Travis Dunn oversees the Nashville office. In this role, he is primarily responsible for providing objective financial and investment advice to families, privately held businesses, and tax-exempt organizations as well as offering debt and equity capital to privately held businesses.
Prior to joining the firm in 2015, he worked for Goldman Sachs and J.P. Morgan Private Bank.
Travis serves as a board member for the Family Foundation Fund and Phoenix Club in Nashville. He is a graduate of Baylor University and received his MBA in finance from Vanderbilt University.