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Dr. Jeffrey P. Kastner, MBA, DBA, Chief Investment Officer
Phone: 423-747-5936
Email: [email protected]
Jeff has over 20 years experience as a financial advisor and investment professional. He has been with Private Wealth and Trust team at Regions Bank in the Knoxville, TN. While at Regions, Jeff was awarded Chairman’s Club honors in 2019 and 2021 as well as the Directors Award and MVP award in 2019.
Jeff has served as Senior Wealth Advisor and Co-Chief Investment Office at GAAM Wealth Advisors in Kingsport, TN.
Jeff graduated from Lambuth University in Jackson, TN with a B.S. in history. He graduated from the University of Tennessee with an MBA, and Lincoln Memorial University with a PHD in Business Administration (DBA).
He has also earned his Certified Investment Management Analyst (CIMA), Certified Trust and Financial
Advisor (CTFA) and Certified Income Specialist (CIS).