Profil
Mr. Will E.
Settle is a Principal at Woodmont Investment Counsel LLC.
He joined Woodmont Investment Counsel in 2011 upon the merger of Woodmont and Teleion Capital, LLC, an investment management firm which he co-founded in 2002.
He serves on the investment committee with a focus on Woodmont's equity portfolio strategies.
For over two decades, Will Ed has advised families and institutions both in Nashville and across the country.
At Teleion Capital, Mr. Settle was a Principal and Co-Manager of the Teleion Fund I, LP, which he continues to manage at Woodmont.
Prior to forming Teleion Capital in February of 2002, he was a Research Analyst in the equity capital markets division of Raymond James & Associates (NYSE: RJF) and SunTrust Equitable Securities (formerly Equitable Securities and now SunTrust RH Securities), which he joined in May 1999.
He received his Bachelor’s degree in Economics from Vanderbilt University in 1994, and his Doctor of Jurisprudence and Masters of Business Administration from the University of Tennessee in May 1999.
Aktive Positionen von Will Ed Settle
| Unternehmen | Position | Beginn |
|---|---|---|
Woodmont Investment Counsel LLC
Woodmont Investment Counsel LLC Investment ManagersFinance Woodmont is an active asset allocator and a bottom-up investor that creates highly diversified portfolios across a wide range of asset classes. Their portfolios use a mix of index funds, ETFs, actively managed mutual funds, as well as stocks and bonds. In analyzing securities, they utilize research from both publicly available and private sources, but they make all investment decisions on behalf of their clients. | Mitglied des Investmentausschusses | 01.01.2011 |
Ehemalige bekannte Positionen von Will Ed Settle
| Unternehmen | Position | Ende |
|---|---|---|
Teleion Capital LLC
Teleion Capital LLC Investment ManagersFinance Teleion Capital invests long/short in US equities with a value bias. They do not employ leverage. | Portfolio Manager-Aktien | 31.12.2010 |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Suntrust Equitable Securities
Suntrust Equitable Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Ausbildung von Will Ed Settle
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Woodmont Investment Counsel LLC
Woodmont Investment Counsel LLC Investment ManagersFinance Woodmont is an active asset allocator and a bottom-up investor that creates highly diversified portfolios across a wide range of asset classes. Their portfolios use a mix of index funds, ETFs, actively managed mutual funds, as well as stocks and bonds. In analyzing securities, they utilize research from both publicly available and private sources, but they make all investment decisions on behalf of their clients. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Suntrust Equitable Securities
Suntrust Equitable Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Teleion Capital LLC
Teleion Capital LLC Investment ManagersFinance Teleion Capital invests long/short in US equities with a value bias. They do not employ leverage. | Finance |
University of Tennessee
University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















