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VOL. 39 | NO. 11 | Friday, March 13, 2015

Barron’s once again names Pagliara state’s top wealth advisor

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Middle Tennessee-based wealth manager Tim Pagliara, chairman and CEO of CapWealth Advisors, has been named the top financial advisor in the state of Tennessee by Barron’s magazine for the fourth consecutive year. He and his firm also made the magazine’s list of Top 1,200 Advisors for the sixth time in seven years.

Announced annually, the ranking is based on assets under management, revenue generated by the firm’s advisors and quality of practice, including regulatory history and community giving.

The Barron’s honor continues a string of recent honors for CapWealth Advisors. Three months ago, the firm’s president and COO, Phoebe Venable, was named one of the top 100 women financial advisors in the United States by The Financial Times newspaper. Last June, CapWealth Advisors was named by The Financial Times as one of the top 300 registered investment advisories in the United States.

Bellamy joins Pepper & Brothers


Pepper & Brothers, PLLC has hired Emma Bellamy as an associate. Bellamy’s practice will focus on commercial litigation and business transactions.

Prior to joining Pepper & Brothers, Bellamy served as a law clerk for Vanderbilt University Office of General Counsel. Bellamy also has worked in various capacities with a number of large, national organizations, including the Department of Justice (Drug Enforcement Division), the Department of Housing and Urban Development and Kroll Associates. Bellamy also served as an intern with the U.S. Attorney for the Middle District of Tennessee and as an Election Protection Coordinator for the Tennessee Democratic Party.

Bellamy earned her JD from Vanderbilt University Law School, where she was a Dean’s Scholar and president of the Environmental Law Society. Bellamy earned her undergraduate degree from Brown University where she majored in comparative literature.

Butler Snow adds McDonald to firm


Butler Snow is pleased to announce that attorney Brenner Lackey McDonald has joined the firm and will practice with the firm’s business services group and entertainment and media industry team. McDonald, who has been in private practice since 2011, previously co-founded and co-owned Modern Management, an entertainment management company based in Nashville.

Prior to her career in entertainment management, McDonald served as a partner in a Nashville business litigation firm from 1989-1996. She will focus her practice on business and entertainment transactional law, litigation and entertainment consulting.

McDonald completed her undergraduate education at the University of Kentucky, before going on to earn her JD from the University of Tennessee Law School. She is a member of the Country Music Association, the Academy of Country Music, the Tennessee Bar Association and the Nashville Bar Association.

Eastman named first YWCA president/COO


The YWCA of Nashville & Middle Tennessee has named Marjorie K. Eastman as the first president and chief operating officer of the 117-year-old organization. Patricia Glaser Shea will continue to serve as chief executive officer.

Eastman has experience in both the for-profit and not-for-profit arena, having served 10 years as a United States Army intelligence officer and commander, which included two combat deployments, and nearly a decade with the world’s largest defense contractor, Lockheed Martin Corporation, where she managed planning and implementation of new business and program growth activities.

Eastman earned her MBA from Vanderbilt’s Owen Graduate School of Management and most recently served as a Fellow with The Mission Continues, a non-profit organization dedicated to empowering veterans to serve their country in new ways.

Eastman’s educational background includes a degree in political science from the University of California. As an undergraduate, she was selected as a White House intern and studied abroad at the University College London’s School for Slavonic and East European Studies. Eastman earned a master’s from the University of Denver/Josef Korbel School of International Studies in international security, with a concentration in human rights.

Deering earns spot on Leaders Council


Mark G. Deering, executive vice president of Southwestern Investment Group and wealth advisor with Raymond James, was recently named a member of the 2015 Leaders Council.

Members of the Leaders Council represent the top echelon of the firm’s financial advisors.

Deering, who joined Southwestern Investment Group in 2004, has more than a decade of experience in the financial services industry and specializes in pre-retirement and retirement wealth planning.

In addition, Southwestern Investment Group was ranked No. 1 for the sixth consecutive year, based on production, out of over 1,200 Raymond James Financial Services ICD branches over the country.

Young Leaders Council announces board

Young Leaders Council, a Nashville-based nonprofit organization that has trained more than 2,000 men and women to effectively participate on the boards of nonprofit agencies for the past 30 years, has announced its board of directors for 2015.

