About HMS Capital Management
This firm is built upon the foundation of engaged ownership. We are an employee owned company, so each and every one of us has a vested interest in every relationship entrusted to us.
Allison King
Accounts Payable Assistant
Angela M. Robinson, CFA, CMT
Founding Principal
615.829.7201
As Chief Investment Officer, Angie helps clients both grow and protect their wealth. She focuses her 22 plus years of investment experience on building portfolio strategies that allow our clients to be invested to have Wealth Without...
Bryan Fastenau, CFA®, CAIA®
Senior Portfolio Manager
As Senior Portfolio Manager, Bryan helps clients implement their wealth plan by developing an investment strategy designed to meet their long term goals. After spending the last 30 years of his career working with families and...
Dana M. Brisendine, CFA
Founding Principal
615.829.7201
As President of the firm, Dana focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry. As a serial entrepreneur, Dana...
George B. Stadler, CFA
Founding Principal
615.829.7201
As a founding principal, George is committed to building successful relationships with our clients. With a lifelong passion for philanthropy, George has served on countless non-profit boards and understands the needs and challenges of...
Jeff Brisendine
Chief Operating Officer
Jeff may be the member of the HMS team that most clients have the least interaction with but he is a key factor in the success of the relationship. As Chief Operating Officer of the firm, Jeff’s focus is on running the day to day...
Philip P. Thomas
Director of Business Development
As Director of Business Development, Phil is often one of the first people you will meet at HMS. His focus is on developing and nurturing lasting relationships with current and prospective clients and their families to help them...
Portia Wells, CFP®, CTFA
Director of Client Development and Family Wealth Advisor