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

Client Relations

Roger Jones

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Client Relations

Roger Jones

Roger has spent his entire career as a public servant. He has educated, organized, strategically planned and fundraised for over a 40 years. An East Tennessee native, he spent more than 35 years as a member of the Green County Board of Education and served as Mayor from 2002- 2006. As Mayor, Roger chaired the County Commission, Budget & Finance Committee, and Homeland Security of the 1st Congressional District.

Roger has a genuine passion for helping people, both directly as well as through collaboration and through forming strategic partnerships. As president of Junior Achievement of East Tennessee, Roger worked with both community leaders and school systems to bring financial literacy to 5th grade and high school students across 18 counties.
Roger has been married to Yhona for 41 years. The two of them have one grown daughter and are proud grandparents to a 3-year old grandson. In their free time, they enjoy family, friends, UT sports, golf and are active in their church.

Education
  • Lincoln Memorial University Bachelor of Science, Education
  • East Tennessee State University
  • Masters in Administration & Supervision
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
director, client relations

Nathan Ogier

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director, client relations

Nathan Ogier

The backbone of any successful business is its clients’ satisfaction. At Head Investment Partners, Nathan is responsible for ensuring every client receives exceptional care and service. Nathan’s passion for helping people and his experience in consumer marketing, finance, and logistics supply chain management make him a valuable resource for the rest of the team and their clients.

Nathan holds a Bachelor of Business Administration degree from the University of Tennessee and joined Head Investment Partners in the Summer of 2018. Before joining the firm, Nathan worked as a logistics specialists, arranging the acquisition and transportation of building materials to all worksites. He also worked as a social media consultant for a marketing firm. There, he learned the fundamentals of web design and how to grow a business’s social media presence.

While not in the office Nathan leads a healthy lifestyle full of consistent exercise and nutritious eating. Nathan is also an avid snowboarder and spends much of his time during the winter/spring season on the mountain.

Education
  • University of Tennessee – Knoxville Bachelor of Business Administration
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