J. C. Bradford & Co.

Industry: Investment banking

Description

J.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

Employee
Years
Job
Industry
Tom Pritchard Tom Pritchard Atlanta, Georgia Details
Tom Pritchard's J. C. Bradford & Co. Experience 1986 - 1997
Job President at E2 Capital Group
Industry Investment Management
Experience
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

Kip Caffey Kip Caffey Greater Atlanta Area Details
Kip Caffey's J. C. Bradford & Co. Experience 1981 - 1999
Job Independent Financial Services Executive
Industry Investment Banking
Experience
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

Cyndy Hinton Cyndy Hinton Greater Nashville Area Details
Cyndy Hinton's J. C. Bradford & Co. Experience March 1999 - September 2000
Job Executive Assistant to the Chairman at Powererd Health
Industry Hospital & Health Care
Experience
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

Ed Medlin Ed Medlin Spartanburg, South Carolina Details
Ed Medlin's J. C. Bradford & Co. Experience 1991 - 2000
Job Financial Advisor at Janney Montgomery Scott, LLC
Industry Investment Management
Experience
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

Jamie Snyder, COO Bank Of Dickson Dickson, TN Jamie Snyder, COO Bank Of Dickson Dickson, TN Dickson, Tennessee Details
Jamie Snyder, COO Bank Of Dickson Dickson, TN's J. C. Bradford & Co. Experience February 1988 - February 2000
Job Chief Operations Officer at Bank of Dickson
Industry Banking
Experience
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

Bob Luna Bob Luna Cookeville, Tennessee Details
Bob Luna's J. C. Bradford & Co. Experience October 1985 - June 2000
Job Senior Partner, Luna & Herren Investment Group
Industry Financial Services
Experience
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)

Larry Taylor, CPM Larry Taylor, CPM Greater Nashville Area Details
Larry Taylor, CPM's J. C. Bradford & Co. Experience August 1982 - August 2000
Job Wealth advisor serving familes, professionals and corporate executives
Industry Financial Services
Experience
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

Dave Crouch Dave Crouch Greater Nashville Area Details
Dave Crouch's J. C. Bradford & Co. Experience 1990 - 1999
Job Registered Principal at Raymond James Financial
Industry Investment Management
Experience
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

Don Knobloch Don Knobloch Greater Nashville Area Details
Don Knobloch's J. C. Bradford & Co. Experience January 2000 - August 2000
Job Orange Distributors representing VOYA Financial
Industry Financial Services
Experience
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

Charlotte Goldston Charlotte Goldston Greater Nashville Area Details
Charlotte Goldston's J. C. Bradford & Co. Experience September 1978 - 2000
Job The Goldston Financial Group / Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
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

William Hans Jr William Hans Jr Charlotte, North Carolina Area Details
William Hans Jr's J. C. Bradford & Co. Experience October 1995 - December 1997
Job Senior Communications Specialist
Industry Transportation/Trucking/Railroad
Experience
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

Steve Testerman Steve Testerman Greater Atlanta Area Details
Steve Testerman's J. C. Bradford & Co. Experience July 1991 - October 1997
Job Author at BabyBoomersGuide.org
Industry Marketing and Advertising
Experience
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

Patrick Shepherd Patrick Shepherd Greater Nashville Area Details
Patrick Shepherd's J. C. Bradford & Co. Experience 1983 - 2000
Job Senior Managing Partner at Avondale Partners, LLC
Industry Financial Services
Experience
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

Chad Sturgill, CFA Chad Sturgill, CFA Lexington, Kentucky Area Details
Chad Sturgill, CFA's J. C. Bradford & Co. Experience 1997 - 2000
Job Senior Portfolio Manager at Unified Trust Company, N.A.
Industry Investment Management
Experience
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 Fox Barbara Fox Greater Nashville Area Details
Barbara Fox's J. C. Bradford & Co. Experience 1992 - 1994
Job I live at the intersection of accounting and technology!
Industry Accounting
Experience
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

Nell Merkle Nell Merkle Greater Atlanta Area Details
Nell Merkle's J. C. Bradford & Co. Experience December 1994 - September 1999
Job Client Service at Crawford Investment Counsel, Inc.
Industry Financial Services
Experience
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

Mimi Uhlmann Mimi Uhlmann Greater Memphis Area Details
Mimi Uhlmann's J. C. Bradford & Co. Experience January 1981 - January 1983
Job Director of Corporate Recruiting for Education That Works @ Memphis Catholic High School
Industry Staffing and Recruiting
Experience
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

Dan McKinley Dan McKinley Greater Boston Area Details
Dan McKinley's J. C. Bradford & Co. Experience August 1992 - July 2000
Job Finance/ Investments; Analyst / Advisor open to new opportunities
Industry Financial Services
Experience
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

John W. Packard John W. Packard Richmond, Virginia Area Details
John W. Packard's J. C. Bradford & Co. Experience June 1996 - August 2000
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Emily Evans Emily Evans Nashville, Tennessee Details
Emily Evans's J. C. Bradford & Co. Experience May 1989 - June 2000
Job Partner at Obsidian Research Group
Industry Financial Services
Experience
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

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