Claude Carmichael
Founder and Principal
Claude Carmichael is President of Carmichael Creel Investments. Claude graduated magna cum laude from Duke University and is a Chartered Financial Analyst as designated by the CFA Institute. He is also a member of The CFA Society of Nashville.
Claude established Carmichael Capital, Inc. in New York City in 1993, which evolved in to Carmichael Creel Investments in 2022. He was previously a supervisory analyst and portfolio manager with WR Lazard & Co for five years, a vice-president of Oppenheimer & Co. for seven years, and a financial futures specialist with Merrill Lynch for two years, all in New York City. He is a past member of the New York Society of Securities Analysts.
Claude is a native of Norfolk, Virginia, and now lives in historic Franklin, Tennessee, in the Nashville metropolitan area with his wife Dorene and two adult children.
CONTACT CLAUDE:
615-595-5800
claude@carmichaelcreel.com
Arthur Creel
Investment Advisor and Portfolio Manager
Art Creel is an experienced financial services professional. He started his career as a financial advisor in 1987, before joining John Hancock Financial Services as a regional director for mutual funds, and eventually serving as National Sales Manager and Head of Distribution for the mutual fund and retirement plans businesses in Boston, Massachusetts. Art and his family returned to Tennessee in 2015 where he managed new business development for DST Systems/SS&C Technologies.
Art carries the Chartered Retirement Planning Counselor designation from the College for Financial Planning as well as the Certified 401(k) Professional designation from The Retirement Advisor University at UCLA Anderson School of Management.
Art and his wife Heather live in Franklin, Tennessee and have three adult children and two English bulldogs. He enjoys travel, golf, books, and cheering for the Tennessee Titans.
CONTACT ART:
615-614-3493
art@carmichaelcreel.com
Mindy Sullivan
Director of Operations
Mindy Sullivan serves as Director of Operations for Carmichael Creel Investments. Mindy earned an accounting degree from SUNY Albany and an MBA in Finance from the University of Connecticut. She started her career as an auditor with KPMG Peat Marwick in New York City where she earned her CPA designation. Mindy then joined CIGNA Corporation in Hartford, Connecticut, serving in financial and operations positions in the Health Care division before moving to Retirement and Investment Services. Mindy held several managerial positions in Securities Operations and Real Estate Reporting before transferring to the Investment Team as Vice President in Asset Management.
Mindy moved to Brentwood, Tennessee, in 2003 and enjoyed her role as a stay-at-home mom. With two growing children, she restarted her professional career with Carmichael Creel Investments where her organizational skills and attention to detail serve our team in the areas of client service, database management and reporting, as well as support to our investment advisors.
CONTACT MINDY:
615-595-5825
mindy@carmichaelcreel.com
Heather Creel
Marketing Coordinator
Heather brings her background in Sales, Marketing, Event Planning and Community Service to Carmichael Creel Investments. She started her professional career in the “Bat Building” in downtown Nashville, in Marketing with AT&T (the former BellSouth). She has served in numerous leadership positions and on boards in organizations in Tennessee and Massachusetts. She studied Speech Communication and English at The University of Southern Mississippi and did graduate work at The University of Memphis. She enjoys traveling, tennis, all things Disney and Christmas, the Tennessee Titans, and her English bulldogs.
CONTACT HEATHER:
781-307-1984
heather@carmichaelcreel.com