Lisa Tesar, CTFA, Vice President & Business Development Officer - St. Louis | This email address is being protected from spambots. You need JavaScript enabled to view it.

Lisa Tesar

Lisa Tesar is a vice president and business development officer based in Cumberland Trust’s St. Louis office. In this role, Lisa focuses on building relationships with external advisors (including financial advisors, attorneys and accountants), individuals and families through personalized trust and estate services. A native of Missouri, Lisa works to expand Cumberland Trust's presence in the Midwest region.

Lisa brings a wealth of experience to the Cumberland Trust team. Prior to joining Cumberland Trust in 2021, Lisa was a senior director and business manager with TIAA, working with their private asset management group. Her experience includes developing and leading an internal middle office team to support attorneys, wealth management advisors and clients with the onboarding and funding of new trust and estate accounts and relationships. Previously, she managed grantor and decedent trust administration teams with Edward Jones.

A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri.

Lisa has been recognized for her work and accomplishments in the trusts and estates industry. Some of these accomplishments include winning the TIAA Excellence Award, serving as a TIAA Emerging Leader, on the Diversity and Inclusion Council and as a corporate United Way liaison.

 

 
Contact Us
Corporate Headquarters:
Cumberland Trust
40 Burton Hills Blvd, Suite 300
Nashville, TN 37215
 
 
615.783.2540
 
For help with accessibility, please contact info@cumberlandtrust.com.

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