Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. Prior to that, she held an integral role as manager within Cumberland Trust’s Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. Before joining Cumberland Trust, Lori worked in the Institutional Sales division and Private Wealth Management group at Merrill Lynch and at Morgan Keegan and J. C. Bradford and Company.
Lori holds a B.A. in Psychology and Sociology from Western Kentucky University. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannon’s Trust School program. Lori is also a graduate of Belmont University’s Center for Executive Education in Financial Planning and has obtained CFP® certification.