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Head Investment Partners Employee Directory

Financial ServicesTennessee, United States2-10 Employees

Head Investment Partners is an independent private wealth management firm based in Knoxville, Tennessee, focused on risk-aware investment management and financial planning. The firm serves a broad range of clients, including individuals, families, businesses, insurance companies, nonprofit organizations, and other institutions.

Guided by long-term relationships, its team provides objective, personalized solutions tailored to each client’s life stage. The firm's approach emphasizes managing risk and volatility through integrated wealth management and financial planning services that aim to support clients’ security and prosperity. With more than 30 years of experience, the professionals—and the technology and resources they employ—help clients navigate a complex investment landscape. Securities are offered through Osaic Wealth, Inc. (FINRA/SIPC), and advisory services through Osaic Advisory Services, LLC; these entities are separately owned and operate independently of each other and of Head Investment Partners.

Find Head Investment Partners employees' phone numbers or email addresses

Head Investment Partners Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Head Investment Partners's Leadership

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    B. D.
    VP Operations, Private Wealth Advisor
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  • Stylized image of a person
    S. W.
    Vice President-Portfolio Manager/Private Wealth Advisor
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  • Stylized image of a person
    D. H.
    Managing Director - Senior Portfolio Manager - Private Wealth Advisor
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    J. H.
    Lead Analyst | Portfolio Manager
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    N. W.
    Relationship Manager
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  • Stylized image of a person
    A. T.
    Operations Assistant
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  • Stylized image of a person
    T. G.
    Operations Assistant
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Head Investment Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Head Investment Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. D.
    VP Operations, Private Wealth Advisor
    Phone icon
    United StatesTennessee
    Apr 25, 2025
  • Stylized image of a person
    S. W.
    Vice President-Portfolio Manager/Private Wealth Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. H.
    Managing Director - Senior Portfolio Manager - Private Wealth Advisor
    Phone icon
    United StatesTennessee
    Jun 12, 2026
  • Stylized image of a person
    J. H.
    Lead Analyst | Portfolio Manager
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    N. W.
    Relationship Manager
    Phone icon
    United StatesTennessee
    Jul 18, 2025
  • Stylized image of a person
    A. T.
    Operations Assistant
    Phone icon
    United StatesTennessee
    Nov 19, 2025
  • Stylized image of a person
    T. G.
    Operations Assistant
    Phone icon
    United StatesTennessee
    Jun 30, 2026

Frequently Asked Questions

What is Head Investment Partners known for?

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Head Investment Partners was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 2280 Valley Vista Road Suite a Knoxville, Tennessee 37932 United States. Explore Head Investment Partners's company overview page for more information.

What is Head Investment Partners's most common email format?

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Head Investment Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Head Investment Partners email formats with LeadIQ.

How many employees does Head Investment Partners have currently?

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Head Investment Partners has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Head Investment Partners's key employees and leadership?

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As of June 2026, Head Investment Partners's key employees include:

  • VP Operations, Private Wealth Advisor: B. D.
  • Vice President-Portfolio Manager/Private Wealth Advisor: S. W.
  • Managing Director - Senior Portfolio Manager - Private Wealth Advisor: D. H.
  • Lead Analyst | Portfolio Manager: J. H.
  • Relationship Manager: N. W.

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