Director of Investments

About Cravens & Company Advisors

Cravens & Company Advisors is a growing, independent, SEC-registered investment advisory firm serving high-net-worth and ultra-high-net-worth families, individuals, and trusts. The firm offers a comprehensive Family-Office experience that includes coordinated legal, tax, compliance, and advisory services alongside investment management. The firm is built on disciplined investment thinking, a deeply relationship-oriented client experience, and a long-term stewardship mindset.

Cravens & Company is intentionally investing in its leadership, infrastructure, and client offering as it enters a period of meaningful, sustained growth. The firm’s long-term vision is to expand its reach and capabilities significantly over the next 5 to 10 years while maintaining the high-touch, personalized service that defines its culture today.

The Director of Investments will serve as a senior leader responsible for investment oversight, strategic direction, and investment communication as the firm continues to scale. This role is designed for an investment professional who thrives in a leadership, client-facing environment and is energized by helping build a firm over time.

The Director of Investments will work within Cravens & Company’s established investment philosophy, co-lead the Investment Committee, mentor the internal team, and support client relationships. This role emphasizes judgment, communication, and collaboration rather than heavy research production or daily trading execution. A clear pathway to Chief Investment Officer exists as the firm scales and milestones are achieved.

• Provide strategic oversight of portfolio construction, asset allocation, and investment implementation.
• Co-lead the Investment Committee, guiding discussion and decision-making with clarity and discipline.
• Ensure consistent application of the firm’s investment philosophy across client portfolios.
• Oversee effective use of investment platforms, including our in-house, Quality Focus Strategy (with over 10 years of audited results), custom indexing, SMAs, and alternative investment solutions.
• Maintain strong investment governance, documentation, and decision rationale.

• Participate in client meetings to explain investment strategy, positioning, and market context.
• Translate complex investment topics into clear, practical guidance for clients.
• Support advisors in high-value client conversations and select business development efforts.
• Contribute to periodic market commentary and client education initiatives.
• Mentor and develop internal team members to strengthen investment understanding and confidence.
• Establish clear workflows that support efficiency, accountability, and consistency.
• Foster a collaborative, relationship-driven culture across investment, planning, and operations teams.

• Partner with firm leadership on long-term investment strategy and growth initiatives.
• Report directly to the firm's owner and collaborate on long-term strategy.
• Contribute to the evolution of the firm’s investment offering as the client base expands.
• Support scalable processes that enable growth without unnecessary complexity.

• 8–12+ years of experience in investment management or private wealth management
• Experience with in an RIA, family office, or private advisory firm environment
• CFA designation strongly preferred (or active pursuit)
• Demonstrated strength in investment communication and client engagement
• Proven leadership and mentoring capability
• Excitement about long-term growth and building alongside a firm
• Willingness to relocate to Cookeville, Tennessee
• Base Salary: $165,000–$185,000, commensurate with experience
• Annual Bonus:
  Target 15–25% based on individual and firm performance
• Long-Term Incentive:
  Participation in a long-term incentive program aligned with firm growth
• Comprehensive benefits package, including professional development support and relocation assistance

This is an opportunity for an investment leader who wants more than a seat at the table. Cravens & Company is entering a period of accelerated growth and is intentionally adding senior leadership to support that trajectory. The Director of Investments will have meaningful influence, visibility, and long-term upside while helping shape the future of a growing wealth management firm. This role offers a clear pathway to Chief Investment Officer as the firm scales and performance milestones are achieved.