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Dogwood Financial Planning
Dogwood Financial Planning is a multi family office, founded 2001; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
DOGWOOD FINANCIAL PLANNING is a state-registered investment adviser in MEMPHIS, TN. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Brendan B. O'Connell
Founder and CEO
Joseph W. Shannon
Managing Director and CFO
Sector focus
Frequently asked questions
Who runs investment decisions at Dogwood Financial Planning?
Investment decisions are led by Founder and CEO Brendan B. O'Connell and Managing Director Joseph W. Shannon. The firm operates with a lean team and direct principal involvement in each allocation.
How does Dogwood source proprietary deal flow?
Dogwood relies on a network of sponsor relationships built over more than two decades. The principals source private credit and real estate deals directly, avoiding fund-of-funds intermediaries.
What investment stages does Dogwood typically target?
Dogwood focuses on mature private companies and real assets — middle-market private credit, stabilized real estate, and infrastructure assets. It does not target venture or early-stage growth.
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