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.
Scott joined Woodmont Investment Counsel in September of 2001. Scott was named the firm’s Managing Principal in 2004. Prior to joining Woodmont, Scott was a portfolio manager of an equity-focused hedge fund. Scott also worked on the sell-side as an analyst at SunTrust Equitable Securities (formerly Equitable Securities and now SunTrust RH Securities), conducting fundamental research on a variety of technology and business services companies.
Scott is a graduate of Vanderbilt University and a member of the CFA Institute and the CFA Society of Nashville. He serves on the Board of Directors of Abe’s Garden—a not for profit, memory care community and organization that improves the quality of care for those with Alzheimer’s disease or other dementias.
James joined Woodmont Investment Counsel in 2004 as a portfolio manager. James began his career with NationsBanc Capital Markets in 1994 followed by J.C. Bradford & Co. in Charleston, S.C. Prior to joining Woodmont, James was an institutional fixed-income portfolio manager with Alliance Capital Management, L.P. in New York City.
James holds a B.A. in history from The University of North Carolina at Chapel Hill. He is a CFA charter holder and a member of the CFA Institute, and also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association. Previously, James served on the board of the CFA Society of Nashville and currently serves on the board of the Music City Chapter of Coastal Conservation Association.
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), the Kiwanis of Nashville Foundation, 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.
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 for 4 years. At Investure, Grace worked with foundation and endowment clients across the U.S. focusing on client relations and special 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. She is a 2020 Level III CFA Candidate.
Josh joined Woodmont Investment Counsel in 2019 to serve as the firm’s Chief Operating Officer. Prior to joining Woodmont, Josh was the Chief Operating Officer of The Tisdale Group, LLC, a technology startup based in Middle Tennessee. He also worked for six years as a director at Covenant Capital Management, a Nashville- based quantitative investment firm, where he oversaw firm operations, analytics and client communication. Josh began his career as a nuclear fuels engineer with Constellation Energy. He has also worked as an equity research analyst for a sell-side firm serving institutional clients and a buy-side investment management firm focused on Asian emerging markets.
Josh graduated in 2008 with a B.S. of Nuclear and Radiological Engineering from the Georgia Institute of Technology. He currently holds a seat on the Board of Governors for the Middle Tennessee State University chapter of Phi Kappa Tau and serves on the board of The Center for Nonprofit Management.
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 holistic financial planning for high net worth individuals. 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 Business Administration in Finance from Kennesaw State University and serves on the board of the Financial Planning Association of Middle Tennessee. Lindsay was a member of the Nashville Young Leaders Council-Class 72.