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 he founded. Scott also worked on the sell-side for three years 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.
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 is currently involved with Big Brothers Big Sisters of Middle Tennessee.
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, which he continues to manage at Woodmont. 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 now 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, and is a Trustee for the Junior League of Nashville’s Endowment. He also has been active in Vanderbilt University’s alumni affairs and was a member of the Vanderbilt University Board of Trustees from 1994 to 1998, serving as a Young Alumni Trustee.
Having joined Woodmont in May of 2016, David works closely with families and institutions at the intersection of investment, strategy and governance. He possesses nearly 15 years of experience in the financial services industry, in a variety of capacities including as the founder of a long-short hedge fund and as a senior equity analyst. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.
David brings a comprehensive perspective in his work with multi-generational families having completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management and is a 21/64 Certified Advisor, a unique designation focused on working with multigenerational families. David currently serves as Chairman of the Board for a single family Private Trust Company where he works closely with a multigenerational family on long-term wealth planning.
David has served in a broad range of governance roles. He currently serves as Vice Chairman of the Board of Nashville Classical Charter School and as Treasurer of Traveller’s Rest Historic Home. An Eagle Scout, David is a magna cum laude graduate of Wake Forest University. He was recognized in 2017 as one of Nashville’s Forty under Forty.
Matt joined Woodmont in April 2014 as a senior analyst focused on fundamental research. Prior to joining Woodmont, Matt was a senior equity research associate for the capital markets division of Raymond James Financial, Inc. (RJF), conducting research for the Government Services, Commercial IT Services, and Government Technology industries. Matt joined Raymond James in 2006 after graduating from the University of Virginia's McIntire School of Commerce where he was awarded the Bachelor of Science in Commerce with concentrations in finance and management. He is a Chartered Financial Analyst (CFA) charter holder.
Paul H. Kuhn, CIC, co-founded Woodmont Investment Counsel in 2000. Paul has 42 years experience in the investment management industry. Following service in the U.S. Navy, Paul began his career with Chicago-based Stein Roe & Farnham in 1971. He joined J.C. Bradford & Co./Davidson Partners Investment Counsel in 1989, serving as President of Bradford Investment Management from 1989 to 1995. Paul is a Phi Beta Kappa, magna cum laude graduate of Vanderbilt University who earned his MBA at Indiana University. Paul is past president of the CFA Society of Nashville and serves on the boards of the Belcourt Theater, Sexual Assault Center, and the Tennessee Foreign Language Institute Fund.
Tina joined Woodmont Investment Counsel at its inception as a portfolio administrator. Prior to Woodmont, Tina was with Davidson Partners Investment Counsel, LLC/J.C. Bradford & Co. for three years. She spent nine years with Morgan Keegan & Co. as a sales assistant. Tina attended Austin Peay State University.
Tonya joined Woodmont Investment Counsel in 2016. A former bank branch manager, Tonya has valuable experience in cash management and compliance.