Avondale Group, the parent of Avondale Partners, has acquired Nashville-based investment advisory and portfolio management firm The Steine & Gooch Company.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The Steine & Gooch Company founders David Steine, Jr. and David Gooch, with their staff of Luther McDaniel and Marisela Garcia will now relocate their offices to Avondale’s West End location at Two American Center and operate as Avondale Advisors.
Avondale Partners CEO Pat Shepherd said that the firm’s approach with clients and clients’ portfolios will remain the same following the takeover.
"This acquisition is a pivotal step in continuing to strategically expand our Wealth Management division. Steine & Gooch shares our independent business model with a commitment to an individualized approach, meeting each client’s needs with independent, unbiased advice and products. They are a perfect fit for us," Shepherd said.
In addition to its headquarters in Nashville, Avondale has operations in Boston, Memphis, New York, San Francisco and St. Louis. Established in 2001, the company is entirely employee-owned.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
