Top 20 Investment Management Companies in Memphis

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 20 Investment Management Companies in Memphis ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Memphis

1. Chickasaw Capital Management, Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: chickasawcap.com

Company Size: 11-50

Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States

Chickasaw Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Steven Delarosa Managing Director
Walter Frank Associate Analyst
Andrew Lapsley Managing Director
Matt Mead Principal, Chickasaw Capital Management, Llc
Will Threadgill Controller
Andy Garrett General Counsel
Heather Ottinger Client Analyst
Requires/Intent and 3 more Employees
Sales
Financial Due Diligence
Legal
Hedge Fund Strategies
Technology
and more

2. Southernsun Asset Management

Industry: Investment Management

Location: Memphis, Tennessee

Website: southernsunam.com

Company Founded: 1989

Company Size: 11-50

Company Address: 175 Toyota Plaza, Memphis, Tennessee, United States

Southernsun Asset Management Contact Details

Name Title LinkedIn Phone Email
Tucker Davis Senior Associate - Business Development And Client Relations
Michael Mcnamara Principal
John Roach Principal, Chief Administrative Officer
Gentry Martin Senior Associate
Jenell Jones Executive Administrative Assistant
Kaci Willard Executive Assistant, Global Investment Group
Jim Dorman Senior Analyst
Requires/Intent and 11 more Employees
Accounting
Global Market Trend Analysis
Cloud Solutions
Automation
and more

3. Green Square Capital, Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: greensquarecap.com

Company Founded: 2001

Company Size: 11-50

Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States

Green Square Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Darrell Horn Chief Executive Officer
Edward Francis Investment Advisor
Richard Finch President
Mallory Raffensberger Director Of Reporting
Elizabeth Carlisle Administrative Services Manager
Steve Gutermuth Managing Director
Ryan Taylor Director Of Alternatives
Requires/Intent and 13 more Employees
Branding
Predictive Analytics
Alternative Investment Consulting
High-Frequency Trading Solutions
and more

4. Stringer Asset Management Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: stringeram.com

Company Founded: 2013

Company Size: 1-10

Company Address: 5050 Poplar Avenue, Memphis, Tennessee, United States

Stringer Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Gary Stringer Chief Investment Officer
Kenneth Hill Regional Sales Director At Stringer Asset Management
Thomas Mccarthy Regional Sales Director, Great Lakes
Susie Gallagher Stringer
Requires/Intent
AI Chatbots
Branding
Accounting
and more

5. Duncan Williams Asset Management

Industry: Investment Management

Location: Memphis, Tennessee

Website: dwassetmgmt.com

Company Founded: 2015

Company Size: 11-50

Company Address: 6263 Poplar Avenue, Memphis, Tennessee, United States

Duncan Williams Asset Management Contact Details

Name Title LinkedIn Phone Email
David Scully President And Chief Investment Officer
Benjamin Gleneck Vice President
Peyton Wade Vice President, Financial Advisor
Requires/Intent
Web Development
AI
and more

6. Gerber/taylor Management Co.

Industry: Investment Management

Location: Memphis, Tennessee

Website: gerbertaylor.com

Company Founded: 1990

Company Size: 11-50

Company Address: 1 Commerce Square, Memphis, Tennessee, United States

Gerber/taylor Management Co. Contact Details

Name Title LinkedIn Phone Email
Sean Montesi Investment Professional
William Ryan Partner
Matt Kinnear Marketing And Client Services
William Estes Investment Analyst - Public Equities And Hedge Funds
Michael Douglass President
Requires/Intent
High-Frequency Trading Solutions
Legal
and more

7. Preserverpartners, Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: preserverpartners.com

Company Founded: 2009

Company Size: 1-10

Company Address: 8700 Trail Lake Drive West, Memphis, Tennessee, United States

Preserverpartners, Llc Contact Details

Name Title LinkedIn Phone Email
Dana Pointer Chief Operating Officer And Chief Compliance Officer
Lara Payne Senior Operations And Compliance Associate
Requires/Intent
Robo-Advisors & AI Trading
CRM Systems
IoT
and more

8. Legacy Wealth Management, Inc. (memphis, Tn)

Industry: Investment Management

Location: Memphis, Tennessee

Website: legacywealth.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1715 Aaron Brenner Drive, Memphis, Tennessee, United States

