Advisor: Tom Cartee

Thomas E. Cartee, Jr., MBA
Wealth Manager

Before joining the company in 1997, Mr. Cartee held positions with Banc One Capital Corporation in Columbus, Ohio, Swiss Bank Corporation and First National Bank in Chicago. His experience at Swiss Bank included responsibility for the Credit Analysis Department and relationship management for a portfolio of Fortune 500 corporations in the Midwest. Mr. Cartee utilizes his interests and expertise in macroeconomics, behavioral finance and strategic asset allocation utilizing Exchange Traded Funds to guide and advise his high net worth clients.

Tom received a Master of Business Administration degree from the University of North Carolina at Chapel Hill and a Bachelor’s degree in Economics from Davidson College.

Tom and his wife Kathy live in Oak Ridge and have two grown sons. Tom has spent many years coaching youth soccer.