Our Roots

Frank founded Fielder in 2009. Prior to that, he was co-founder and Co-Portfolio Manager of Hawkshaw Capital Management, LLC, a long/short equity hedge fund (2003-2009). He began his career with Merrill Lynch as a Senior Financial Consultant (1991-1998). Frank obtained an MBA from Columbia Business School and a B.A. from Rhodes College. He is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant.

Steve has over 20 years of experience as a professional investor, having began his career at Goldman Sachs Asset Management as an equity analyst. Prior to joining Fielder, Steve led the public investing arms for two separate family offices. Steve obtained an MBA from Columbia Business School in 2000 and a B.S. in Engineering from Cornell in 1995. He is a Chartered Financial Analyst® (CFA®)  charterholder.

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Nathan helps Fielder clients develop and execute financial strategies. He further provides clients a comprehensive view of their balance sheets, cash flows, and portfolio performance (across multiple custodians). Nathan graduated from the University at Buffalo in 2017 with a B.S in Business Administration with a concentration in Financial Analysis. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant.

Prior to joining Fielder, Neil held senior finance positions at several global property and casualty reinsurance companies, most recently serving as CFO of Greenlight Capital Re, Ltd. (NASDAQ: GLRE). Neil obtained his MBA and MS in Accounting from Northeastern University and his BA in Philosophy and Political Science from Bucknell University. He is a Certified Public Accountant and member of the Massachusetts Society of CPAs.

Mauricio helps clients navigate complex financial decisions, drawing on over a decade of experience. Prior to Fielder, he was Co-Head of Investments at a national financial advisory firm. He has an MBA from Vanderbilt and a B.S. in Economics from Arizona State University.  He is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant.  

Andrew directs Fielder's trust and estate planning. He works closely with clients, their attorneys, and their CPA's to optimize estate plans for the  benefit of those whom clients love most. Prior to joining Fielder, Andrew was a practicing attorney focused on trust and estate planning. He obtained his Juris Doctor from Vanderbilt University Law School, and before that, his BA in Philosophy from Berry College.

Jennifer leads client service for Fielder. She is the “go to” for all questions related to clients’ accounts under Fielder's management. Jennifer has over fifteen years of experience within the wealth management industry. She has a B.S. in Business Administration from the Minnesota School of Business. 

Brittney leads reporting and data reconciliation for Fielder. She coordinates with clients' tax professionals to provide them the information and documentation they require. Prior to joining Fielder in 2022, Brittney worked as a Data Analyst for I3 Verticals LLC. She has a B.A. in Business Administration with an Emphasis in Accounting from Lindsey Wilson College.

Cole conducts research and analysis for Fielder's investment team. A Chicago native, Cole came to Nashville to attend Vanderbilt University, where he graduated with a B.A. in Economics. He is a Chartered Alternative Investment Analyst (CAIA) charterholder.

Adam performs daily trading of equities and fixed income. He also assists with researching and compiling relevant data on behalf of Fielder's investment team. Adam graduated from Belmont University with a B.B.A. in both Finance and Economics.

Allison provides administrative and operational support to Fielder's leadership team. She manages scheduling of client calls and meetings, ensuring seamless coordination across the firm. Allison brings over seven years of experience supporting executives in the finance industry. She earned a B.A. in Public Relations and News from the University of Akron.