Cravens & Company Advisors Expands Investment Team with New Director and Promotion

Tennessee wealth management firm bolsters leadership with CFA charterholder and CFP candidate

Apr. 8, 2026 at 12:41pm

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Cravens & Company Advisors, an independent wealth management firm based in Cookeville, Tennessee, has announced the appointment of Benjamin Doty, CFA, as the new Director of Investments. The firm also promoted Caleb Rouse to the role of Advisor and Investment Analyst. These strategic hires and internal promotion reflect CCA's commitment to strengthening its investment capabilities and developing future leadership.

Why it matters

The additions to CCA's investment team signal the firm's growth ambitions and its focus on delivering institutional-caliber expertise to its high-net-worth clients. The appointment of a CFA charterholder as Director of Investments and the promotion of a CFP candidate demonstrate CCA's commitment to building a deep bench of talent and maintaining its fiduciary, client-first approach to wealth management.

The details

As the new Director of Investments, Benjamin Doty will lead CCA's investment strategy and portfolio oversight, including the firm's proprietary Quality Focus equity strategy, multi-asset allocation framework, and private markets program. Doty brings over 20 years of investment management experience, most recently serving as a Portfolio Manager at Legacy World Partners in Tampa, Florida. Prior to that, he spent over a decade at Koss Olinger, a multi-family office, where he led a $2.1 billion investment program for ultra-high-net-worth families. Caleb Rouse has been promoted to Advisor and Investment Analyst, reflecting his expanded role in investment research, portfolio analysis, and client advisory work. Rouse holds the Series 65 license, has completed the CFP Board's education requirements through Boston University, and recently received a preliminary pass on the CFP® exam, advancing toward CFP® certification.

  • Cravens & Company Advisors announced the new hires and promotion on April 8, 2026.

The players

Benjamin Doty

Benjamin Doty brings more than 20 years of investment management experience to CCA, most recently serving as Portfolio Manager at Legacy World Partners in Tampa, Florida. Prior to that, Ben spent over a decade at Koss Olinger, a multi-family office, where he led a $2.1 billion investment program for ultra-high-net-worth families. Ben holds the Chartered Financial Analyst® designation.

Caleb Rouse

Caleb Rouse has been promoted to Advisor and Investment Analyst, reflecting his expanded role in investment research, portfolio analysis, and client advisory work. Caleb holds the Series 65 license, has completed the CFP Board's education requirements through Boston University, and recently received a preliminary pass on the CFP® exam, advancing toward CFP® certification.

Wayne Cravens

Wayne Cravens is the President and Lead Advisor of Cravens & Company Advisors.

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What they’re saying

“Ben brings private wealth and institutional-caliber investment experience that is rare at a firm of our size. His depth, character, and commitment to a client-first investment philosophy made him the right person for this next chapter. These additions reflect where this firm is headed — a deeper bench, stronger investment capability, and enduring commitment to our clients.”

— Wayne Cravens, President and Lead Advisor, Cravens & Company Advisors

“After 14 years in institutional investment management, I was looking for a firm where the work was meaningful, and the relationships were real. CCA checked every box. The investment philosophy is thoughtful, the team is exceptional, and Cookeville is a community my family and I are genuinely excited to call home.”

— Benjamin Doty

“Caleb has grown tremendously, and this promotion reflects what we see every day — someone who takes ownership, brings intellectual rigor, and cares about our clients. He is the future of this firm.”

— Wayne Cravens, President and Lead Advisor, Cravens & Company Advisors

What’s next

CCA plans to continue expanding its investment team and capabilities to better serve its high-net-worth clients across the Southeast and the broader US.

The takeaway

The strategic hires and internal promotion at Cravens & Company Advisors demonstrate the firm's commitment to building a deep bench of investment talent and maintaining its client-first approach to wealth management. The additions of a CFA charterholder and a CFP candidate signal CCA's ambition to deliver institutional-caliber expertise to its high-net-worth clientele.