J. C. Bradford & Co.
Industry: Investment banking
DescriptionJ.C. Bradford & Co. was a Nashville-based investment banking and brokerage firm founded by James Cowdon Bradford Sr. in 1927. The firm was the first from Nashville to buy a seat on the New York Stock Exchange. Founder: James Cowdon Bradford Sr. Founded: 1927 Headquarters: Nashville, TN Number of employees: 2,400 Ceased operations: 2000
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J. C. Bradford & Co. Employees
E2 Capital Group 2014 - Present
GMT Capital 2011 - 2013
E2 Capital Group 2003 - 2010
Tatum CFO Partners 2000 - 2002
Arcapita Inc. 1999 - 2000
J. C. Bradford & Co. 1986 - 1997
Penwood Capital 1985 - 1985
Weiss Peck and Greer CDA 1983 - 1984
Lehman Brothers 1979 - 1982
Woodberry Forest School 1975 - 1977
Skills
Mergers & Acquisitions, Private Equity, Investments, Venture Capital, Strategic Planning, Strategy, Due Diligence, Finance, Portfolio Management, Management
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.)
University of North Carolina 1971 — 1975
Bachelor's Degree, History
The Baylor School 1969 — 1971
High School
Seeking Next Opportunity July 2015 - Present
Cary Street Partners January 2015 - June 2015
Cary Street Partners, LLC April 2009 - January 2015
Cary Street Partners July 2004 - April 2009
SunTrust Robinson Humphrey 2001 - 2004
The Robinson Humphrey Company 1999 - 2001
J. C. Bradford & Co. 1981 - 1999
Skills
Investment Banking, Corporate Finance, Wealth Management, Mergers, Valuation, Financial Modeling, Investments, Equities, Asset Managment, Series 7, Series 24
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1973 — 1977
Bachelor of Arts (BA), Religious Studies
Powered Health February 2014 - Present
Ambulatory Services of America, Inc. December 2011 - December 2013
Ambulatory Services of America, Inc. May 2006 - December 2011
Renal Care Group April 2004 - April 2006
Vanderbilt University September 2000 - April 2004
J. C. Bradford & Co. March 1999 - September 2000
Skills
Healthcare, Healthcare Management, HIPAA, Healthcare Information..., Physician Relations, Microsoft Office, Revenue Cycle, Data Analysis, Healthcare Consulting, Process Improvement, Microsoft Excel, Travel Arrangements, Executive Calendar..., Corporate Events, Project Coordination, Highly motivated..., Highly detail oriented, Recruiting, Spreadsheets, Event Planning, Marketing, Customer Service, Management, Strategic Planning, Human Resources, Leadership, Budgets, Team Building
Education
John Overton High School
Tennessee Technological University
Business Administration and Management, General
Janney Montgomery Scott, LLC September 2004 - Present
UBS Financial Services August 2000 - September 2004
J. C. Bradford & Co. 1991 - 2000
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Securities, Investments, Alternative Investments, Uniform Combined State..., Strategic Financial..., Financial Advisory, Estate Planning, Equities
Education
University of North Carolina at Chapel Hill
Bank of Dickson March 2006 - Present
Hiscall, Inc. December 2004 - October 2005
Powell Johnson January 2003 - November 2004
Global Trade Technologies September 2000 - January 2003
G. A. Sullivan March 2000 - August 2000
J. C. Bradford & Co. February 1988 - February 2000
Skills
Product Development, Management, Banking, Operations Management, Risk Management, Software Development, Strategic Planning, Telecommunications, Strategy, Integration
Education
Belmont University 1989 — 1991
Master of Business Administration (M.B.A.)
