RidgePath Capital Management was founded on the belief that institutions and accomplished households require a level of service not readily available in the financial industry at large.
Grounded in a dynamic risk management process; we continually strive to adjust and adapt to constantly changing global investment realities. Our asset allocation framework seeks returns through the composition and maintenance of strategically diversified portfolios. At RidgePath Capital our mission is to provide unparalleled transparency and accountability while relentlessly pursing self-improvement in an effort to better serve our client base.
Danny Pressley is President of RidgePath Capital Management, LLC. Danny serves clients by advising them about their business and tax planning. He has over 30 years of experience in the financial services industry and is a Certified Public Accountant (CPA) in Tennessee. The focus of his experience has been in taxation, mergers and acquisitions, and financial and estate planning for high net worth individuals, business owners, nonprofit entities, and corporate executives at public and private companies. Prior to arriving at RidgePath, Danny was the founding Partner of the Knoxville, TN office for accounting firm LBMC. Prior to LBMC, he was a Partner at Pugh and Company, P.C. located in Knoxville. Danny has been very active in the accounting profession. Examples include: Past President of the Tennessee Society of CPAs; former National Council Member of the American Institute of CPAs; and former President of the local chapter of the Institute of Management Accountants. Danny graduated from the University of Tennessee with honors in business administration. He also has earned an AICPA certificate of Educational Achievement in Business Valuation. As a resident of Knoxville for most of his life, Danny has been very active in the Knoxville community serving in numerous civic organizations: Trinity Health Foundation, Zoo Knoxville, Leadership Knoxville, University of Tennessee Chancellor’s Associates, East Tennessee Foundation, and the YMCA. He is an avid golfer and enjoys visiting courses around the country. Danny and his wife, Allison, reside in Knoxville.
Stephanie Townson’s Bio here.
Mr. Pressley is the Managing and Founding Principal of RidgePath Capital Management. At RidgePath, Sam oversees all aspects of business operations ensuring quality and consistency. In addition, Sam cultivates and maintains relationships amongst the firm’s client base. Sam is a CERTIFIED FINANCIAL PLANNER™. Prior to founding RidgePath he spent the last four years with Capital Investment Advisory Services. At Capital, Sam developed a client base of high net worth individuals, and focused his work on both asset management and strategic financial planning. Prior to his time at Capital, he received both a B.A. in Finance and Management and an MBA from Lenoir-Rhyne University where he was a member of the golf team. Sam also spent time as a graduate assistant coach at Lenoir-Rhyne while earning his MBA. Sam has worked with both the Boy Scouts of America and The First Tee of Greater Knoxville on golf related projects in an effort to improve the efficiency and quality of their events. Sam attends St. John’s Lutheran Church in downtown Knoxville, and works to be an active member of the church community. Sam lives in Knoxville with his wife Chelsea and remains both an avid golfer and a loyal supporter of the University of Tennessee.
RidgePath Capital Management
9202 S. Northshore Dr. Suite 101
Knoxville TN 37922, USA
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RidgePath Capital Management, LLC (“RIA Firm”) is a registered investment adviser located in Knoxville, Tennessee. RidgePath Capital Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. RidgePath Capital Management, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of RidgePath Capital Management, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as RidgePath Capital Management, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by RidgePath Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RidgePath Capital Management, LLC, please contact the state securities regulators for those states in which RidgePath Capital Management, LLC maintains a registration filing. A copy of RidgePath Capital Management, LLC’s current written disclosure statement discussing RidgePath Capital Management, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from RidgePath Capital Management, LLC upon written request. RidgePath Capital Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RidgePath Capital Management, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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