Tracy Bell

AmSouth Asset Management, Inc., a wholly owned subsidiary of AmSouth Bancorp (NYSE: ASO), serves as investment advisor to the AmSouth Funds. The firm is headquartered in Birmingham, Alabama.

Founded in 1988, Sterne Agee Asset Management, Inc. (SAAM) is a registered investment advisor located in Birmingham, Alabama. The firm is a wholly-owned subsidiary of Sterne Agee Group, Inc., a privately held financial holding company. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). Affiliates of SAAM include, but are not limited to, Sterne, Agee & Leach, Inc. and Sterne Agee Financial Services, Inc. (each a registered broker-dealer), Sterne Agee Investment Advisor Services, Inc. (an SEC-registered investment advisor), The Trust Company of Sterne Agee, Inc. (an Alabama-chartered non-depository trust company), and FBC Mortgage LLC, a retail mortgage banker. SAAM provides investment advisory services to individuals, corporations, institutions, pension or profit sharing plans, employee benefit plans, trusts, estates, charitable organizations, other business and government entities, educational institutions, and banks or thrift institutions. In addition, the firm may serve as general partner and/or provide investment advice to certain private investment funds.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.