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Work experience

Jun 2003Present

Managing Member

Alternative Investments Group, LLC
Aug 1999Jan 2003

Senior Vice President

Morgan Keegan & Co

Head of Client Private Group

Jul 1983Apr 1999

Senior Vice President

Wheat First Union

In order to better portray the focus of the firm, we have changed our name to Alternative Investments Group, LLC. I founded this diverse practice in 2003, recommending a myriad of non-correlated, alternative investments to high net worth individuals and families. Part of that experience involved learning the tax advantages of insurance based products as well as the different premium finance options available. Recently, I began marketing a non-qualified, premium financed, key-man, salary continuation/death benefit only plan to companies with over twenty employees. Additionally, I represent the Kelson Group, a third party marketer based in NYC, whom markets a full stable of hedge funds, private equity and real asset managers to family offices, endowments, and pension funds.


Jan 1995Jan 1997


Virginia Military Institute

W. Massie Meredith Jr