Legacy Wealth Management, Inc. (memphis, Tn) Contact Details

Name Title LinkedIn Phone Email
Brienne Jackson Certified Financial Plannerâ And Director Of Financial Planning
Fpqp Laura Brandon Office Manager
John Clowers Portfolio Manager
Lindsey Mazzola Director Of Client Operations
Rebecca Rawlinson Certfied Financial Planner, Director Of Financial Planning
Christina Daniels Office Coordinator
Alan Vosburg It Manager
Requires/Intent and 3 more Employees
ESG Investing & Impact Analysis
Customer Relationship Management
AI-Based Credit Risk Assessment
Institutional Asset Management
and more

9. Waddell & Associates

Industry: Investment Management

Location: Memphis, Tennessee

Company Founded: 1985

Company Size: 11-50

Company Address: 5188 Wheelis Drive, Memphis, Tennessee, United States

Waddell & Associates Contact Details

Name Title LinkedIn Phone Email
Lanie Oberg Executive Assistant To Chief Executive Officer
Tim Ellis Cpa And Pfs, Cfp Financial Planner
Kathy Williams Principal, Senior Wealth Strategist
Tee Meeks Chief Administrative Officer, Chief Compliance Officer, Registered Paraplanner, Crpc
Fpqp Francine Olsen Operations Associate
Francine Olsen Operations Associate
Jill Shumann Registered Paraplanner
Requires/Intent and 5 more Employees
Market Research
Web Development
Branding
ERP Solutions
and more

10. Waddell & Associates, Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: waddellandassociates.com

Company Founded: 1985

Company Size: 11-50

Company Address: 5188 Wheelis Drive, Memphis, Tennessee, United States

Waddell & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Sean Gould Senior Wealth Strategist
Requires/Intent
Accounting
Global Market Trend Analysis
and more

11. Kelman-lazarov, Inc.

Industry: Investment Management

Location: Memphis, Tennessee

Website: kelman-lazarov.com

Company Founded: 1980

Company Size: 11-50

Company Address: 5100 Poplar Avenue, Memphis, Tennessee, United States

Kelman-lazarov, Inc. Contact Details

Name Title LinkedIn Phone Email
Marty Kelman Owner
Catherine Lutey Operations Analyst
Requires/Intent
M&A Advisory
IPO Advisory
Technology
and more

12. Hal Otey Financial

Industry: Investment Management

Location: Memphis, Tennessee

Website: haloteyfinancial.com

Company Size: 1-10

Company Address: 530 Oak Court Drive, Memphis, Tennessee, United States

Hal Otey Financial Contact Details

Name Title LinkedIn Phone Email
Hal Otey Certified Financial Planner.â Owner
Somer Taylor Director Of Client Services
Ashlee Owen Director Of First Impressions
Requires/Intent
Mobile App Development
Business Expansion
ERP Solutions
and more

13. Summit Asset Management Llc

Industry: Investment Management

Location: Memphis, Tennessee

Website: summitassetmanagement.com

Company Founded: 1991

Company Size: 1-10

Company Address: 5100 Wheelis Drive, Memphis, Tennessee, United States

Summit Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Soleil Lum Executive Administrator
Requires/Intent
Legal
Cloud Hosting
Branding
CRM Systems
and more

14. Porter-leath Early Childhood Foundation

Industry: Investment Management

Location: Memphis, Tennessee

Company Founded: 2004

Company Size: 1-10

Company Address: 1900 Union Avenue, Memphis, Tennessee, United States

Porter-leath Early Childhood Foundation Contact Details

Name Title LinkedIn Phone Email
Willia Thompson Teacher Pre-k
Requires/Intent
Data Security
Market Research
Software Development
Investor Relations & Reporting
Robo-Advisors & AI Trading
and more

15. Dominion Partners Private Wealth Management

Industry: Investment Management

Location: Memphis, Tennessee

Website: dominion-partners.com

Company Founded: 2011

Company Size: 1-10

Company Address: 6410 Poplar Avenue, Memphis, Tennessee, United States

Dominion Partners Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brian Kinney President
Requires/Intent
Web Development
ERP Solutions
Hedge Fund Strategies
Cybersecurity Solutions
and more

