Junior League of Nashville’s endowment and serves on the investment committee for the private trust company of a large midwestern family. Will Ed also has been active in Vanderbilt University’s alumni affairs and was a member of the Vanderbilt University Board of Trustees as an alumni trustee from 1994 to 1998. In 2020, he joined the board of directors for a community bank that has been serving his hometown and the surrounding area for over a century.
Ralph joined Woodmont Investment Counsel in 2022 upon the merger of Woodmont and Silver Spring Capital, Inc., an investment management firm he founded in 2004. Prior to starting Silver Spring Capital, Ralph was co-founder and Chief Financial Officer of WealthTrust, Inc., a Nashville-based investment management holding company. Prior to that, he served as Senior Vice President of AFLAC International, Chief Operating Officer of AFLAC New York, and Chairman of both AFLAC Canada and AFLAC U.K. Ralph received his J.D. degree (with Honors) from the University of Georgia School of Law in 1984 and a B.A. degree in History in 1981 from Vanderbilt University. He serves on the board of El Shaddai Ministries International, a Haitian-based organization planting churches, schools, and orphanages in that country.
Grace joined Woodmont Investment Counsel in 2019 as a Senior Vice President and Wealth Advisor. Prior to joining Woodmont, Grace was at Investure, LLC in Charlottesville, VA. At Investure, Grace worked with foundation and endowment clients across the U.S. focusing on client relations and ESG-related investment research. Prior to joining Investure, Grace worked for Diversified Trust in Nashville helping manage the firm’s private equity platform and was a fellow with Gray Matter Capital working with low income schools in Hyderabad, India.
Grace began her career in Atlanta with wealth management firm, SignatureFD, after graduating from the University of Georgia with a BBA in Finance. Grace currently serves on the board for St. Luke’s Community House. She is a CFA® charter holder, member of the CFA Institute, and CFA Nashville Society.
Lindsay joined Woodmont Investment Counsel in 2019 as a Wealth Advisor and Director of Financial Planning. Prior to joining Woodmont, Lindsay was a Vice President at Diversified Trust Company. At Diversified, Lindsay was a member of the Wealth Strategies Team focusing on providing comprehensive financial planning for high-net-worth individuals and families. Lindsay began her career at Reliance Trust Company in Atlanta, GA where she was an Assistant Vice President supporting investment and trading operations.
Lindsay holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. She also has earned the Retirement Income Certified Professional® designation from the American College of Financial Services. She received a Bachelor of Science Cum Laude in Business Administration from Kennesaw State University and was a member of the Nashville Young Leaders Council-Class 72. Lindsay is a member of the Financial Planning Association® and Rotary Club of Nashville.
Nicole joined Woodmont Investment Counsel in 2021 as a Senior Vice President, Wealth Advisor and Director of Tax Planning. Prior to joining Woodmont, Nicole was a Tax Advisor at SBK Financial in Richmond, Virginia for 5 years where she focused on providing comprehensive financial planning and strategic tax advice to high-net-worth individuals and their families. Nicole began her career at PricewaterhouseCoopers for 3 years where she assisted individuals and entities with tax compliance after graduating with a B.S. in Accounting from the University of Richmond in Virginia.
Nicole has earned the CPA designation given by the American Institute of Certified Public Accountants (AICPA). She also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Ann Taylor joined Woodmont Investment Counsel in 2022 as a Senior Vice President and Wealth Advisor. Prior to joining Woodmont, Ann Taylor co-founded 231 Advisors, a multifamily office based in Nashville, TN. In her previous tenures, Ann Taylor has advised a broad array of clients, both institutions and individuals, at SunTrust Foundations and Endowments Specialty Practice and Covenant Partners multifamily office.
She is passionate about supporting her community and serves as the President of the CFA Society Nashville, Treasurer for the Tennessee National Alliance on Mental Illness, and is a Young Leaders Council Alumni.
Ann Taylor is a Chartered Financial Analyst and Certified Financial planner. She earned two bachelor’s degrees from the University of Georgia.
Brian joined Woodmont Investment Counsel in 2021. He serves as Senior Vice President of Investment Operations and Research. Prior to joining Woodmont, Brian was a Senior Performance Analyst at Harris Associates in Chicago, IL for 9 years. At Harris, Brian served as an analytical resource for the portfolio management and marketing departments. Prior to joining Harris, Brian worked for the Bank of Montreal in Milwaukee providing support for model portfolios in the firm's asset allocation platform.
Brian holds a BSBA in Finance from the University of Central Florida and a MBA from the University of Chicago Booth School of Business. Brian is also a CFA® charter holder, holds a Certificate in Investment Performance Measurement TM (CIPM®) and is a member of the CFA Institute.
Cade joined Woodmont Investment Counsel in 2021 as an Associate Wealth Advisor. Prior to joining Woodmont, Cade was a Private Client Banker for JP Morgan Chase Bank in College Station, TX. While with JP Morgan Chase Cade assisted high-net-worth families and business owners with their banking and financial planning needs. In this role Cade developed a passion for comprehensive financial planning and solving complex issues for clients.
Originally from Denver, CO, Cade holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Cade received a Bachelor of Science in Business Administration in Finance from Regis University and was a member of the Nashville Young Leaders Council-Class 78. Cade is also an active member of the Financial Planning Association®
Jason Joined Woodmont Investment Counsel in 2022 as an Associate Financial Planner. Prior to joining Woodmont, Jason was a paraplanner at Chisholm Trail Financial Group based in Austin, TX. During his 3 years at Chisholm Trail, Jason took an active lead overseeing the planning process while closely working with advisors to develop comprehensive financial plans.
Jason holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Originally from San Diego, Jason holds a Bachelor of Science in Business Administration Financial Services from San Diego State University
Benjamin joined Woodmont Investment Counsel in 2022 as an Investment and Wealth Management Analyst. Prior to joining Woodmont, Benjamin was the Chief Operating Officer of Raise Financial, LLC, a Nashville-based FinTech startup. At Raise, Benjamin was responsible for developing and coordinating the firm’s business, fund management, and operational plans.
Benjamin earned a B.S. in Human and Organizational Development from Vanderbilt University in 2021.
Tina joined Woodmont Investment Counsel as a Portfolio Administrator when the firm was established in September, 2000. Previously, she worked with Woodmont’s founders at its predecessor firm, Davidson Partners, the fee-based investment advisory division of J.C. Bradford & Co.
Before joining Davidson Partners, Tina gained 13 years of experience in the financial services industry with Morgan Keegan & Co. She studied nursing at Austin Peay State University in Clarksville, Tennessee.
Tonya joined Woodmont Investment Counsel in 2016 as a Portfolio Administrator.
Tonya brought with her 14 years of experience with Regions Financial, including Branch Manager where she worked with several branches throughout Middle Tennessee, striving for high level of customer satisfaction and bank profits.
Vicki joined Woodmont Investment Counsel in January of 2022. Prior to joining Woodmont, Vicki was an executive assistant with Silver Spring Capital for 6 years. She enjoys helping clients and is excited to be part of the experienced team at Woodmont.
Vicki is a graduate of University of Tennessee with a degree in Education. She is active in many of the ministries of her church especially working with children.