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Ken Alderman
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- Banking
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Show all
Bio
Credentials
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Chartered Financial Analyst
CFA InstituteJan, 1989- Jun, 2026 -
Certified Public Accountant (Inactive)
Florida and AlabamaJan, 1975- Jun, 2026
Experience
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Managing Director
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Aug 2016 - Present
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Fiduciary Wealth Consulting LLC
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Birmingham, Alabama Area
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Owner Fiduciary Wealth Consulting LLC
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Jan 2015 - Present
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Birmingham, Alabama Area
Fiduciary Wealth provides expert witness services and consulting services to corporate trustees, beneficiaries, wealthy families and their counsel.Please note as of August 1, 2016 that I am President of Argent Trust Company serving as President of their Tennessee chartered entity in addition to o...
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United States
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Banking
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700 & Above Employee
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Executive Vice President
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Jan 2012 - Feb 2015
Director Institutional Trust within Wealth Management encompassing $60 billion in client assets with offices in 16 states meeting the needs of corporations, government entities and endowment and foundations for Trust and Investment services. Chief investment officer for Wealth Management with $24 billion in discretionary assets under management.
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Executive Vice President
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May 2000 - Dec 2011
Head of Trust and Investments for Regions Bank. Trust held $80 billion in client assets for 46,000 accounts with 66 offices in 16 states and 1000 employees. Lines of business included investments, Regions Investment Management, Regions Morgan Keegan Timberland Investment Management, Corporate Trust, Endowments and Foundations, Personal Trust, Retirement Services, Custody and other traditional Trust and Fiduciary Services.
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Senior Vice President
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Jun 1995 - May 2000
Director, Capital Management Group responsible for $8 Billion in discretionary assets under management for Regions Trust Department. Acted as Senior Trust Investment Officer.
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Regions Bank
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Birmingham, Alabama Area
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Vice President
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1988 - 1995
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Birmingham, Alabama Area
Joined Regions Bank in Mobile as manager of Trust Investments, relocated to Birmingham to manage institutional client portfolios in large cap equities and domestic bonds. Started a family of mutual funds for Regions via the conversion of common trust funds.
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AmSouth Bank
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Montgomery, Alabama Area
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VP
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1981 - 1988
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Montgomery, Alabama Area
Hired as Trust Investment Officer, promoted to managed Personal Financial Services and ended as VP and Commercial Loan Officer
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Education
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1981 - 1985National Graduate Trust School
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1975 - 1976
Florida State University
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1970 - 1973
Auburn University
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Industry Focus. “Banking and Financial Services”
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