Nashville

3102 West End Avenue, Suite 775, Nashville, TN 37203

(615) 385-2345

Argent Trust Company

Nashville Office Information

Argent’s Nashville office serves as the main office of record for all of Argent Trust Company, which is chartered in Tennessee so as to take advantage of the state’s progressive trust and tax laws.

The team, led by Howard Safer, CPA/PFS and Chris Kelly, JD, has 50+ years of award-winning experience serving high net worth client families and offers local expertise in trusts and estate planning, wealth and investment management, philanthropic and planned charitable giving, and multi-family office services.

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Our Team

Carrie Olena

Carrie Olena

Operations Manager
Nashville

Carrie joined Argent in 2015 and has worked in the trust profession for 13 years. She graduated from Kennesaw State University with a Bachelor of Business Administration in Finance.

Chris Kelly, J.D.

Chris Kelly, J.D.

Market President - Nashville, TN
Nashville

Chris joined Argent in 2020 and serves as the senior leader of trust, estate and retirement services administration for the company's Middle Tennessee market. Chris has more than three decades of experience in estate planning, trust administration, nonprofits,...

Frank Hosse

Frank Hosse

Director of Investments
Nashville

Frank is the Director of Investments for Argent Trust Company. Frank leads the portfolio management process for Argent Trust in our Nashville and Louisville offices. Leveraging his years of experience in research and asset management, Frank works to identify global...

Howard Safer

Howard Safer

Vice Chairman, Argent Trust Company
Nashville

Howard joined Argent Trust Company in April 2012 as Chief Executive Officer and was named Vice Chairman in 2020. He serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining...

James Story, CFA®

James Story, CFA®

Senior Portfolio Manager
Nashville

With over two decades of experience, James serves as Senior Portfolio Manager at  Orleans Capital, a subsidiary of Argent Financial. He specializes in fixed-income investments and fixed-income portfolio management of client portfolios, with an emphasis on...

Jeff Oliver

Jeff Oliver

Vice President – Investment Operations
Nashville

Jeff joined Argent Trust in 2018 with the merger of Independence Trust into Argent. He currently works in the Investment Operations Department for Argent Fiduciary Consulting Services in our Nashville office where he supports the Investment and Administration...

Marshall Bartlett

Marshall Bartlett

Senior Vice President, Portfolio Manager
Nashville

Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including...

Mindy S. Hirt, CFP®

Mindy S. Hirt, CFP®

Senior Vice President, Wealth Advisor
Nashville

Mindy joined Argent Trust of Tennessee in 2012 with the opening of the company’s new Nashville location. As a wealth advisor with Argent, she serves select high net worth families with trust, investment, foundation, estate and family office services. Prior to joining...

Robert Pugh, J.D., CTFA

Robert Pugh, J.D., CTFA

Vice President, Trust Officer
Nashville

An attorney and veteran trust and administration officer, Robert assists clients with their trust and estate planning needs. Robert joined Argent in 2020, coming from Regions Bank in Nashville, where he served as a trust advisor. Before that, he was a trust officer at...

Shannon Harrington, CFA®

Shannon Harrington, CFA®

Senior Portfolio Manager
Nashville

Shannon joined Argent Trust Company in 2015 and is currently serving as Senior Portfolio Manager. He is responsible for actively managing personal, charitable, and institutional assets for trust and investment management accounts. In this role, he works closely with...

Carrie Olena

Carrie Olena

Operations Manager
Nashville

Carrie joined Argent in 2015 and has worked in the trust profession for 13 years. She graduated from Kennesaw State University with a Bachelor of Business Administration in Finance.

Chris Kelly, J.D.

Chris Kelly, J.D.

Market President - Nashville, TN
Nashville

Chris joined Argent in 2020 and serves as the senior leader of trust, estate and retirement services administration for the company's Middle Tennessee market. Chris has more than three decades of experience in estate planning, trust administration, nonprofits,...

Frank Hosse

Frank Hosse

Director of Investments
Nashville

Frank is the Director of Investments for Argent Trust Company. Frank leads the portfolio management process for Argent Trust in our Nashville and Louisville offices. Leveraging his years of experience in research and asset management, Frank works to identify global...

Howard Safer

Howard Safer

Vice Chairman, Argent Trust Company
Nashville

Howard joined Argent Trust Company in April 2012 as Chief Executive Officer and was named Vice Chairman in 2020. He serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining...

James Story, CFA®

James Story, CFA®

Senior Portfolio Manager
Nashville

With over two decades of experience, James serves as Senior Portfolio Manager at  Orleans Capital, a subsidiary of Argent Financial. He specializes in fixed-income investments and fixed-income portfolio management of client portfolios, with an emphasis on...

Jeff Oliver

Jeff Oliver

Vice President – Investment Operations
Nashville

Jeff joined Argent Trust in 2018 with the merger of Independence Trust into Argent. He currently works in the Investment Operations Department for Argent Fiduciary Consulting Services in our Nashville office where he supports the Investment and Administration...

Marshall Bartlett

Marshall Bartlett

Senior Vice President, Portfolio Manager
Nashville

Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including...

Mindy S. Hirt, CFP®

Mindy S. Hirt, CFP®

Senior Vice President, Wealth Advisor
Nashville

Mindy joined Argent Trust of Tennessee in 2012 with the opening of the company’s new Nashville location. As a wealth advisor with Argent, she serves select high net worth families with trust, investment, foundation, estate and family office services. Prior to joining...

Robert Pugh, J.D., CTFA

Robert Pugh, J.D., CTFA

Vice President, Trust Officer
Nashville

An attorney and veteran trust and administration officer, Robert assists clients with their trust and estate planning needs. Robert joined Argent in 2020, coming from Regions Bank in Nashville, where he served as a trust advisor. Before that, he was a trust officer at...

Shannon Harrington, CFA®

Shannon Harrington, CFA®

Senior Portfolio Manager
Nashville

Shannon joined Argent Trust Company in 2015 and is currently serving as Senior Portfolio Manager. He is responsible for actively managing personal, charitable, and institutional assets for trust and investment management accounts. In this role, he works closely with...

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