Private Banking Team

Shellee B. Spagnoletto, CFP® Managing Director of Private Banking | NMLS: 596551 404-240-1528 [email protected]

Shellee Spagnoletto is Managing Director of Private Banking and has over 30 years of experience with leadership roles and working with affluent clients in Wealth Management. As a Certified Financial Planner™, Shellee is able to identify solutions for Wealth Management clients that include lending, banking, investment, trust and charitable planning to help clients reach their financial goals. She graduated from the University of South Florida with a Business Management degree. Shellee is a Balser Symposium Chair Person, a member of the BPAC Giving Circle (through the Jewish Federation of Greater Atlanta), a 2016 alumni of PALI (Philanthropic Advisors Leadership Institute through the Community Foundation of Greater Atlanta), Past VP/Board Member of ProWIN (Professional Women’s Information Network), Past President and Past Treasurer of the Circle for Children (non-profit), a member of Ellevate, and has been a volunteer for The Cobb Community Foundation for several years. Shellee and her husband live on Lake Lanier in Cumming.
 

Tripper Mansfield Private Banker​ | NMLS: 469334 404-888-1933 [email protected]

As a Private Banker, Tripper provides banking and lending solutions for high net worth clients, providing them with personalized service to help them grow and preserve their wealth. He has over 15 years of helping families across the Southeast choose the right deposit and loan products, giving greater financial confidence to his clients. Tripper earned his undergraduate degree from Hampden-Sydney College, a Master of Business Administration from Oglethorpe University and is attending the Emory Goizueta Business School Leadership Program. Tripper is a board member of Wilderness Works, a member of the Lions Club and serves as a Stephen Minister. He resides in Vinings, Georgia with his wife and two children.
 

Kathy Smith Assitant Vice President Private Banking Portfolio Manager 404-814-8006 [email protected]

20+ years’ experience working with Private Banking clients.  Kathy is responsible for all underwriting and processing our commercial loans. Additionally she will service these relationships. Kathy is also a notary.
 

Billy Appleby Private Banking Specialist | NMLS: 1890220   404-240-1604 [email protected]

As a Private Banking Specialist, Billy helps our clients with their day-to day banking needs. He opens new accounts and services these relationships. In addition, Billy supports our client’s lending needs by servicing these accounts and processing new loans. 4 years’ experience; Commercial real estate operations. Billy has received the ABA Small Business Banker certification and he is pursuing a Certified Financial Planning designation.

 

Regina Longabaugh Assistant Vice President Portfolio Manager/Underwriter | NMLS: 690826 404-240-1614 [email protected]

Portfolio Manager/Underwriter: Regina helps process new loan requests for our clients and services these accounts. 35 years’ experience in commercial and consumer lending Regina is also a notary.