Hadley Doolittle

CFA Society of Nashville is a non-profit organization, which is a professional organization for Chartered Financial Analysts. The society regularly hosts social events and luncheons with local and world-renowned experts for professional development within the investment management field. It also works to facilitate local career placement and provide assistance in CFA exam preparation, including scholarships and mock exams. The company was founded in 1965 and is headquartered in Brentwood, TN.

Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts.