Personal | Investing | Investment Management Services | About Us | Our Team
FTB Advisors Portfolio Management Team is both experienced and credentialed within the industry.
Learn more by clicking on a committee member below.
Vice President,Advisory Services
Vice President,Financial Advisor
Chief Investment Officer
Vice President,Porfolio Manager
The Role of the Portfolio Management Team
The members of the Portfolio Management Team are responsible for developing and overseeing our investment philosophy and processes. This includes articulating our approach to asset class and management style diversification, the design and development of investment policy statements, and the formulation of capital markets assumptions. In addition, the Team creates risk-based model portfolios, oversees advisor-managed models, and evaluates, selects and monitors a variety of investments utilized in our portfolios.
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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In ValueInsurance Products and Annuities: May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (FTB) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities provided by FTB Advisors, Inc. member FINRA, SIPC and a subsidiary of FTB. Insurance products provided by FTB Advisors Insurance Services, Inc. (FTBIS). In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (FHIS), a Tennessee corporation and a subsidiary of FTB, CA License #OD12174. The principal place of business of FHIS is 165 Madison Ave., Memphis,TN. 38103.
FTB Advisors, Inc., FTBIS and FHIS may offer annuities or transact insurance business only in states where they are licensed or where they are exempted from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.
©2013 First Tennessee Bank National Association. www.firsttennessee.com