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John R. Doody, Jr.

Principal

John R. Doody, Jr. is a Principal at AEA Group and is the Managing Principal of its Birmingham office. He has over 25 years of experience providing financial and investment advisory services to clients.

Prior to joining AEA Group, John was a Principal at registered investment advisor Highland Associates, Inc. In his two decades with the firm, Mr. Doody served in various analytical, consulting and management roles. As the firm's Chief Operating Officer, he was responsible for managing and coordinating the firm's Consulting, Research, Performance Accounting, Administration and Sales and Marketing functions.

He was a Consultant to many non-profit organizations throughout his career, developing and implementing investment strategies to allow these organizations to most efficiently utilize their capital resources. He worked closely with client's senior management in addition to presenting to their Investment Committees, Finance Committees and Boards. He previously held Series 7 and 63 licenses. He was also a founder of investment managers Highland Strategies and Highland Good Steward Management.

Prior to joining Highland Associates, Mr. Doody was a Senior Valuation Analyst with Ernst & Young in its Atlanta office, where he performed business valuations for estate and gift tax purposes, mergers and acquisitions and legal defense. Mr. Doody worked extensively in the valuation of real estate and partnerships in addition to the valuation of intangible assets such as contracts, leases, trademarks, customer lists and covenants not-to-compete.

Core Competencies

Lost Profit and Economic Damage Analyses Financial Forensics Business Valuations.

  • Partial Service List
    • Lost Profit
    • Economic Damage Analyses
    • Financial Forensics
    • Business Valuations
  • Concentration
    • Lost Profit
    • Economic Damage Analyses
    • Financial Forensics
    • Business Valuations
  • Professional Certifications
    • Chartered Financial Analyst ® (CFA)
  • Education
    • Associate of Arts, Oxford College of Emory University 1983
    • Bachelor of Arts Chemistry, Emory University 1985
    • Masters of Business Administration, Emory University 1988
  • Professional & Business Affiliations
    • Member, Alabama Society of Financial Analysts
  • Community & Civil Affiliations
    • City of Mountain Brook Finance Committee
    • Kiwanis Club of Birmingham, Foundation Investment Committee
    • St. Luke's Episcopal Church – Finance Committee and former Vestry member
    • Turnaround Management Association of Alabama - Treasurer
    • Junior League of Birmingham, former Investment Committee volunteer
    • UAB Collat School of Business - former Finance Advisory Council member, former Green & Gold Fund Advisor

Partial Service List:

  • Lost Profit
  • Economic Damage Analyses
  • Financial Forensics
  • Business Valuations

Concentration:

  • Lost Profit
  • Economic Damage Analyses
  • Financial Forensics
  • Business Valuations

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