Senior Managing Director, Principal
Betsy implements and maintains the strategies created for Green Square families. She delivers customized services and reporting based on each client’s needs and objectives. She facilitates and coordinates with our clients’ outside advisors on family office structure, tax, insurance, budgeting and estate planning. Before joining Green Square in 2005, Betsy was with FTN Financial, the capital markets subsidiary of First Horizon Corporation. While at FTN, she served institutional fixed income clients and worked on numerous projects, including the integration of FTN’s acquisition of Spear, Leads & Kellogg. She received her Bachelor of Science degree, cum laude, from the University of Tennessee. Betsy holds the Series 65 license.