Buckhead Investment Partners

Description

Address: 3575 Piedmont Rd NE #730, Atlanta, GA 30305 Phone: (404) 495-5230: Hours: Website: : : : : : Place name: Category: Website: http://buckheadinvestments.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Buckhead Investment Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Buckhead Investment Partners Employees

Employee
Years
Job
Industry
Adrienne Johnston, HCS Adrienne Johnston, HCS Atlanta, Georgia Details
Adrienne Johnston, HCS's Buckhead Investment Partners Experience September 2014 - Present
Job Vice President of Operations
Industry Financial Services
Experience
Buckhead Investment Partners   September 2014 - Present
KidsLink, Inc.   October 2013 - October 2014
Vendormate, Inc.   July 2011 - May 2013
Vendormate, Inc.   January 2009 - July 2011
Vendormate, Inc.   May 2007 - January 2009
Barnes & Noble College Booksellers  August 2006 - May 2007
Barnes & Noble College Booksellers  July 2005 - May 2007
Barnes & Noble College Booksellers  June 2003 - July 2005

Skills
Leadership, Process Improvement, Program Management, Project Management, Training, Employee Engagement, Account Management, Management, Talent Management, Team Leadership, Salesforce.com, Customer Satisfaction, Leadership Development, Change Management, Talent Developer, Operations Management, Data Analysis, Performance Management, Coaching

Education
Georgia Institute of Technology   2000 — 2004
B.S., Chemistry

Karen Chermak Karen Chermak Greater Atlanta Area Details
Karen Chermak's Buckhead Investment Partners Experience May 2011 - Present
Job Relationship Manager at Buckhead Investment Partners
Industry Financial Services
Experience
Buckhead Investment Partners   May 2011 - Present
Charles Schwab  December 1994 - August 2010

Skills
Portfolio Management, Strategic Financial..., Investments, Strategy, Management, Finance, Wealth Management, Equities, Financial Analysis, Sales, Financial Services, Investment Management

Education
Dutchess Community College   1985 — 1989

Marcia Mayoue, CPA, CFA, CFP(R) Marcia Mayoue, CPA, CFA, CFP(R) Greater Atlanta Area Details
Marcia Mayoue, CPA, CFA, CFP(R)'s Buckhead Investment Partners Experience November 2011 - Present
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners   November 2011 - Present
Agnes Scott College  July 2008 - Present
Children's Healthcare of Atlanta  2008 - Present
Moving In The Spirit  2007 - Present
Atlanta Women's Foundation  July 2008 - June 2012
Mayoue Wealth Management, LLC   October 2007 - December 2010
Operation Boot Camp / Atlanta Kick   2006 - 2010
Homrich & Berg, Inc.   February 2006 - October 2007
Balentine & Company  November 1992 - February 2006
Georgia Society of CPAs  2002 - 2006

Skills
Strategic Financial..., Investment Management, Private Equity

Education
University of Michigan - Stephen M. Ross School of Business   1990 — 1992
MBA, Finance, Economics

Miami University   1984 — 1988
B.S, Finance, Accounting

Jay McDonald Jay McDonald Greater Atlanta Area Details
Jay McDonald's Buckhead Investment Partners Experience 2007 - Present
Job CEOVistage ChairBoard MemberAuthorSpeakerLeadership Coach
Industry Management Consulting
Experience
Vistage International  July 2011 - Present
Middleton McDonald Group, Inc.   1995 - Present
ECI Group   2002 - Present
Buckhead Investment Partners   2007 - Present
Frabel Art Foundation   2006 - Present
Stafford Development Company   2013 - Present
Compliance Depot, LLC.   2006 - 2014
American Screen Art   2007 - November 2011
Solare Solutions, LLC   2006 - 2007
Network Communications, Inc.   1995 - 2002

Skills
Entrepreneurship, Sales Management, Finance, Team Building, Marketing, Leadership, Executive Coaching, Executive Management, Start-ups, Strategic Planning, Management Consulting, Business Strategy, Mediation, Mergers, New Business Development, Management, CRM, Strategy, Business Development, Mergers & Acquisitions, Leadership Development, Business Process..., Training, Advertising, Budgets, Strategic Partnerships, Real Estate, Competitive Analysis, Public Speaking, Small Business, Thought Leadership, Coaching, Vendor Management, Business Planning, Private Equity, Contract Negotiation, Business, Analysis, Consulting, Operations Management, Fundraising, Financial Analysis, Organizational..., Venture Capital, Negotiation, Integrated Marketing, Investments, Cross-functional Team..., Change Management, Team Leadership

Education
University of Virginia Darden School of Business   1969 — 1971
MBA

Georgia Institute of Technology   1964 — 1968
BSIM

Frank Newlands MD Frank Newlands MD Charleston, South Carolina Area Details
Frank Newlands MD's Buckhead Investment Partners Experience June 2012 - Present
Job Chief Medical Officer, MEDHOST
Industry Hospital & Health Care
Experience
Job Market Maker   July 2015 - Present
MEDHOST  September 2011 - Present
KidsLink, Inc.   August 2012 - Present
Buckhead Investment Partners   June 2012 - Present
Med World Live   January 2011 - August 2015
Novant Health  July 2011 - July 2012
Vendormate   February 2005 - September 2011
Novant Health  September 2002 - August 2011

