Meet Our Team

The Head Investment Partners team is dedicated to leveraging our experience to deliver a sophisticated set of investment and planning solutions, excellence in client service, and the personal attention you deserve.

portfolio & investment
management

Managing Director, Senior Portfolio Manager

Daniel G. Head

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Managing Director, Senior Portfolio Manager

Daniel G. Head

With more than three decades in the industry, Daniel has advised clients alongside 6 presidents, 4 Fed Chairs and both tremendous growth and turmoil in the financial markets. The Dow is up more than 20-fold since Daniel’s career began, yet many of the most memorable moments center around navigating the uncertain times. It is in direct response to such times that Daniel spearheaded the development, implementation and management of the risk management strategies our team utilizes today.

A native of Brooklyn and a graduate of William Jewel College, Daniel has called Knoxville home for nearly 40 years. Throughout his career, Daniel has been an innovator and often non-conventional. Daniel began his career as a Broker Consultant for Cigna, then called Connecticut General. Shortly after, he was recruited by Paine Webber. After 6 years with Paine Webber and 7 years with Dean Witter, Daniel returned to Paine Webber in 1994. In the early 1990’s, Daniel developed a team focused on wealth management– a full decade before the concept was widely accepted. With stops at three major wire-houses along the way, Daniel found his permanent home in the independent channel in 2016 as Head Investment Partners.

Daniel is a proud father to two children (Liana and Nathaniel) and an active member of his church. He and his wife Carleen share a passion for fine food, wine and travel. Being true animal lovers, they have two dogs and two cats. Although he enjoys the outdoors and all sports, the wear and tear on his knees and ankles has slowed his enthusiasm for extreme skiing and full-court basketball. These days, you are more likely to find him playing golf.

Education
  • William Jewell College-Liberty, Missouri Bachelor of Science in Business and Finance
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vice president, business development

Jonathan L. Hayes

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vice president, business development

Jonathan L. Hayes

Jonathan is unashamedly an overachiever from his earliest memories. Jonathan initially entered the Financial Services industry in 1999 with PaineWebber. He partnered with Daniel Head in 2002 and worked alongside him for a decade. After 5 years as an analyst in the corporate world, Jonathan rejoined Head Investment Partners in March 2017 as VP of Business Development.

Among his greatest strengths is Jonathan’s ability to relate to people from all walks of life. He has always been willing to think outside the box to find solutions to meet client needs. He is a passionate advocate of not accepting “average” and solving problems that require a multi-faceted solution.

Jonathan and his wife, Meredith, have 3 children – Micah, Jackson & Emily. He is an active member of his church and has served on several local boards, including the Pellissippi State Foundation board for over a decade. In his spare time he enjoys golf, traveling, baseball, football, and movies.

Education
  • Emory University – Atlanta, GA Bachelor of Science, Chemistry & History
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client relationship team

Rachael J. Holcomb

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Rachael J. Holcomb

Rachael J. Holcomb is a Wealth Management Advisor specializing in Retirement Plans. She joined Head Investment Partners in January of 2020 and has over 10 years of experience in the Financial Services Industry. Her passion resides in helping clients manage all aspects of their retirement plans to ensure plan sponsors meet their fiduciary duties and provide an effective savings vehicle for their employees.As a Retirement Plan Specialist, Rachael delivers a very comprehensive array of services to her clients including consulting on plan design and compliance, plan sponsor fiduciary training, inclusive RFP’s, plan reviews and fee bench marking, functioning relationships with record keepers and third party administrators,and strategic participant education. She is a fiduciary under Section 3(21) and acknowledges her fiduciary status in writing.

Originally from Boston, Massachusetts Rachael and her family moved from Memphis to Knoxville,Tennessee in 2015. She and her husband Mike have four children, a great dane named Eeyore, and three cats. You can mostly find them on the lake fishing, camping in the mountains, or at their children’s sports events.

Rachael holds a series 65 registration.

Operations Manager/Client Relations

Carleen Head

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Operations Manager/Client Relations

Carleen Head

Carleen is a native to Knoxville and a graduate of the University of Tennessee.She began her career in the student loan industry where her aptitude for creating operational efficiencies and utilizing technology to maximize productivity was quickly recognized by executive management.

In addition to these strengths, her creative problem solving garnered multiple promotions and eventually led to Assistant Vice President of Operations for a 500 million dollar company where she was responsible for building and developing teams as well as conceiving and conducting training for new products and services. Carleen has extensive experience with conceptualizing, developing, and implementing business solutions that keep up with technological trends.

After her many years of Operations management she decided to round out her skill set with a move into a sales position. She was the Southeast Strategic Account Manager where she managed ongoing efforts to strengthen partnerships, including issue resolution, proactive positioning, training, and communications as a resource for the client.She was the number one sales rep in the southeast and was responsible for 28 million in annual sales volume.

Carleen’s years of experience in operations management and sales make her an ideal fit for Client Relations/Operations Manager at Head Investment Partners.

Carleen is married to Daniel and they enjoy entertaining in their home and traveling abroad. She also is a pet lover and loves to spend time with family and friends.

Education
  • University of Tennessee
Financial Advisor | Retirement Plan Specialist

Nolan Early

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Financial Advisor | Retirement Plan Specialist

Nolan Early

Nolan earned a Bachelor of Business Administration degree from the University of Tennessee and joined Head Investment Partners in the Summer of 2020. Prior to joining the firm, he spent four years working as a Program Director at Tate’s School and Tate’s Day Camp. His responsibilities included employee training and development, behavioral management, and program planning. During his time at Tate’s, he supervised hundreds of employees and thousands of children. Here, Nolan realized his love for communicating with and helping people of all ages.

 

Nolan enjoys spending time with family, friends, and his two dogs—Sadie and Jameson. Born and raised in Knoxville, Nolan is an avid fan of University of Tennessee athletics. At an early age, he fell in love with the game of baseball and continued playing through high school. Depending on the season, Nolan spends his free time on the lake, on the golf course, scuba diving, or snowboarding.

Education
  • University of Tennessee – Knoxville Bachelor of Business Administration
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