Tag Archives: Financial Analyst

Cahaba Welcomes Charlotte Disley

Charlotte Disley
Financial Planning Analyst

We are delighted to share that Charlotte Disley has joined our team as a Financial Planning Analyst in the Atlanta office! Previously, Charlotte spent nearly three years working for the benefits department of Global Payments where she gained a unique understanding of employer provided benefit plans.  We look forward to having Charlotte on the team!

Charlotte was born and raised in England, and moved to the U.S. in 2015 to attend Oglethorpe University. She graduated in 2019, Magna Cum Laude, with a Bachelor’s degree in Psychology and a minor in Business Administration. Alongside her studies, Charlotte was a student-athlete as a member of Oglethorpe’s women’s tennis team. She continues to pursue her passion of playing tennis competitively as a member of an ALTA team in the Atlanta area.

Charlotte currently resides in Brookhaven, GA with her husband Hunter and their cat Luna. In her spare time, she enjoys exploring the Atlanta dining scene, attending sporting events and travelling the world.

Cahaba Welcomes Maggie Truitt

Maggie Truitt
Financial Planning Analyst

Please join us in welcoming Maggie Truitt as a Financial Planning Analyst in our Nashville office. In May 2022, Maggie graduated Summa Cum Laude from Xavier University where she earned a Bachelor’s of Science in Mathematics and a Bachelor’s of Art in Spanish. Maggie’s collegiate interests in applied mathematical models allowed for specific development in her quantitative reasoning skills. While attending Xavier, Maggie was a member of Pi Mu Epsilon, served as the Spanish Major Declaration Mentor, and worked as a Committee Co-Chair for Xavier’s Student Activities Council.

Originally from Birmingham, AL, Maggie enjoys cheering on Auburn football and the Tennessee Titans. In her spare time, she loves hiking, trying new restaurants, and exploring her new home of Nashville.

Cahaba welcomes Don Keeney

Don Keeney
Don Keeney, CFA, CFP® 
Financial Advisor, CIO

Cahaba Wealth Management is delighted to announce that Don Kenney has joined as Financial Advisor in the Nashville office, and Chief Investments Officer (CIO) with the goal of expanding Cahaba’s proven efforts of providing customized financial planning, tax and estate planning, and active investment advisory services. In addition, he is assuming the role of Chief Investments Officer (CIO).

With more than 20 years’ experience in asset management, Don translates client’s life and financial goals into a practical, understandable financial plan to provide resolve in achieving goals.

Don holds a Certified Financial Planner® designation, is a Registered Investment Advisor, holds the Chartered Financial Analyst™ designation, and is a member of the CFA Society of Nashville. He graduated from Rhodes College with a Bachelor’s degree in Economics & Mathematics, and from the Owen Graduate School of Management at Vanderbilt University with a Master of Business Administration with an emphasis in finance.