The elected officers are:

  • Jordan Waldron (FirstBank), chair
  • Cyrus Farhangi (Deloitte & Touche LLP), treasurer
  • John Byers (Aon), secretary
  • Jill Robinson (The Jack C. Massey College of Business at Belmont University), past chair

The following people were named members: Susan Barkley (State of Tennessee); Tim Bewley (SunTrust Bank); Laini Brown (Hachette Book Group); Jenean Davis (JDavis Events Management); Ellen Green (Diversified Trust); Dan Hogan (Medalogix); James Horton (Capital Financial Group); Nicole James (Direct General Corporation); Joshua Livingston (Fifth Third Bank); Stephanie Salter (Genesco Inc.); Jade Sampson (AMSURG); Brooke Sweeney (Trinisys, LLC); Santi Tefel (Avenue Bank); and Holley West (Applied Health Analytics, LLC). Jalene Barlow (Jackson National) will serve as Young Leaders Council intern.

Pinnacle hires James as chief compliance officer


David James has joined Pinnacle Financial Partners as a senior vice president and chief compliance officer of the firm’s investment banking and investment subsidiaries. He will oversee compliance matters for Pinnacle Asset Management, Pinnacle Advisory Services Inc. and PNFP Capital Markets Inc., the firm’s new investment banking and capital markets subsidiary that is in the process of FINRA registration.

James comes to Pinnacle from TrustCore Financial, where he most recently served as chief compliance officer. Previous roles included serving as head of the equity trading desk at Wiley Brothers Aintree Capital and positions in the trust departments of SunTrust Bank and First Union.

James earned a bachelor’s degree in finance from the University of Tennessee and attended the FINRA Institute at the University of Pennsylvania’s Wharton School, where he received his Certified Regulatory Compliance Professional (CRCP) designation. He holds Series 24, 53, 4, 7 55, 66 and 99 securities licenses.

Barge Waggoner names chief strategies officer


Christopher A. Provost, PE, has joined Barge, Waggoner, Sumner & Cannon, Inc., as chief strategies officer.

Provost has 30 years of engineering experience, specifically with water, environmental and transportation projects. He has served in all project-related roles throughout the southeastern United States and has managed a multitude of large and small projects for a variety of public and private sector clients.

Most recently, Provost served as senior vice president at CDM Smith in Nashville. His professional career includes work in several CDM Smith offices in Florida, Georgia and Tennessee as well as work with the U.S. Environmental Protection Agency, Region IV serving in several water and remediation programs.

Provost earned a degree in civil engineering from Tennessee Technological University. He is a Registered Professional Engineer in Tennessee, Georgia, and Florida as well as a Board Certified Environmental Engineer (BCEE).

Music City Motor Cars appoints sales manager


Music City Motor Cars has hired Mark Thomas as general sales manager. Thomas will lead daily operations for the dealership’s showroom in Franklin.

Thomas has more than 25 years of experience in retail automotive. Previously, he was general manager at Collection Motorsports in North Olmsted, Ohio, working with brands such as Aston Martin, Maserati, Rolls-Royce, Lotus, Spyker, Fisker, SAAB and MV-1.

Thomas also has an additional six years of experience in accounting, dealership operations, finance and sales. He has a degree in business administration from De Paul University.

Medalogix adds VP of product management


Nashville-based healthcare technology company Medalogix has hired Shari Heath as vice president of product management. Heath will be responsible for analyzing healthcare policy and provider operations to develop and execute product strategy road maps.

Before becoming vice president of product management at Homecare Homebase, Heath was director of professional services, director of product management and director of quality assurance at the company, and she also worked as a customer support manager and product manager. Heath received her bachelor’s degree in engineering mathematics and computer science from the University of Louisville.

O’Neil Hagaman names new principal


O’Neil Hagaman, an entertainment business management and consulting firm founded in 1984 in Nashville, has announced the promotion of Legina Chaudoin to principal.

Chaudoin’s focus is the overall financial management of her clients’ business including financial and tax accounting, contractual review, negotiation and monitoring risk management. Her clients include some of Nashville’s top recording artists who have, collectively, won 8 CMA, 7 ACM awards, 2 Grammys and many other notable awards.

Members and Principals of O’Neil Hagaman are Kerry O’Neil, Al Hagaman, Cheryl Harris, Lillian Williams, Craig Owens, Ellen Porter and, now, Legina Chaudoin. The company employs more than 50 professionals locally.

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