The Hollis/Anderson Institutional Consulting Group is located in Nashville, TN. We serve both the institutional segment and the private wealth segment. On the institutional side, we have a particular focus on endowments, foundations, and corporate pension plans. We also have in depth knowledge with church and church-related plans. Our team was formed with a single purpose: to create a one-stop source which would provide institutions and high-net worth investors with access to the knowledge, experience, insight, and support they require to make smart, informed decisions.
Charles "Chappy" Hollis, CIMA®
Chappy has 30 years of experience providing wealth management advice to high net worth clients and for the past 18 years, he has delivered consulting services to Nonprofit and Corporate relationships. His areas of focus have centered around corporate defined contribution plans as well as endowments and foundations.
Chappy received his B.A. in Political Science in 1980 from the University of the South (Sewanee). He has earned the Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute (formerly Investment Management Consultants Association) and Wharton School of Business. Additionally, he holds the series 31, 7, and 66 securities licenses. Chappy is a strong advocate for adoption and special needs children and currently resides in Franklin, TN.
AZ, CA, CO, DE, FL, GA, LA, MD, NC, NE, NJ, NM, NY, OH, PA, SC, TN, VA, WA
Stewart Anderson, III, CFP®, CIMA®
Stewart has over 15 years of experience in financial services. He joined UBS in 2008, after 9 years at Merrill Lynch. He works closely with clients to focus on planning, portfolio construction and performance measurement. Stewart has a BS from the U.S. Air Force Academy in 1992 and earned an MBA from the University of La Verne, Ca in 1997. He has the Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute (formerly Investment Management Consultants Association) and Wharton School of Business and the CFP designation from the CFP Board of Standards. Stewart resides in Franklin, TN with his wife, Teri, and their two children.
AL, AZ, CA, CO, DE, FL, GA, LA, MD, NC, NE, NJ, NM, NY, OH, PA, SC, TN, VA, WA
William joined UBS in 2014 working as an analyst in the Private Bank before joining the Hollis Anderson Group in 2018. He graduated from The University of Alabama with a degree in Commerce and Business Administration. Additionally, he holds the series 7 and 66 securities licenses. He was born and raised in Nashville, Tennessee and still resides in Nashville.
AK, AL, AZ, CA, CO, DE, FL, GA, LA, MD, NC, NE, NJ, NM, NY, OH, PA, SC, TN, VA, WA
Hannah is a currently attending Belmont University pursuing a B.B.A. in Management. She is from St.Paul, Minnesota. She joined the team summer of 2019.