Stephen joined Woodmont Investment Counsel in 2004 as a principal and portfolio manager. Stephen also serves as the firm’s Chief Compliance Officer. At Woodmont, Stephen is a member of the firm’s investment committee with a focus on equity and fixed income strategies. For 25 years, Stephen has advised families, businesses, and institutions both in Nashville and throughout the United States.
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 the Advisory Board Co. (ABCO). In addition to his professional pursuits, Stephen is a past President of the Nashville Kiwanis Club and an active supporter of numerous civic and philanthropic endeavors.
In his free time, Stephen enjoys playing golf and tennis, traveling and spending time with his wife, three teenage children (yikes!) and dog, Lucky.
B.A. in Political Science from Vanderbilt University
Activities and Memberships:
Finance Committee, University School of Nashville
Past Board Member, Nashville Kiwanis Club (elected President in 2013)
Past Board Member, Kiwanis of Nashville Foundation
Past Board Member, Court Appointed Special Advocate (CASA)