Monday, 01 February 2021 13:50

Cumberland Trust Welcomes Lisa Tesar to Lead Development in St. Louis

Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President and Regional Development Officer based in St. Louis. In her role, Lisa will focus 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 will expand Cumberland Trust's presence in the Midwest region.

“Lisa is an excellent addition to lead Cumberland Trust in St. Louis,” said Joseph K.  Presley, Chairman, President and CEO of Cumberland Trust. “With an acute understanding of the trusts and estates world, Lisa combines industry expertise with care and compassion for clients. We look forward to continued growth in Missouri and the greater Midwest as we mark 20 years of client-driven service.”

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 additional 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.

"We are thrilled to welcome Lisa to the Cumberland Trust team representing St. Louis," added Michelle Diamond, Chief Development Officer and Executive Director of Regional Markets. "After years of growth in the St. Louis area, Lisa’s arrival will allow us to provide customized trust and estate services to even more families and advisors.”

A Certified Trust and Fiduciary Advisor (CTFA), Lisa holds a Bachelor of Arts and Science degree in interdisciplinary studies from the University of Missouri. Over her 20 years in the trusts and estates industry, Lisa has been recognized for her work and accomplishments. A few 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.

Lisa Tesar

Vice President & Regional Development Officer

314.236.2876  |  This email address is being protected from spambots. You need JavaScript enabled to view it.


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40 Burton Hills Blvd, Suite 300
Nashville, TN 37215
 
 
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