Avondale Expands; Adds Morris to Private Client Group
NASHVILLE, Tenn., Sept. 30 /PRNewswire/ -- Avondale Partners, a national investment banking and wealth management firm headquartered in Nashville, announced today the continued expansion of the Private Client Group with the addition of David Morris as Vice President, Financial Advisor. Avondale's Private Client Group provides wealth management and investment consulting services to both institutional investors, individuals, their families and businesses.
Morris comes to Avondale from ChurchStreet Advisors, LLC, of Franklin, which he founded in 2006, and where he assisted high net worth investors with asset allocation and investment strategies.
"David brings a broad experience and a strong performance record to Avondale's Private Client Group," stated John Glennon, who heads this division at Avondale. "We are excited to expand our staff and look forward to bringing David's distinctive and successful approach to the benefit of our clients."
Morris has 28 years of investment experience, having begun his career with Merrill Lynch. In 1986, he moved to New York and joined Oppenheimer & Company, providing institutional–type advice for high net worth investors. He then joined First New York Securities in 1990, where he became a partner of the firm. In 2000 he joined Greenwich, Conn.-based ETG LLC, where he both managed a trading desk and launched the firm's Tennessee operations.
A native of middle Tennessee, Morris graduated from Vanderbilt University. His civic activities include serving as President of the Franklin Downtown Neighborhood Association and as a trustee on the Board of the Heritage Foundation of Franklin and Williamson County. He is a member of Franklin United Methodist Church and the Franklin Breakfast Rotary Club. He and his wife, Susan, live in Williamson County with their three sons.
Avondale Partners is a leading, full-service institutional investment bank and private wealth management firm headquartered in Nashville, with offices in Baltimore, Boston, Philadelphia, San Diego, San Francisco and St. Louis. In addition, Avondale offers high quality equity research and sales and trading execution to institutional clients throughout the U.S., Canada and Europe as well as institutional asset management. Since its inception in 2001, Avondale Partners has executed 110 transactions for its clients exceeding $10.6 billion in total value.
More information on Avondale Partners can be found at its web site, www.avondalepartnersllc.com.
SOURCE Avondale Partners
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