Bart Rolen
Chief Executive Officer at Southeastern Trust Company
- Role
- Chief Executive Officer at Southeastern Trust Company
- Location
- Chattanooga, TN, US
- LinkedIn followers
- 500 followers
Experience
Chief Executive Officer
Jan 2012 — Present · Chattanooga, TN, US
Southeastern Trust is an independent, boutique trust company offering trust services, investment management, estate administration and family office services to clients throughout the United States. Formed in 2012, Southeastern Trust was previously a division of FSG Bank, N.A, then Atlantic Capital Bank, N.A. by way of a merger. Management purchased the division in 2018, at which point it became an independent trust company regulated by the State of Tennessee.
Education
University of Georgia - Terry College of Business
BBA, Finance
1998 — 2001
The University of Tennessee at Chattanooga
MBA, Finance
2001 — 2003
Skills
- Credit Risk
- Securities
- Estate Planning
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Wealth Management Services
- Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Financial Risk
- Investments
- Asset Management
- Relationship Management
- Wealth Management
- Hedge Funds
- Credit Analysis
- Financial Services
- High Net Worth Individuals
- Financial Advisory
- Financial Modeling
- Equities
- Certified Trust and Financial Advisor
- Fixed Income
- Portfolio Management
- Loans
- Investment Advisory
- Cash Management
- Lines of Credit
- Small Business Lending
- Life Insurance
- Private Banking
- Retirement Planning
- Trust Services
- Financial Analysis
- Capital Markets
- Investment Management
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