Don Nalls
Chief Executive Officer at The Nalls Sherbakoff Group LLC
Profile
Mr. Donald E.
Nalls, Jr., is a Principal & Financial Advisor at The Nalls Sherbakoff Group LLC and an Instructor at University of Tennessee.
He is a longtime veteran of the investment advisory business.
He has many years of entrepreneurial and military leadership experience, combined with a broad and extensive background in management, strategic studies, economics, and history.
He brings his long experience and academic knowledge to The Nalls Sherbakoff Group, LLC.
Mr. Nalls is proud of his military service.
Commissioned in 1985 as a second lieutenant of armor from the Reserve Officer Training Corps, he served in the active Army, Tennessee Army National Guard, and the U.S Army Reserves.
He commanded at every level from platoon leader to assistant division commander.
Before forming The Nalls Sherbakoff Group, LLC, Mr. Nalls was one of the co-founders of Patriot Investment Management, Inc., in 1994.
He served as Chief Compliance Officer and as one of the two principals of Patriot from 1994 until 2012.
In 2012, he left Patriot to join C&J Wealth Advisors, and in late 2012 he founded The Nalls Sherbakoff Group, LLC.
He has used his experiences and lessons learned from his previous firms to create a firm that focuses on evidence-based investing and the dimensions of expected return, which in his view holds the promise for the best client focused investment outcomes.
Mr. Nalls holds a BS from George Mason University, MA from University of Virginia, Masters of Strategic Studies from US Army War College and Certificate in Financial Planning from University of Tennessee.
Don Nalls active positions
Companies | Position | Start |
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University of Tennessee | Corporate Officer/Principal | - |
The Nalls Sherbakoff Group LLC
The Nalls Sherbakoff Group LLC Investment ManagersFinance The Nalls Sherbakoff Group LLC (TNSG) is an independent SEC-registered asset management firm headquartered in Knoxville, Tennessee. The firm was founded in 2012 by Donald Nalls, Jr. TNSG offers discretionary and non-discretionary portfolio management services as well as financial planning and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 2011-12-31 |
Former positions of Don Nalls
Companies | Position | End |
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Patriot Investment Management Group, Inc.
Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Portfolio Manager-Equities | 2012-10-31 |
Training of Don Nalls
University of Virginia | Graduate Degree |
George Mason University | Undergraduate Degree |
U.S. Army War College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Patriot Investment Management Group, Inc.
Patriot Investment Management Group, Inc. Investment ManagersFinance Patriot Investment Management Group, Inc. (PIMG) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Bradley Bower in 1993. PIMG offers discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities in Knoxville and the surrounding areas. | Finance |
The Nalls Sherbakoff Group LLC
The Nalls Sherbakoff Group LLC Investment ManagersFinance The Nalls Sherbakoff Group LLC (TNSG) is an independent SEC-registered asset management firm headquartered in Knoxville, Tennessee. The firm was founded in 2012 by Donald Nalls, Jr. TNSG offers discretionary and non-discretionary portfolio management services as well as financial planning and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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