Skills
Healthcare, Hospitals, Internal Medicine, Medicine, Healthcare Management, Hospitalists, Technology Start-up, Team Building, EHR, Inpatient, Leadership, Start-ups, Healthcare Information..., Healthcare Industry, Clinical Research, Healthcare Consulting, EMR, Physicians, Management

Education
Memorial Medical Center   1997 — 2000
MD, Internal Medicine Residency Program

American University of the Caribbean   1993 — 1997
MD, medicine

North Carolina State University   1988 — 1992
Biology, Pre-Med

Charlotte Catholic HS   1984 — 1988

Stephanie Morrow Stephanie Morrow Greater Atlanta Area Details
Stephanie Morrow's Buckhead Investment Partners Experience September 2008 - May 2015
Job Stay At Home Mom (Retired)
Industry Arts and Crafts
Experience
Retired  April 2015 - Present
Retired  April 2015 - Present
Buckhead Investment Partners   September 2008 - May 2015
Dimension  February 2006 - September 2008
National Hockey League  August 2005 - January 2006

Skills
Licensed Series 65

Education
University at Buffalo   2003 — 2005
Bachelors, Communication

Genesee Community College   2001 — 2003
Associate, Science

Bob Pennington Bob Pennington Greater Atlanta Area Details
Bob Pennington's Buckhead Investment Partners Experience January 2015 - Present
Job President, Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners   January 2015 - Present
A. Montag & Associates   January 2013 - December 2014
Willis Investment Counsel  August 2004 - December 2012
Emory University  January 2001 - August 2004
King & Spalding  November 1984 - January 2001

Skills
Bloomberg, Equities, Investment Management, Investments, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Asset Management, Financial Modeling, Financial Services, Finance, Alternative Investments, Hedge Funds, Business Development, Mergers & Acquisitions, Due Diligence, Securities, Capital Markets, Valuation, Venture Capital

Education
Emory University School of Law   1978 — 1981
JD, Corporate Law

Emory University - Goizueta Business School   1977 — 1981
MBA, Finance

Emory University   1972 — 1976
BA, Psychology

Oxford College of Emory University   1972 — 1976
Associate's Degree, Psychology

J.P. Scott, CFA, CFP® J.P. Scott, CFA, CFP® Alpharetta, Georgia Details
J.P. Scott, CFA, CFP®'s Buckhead Investment Partners Experience August 2015 - Present
Job Personal Wealth Advisor
Industry Financial Services
Experience
Buckhead Investment Partners   August 2015 - Present
Charles Schwab  November 2005 - August 2015

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance, General

John M. Ray John M. Ray Atlanta, Georgia Details
John M. Ray's Buckhead Investment Partners Experience April 2014 - Present
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Financial Services
Experience
Buckhead Investment Partners   April 2014 - Present
Level Creek Wealth Management   April 2011 - April 2014
BNY Mellon Wealth Management  February 2009 - April 2011
Bernstein Global Wealth Management  March 2007 - November 2008
AT&T  1995 - 2007
AT&T / BellSouth   1995 - 2006
Procter & Gamble  1997 - 1998

Skills
Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts, Portfolio Management, Financial Management, Equities, Public Speaking, Hedge Funds, Asset Allocation, Telecommunication..., Fiber Optics, Private Banking, Mergers & Acquisitions, Management, Strategic Financial..., Business Development, Strategy, Start-ups, Telecommunications

Education
The Birmingham School of Law   1995 — 2000
JD, Law

University of South Carolina - Darla Moore School of Business   1990 — 1992
MIBS, International Business

Emory University   1985 — 1989
BA, Political Science and Government

Vestavia Hills High

Patrick King, CFP® Patrick King, CFP® Greater Atlanta Area Details
Patrick King, CFP®'s Buckhead Investment Partners Experience January 2012 - Present
Job Wealth Advisor at Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners   January 2012 - Present
Brightworth  May 2008 - December 2011
Financial Discovery Group   November 2007 - May 2008
MeadWestvaco  April 2004 - August 2007
Cooper Lighting  March 2002 - April 2004
Snapper   December 1999 - March 2002
Terex  July 1997 - November 1999
Duer / Carolina Coil   May 1996 - July 1997

Skills
Financial Planning, Investments, Executive Compensation, Private Equity, Social Security

Education
Georgia State University - J. Mack Robinson College of Business   2005 — 2008
MBA, Personal Financial Planning

Clemson University   1991 — 1995
BS, Mechanical Engineering

Carolynn Puffe Carolynn Puffe Greater Atlanta Area Details
Carolynn Puffe's Buckhead Investment Partners Experience 2011 - Present
Job CSP Advisors, LLC
Industry Financial Services
Experience
Buckhead Investment Partners   2011 - Present
CSP Advisors, LLC   2002 - Present
SunTrust Robinson Humphrey  1998 - 2002
Arthur Andersen LLP  1993 - 1996

Skills
Private Equity, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Financial Analysis

Education
Georgetown University - The McDonough School of Business   1996 — 1998
MBA, Finance

University of Georgia - Terry College of Business   1989 — 1993
BBA, Accounting