Careers

Who We Are

We are a proud community of diligent professionals dedicated to serving our clients and their professional legal, financial, and tax advisors through high-quality, personalized trust and estate administration services. Our strong corporate culture coupled with our diversely experienced team creates a shared purpose in everything we do. Founded in 2001, the pillars that built our foundation highlight our continued commitment to compassionately serve our clients, their professional advisors, and our employees.

Joseph "Pepe" Presley

“Each of our team members plays an instrumental role in ensuring Cumberland Trust delivers premier care to our clients to help them preserve their legacies. The Cumberland Trust team embodies depth, knowledge, and experience with a personalized approach.”

Joseph “Pepe” Presley
Chairman & CEO

Jennie Menzie

Cumberland Trust is unique because of its team members. We are a company comprised of caring, compassionate, experienced, and hardworking individuals. I am so proud of what we do, how we do it, and who we are, individually and collectively.

Jennie Menzie
President, COO & Corporate Counsel

Laura Hawken

The positive work culture is palpable at Cumberland Trust. I have always received support, kindness, and appreciation from my colleagues.

Laura Hawken
Trust Officer, Personal Trust Administration

Dan Jernigan

The culture at Cumberland Trust is second to none. It starts with the emphasis on a work/life balance and flows right into genuinely caring about one another as a family.

Dan Jernigan
Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit

Jessica Kopperud

Cumberland Trust’s culture of support and service make it a unique place to work. I enjoy being part of a company where co-workers lift each other up and help find solutions for our clients.

Jessica Kopperud
Corporate Strategy Officer

Hannah Kimbrough

I love how my colleagues are so well-rounded. It is fun to be able to support each other in the various extracurricular activities with which we’re involved as well as in the work we’re doing in the office.

Hannah Kimbrough
Trust Officer, Personal Trust Administration

Elizabeth Kaegi

I enjoy the collaborative atmosphere and being part of Cumberland Trust’s dedication to serving the best interests of our clients.

Elizabeth Kaegi
Fiduciary Counsel
Join Our Growing Team
Trust Officer

Nashville, TN
The Trust Officer is an experienced fiduciary professional responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing superior customer service. The Trust Officer is responsible for maintaining client relationships through proactive client communication and the coordinated delivery of services to families. Qualified candidates will live in the Nashville, Tennessee area for this hybrid position.
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Special Needs Trust Officer

Nashville, TN
Cumberland Trust is searching for a Special Needs Trust Officer. This position needs an experienced fiduciary professional who will be responsible for the administration of trust accounts in accordance with the terms specified in the trust. You will work closely with our clients through proactive communications and coordinating delivery of services. After a learning period, this position will be a hybrid in-office and work from home.
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Trust Specialist

Nashville, TN
Cumberland Trust is searching for a Trust Specialist. You will be providing administrative support to the Trust team. This support can be answering phone calls and writing correspondence, or it can be more complex such as using basic trust and tax knowledge to assist others in the department with client support. After a learning period, this position will be a hybrid in-office and work from home.
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Trust Tax Administrator

Nashville, TN
The Trust Tax Administrator is responsible for the coordination and tracking of tax information for Cumberland Trust accounts. The ideal candidate should have past experience in either accounting or tax. A qualified candidate should be comfortable working in a fast-paced environment, detail oriented and possess a good attitude as well as an aptitude for learning. Qualified candidates will live in the Nashville, Tennessee area for this hybrid position.
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Executive Assistant

Nashville, TN
The Executive Assistant supports Cumberland Trust’s goals, values, and philosophy by exhibiting the following behaviors: excellence, quality service, commitment, and accountability. As a member of the Cumberland Trust team, the performance includes a demonstration of the following accountabilities: communication, teamwork, job knowledge, and leadership. The Executive Assistant works directly with the President and COO as well as Corporate Managers performing various administrative work for executives. Qualified candidates will live in the Nashville, Tennessee area for this on-site position.
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Special Assets Administrator

Nashville, TN
Under the guidance of the Vice President, Special Assets Officer, the Special Assets Administrator is responsible for supporting the Officers of the department with trust owned assets such as real estate, closely held business interests, loans and other illiquid assets. The candidate should have excellent communication, attention to detail and teamwork skills. An effective candidate will be a self-starter and have a desire to be in an ongoing learning environment. The hybrid position is located in Nashville and qualified candidates will need to either be living in or relocating to Nashville.
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Company Philosophy

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Our People

Our employees are our greatest asset, and we continuously strive to ensure their careers at Cumberland Trust are a source of personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.

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Our Culture

Our team-oriented culture allows us to engage effectively and produce meaningful results. With a supportive team structure in place, employees build on each other’s skillsets and understand how to serve our clients most efficiently. We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.

Our Values

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Integrity

As an independent corporate fiduciary, upholding ethical values and honesty is of the utmost importance. We are a regulated financial institution, held to the highest fiduciary standard, and are committed to putting our clients’ needs first.

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Reliability

Our team members lead proactively and provide creative solutions for clients and professional advisors as we navigate dynamic situations together. Our focus is on being a resource clients and professional advisors can rely on for any trust and estate administration needs.

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Respect

We are responsible for demonstrating respect toward each of our colleagues, clients, partners, and suppliers. We strive to understand unique viewpoints. We believe endorsing these principles puts our company in a position of strength.

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Opportunity

We encourage opportunities to collaborate and embrace feedback for continuous improvement. We strive to create a challenging, competitive environment, generating a high level of creativity, development, and growth.

Active In Our Communities

Cumberland Cares

Cumberland Trust believes in supporting the communities in which we serve. We contribute to a wide range of charitable initiatives in Middle Tennessee as well as our regional office locations in Florida, Georgia, Missouri, Pennsylvania, Tennessee, and Texas.

Our employees have access to an extra day of leave each year for volunteer activities, and a corporate donation matching program. Annually, we organize a Month of Service for our teams to give back by volunteering within the community.