Tracy Bell named Chief Investment Officer

Last updated by Editorial team at herstage.com on Sunday, 1 September 2024
Tracy Bell named Chief Investment Officer

First Horizon Corporation, trading on the NYSE under the ticker FHN, is a prominent financial services company. Recently, they announced the promotion of Tracy Bell to the position of Chief Investment Officer at First Horizon Advisors Inc., their Wealth Management subsidiary. Bell, who initially joined First Horizon Advisors as Director of Equity Strategies in 2020, brings with her 27 years of experience in investment management. Her professional journey includes significant roles at Regions, Sterne Agee Asset Management, and IBERIABANK.

Bell's New Role and Responsibilities

In her new capacity, Tracy Bell will oversee the investment team at First Horizon Advisors, guiding their strategic direction and enhancing their performance. A notable aspect of her role includes leading the bank's Women & Wealth client initiative, which is dedicated to empowering women in managing their financial futures. Bell's extensive experience and deep expertise in investment management make her an invaluable asset to First Horizon. Her contributions to investment publications and her role as a speaker at various events across the First Horizon footprint have established her as a prominent voice in the industry. The media frequently seeks her insights as a subject matter expert.

Community Service and Mentorship

Tracy Bell's commitment to community service is evident through her involvement with Girls, Inc. of Central Alabama, where she serves on the board of directors and has previously held the position of treasurer. Furthermore, her dedication to fostering the next generation of financial professionals is reflected in her mentorship of student teams from The University of Alabama, Samford University, and The University of West Alabama for the CFA Institute Research Challenge.

Tracy Bell's Career Timeline

Prior to 2020
27 years of experience in investment management, including roles at Regions, Sterne Agee Asset Management, and IBERIABANK.
2020
Joined First Horizon Advisors as Director of Equity Strategies.
2020-2023
Contributed to investment publications and spoke at various events across the First Horizon footprint.
2023
Served on the board of directors for Girls, Inc. of Central Alabama and mentored student teams for the CFA Institute Research Challenge.
2024
Promoted to Chief Investment Officer at First Horizon Advisors Inc., overseeing the investment team and leading the Women & Wealth client initiative.

Leadership and Vision

Martin de Laureal, President of First Horizon Advisors Inc., expressed strong confidence in Bell's leadership abilities. He remarked, "Tracy is a well-regarded investment expert with a passion for helping clients achieve their financial goals and investment strategies. In her leadership position, Tracy will play an integral role as we expand our wealth capabilities throughout our footprint."

First Horizon Corporation Overview

Headquartered in Memphis, Tennessee, First Horizon Corporation is a leading regional financial services company with assets totaling $81.7 billion as of December 31, 2023. The company's banking subsidiary, First Horizon Bank, operates across 12 states in the southern U.S., offering a comprehensive range of services including commercial banking, private banking, consumer banking, small business banking, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

Recognitions and Awards

First Horizon has earned recognition as one of the nation's best employers by both Fortune and Forbes magazines. Additionally, it ranks among the Top 10 Most Reputable U.S. Banks, highlighting the company's commitment to its clients, communities, and associates. This acknowledgment underscores the company's dedication to helping its stakeholders unlock their full potential through capital and counsel.

Wealth Management at First Horizon Advisors Inc.

First Horizon Advisors Inc., the Wealth Management business of First Horizon, manages and administers $65 billion in assets. With a client-centric mission, the firm offers a wide range of services including Investment Management, Financial Planning, Private Banking, Trust, and Family Office services. The company prides itself on delivering tailored solutions that meet the unique needs of its clients, supported by a team of seasoned professionals.

Strategic Vision Under Bell's Leadership

Under the leadership of Tracy Bell, First Horizon Advisors aims to enhance its investment strategies and expand its reach within the wealth management sector. Her vision and dedication are expected to drive growth and innovation, further solidifying the firm's position as a trusted advisor in the financial industry. Bell's strategic direction is anticipated to foster a culture of excellence and client-focused service, positioning First Horizon Advisors for sustained success.

Tracy Bell's promotion to Chief Investment Officer at First Horizon Advisors Inc. signifies a significant milestone for the company. Her extensive experience, coupled with her unwavering commitment to client success and community service, positions her to effectively lead the firm's investment team. As First Horizon continues to evolve and expand its footprint, Bell's leadership will be instrumental in shaping the future of wealth management for the company and its clients. This strategic move underscores First Horizon's dedication to fostering leadership and innovation within the financial services industry.