Prior to joining Oakworth in 2024, Mr. Satterfield held the position of vice president and portfolio manager for Bank of America, where he designed investment portfolios and implemented financial planning strategies for high-net-worth clients. Before joining BOA in 2018, Mr. Satterfield worked as an investment professional with The Vanguard Group.
Using a highly individualized, client-centered approach, he has helped individuals, trusts and estates develop financial goals and integrated asset management solutions. His experience and passion are poised to further Oakworth’s mission of helping clients succeed.
Mr. Satterfield has given his time as a volunteer to various financial literacy groups and youth mentorship organizations throughout the community. He and his wife, Andrea, have a daughter, Charlotte.
Education
- The University of Alabama, bachelor of science, commercial and business administration
- University of Georgia, master of business administration, finance
- Certified Financial Planner