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Head of Wealth Management
As Head of Wealth Management for Ameris, Dave provides oversight, strategic direction and leadership responsibility for Wealth Management. Dave has 33 years of experience, and is actively engaged to ensure we help our clients achieve greater confidence in achieving their goals. Dave earned his Bachelor of Business Administration in Finance from Columbus State University. He is a member of Woodstock City Church and resides in Woodstock, GA with his wife and 3 children.
William “Bill” Keith
Head of Trust
As leader of Ameris Bank Trust, Bill Keith heads the Trust team to offer the high level of personal service our clients need. He combines his unique blend of business savvy and financial acumen to take clients’ existing assets and put them to work, helping them to leave a lasting legacy. He has over 40 years of experience in the wealth management field as a senior leader. His solid background in trust operations, wealth management, asset allocation and technology gives him the expertise to assemble a plan that fits clients’ special needs. Bill is married and has 2 children and 2 grandchildren.
Shellee B. Spagnoletto, CFP®
Managing Director of Private Banking
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.
Jason Riley is Managing Director in Wealth Management, leading our Wealth Advisor team. Jason is responsible for the leadership, development and performance of the Wealth Advisors. Jason has 20 years of experience in wealth management including leadership roles, affluent and high net worth client relationship management, financial planning, business development, advisor recruiting and development, client acquisition and retention, and compliance and controls. He attended the University of Texas at Arlington where he received his degree in Business Administration.
Phillip M. Knight, CFP®
Phillip Knight is a Wealth Advisor based in the Merchants Walk Branch in Marietta, also serving our Marietta Square, Canton Road, South Cobb Drive, Bells Ferry and Hiram branches. Phil is a Certified Financial PlannerTM with over 16 years financial experience as a financial advisor and consultant. He graduated from the University of Georgia, Terry College of Business with a B.B.A. in International Business with a concentration in Finance. Phil is a Decatur native and is a member of Mt. Bethel Church in Marietta. He has participated in and finished multiple Ironmans, marathons and ultramarathons and while attending UGA, he was on the U.S. National All-Star Lacrosse Team.
Don Acosta is a Wealth Advisor with Ameris Bank Wealth Management. He offers clients more than 14 years of comprehensive wealth management experience, focusing on wealth strategies through financial planning, investment management, credit and estate planning. He is a native of Miami, Florida and is a graduate of Florida State University. Don has lived in Orlando since 2012. Don enjoys weightlifting, cruising, outdoor sports and theme park family outings with his wife Amy and son A.J. Don is a member of the Florida Citrus Sports Commission and Florida State University Varsity Club. He is fluent in Spanish.
Patrick Macabasco is a Wealth Advisor based in our Town Center Branch located in Jacksonville, FL. He has worked with high net worth families and individuals for over 17 years, assisting with investment management, complex credit, liability exposure, as well as legacy/transition planning needs. A 2001 graduate of the University of North Florida, Patrick is involved in the community. He is on the board of the Catholic Charities Bureau–Jacksonville and a North Florida United Way Stein Fellow, class of 2019.
Lily Ngo is a Trust Advisor with over 5 years of experience in fiduciary services. She attended Pepperdine University where she earned her Bachelor of Arts in International Studies. Lily is also a graduate of Stetson University College of Law where she earned an Elder Law Certificate of Concentration and was awarded the William F. Blews Pro Bono Service award. She is a Certified Trust and Financial Advisor and she is licensed to practice law in Florida and Pennsylvania. Lily’s specialties include special needs trusts, elder law, and estate planning.
Dalia Matthias is a Vice President and Trust Advisor in the Trust Services Department. Dalia has over 10 years of experience in Trust and Wealth Management. She received her Bachelors of Science from Iowa State University and her Masters of Business Administration from Clayton State University where she also completed a concentration in Supply Chain Management. She is also a recent graduate of American Bankers Association Trust School. She is active in local community groups, a member of American Bankers Association, and volunteers her time at Everybody Wins! Atlanta, and Nicholas House. She resides in Jonesboro, GA and enjoys spending time with her family and her dog at the park.
CHAD I. JOHNSON
Investment Portfolio Manager
Chad Johnson is a Vice President and Investment Portfolio Manager with over 20 years of Wealth and Investment management experience. He has held positions in Portfolio Management, Securities Trading, Investment Platform Consulting, and Investment Sales. Chad earned his Bachelor of Business Administration degree from Pfeiffer University in Charlotte, North Carolina, and his Master of Business Administration degree from Georgia State University. He is a candidate in the Chartered Financial Analyst program. He is a member of the GSU Panthers on Wall Street Alumni Association and is an active member of the Midtown chapter of Toastmasters International. Chad is a native of Atlanta and resides in Fayetteville, GA where he enjoys playing golf and spending time with his family.
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.
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