I am the managing partner of The Liles Group at Baird Private Wealth Management in Nashville, TN, where I’m responsible for the oversight of all wealth management strategies implemented for the team’s clients. Specifically, I advise clients on investment policy & asset allocation, investment ...more

I am the managing partner of The Liles Group at Baird Private Wealth Management in Nashville, TN, where I’m responsible for the oversight of all wealth management strategies implemented for the team’s clients. Specifically, I advise clients on investment policy & asset allocation, investment selection, concentrated stock positions, Rule 144 sales, financial planning and wealth transfer & charitable giving strategies. Our team also helps corporations, endowments and foundations with investment policy decisions and both qualified and non-qualified retirement plans. My experience also includes several initial public offerings, as well as other corporate transactions including follow-on offerings and 10(b)5-1 plans & 10(b)-18 corporate repurchases. In addition, I work closely with the other members of The Liles Group to ensure that the team’s service and communication always meets the expectations of our clients.I am the managing partner of The Liles Group at Baird Private Wealth Management in Nashville, TN, where I’m responsible for the oversight of all wealth management strategies implemented for the team’s clients. Specifically, I advise clients on investment policy & asset allocation, investment selection, concentrated stock positions, Rule 144 sales, financial planning and wealth transfer & charitable giving strategies. Our team also helps corporations, endowments and foundations with investment policy decisions and both qualified and non-qualified retirement plans. My experience also includes several initial public offerings, as well as other corporate transactions including follow-on offerings and 10(b)5-1 plans & 10(b)-18 corporate repurchases. In addition, I work closely with the other members of The Liles Group to ensure that the team’s service and communication always meets the expectations of our clients. Featuredless