Broker Check
George B.  Stadler, CFA

George B. Stadler, CFA

Founding Principal

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 these organizations as only an insider can. His knowledge and experience allows him to help foundations and endowments to construct investment portfolios which meet their need for current income and long term growth.

George brings over 37 years of investment and family wealth management experience to the firm. While at SunTrust Bank, he was Regional Managing Director for the Personal Asset Management group where he oversaw the investment management of assets throughout the state of Tennessee.

As Assistant Treasurer of Vanderbilt University, George was responsible for the management of Charitable Remainder Trusts and Separately Invested Endowment Funds. He also managed the stock distributions from the University’s Venture Capital Portfolio and performed extensive due diligence on investment managers for the university.

Previously, George worked at Lee, Danner & Bass as a portfolio manager and at J.C. Bradford in the syndicate group, where he helped to bring many new issues to market.

George holds the prestigious Chartered Financial Analyst designation.

He earned a Bachelor’s Degree in Economics and German from Washington & Lee University and received his MBA with a concentration in Finance from the Owen Graduate School of Management at Vanderbilt University.

A Nashville native, George is active in local charities. He currently serves on the boards of Cheekwood, the Boy Scouts of America, Middle Tennessee Council as VP of Finance, the Endowment of the BSA Middle Tennessee Council and is a member of the Investment Committee at Trevecca Nazarene University. Previously he has served on a number of other boards including Centerstone Foundation and Ensworth School.

  • Over 37 years of investment experience
  • Focus in managing client relationships
  • Provides Economic Analysis to the Investment Team
  • Serves on the boards of several nonprofit organizations
  • Well versed in the needs of foundations and endowments