Institutional Expertise
The Fiduciary Advantage
Total Balance Sheet Approach
A Powerful Network
Coordinated Services
Comprehensive Support
The Fiduciary Advantage
Experience a higher standard of investment management—built on legal accountability, transparency, and a commitment to only act in your best interest.
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Mandatory disclosure of all fees and commissions. Firms with undisclosed charges are not fiduciaries
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Duty to seek the best execution available
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Legally required to act solely in your best interest
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Full transparency in every aspect of the relationship
Our Resources
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Total balance sheet approach to strategic investment planning and management
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Full access to all FHN Financial Resources (Portfolio Strategies, Economic Strategy, Portfolio Accounting, ALM, Derivatives, Loan Advisory and Trading)
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Full access to First Horizon Bank's Correspondent Banking services
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Investment education for management and board
Your Benefits
- Streamlined investment oversight and reporting
- Institutional continuity and succession support
- Greater board and regulatory confidence
- Access to inter-dealer pricing and agency concessions
- 24/7 online portfolio access via myFHN
Trusted Partners
FHN Financial Portfolio Advisors was established in 1999 to provide depositories with fixed income investment management and regulatory expertise. With the backing of FHN Financial and First Horizon Bank, we combine institutional strength with a personalized approach built on trust, transparency, and performance. We are more than a portfolio manager—we are your strategic partner.
Our Team
Tom Hudson
Senior Vice President and Manager
Chris Kelley, CFA
Senior Vice President, Senior Portfolio Manager
Andy Cates, CPA
Senior Vice President, Senior Portfolio Manager
Kimberly Durham
Senior Vice President, Senior Portfolio Manager
Brian Martin
Senior Vice President, Chief Investment Officer - Bank Strategy
Danny Hughes
Vice President, Senior Financial Analyst
Geoffrey Barret
Vice President, Senior Financial Analyst
Stacey Kelley
Vice President, Operations Manager
Zach Wade, CFA
Vice President, Trader
Duncan Baker
Trader
Alexis Jackson
Trading and Operations Specialist
Quinn Blackman
Financial Analyst
Angie Cokeing
Office Coordinator
Connect with Us
Connect with our team to explore your opportunities.