Advisors at this firm
Tyler C
Series 65
Brentwood, TN
Tranquility Partners, LLC
Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 designation with four years of industry experience. He has worked at Tranquility Partners since 2021 and previously held roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides ongoing portfolio management and family office services to individuals and families, including high-net-worth clients. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.
Nathaniel S
Series 65
Brentwood, TN
Tranquility Partners, LLC
Nathaniel Sems is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 license with one year of industry experience. He joined Tranquility Partners in 2024 after completing his studies from 2014 to 2023. Tranquility Partners provides portfolio management and family office services primarily to individuals and families, including high-net-worth clients, managing approximately $847 million across 239 client relationships. The firm employs a combination of fundamental, technical, and quantitative investment strategies and offers customized investment policy statements and coordination with outside advisers.
John C
CFA®, Series 65
Brentwood, TN
Tranquility Partners, LLC
John Crawford is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Tranquility Partners, LLC since 2015 and also consults episodically with healthcare service companies through Optra Partners, LLC. Tranquility Partners, LLC is a team-based firm managing approximately $847 million across 239 client relationships, offering portfolio management and family office services primarily to individuals and families. The firm uses a combination of analytic methods and provides tailored investment policy statements and coordination with outside advisers.
April P
Series 63, Series 65
Brentwood, TN
Tranquility Partners, LLC
April Pica is a financial advisor at Tranquility Partners, LLC with 27 years of industry experience. She has held roles at Tranquility Partners since 2016 and previously worked at Avondale Partners, LLC from 2001 to 2016. She holds Series 63 and Series 65 designations. Tranquility Partners provides ongoing portfolio management and family office services to individuals and families, including high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative methods, offers tailored investment policy statements, and coordinates with outside advisers, managing approximately $847 million across around 239 client relationships.
Jordan B
Series 65
Brentwood, TN
Tranquility Partners, LLC
Jordan Baker is a financial advisor at Tranquility Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Tranquility Partners since 2019. Tranquility Partners provides portfolio management and family office services to individuals and families, including high-net-worth clients and others. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.
James B
Series 65
Brentwood, TN
Tranquility Partners, LLC
James Baker is a Series 65-licensed financial advisor at Tranquility Partners, LLC in Brentwood, TN, with five years of industry experience. His prior roles include positions at Nashville Capital Network and Stephens Inc., as well as a brief tenure with Atlas Holdings LLC and The Memphis Grizzlies. Tranquility Partners is a team-based firm managing approximately $847 million across 239 client relationships, offering portfolio management and family office services primarily to individuals and families. The firm employs a combination of analytic methods and provides tailored investment policy statements, with a formal family office service covering wealth transition planning and charitable implementation.
James B
Series 63, Series 65
Brentwood, TN
Tranquility Partners, LLC
James Baker is a financial advisor at Tranquility Partners, LLC with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tranquility Partners since 2015. Tranquility Partners provides portfolio management and family office services primarily to individuals and families, including high-net-worth clients. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.