Advisors at this firm
Matthew B
CFA®, Series 65
Nashville, TN
12 Th Street Asset Management
Matthew Bugarin is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at 12th Street Asset Management since 2019 and previously spent five years at Woodmont Investment Counsel, LLC. Matthew is based in Nashville, TN. 12th Street Asset Management serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm employs a value-oriented, fundamental research approach within concentrated, long-term All Cap and Small Cap equity strategies and manages over $600 million across various discretionary and sub-advisory structures.
David S
CFA®, Series 63
Nashville, TN
12 Th Street Asset Management
David Shipman is a CFA® charterholder with 15 years of industry experience. He has been with 12 Th Street Asset Management since 2010. The firm serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients through discretionary portfolio management, sub-advisory arrangements, and private limited partnerships. 12 Th Street Asset Management focuses on concentrated, long-term All Cap and Small Cap equity strategies based on a value-oriented, fundamental research approach emphasizing a margin of safety.
Michael O
Series 63, Series 65
Nashville, TN
12 Th Street Asset Management
Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.
Amanda D
Series 65
Nashville, TN
12 Th Street Asset Management
Amanda Dreher is a financial advisor at 12 Th Street Asset Management with two years of industry experience. She holds a Series 65 designation and has worked at 12th Street Asset Management since 2022. Outside of financial advising, she is involved with 2 Danes Furniture Store. 12 Th Street Asset Management serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm employs a value-oriented, fundamental research approach to long-term All Cap and Small Cap equity strategies and manages over $600 million across various account structures.
