About Us

Note from our Founder/CIO

I founded Old Ivy Asset Management in 2018 and am the firm’s Chief Investment Officer.  My professional investment career began in early 2000, within days of the peak of the Dot.Com bubble and continues today nearly 2 decades later.  Prior to Old Ivy Asset Management, I spent almost 18 years as a portfolio manager/analyst (and several roles in between) co-managing an institutional hedge fund strategy along side individual, separately managed accounts.   I started Old Ivy Asset Management after seeing how much more of a difference I could make leveraging my uncommon background, depth of experience and personal passions to help individual investors better navigate the markets and their personal finances. 

It disappoints me when I hear stories of people who would benefit from professional management but for a number of reasons they don't seek an advisor.  Common reasons include:

  • Don't have enough assets to meet a minimum threshold for advisory services. 

  • Worry that the quality of service will be proportional to the size of their account.

  • Their advisor is inaccessible and they often end up dealing with an assitant or other revolving door position. 

  • Frustrated with turnover at larger firms.  Their "relationship" was assigned to a new advisor whom they've never met.   

  • Don't want to be placed in a "model portfolio".

  • Concerned about proprietary products and potential conflicts of interest.

  • Worried about other limitations and constraints of working with a larger organization. 

  • Scared of and not sure how to approach the market with so many competing strategies, investment products and market dogma.

  • Don't know the difference between a fiduciary standard and a suitability standard. 

  • Don't know who to trust.

Managing other people's money is a very personal business and trust is the foundation of any client relationship. There is no reason a client of any size shouldn't have access to a fiduciary who is bound to act in their best interests.  

I enjoy "doing" for others and I'm always eager to lend a hand.  You'll often see me rolling up my sleeves to help out a neighbor, building props for an upcoming school carnival or helping with some other project.  Whatever it is, (within reason), I'm usually game.  

Old Ivy Asset Management is where my love of markets and investing meets my passion for positively impacting others through a boutique, client-focused investment management firm.

I'm a lifelong Atlanta resident, and graduated from Vanderbilt University in 1999 with a B.S. in Economics.  I also hold a FINRA Series 65 qualification.   I've been happily married for 14 years and have two amazing daughters.  When I'm not spending time with my family, I enjoy playing golf, woodturning, and photography.  I regularly practice yoga and casually play piano and guitar.   I enjoy cooking and am an avid Big Green Egg user.  

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The views provided on this web site are intended to provide the investor with an introduction to Old Ivy Asset Management, LLC (“Old Ivy”). Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by Old Ivy in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of Old Ivy’s current written disclosure statement discussing Old Ivy’s business operations, services, and fees is available from Old Ivy upon request or by visiting www.AdviserInfo.sec.gov.

1. If investments are liquidated to generate funds for withdrawal, a capital gain or loss may result.