David Murray joined the Cumberland Trust team in 2024 as Managing Director, Corporate Development.

Dave has more than 20 years of experience in the trust and estate planning industry. In his role, Dave collaborates with estate planning attorneys, financial advisors, CPAs, and other professional advisors to deliver personalized trust solutions to individuals and families nationwide.

His comprehensive knowledge of various facets of financial and estate planning, coupled with extensive relationships in the financial advisory community drive new business while amplifying Cumberland Trust’s beneficiary-friendly directed trust model.

Previously, Dave served as Vice President with Sterling Foundation Management, where he specialized in working with professional advisors and their clients on charitable trust planning—including secondary planning for charitable remainder trusts. He has a strong background in strategic planning and philanthropy and related tax, legal, and financial implications.

As a frequent speaker at trust and estate planning industry events, Dave brings trust solutions and educational resources to professional audiences. He is nationally recognized within the estate planning community and has participated in numerous national and regional estate planning conferences, including The American College of Trust and Estate Counsel (ACTEC) events.

Dave earned an undergraduate degree in Civil Engineering and an M.B.A from Queen’s University in Kingston, Ontario, and a master’s degree in Civil Engineering from the University of Alberta. He is a registered Professional Engineer (non-practicing).

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