Southeastern Trust
Team

Bart Rolen headshot

Chief Executive Officer

Mr. Rolen serves as the CEO of Southeastern Trust. He was the Executive Vice President and Head of Private Client Services for Atlantic Capital Bank since October 2015, when FSG Bank merged into Atlantic Capital.

Prior to the merger, Mr. Rolen served as Executive Vice President and Director of Wealth Management for FSG Bank since January 2012. Before joining FSG, he had spent his career in Private Wealth Management for SunTrust Bank, most recently serving as Group Vice President managing personal trust teams in Chattanooga and Nashville, TN.

Mr. Rolen earned an undergraduate degree in Finance from the University of Georgia’s Terry College of Business and an M.B.A. from the University of Tennessee at Chattanooga. He is a Certified Trust Financial Advisor and is a graduate of the ABA National Graduate Trust School.

Teresa Whitton headshot

President

Teresa joined Southeastern Trust in April 2012. Prior to Southeastern Trust, Teresa spent twenty years in Personal Trust and Trust Real Estate at SunTrust Bank, including managing a trust team in Chattanooga. She is a graduate of Middle Tennessee State University and the ABA National Graduate Trust School. Teresa has extensive experience in Special Needs Trusts and Trust Real Estate.
Robert Fell headshot

Managing Director

Robert joined Southeastern Trust in January 2016 from Wilmington Trust. He has over fifteen years of experience in trust administration and estate planning. Robert earned an undergraduate degree from the University of South Alabama and a law degree from the University of Mississippi. Robert serves the Atlanta area from our office in Buckhead.
Gail Davis headshot

Trust Administrator

Gail joined Southeastern Trust in July 2014 and is responsible for relationship management and account administration, with a focus on Special Needs Trusts. She has over 16 years of experience in trust and estate administration, including managing real estate held in trust. Gail is a graduate of the University of Tennessee at Chattanooga and the Cannon Financial Institute. She has earned the CTFA designation from the Institute of Certified Bankers and serves on the Board of Directors of The Estate Planning Council of Chattanooga.
Rhonda Gilliland headshot

Trust Associate

Rhonda became a member of the Southeastern Trust team in 2017. She has more than 18 years of office management experience focusing on accounts receivable and payable along with seven years in the nursing field. Her background and work experience combined make her a valuable addition to the Special Needs Trust team, where she is able to assist with the administration and care coordination of clients as well as assist beneficiaries with government benefits programs. Rhonda’s training has special emphasis on Hospice and Alzheimer’s care.
Wendy Barnett headshot

Trust Administrator

Wendy joined Southeastern Trust in November 2016, bringing with her 22 years of banking experience in various capacities. She worked most recently as Bank Officer for the Compliance and Bank Secrecy Act Departments of Atlantic Capital. Wendy has earned her Bank Operations Diploma from the American Bankers Association and is an accredited Certified Anti-Money Laundering Specialist.

Director of Operations

Debbie has been with Southeastern Trust since its inception in 2004. She has nearly thirty-five years of experience in trust and investment operations and is a graduate of the Southern Trust School.

Compliance Officer

Linda has been with Southeastern Trust since its inception in 2004 and has over twenty years of experience in trust and estate administration. She obtained both a B.B.A. and an M.B.A. from the University of Tennessee at Chattanooga.

Portfolio Manager

Robert joined Southeastern Trust in November 2012. He has over a decade of experience in wealth management and has held a number of roles within super-regional financial institutions. Robert holds both the Chartered Financial Analyst designation as well as the Certified Financial Planner designation. He obtained his M.B.A. from Wake Forest University, is a graduate of the U.S. Naval Academy and spent five years as a Naval Officer. Robert is a member of the East TN Society of Financial Analysts.
Brittany headshot

Operations Officer

Nicholas headshot

Portfolio Manager

Nicholas joined Southeastern Trust in 2018. Born and raised in Johannesburg, South Africa, he graduated in 2003 with a Bachelor of Accounting from Stellenbosch University. Nicholas began his career as an equity analyst & portfolio manager within the Private Clients Wealth Management Subsidiary of Africa’s largest bank. A prolific writer, he has written and published over 30 articles on financial analysis and equity valuation, and has been published twice in Accountancy SA, the journal of The South African Institute of Chartered Accountants. In conjunction with professors from the University of Johannesburg, he has also lectured Financial Analysis and Risk & Return to candidates preparing to sit for their final CA(SA) board exam. He is a CFA® charterholder and is particularly passionate about portfolio construction and wealth management strategies. Nicholas serves on the board of the YMCA Camp Ocoee and is a member of the East TN Society of Financial Analysts.

Drew headshot

Investment Analyst

Drew joined Southeastern Trust in 2018. Born and raised in Lancaster, PA, he graduated from Grove City College in 2017 with a Bachelor of Science in Mechanical Engineering and a Minor in Mathematics. After college, Drew moved to Chattanooga as a member of the Chattanooga Fellows Program Class of 2018. In the Fellows, he spent a year focusing on leadership and discipleship training while exploring the intersection of faith and work. Drew is presently a Level III candidate for the Chartered Financial Analyst designation.

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Chattanooga

1 Union Square, Suite 600
Chattanooga, TN 37402

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