PEERMAN CAPITAL MANAGEMENT - Key Persons
As the owner of Peerman Capital Management, Bill reviews each client's investment history, analyzes needs and situations, and makes investment decisions. He helps clients articulate a financial objective, personal investment style, and risk tolerance. Then, based on his knowledge of the markets and the client's short- and long-term goals, he helps the client use this information to establish an investment strategy. With more than 36 years of experience in financial consulting, he partnered with Commonwealth Financial Network® and started Peerman Capital Management in 2009.
Education
University of Virginia: Bachelor's degree in religious studies
University of Virginia: MBA, Darden School of Business
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Christina has been with Peerman Capital Management, LLC since its inception in 2009, and has worked with Bill as his assistant for 22 years. In her role as Director of Client Services, Christina is committed to meeting the needs of each individual client and providing them with the very best level of service.
A graduate of Vanderbilt University, Christina is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 63 registrations. She also holds a TN life and health insurance license and is a Notary Public.
Christina is originally from South Bend, IN, but has lived in the greater Nashville area for 26 years. She enjoys spending time with friends and family, watching sports (Go Irish!), reading, playing piano, and playing cards. Christina and her husband Tracy live in Nolensville, TN with their two daughters, Kiera and Kyla.
Sandy has more than three decades of experience as an administrative assistant and bookkeeper. She joined the Peerman team in 2021 as administrative assistant to Bill Peerman, with whom she worked - and developed a simpatico relationship - in the early 1980s.
Sandy's focus is on account services, including budget monitoring and analysis, and financial planning software. She brings experience in the financial services and investment businesses.
Sandy credits her late mother, Evelyn, for her can-do attitude and strong work ethic. She has been married to Bill Ward for 23 years and has a son, Fred, and granddaughter, Zuzu. She enjoys reading and watching mysteries, traveling to Europe, and cooking.