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Lawson A

Nashville, TN

Lee Danner & Bass Inc

Lawson Allen is a financial advisor at Lee, Danner & Bass, Inc. in Nashville, TN, with 22 years of industry experience. He has been with Lee, Danner & Bass since 1994. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection, active fixed-income management, and limited option strategies.

Options & derivatives strategies Passive / index investing
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Francis B

CFA®

Nashville, TN

Lee Danner & Bass Inc

Francis Bass III is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $2 billion in discretionary assets across six advisors.

Options & derivatives strategies Passive / index investing
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Fred L

CFA®, Series 66

Nashville, TN

Lee Danner & Bass Inc

Fred Lowrance Jr. is a CFA® charterholder with 11 years of industry experience. He is an advisor at Lee Danner & Bass Inc., a firm with a six-advisor team based in Nashville, TN. He has worked at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process combining top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Options & derivatives strategies Passive / index investing
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Mark S

Nashville, TN

Lee Danner & Bass Inc

Mark Smith is a financial advisor with Lee, Danner & Bass, Inc. in Nashville, TN, where he has worked since 1989. He has 22 years of industry experience and is part of a six-advisor team. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined investment approach that integrates top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $1.975 billion in discretionary assets across its team.

Options & derivatives strategies Passive / index investing
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Christopher P

Series 63, Series 65

Nashville, TN

Lee Danner & Bass Inc

Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass Inc provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a disciplined, long-term investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.

Options & derivatives strategies Passive / index investing
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