Woodmont Investment Counsel, an independent investment and asset management firm based in Nashville, announced Monday that it has named Nicole Hughes and Brian Kopinski as principals.
nicole hughes
Courtesy of Woodmont
Brian Kopinski
Courtesy of Woodmont
This addition comes after Woodmont named Grace Bennett and Lindsey Youngbauer principals in June 2023 (read) here).
The company currently employs six presidents and 15 people, including investment, wealth management, financial planning and customer service experts, according to the release.
In addition to being named principal, Mr. Hughes also serves as Woodmont’s first chief operating officer. She joined Woodmont in 2020 and leads the firm’s tax planning team as a certified public accountant.
Mr. Kopinski also joined Woodmont in 2020 from Chicago-based institutional asset management firm Harris Associates. In addition to overseeing trading operations as a member of Woodmont’s investment committee, he will also serve as the firm’s chief compliance officer.
“Nicole and Brian have elevated the level of commitment, insight, and attention to detail that our clients have come to expect,” Principal Stephen Floshin said in a release.
“Woodmont’s new principals bring many valuable skills to our growing team. But most importantly, they will continue to build on our unwavering commitment to always putting our customers’ interests first. It means that we share a responsibility.”
Woodmont manages more than $1.5 billion for high-net-worth individuals and institutions.