16. Brandon Financial Planning Inc

Industry: Investment Management

Location: Memphis, Tennessee

Website: brandonplanning.com

Company Size: 1-10

Company Address: P/o Box 770870, Memphis, Tennessee, United States

Brandon Financial Planning Inc Contact Details

Name Title LinkedIn Phone Email
Ray Brandon Chief Executive Officer
Requires/Intent
Advertising
CRM Systems
Web Development
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Memphis Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Steven Delarosa Chickasaw Capital Management, Llc Managing Director
2 Walter Frank Chickasaw Capital Management, Llc Associate Analyst
3 Andrew Lapsley Chickasaw Capital Management, Llc Managing Director
4 Matt Mead Chickasaw Capital Management, Llc Principal, Chickasaw Capital Management, Llc
5 Will Threadgill Chickasaw Capital Management, Llc Controller
6 Andy Garrett Chickasaw Capital Management, Llc General Counsel
7 Heather Ottinger Chickasaw Capital Management, Llc Client Analyst
8 Tucker Davis Southernsun Asset Management Senior Associate - Business Development And Client Relations
9 Michael Mcnamara Southernsun Asset Management Principal
10 John Roach Southernsun Asset Management Principal, Chief Administrative Officer
11 Gentry Martin Southernsun Asset Management Senior Associate
12 Jenell Jones Southernsun Asset Management Executive Administrative Assistant
13 Kaci Willard Southernsun Asset Management Executive Assistant, Global Investment Group
14 Jim Dorman Southernsun Asset Management Senior Analyst
15 Darrell Horn Green Square Capital, Llc Chief Executive Officer
16 Edward Francis Green Square Capital, Llc Investment Advisor
17 Richard Finch Green Square Capital, Llc President
18 Mallory Raffensberger Green Square Capital, Llc Director Of Reporting
19 Elizabeth Carlisle Green Square Capital, Llc Administrative Services Manager
20 Steve Gutermuth Green Square Capital, Llc Managing Director
21 Ryan Taylor Green Square Capital, Llc Director Of Alternatives
22 Gary Stringer Stringer Asset Management Llc Chief Investment Officer
23 Kenneth Hill Stringer Asset Management Llc Regional Sales Director At Stringer Asset Management
24 Thomas Mccarthy Stringer Asset Management Llc Regional Sales Director, Great Lakes
25 Susie Gallagher Stringer Asset Management Llc Stringer
26 David Scully Duncan Williams Asset Management President And Chief Investment Officer
27 Benjamin Gleneck Duncan Williams Asset Management Vice President
28 Peyton Wade Duncan Williams Asset Management Vice President, Financial Advisor
29 Sean Montesi Gerber/taylor Management Co. Investment Professional
30 William Ryan Gerber/taylor Management Co. Partner
31 Matt Kinnear Gerber/taylor Management Co. Marketing And Client Services
32 William Estes Gerber/taylor Management Co. Investment Analyst - Public Equities And Hedge Funds
33 Michael Douglass Gerber/taylor Management Co. President
34 Dana Pointer Preserverpartners, Llc Chief Operating Officer And Chief Compliance Officer
35 Lara Payne Preserverpartners, Llc Senior Operations And Compliance Associate
36 Brienne Jackson Legacy Wealth Management, Inc. (memphis, Tn) Certified Financial Plannerâ And Director Of Financial Planning
37 Fpqp Laura Brandon Legacy Wealth Management, Inc. (memphis, Tn) Office Manager
38 John Clowers Legacy Wealth Management, Inc. (memphis, Tn) Portfolio Manager
39 Lindsey Mazzola Legacy Wealth Management, Inc. (memphis, Tn) Director Of Client Operations
40 Rebecca Rawlinson Legacy Wealth Management, Inc. (memphis, Tn) Certfied Financial Planner, Director Of Financial Planning

Investment Management companies in different cities of Tennessee

No. Industry Number of Contacts Download
1 Investment Management Companies in Nashville 2070
2 Investment Management Companies in Knoxville 460
3 Investment Management Companies in Franklin 575
4 Investment Management Companies in Brentwood 575
5 Investment Management Companies in Chattanooga 575