I am a passionate leader, and throughout my career, I have challenged myself to lead courageously and have never wavered in my support for those who make success possible. At &Partners, I’m excited to be a part of making our vision a reality: to create a firm where advisors and their clients come before everything … Continued
I started my career as an advisor and then went on to lead a very large branch advisor system at Wells Fargo Advisors (WFA). I’m now dedicating myself to creating a new firm where advisors want to work and where they and their clients will thrive. During my 26 years at WFA, I served in … Continued
Kaley Idol serves as the firm’s Chief Compliance Officer – Broker Dealer Services. Kaley has been with the firm since 2018. She holds a Bachelor’s degree in Public Relations from the University of Georgia and a number of FINRA licenses.
Melanie possesses over 30 years of aggregate business experience, with over 20 years in mergers and acquisition in the IT, professional and human capital services space. She has not only established M&A practices for three firms, but has established and run her own company as well . She has been involved in the consummation of … Continued
John has been with the Firm since 1993 and has 38 years of investment experience. John manages custom portfolios for individual and institutional clients and serves as a consultant to retirement plans. Prior to joining Wiley Bros.-Aintree Capital, LLC, John worked for Merrill Lynch. John is a graduate of Vanderbilt University.
Stephen joined Wiley Bros.-Aintree Capital, LLC in 2009. His focuses are statistical asset allocation as well as technical analysis and correlation studies of portfolio holdings. Prior to joining the Firm, Stephen worked as a Systems Engineer for NASA’s Space Shuttle and Orion programs. Stephen graduated cum laude with a Bachelor of Science from Vanderbilt University. He also … Continued
David W. Wiley Jr. is chairman of the Firm and son of its co-founder. He joined the Firm after graduating from Vanderbilt School of Law in 1954. Mr. Wiley has served as director of NASDAQ Inc., as a member of the Board of Governors of the National Association of Securities Dealers, and as a member … Continued
Alyson has been in the investment services industry since November 2007. She has worked in various areas of the business including operations, compliance, client servicing, performance reporting and retail and institutional trading. Alyson is manager of platforms and performance reporting for Aintree Asset Management. She has a Bachelor of Science in Engineering Science from Vanderbilt University. … Continued
Bob joined Wiley Bros.-Aintree Capital, LLC in 1992. He brings two decades of investment experience to Aintree Asset Management. Bob has expertise in retirement and estate planning, as well as investment products including managed funds, equities, fixed income, and ETFs. Mr. Elliott received a B.A. in Political Science from Vanderbilt University in 1992. Additionally, he … Continued
Josh joined Wiley Bros. – Aintree Capital, LLC in 1997. He serves as principal in charge of taxable fixed income trading and specializes in assisting both institutional and retail clients manage their bond portfolios via strategy development and trade execution. He has over 15 years of experience in the capital markets group. He is a … Continued
Charlie has 30 years of investment experience with high net worth clients. After starting his career at Merrill Lynch, in 1985, Charlie joined Wiley Bros.-Aintree Capital, LLC, in 1995. Throughout his career, Charlie has focused on manager analysis and has built strong relationships with top managers across the nation. Charlie is a graduate of Montgomery … Continued
Jack brings over 3 decades of industry experience to the team. He began his career in the investment industry in 1983 at Thomson McKinnon in Nashville. Jack joined Wiley Bros.-Aintree Capital, LLC in 2006. For the last 25 years, he has provided technical analysis, institutional trading, and research services to a number of prominent New … Continued
Tom brings over three decades of investment experience to AAM, with expertise in managed funds, fixed income, equities, options, and ETFs. Tom joined Wiley Bros.-Aintree Capital, LLC in 1995. He began his career in the financial services industry in 1983, at John Hancock Financial Services. In 1985, he began working for Union Planters/Brenner Steed trading … Continued
Vic began his career in 1984 on the commodity exchange in New York, and brings 30 years of equity and commodity trading experience to Aintree Asset Management. Vic spent 25 years in New York City before joining Wiley Bros.-Aintree Capital, LLC in 2006. During his time in New York City, Vic worked on institutional trade … Continued
David is the President of Wiley Bros.-Aintree Capital, LLC, LLC and has been with the Firm since 1980. He has served as Chairman of the Securities Industry and Financial Markets Associations’ (SIFMA) National Small Firms Committee, Chairman and Vice Chairman of the FINRA District 5 Committee, as a member of the FINRA consultative committee, as … Continued
Keener joined Wiley Bros. – Aintree Capital, LLC in 1998. He previously worked in the Public Finance Department of SunTrust Equitable Securities. Keener serves as the Firm’s Managing Director of the Municipal Bond Department and oversees Municipal Trading, Underwriting and Institutional Sales. He is also very active in the Public Finance endeavors of the firm … Continued
Haden Wiley has been with the Firm since 2007. She is a member of the National Society of Compliance Professionals (NSCP) and travels each year to several NSCP, SIFMA and FINRA conferences to expand her knowledge and network with other compliance professionals. In 2016 Haden attended the FINRA Institute at the University of Pennsylvania’s Wharton … Continued
Mary Jane Russell is the firm’s Operations Manager. She began her career in the securities industry in 1982 at Merrill Lynch, working first in operations and subsequently moving to sales. Ms. Russell has 32 years’ experience in the financial services industry, 12 with Merrill Lynch and 20 at Wiley Bros.-Aintree Capital, LLC.
Lisa is principal in charge of overseeing registrations and licensing. She has a Business Administration degree from the University of Tennessee at Martin and has been with the Firm since 1985.