We are pleased to announce Bryson Glover has joined the Acumen team as a Private Client Relationship Manager. Bryson is responsible for developing and strengthening relationships and focusing on enhancing the client experience. He serves as the personal point of contact for clients and assists with their various needs, processes client requests, researches and analyzes financial information, and delivers reports and presentations for client meetings. Bryson also collaborates with Acumen’s Executive Team to coordinate resources of the firm for the benefit of the client. He emphasizes timeliness, efficiency, and accuracy while always committed to the fiduciary standard. Bryson analyzes information to make more informed decisions, enjoys building strong relationships and collaborating with others, and is an excellent communicator.
Bryson earned a Bachelor of Science Degree in Finance-Business from the University of Tennessee at Chattanooga’s Gary Rollin’s College of Business graduating Cum Laude. During Bryson’s time at UTC, he became a member and Executive Officer of the Alpha Lambda chapter of Beta Upsilon Chi Fraternity while also working as a branch intern for Raymond James and Associates at the Chattanooga location.
Following school, Bryson was hired on full-time as a Client Service Associate at Raymond James. His responsibilities included organizing, managing, and tracking multiple tasks and assignments while always enhancing the client experience. During this time, Bryson studied and passed the Security Industry Essentials Exam, Series 7 – General Securities Representative Exam, and the Series 66 – NASAA Uniform Combined State Law Exam. Bryson has a passion for learning and studying financial markets as well as investing in people and relationships with others. In his spare time, Bryson enjoys spending time with family and friends, volunteering at his local church, and traveling around the country.
We are proud to announce Katie has earned the Accredited Investment Fiduciary® (AIF®) professional certification! AIF® designees demonstrate they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
The purpose of the AIF® Designation is to assure those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA. Way to go, Katie!
You can learn more here: https://www.fi360.com/what-we-do/learning-development/aif-training/aif-designation
Memorial Day is a day to remember and honor those who bravely fought and died for our country. From our Acumen Wealth Advisors team, we hope you enjoy your Memorial Day weekend.
Today we honor and celebrate all the special women in our lives – mothers, grandmothers, mother-in-laws, sisters, aunts, friends, caregivers, and mentors, who support and nurture us. We hope you enjoy this special day! Happy Mother’s Day!
Our team at Acumen wishes you a very Happy Easter! May this holiday help you focus on the beauty of the present, enjoy being with your family and reflect on what’s most important in your lives.
We are happy to announce Jill Green has partnered with Acumen Wealth Advisors as a Real Estate Strategist! She serves as a resource for inquiries and questions for clients who have complex real estate and mortgage transactions.
Born and raised in Tennessee, Jill witnessed the opportunity and growth transforming the state into a sought-after real estate market. She has taken the knowledge gained in a mortgage banking career of production and management to transition into real estate investment. Jill’s understanding of the market, combined with her seasoned experience in building, renovating, and acquiring her own personal portfolio of long- and short-term rental properties makes her a sound resource for real estate.
For seven years, Jill served as Senior Vice President and Managing Director of Mortgage for Atlantic Capital Bank. In this role, she was responsible for all aspects of sales, operations, and underwriting in residential mortgage. Jill managed and developed correspondent relationships, product development, and analyzed and originated new residential mortgage loans. Previously, Jill was a top-producing mortgage banker for 16 years at Regions Bank and earned the bank’s “Chairman’s Club” award seven times. This award honors the top ten percent of associates across 16 states and is the company’s top annual performance recognition. Jill has a proven track record of success building and leading a results-oriented team with knowledge of compliance and regulations. Jill was responsible for due diligence, vendor management, regulatory exams, and ensuring employees and processes were compliant with established policies, procedures, and regulations. Jill was proactive in driving consistency and efficiency by developing and refining operating workflows to meet rapid-lending timelines and implementing new technology to provide a better customer experience. Jill developed and managed a portfolio of residential mortgages in addition to selling loans in the Secondary Market. Through Jill’s exposure to real estate within the banking sector, she developed a keen aptitude stemming from her sincere interest, knowledge, and experience in the industry. One of Jill’s favorite facets of the real estate sector is the collaboration and ability to form trusted partnerships with clients, employees, and industry partners.
Jill was named to the 2018 Gold Club by City Scope Magazine and recognized as one of Chattanooga’s 30 Most Influential Business Leaders in Chattanooga. She is a multiple time Gold or Platinum Production award recipient endowed by the Chattanooga Mortgage Bankers Association. Jill is a member of the Nashville Short Term Rental Association (NASTRA) and a Lee University graduate with a degree in Business. She enjoys reading, purchasing and renovating real estate, entertaining, and traveling domestically and internationally. Most important to Jill are honor, integrity, and relationships built on trust.
Welcome to the team, Jill!
We are thrilled to have UTC graduate Ryan Walker join our team as a Portfolio Analyst! Ryan is accountable for helping enhance Acumen’s investment process and is dedicated to researching client portfolios and their underlying holdings. He is a member of the Portfolio Management Committee collaborating with Acumen’s Executive team in the formulation and implementation of both discretionary portfolio changes and portfolio recommendations for clients and prospects. Ryan conducts detailed portfolio analysis by studying economic and geopolitical trends affecting the performance of various types of investments, evaluates historical correlations, prepares reports, and recommends monetary instruments. He also performs special analyses in response to market events, client concentrations and client research requests, and communicates investment ideas and strategy with clients.
Ryan earned a Bachelor of Science in Finance-Investments from the University of Tennessee at Chattanooga’s Gary Rollin’s College of Business graduating Summa Cum Lade and has been inducted into the Beta Gamma Sigma honor society. He studied finance and investments with a strong focus on financial, fundamental, and investment analysis. Ryan played a leadership role in managing the investments of UTC’s $500,000 Student Managed Investment Learning Experience (SMILE) Fund which was invested in the equities market. Ryan is working for the Chartered Financial Analyst® (CFA®) designation and has successfully passed Level I and Level II and is a 2021 Level III CFA® Candidate. The CFA® consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of three years of work experience, and multiple letters of recommendation. Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics.
Upon graduating from UTC, Ryan served as a Performance Analyst and Consultant for ACA Compliance Group. Ryan has a passion for learning and studying financial markets. He enjoys spending time with friends and family, playing golf and basketball, and supporting the Tennessee Titans.
We believe you’re going to be a valuable asset to Acumen and we can’t wait to see all you accomplish, Ryan!
“Courage and perseverance have a magical talisman, before which difficulties disappear and obstacles vanish into air.” – John Quincy Adams
This quote is an inspiring reminder in these uncertain times that we forge our own futures.
May 2021 bring new happiness, new goals, new achievements, and many new inspirations on your life. Wishing you and yours a safe, healthy, and prosperous new year!
One of the real joys of the Holiday Season is the opportunity to say Thank You and to wish you the very best for the New Year!
Cheers from your Acumen Team ~ Reese, Amy, Beth, Cheryl, Grant, Jacob, Jerome, Jill, Julie, Katie, Lindsay, Arie, Reese R, Shawna, and David