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Who We Are

Who We Are2018-07-11T10:42:30+00:00
Jim Baker
Jim Baker
CEO

Jim has more than 25 years of experience in the financial services industry. He served as co-founder and President of Teleion Capital LLC where he managed an equity fund from 2002-2011. Prior to 2002, Jim was Managing Director of Healthcare Equity Research at Raymond James (RJ-NYSE). After graduating from Vanderbilt University with a BA in Economics, Jim began his career at Equitable Securities (later acquired by SunTrust), ultimately serving as Managing Director and head of Healthcare Research and Co-Director of Equity Research and was a member of the firm’s Commitment, Investment Policy and Management Committees. Jim currently serves on the Board of Advisors of Nashville Capital Network and the investment committees of NCN Angel Fund II, LP and NCN Partners Fund. Jim also actively manages family investments in public and private companies. He has served on the board of directors of Independence Trust Company and Neighbor MD.

Jim currently resides in Franklin, TN with his wife Valerie, their son Jordan and their daughter Victoria while their eldest son, Jay, has commenced his career with Stephens in Little Rock, AR.

John Crawford
John Crawford
Principal and COO

John has over 25 years of operating and financial experience in high growth companies in the areas of healthcare operations management, operations restructuring and performance improvement; and mergers and acquisitions. He has significant experience with high growth businesses and has served in key leadership positions for numerous public and private healthcare services companies. John began his career as a CPA (currently inactive status) serving clients for 9 years at Peat, Marwick, Mitchell & Co. (KPMG). He is a member of the board of directors for several non-profit organizations in Nashville and is a candidate to earn a charter from the CFA Institute at Level III.

John earned a BS- Business Administration degree from the University of Arkansas, and lives in Brentwood, TN with his wife Marianne where they raised both their adult daughters: Cassandra and Carmen.

James T. Griscom II
James T. Griscom II
SVP of Family Advisory Services

Jimmy has over 31 years of experience in the financial services business. He has served in a variety of capacities for Waddell and Associates, Avondale Partners, Morgan Stanley, Lehman Brothers, SunTrust, Equitable Securities, and J C Bradford and Company. During these tenures, Jimmy has experience in retail brokerage, high net worth asset management, employee stock option execution, corporate share repurchases, restrictive stock (10b5-1 plans, protective option strategies, variable prepaid forward contracts), and institutional equity and debt sales. In addition, he has designed and implemented custom asset allocation models and tactical trading strategies. Jimmy currently holds the following FINRA licenses — Series 31, 63, 65, and 7. He is currently insurance licensed with the state of Tennessee.

Jimmy is a native of Nashville having attended Montgomery Bell Academy, Vanderbilt University, and the University of the South at Sewanee. He is married to Dana and they have two children,Tee and Rowan. Tee is currently in his fourth year of medical school in South Carolina. His sister Rowan graduated from Furman University and plans to attend The Institute in Atlanta to pursue her art interests. When not attending to their two miniature bull terriers, Jimmy enjoys playing golf and hunting.

April Pica
April Pica
VP of Trading and Operations

April has more than 20 years experience in the financial services industry. From 2001-2016 she worked at Avondale Partners where she was head of their operational and settlements area as well as assistant trader. Prior to joining Avondale, April was a trading assistant at SunTrust Equitable Securities where she also oversaw trade settlements and had additional back office responsibilities. She started off her career at Invest Financial, where she worked in back office, compliance and customer service for over 400 series 6 representatives.

April earned a BS degree in Finance from Southern Illinois University and lives in Nashville, TN with her husband John and their children Caleb, Jordan and Reagan.

Our Team Is Here To Serve You

We want to help you and your family achieve your financial and wealth transition goals and objectives. Please contact us anytime to discuss your needs and any modifications to your desired outcomes.

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