CPE Half Day

Matt Welch is a Managing Director of BlackArch. He has more than 20 years of experience in the banking and finance industry, including 18 years advising on mergers and acquisitions with a particular focus on consumer, retail and healthcare sectors. He has advised on sellside, buyside, hostile takeover defense and equity/debt capital raising during his investment banking career. 

Prior to joining BlackArch, Matt was a senior leader of the Consumer, Retail and Healthcare M&A practice at Wells Fargo Securities. More broadly, Matt has experience working with Transportation, Distribution and Communications clients. Previously in his career, Matt worked at Wachovia, Ridgecrest Capital Partners and Duke Energy. 

Matt earned his undergraduate degree from North Carolina State University, where he received a Bachelor of Science in Mechanical Engineering. He also holds a Master of Business Administration with a concentration in finance from the Fuqua School of Business at Duke University.

Adam Davies is Vice President of Retirement Plan Services at The Trust Company of Tennessee, working with institutional clients including corporate retirement plans, endowments, and foundations. The firm serves as trustee, investment manager, and record keeper for more than 200 retirement plans. Adam also serves on the firm’s Investment Committee and leads the Retirement Plan Services Committee, focusing on asset oversight, regulatory updates, and operational efficiency.

With over 10 years in financial services, Adam holds a B.S. in Finance from Wake Forest University and is a CFA charterholder. He also serves as Treasurer on the Board of Directors for the CFA Society of East Tennessee and holds the Retirement Plans Associate (RPA) designation.

Matt helps guide clients toward wise financial decisions that will help them in the future. He earned a Bachelor of Science in finance and Master of Business Administration (MBA) from Liberty University, where he also played division 1 soccer. He holds the Retirement Plans Associate (RPA) designation. Prior to joining The Trust Company of Tennessee, Matt served as a credit analyst and portfolio manager for Mountain Commerce Bank, underwriting credit, analyzing tax information and serving client accounts.

In his free time, he enjoys attending sporting events, trying new restaurants and spending time with his friends and fiancée.

Monica Ivins is an Associate Wealth Advisor at SageView’s Knoxville office, helping families and individuals with everyday financial decisions and major life transitions. A CERTIFIED FINANCIAL PLANNER™ professional, she provides guidance on investments, tax strategies, retirement planning, risk management, and legacy planning.

Monica graduated Magna Cum Laude from the University of Tennessee with a degree in Biochemistry. She began her career in Quality Assurance before discovering her passion for financial planning at SageView in 2016.

She lives in Knoxville with her husband, Charlie, their two children, Murphy and Ferris, and their dog, Clark. Outside of work, she enjoys spending time outdoors, traveling, and playing board games.

Fun fact: Monica is the youngest of 10 children.

Nick Jahn, located in SageView’s Knoxville office, serves clients across the nation. His primary focus is helping employers provide effective retirement plans that enable their employees to better save for retirement.

His experience includes working with qualified and non-qualified retirement plans such as 401(k), ERISA and non-ERISA 403(b) plans including non-profit, higher education, governmental, church and multiple employer plans. A former Air Force combat airlift pilot, Nick has also been recognized as a Top 100 Retirement Plan Adviser*.

Nick earned an undergraduate degree from the U.S. Air Force Academy and an MBA from Indiana University.  He also holds an MS from the University of Tennessee, graduating with Phi Kappa Phi honors. 

Nick was one of the first to obtain the Certified Plan Fiduciary Advisor (CPFA) designation.

Fun fact: Nick is the only vice president (probably) in the history of financial services to have both landed a cargo jet in Antarctica and auditioned for the game show Jeapordy!