Our Team

120+ dedicated, trusted experts to serve your family, support your team, and ensure your lasting legacy.

Our Cumberland Trust Family is Here to Take Care of Yours

Trusted relationships are at the heart of what we do. Working with us, you will get to know our team of talented, compassionate, and committed individuals who are active in their communities and passionate about taking care of our clients.

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Joseph K. Presley

Specialty: Executive Management
Location: Nashville

Joseph K. Presley is Chairman and CEO of Cumberland Trust and has supported its commitment to client service, development, and market growth since he joined the company in 2001. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust.

Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. He is past President of the following organizations: the Estate Planning Council of Nashville, the Tennessee Bankers Association Trust Division, and the Planned Giving Council of Nashville.

An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council.
Mr. Presley holds a B.A. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. He received his J.D. from the Nashville School of Law. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA).

Joseph K. Presley

Chairman & CEO

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Jennifer Menzie

Specialty: Executive Management
Location: Nashville

Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. In her role, Jennie manages the company’s day-to-day operations while driving Cumberland Trust’s vision for the future. She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the company’s long-term planning goals, and advises on legal fiduciary and corporate governance matters. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust.

Prior to joining Cumberland Trust, Jennie served as Vice President at Thompson & Associates, focused on charitable estate planning, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis.

Jennie holds a B.S. in Business Administration from Auburn University. She received her J.D. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) from the University of Florida School of Law. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. Jennie serves on the Board of Directors of The Association of Trust Organizations.

EMAIL

Jennifer Menzie

President, Chief Operating Officer & Corporate Counsel

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C. