Jennie Menzie serves as CEO and President of Cumberland Trust, steering the company’s vision with an unwavering commitment to delivering personalized, high-touch trust and estate administration services. Her strategic initiatives not only drive substantial market growth but also solidify the company’s reputation for unparalleled dedication to client service.

Since joining Cumberland Trust in 2012, Jennie has been instrumental in propelling the company beyond $8 billion in assets under administration. Her role involves not only overseeing long-term planning goals but also collaborating with financial advisors, estate planning attorneys, and other advisors to optimize outcomes for mutual clients.

Jennie’s professional journey includes pivotal roles such as Chief Operating Officer and Corporate Counsel, Chief Strategy Officer and Assistant General Counsel at Cumberland Trust. Before joining Cumberland Trust, she held positions including that of Vice President at Thompson & Associates, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis.

Her educational background comprises a B.S. in Business Administration from Auburn University, a J.D. from Vanderbilt School of Law, and a Masters in Taxation (LL.M.) from the University of Florida School of Law. Notably, she is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning, showcasing her expertise in the field of philanthropy. Jennie also contributes to the industry by serving on the Board of Directors of The Association of Trust Organizations and on the Advisory Board of the McCombs Wealth Management Center at the McCombs School of Business, The University of Texas at Austin.

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