J. Banks Link, CFA

Partner & Co-Practice Leader

Nashville

Client Advisory

Biography

Banks is a Partner and Co-Practice Leader for the Tennessee office.   

Prior to joining Cerity Partners, Banks served as the Co-Founder and Partner of Covenant Partners, LLC since 1997. At Covenant Partners, Banks co-managed a multifamily office team dedicated to the wholistic design, execution, and maintenance of the entire spectrum of financial affairs for multiple high net worth and ultra-high net worth families.  

Education

  • B.B.A from Millsaps College

Highlights

  • Chartered Financial Analyst
  • Board of Trustees Member (Chairman) of The Oak Hill School
  • Member of Montgomery Bell Academy Alumni Board of Directors
  • Elder and Deacon at First Presbyterian Church Nashville
  • Board of Trustees Member (Treasurer) of Friends of Warner Parks
  • Member of Board of Visitors of Millsaps College
  • Board of Trustees Member (Vice-Chair of Endowment Committee) of Millsaps College

Request an Introduction to J. Banks Link

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here