Belmont University 1982 — 1986
Bachelor of Applied Science (BASc), Mathematics and Computer Science
Luna & Herren Investment Group February 2005 - Present
Raymond James Financial Services, Inc. February 2005 - Present
Prudential Securities / Wachovia Securities June 2000 - February 2005
J. C. Bradford & Co. October 1985 - June 2000
US Navy January 1975 - March 1981
Skills
Investments, Estate Planning, Retirement Planning, Wealth Management, Asset Managment, Securities, Mutual Funds, 401k, IRAs, Stocks, Insurance, Long Term Care Insurance
Education
Tennessee Technological University
Bachelor of Science (BS)
UBS Financial Services, Inc. August 2000 - Present
UBS Financial Services, Inc. August 2000 - Present
J. C. Bradford & Co. August 1982 - August 2000
Education
Tennessee Technological University 1975 — 1980
BS, Mechanical Engineering
Raymond James Financial Services, Inc., Member FINRA/SIPC October 2007 - Present
PrimeTrust Bank 2002 - 2007
Franklin National Bank 1999 - 2002
J. C. Bradford & Co. 1990 - 1999
Skills
Series 7, 401k Rollovers, IRAs, Uniform Combined State..., Investment Advisory, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Retirement, Securities, Asset Management, Financial Advisory, Wealth Management, Estate Planning, Financial Services, Investment Management, 401k, Series 24, Financial Planners, Wealth Management..., Investment Strategies, Finance, Roth IRA, Financial Analysis, Bonds, ETFs
Education
Lipscomb University 1969 — 1975
B.S., Business & Finance
Voya Financial December 2014 - Present
Principal Financial Group September 2012 - November 2014
Sun Life Financial July 2010 - March 2012
Horizon Investments, LLC/Asset Source, Inc. March 2010 - July 2010
Planco Financial Services October 2000 - July 2009
J. C. Bradford & Co. January 2000 - August 2000
Skills
Retirement Income..., Supplemental Retirement..., Wealth Accumulation, Mutual Funds, Asset Allocation, IRAs, Estate Planning, Deferred Compensation..., Salary Continuation, Survivor Income, FINRA Series 6, 63, &...
Education
Louisiana State University 1974 — 1975
MBA
The University of Southern Mississippi 1969 — 1973
BS, Data Processing
Dale Carnegie Sales course
St Joseph HS
UBS Financial Services Inc. January 2000 - Present
High Meadow Alpacas LLC 2001 - Present
Rocketown 2013 - 2014
Cambridge Downs LLC 2006 - 2011
J. C. Bradford & Co. September 1978 - 2000
Belmont University 1997 - 1999
Community Concerts 1976 - 1983
Fannie Battle Day Home 1973 - 1982
Nashville Symphony 1974 - 1980
Education
Belmont University
BS, Business, Economics
Belmont University
BS, Business, Economics
Franklin High School
Cochran, Inc March 2010 - Present
Daimler Trucks North America July 2002 - March 2009
Daimler Trucks North America March 1999 - July 2002
Plastic Packaging, Inc January 1998 - January 1999
J. C. Bradford & Co. October 1995 - December 1997
Skills
Project Management, Process Improvement, Lean Manufacturing, Troubleshooting, Product Management, Analysis, Training, Change Management, Manufacturing, Budgets, Databases
Education
Western Carolina University 2009 — 2010
Graduate Certificate, Project Management
Gardner-Webb University 1996 — 1998
BS, Management Information Systems
Catawba Valley Community College 1993 — 1996
AAS, Microcomputer Systems
Baby-Boomers-Guide.org January 2015 - Present
BROKERHUNTER.com October 1999 - September 2014
Interstate Johnson Lane - Wachovia October 1997 - November 1999
J. C. Bradford & Co. July 1991 - October 1997
Morgan Keegan January 1990 - July 1991
Lanier Worldwide, Harris Corp 1982 - 1990
IBM January 1972 - June 1982
Skills
Online Marketing, Talent Acquisition, Recruitment/Retention, Client Retention, Building Relationships, Entrepreneurship, Sourcing, Financial Services, Online Advertising, Sales, Internet Recruiting, Insurance, Web Marketing, Recruiting, Recruitment Advertising, Banking, Customer Retention, Business Development, Investments, Investment Banking, Securities, CRM, Finance, Series 7, Wealth Management, Capital Markets, Series 63, Mutual Funds, Leadership, Employee Benefits, Asset, Executive Management, Start-ups, Hedge Funds, Investment Advisory, Asset Management, Portfolio Management, Private Equity, Venture Capital, Trading, Strategic Financial..., Financial Advisory, Search, Marketing, Strategy, Relationship Management, Business, Financial Markets, Equities, Executive Search
