Kristin Bell
Southeastern Trust Company, a division of FSG Bank, N.A., announced that Kristin Bell has joined its investment team. Ms. Bell will serve as vice president and portfolio manager for the firm, which serves clients across the country. She brings more than 17 years of experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments.
“Southeastern Trust is committed to providing superior service to our clients throughout the country. To accomplish this goal, we continue to hire individuals that are not only experts in their field, but also suited to providing excellent client service,” said Bart Rolen, managing director. “Kristin is a valuable addition to our team and our clients will enjoy the expertise and service she brings to their relationship.”
Ms. Bell spent the last 13 years on Unum Group’s fixed income investment team responsible for analysis and trading recommendations for a variety of fixed income asset classes. She started her tenure in private placement bonds and then moved to the public bond desk where she was the analyst responsible for $2 billion of investment grade and high yield corporate bonds. While at Unum, Ms. Bell pioneered Unum’s entry into investing in affordable housing tax credits in 2010, and more recently added over $700 million municipal bonds to her areas of coverage. Prior to her time at Unum, Ms. Bell managed trust and high net worth client accounts at Wachovia Bank in North Carolina and traded equities at Fidelity Investments in New Hampshire.
Ms. Bell holds a B.A. from Wheaton College in Psychology and the Chartered Financial Analyst designation (CFA). She serves as a board member with the Children’s Advocacy Center of Hamilton County. She was previously on the board of St. Peter’s Episcopal School and also served as treasurer for the Thrasher School PTA Executive Board.
Ms. Bell is located at 531 Broad Street, Chattanooga, TN 37402. She may be reached at 423 308-6495 or at kbell@setrustco.com.