Education
Missouri State University 1966 — 1970
BS, Economics
University of Missouri-Columbia 1968 — 1969
Parkview High School 1962 — 1966
Yes
Avondale Partners, LLC V.P. Regulatory CounselFOLIOfnAugust 2000 - May 2001
J. C. Bradford & Co. 1983 - 2000
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Valuation, Mergers, Due Diligence, Corporate Finance, Investments, Financial Analysis, Equities, Securities, Alternative Investments, Business Valuation, Investment Banking, Equity Research, Capital Markets
Education
DePaul University College of Law 1977 — 1980
J.D., Law
University of Notre Dame 1973 — 1977
BBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
B.B.A., Finance
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Barbara C. Fox, C.P.A. January 2002 - Present
Hillsboro Church of Christ October 2001 - Present
Fox's Donut Den 1973 - Present
African Christian Schools Foundation September 2001 - December 2010
Lipscomb University 2001 - 2003
Frasier, Dean & Howard CPAs 1994 - 2001
J. C. Bradford & Co. 1992 - 1994
Goodpasture Christian School 1975 - 1977
Metro Nashville Public Schools 1971 - 1975
Skills
Non-profits, Nonprofits, Management Consulting, Instructional Design, Financial Reporting, Microsoft Word, Tax, Coaching, Sales, Public Speaking, Microsoft Office, Social Media Marketing, Editing, Outlook, Accounting, Business Strategy, Project Management, Team Leadership, Financial Analysis, Research, Community Outreach, PowerPoint, Team Building, Analysis, Volunteer Management, Marketing, Management, Program Development, Higher Education, Marketing Communications, Program Management, Educational Leadership, Strategic Planning, Organizational..., Curriculum Design, Data Analysis, Microsoft Excel, Project Planning, Customer Service, Social Media, Access, Leadership, Social Networking, Leadership Development, Small Business, Budgets, Curriculum Development, Training, Process Improvement, Entrepreneurship
Education
Lipscomb University 1990 — 1992
Acct Equiv, Accounting
Middle Tennessee State University 1973 — 1975
M.Ed., Curriculum and Instruction
Lipscomb University 1966 — 1970
B.S., Elementary Education
Crawford Investment Counsel, Inc. May 2005 - Present
Merrill Lynch 1999 - 2005
J. C. Bradford & Co. December 1994 - September 1999
Education
Georgia Institute of Technology
Industrial Management
Education That Works, Memphis Catholic High School February 2010 - Present
Birthright of Memphis October 2012 - March 2014
Mid-South Food Bank June 2005 - October 2009
Mimi Hall Communications, Inc. October 1988 - May 2005
Catholic Charities January 1998 - January 2001
University of Memphis Journalism Alumni Club January 1995 - January 1999
University of Memphis Society January 1994 - January 1997
Morgan Keegan February 1983 - October 1988
J. C. Bradford & Co. January 1981 - January 1983
Skills
Public Relations, Public Speaking, Customer Service, Event Management, Advertising, Marketing, Corporate Communications, Management, Market Planning, Press Releases, Media Relations, Copywriting, Direct Mail, Publicity, Networking, Investor Relations, Crisis Management, Online Marketing, Crisis Communications, Leadership Development, Nonprofits, Event Planning, Fundraising, Social Networking, CRM, Internal Communications, Social Media Marketing, Social Media, Leadership, Recruiting, Newsletters, Strategic Planning, Email Marketing, Training, Marketing Communications, Marketing Strategy, College Recruiting
Education
The University of Memphis 1967 — 1971
B.A., Journalism
Immaculate Conception High School for Girls 1963 — 1967
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Obsidian Research Group March 2013 - Present
Independent Consultant November 2000 - Present
Avondale Partners October 2011 - February 2013
ValuBond May 2000 - November 2001
J. C. Bradford & Co. May 1989 - June 2000
Education
Mount Holyoke College 1980 — 1984
B.A., Art History & Economics
The Madeira School 1976 — 1980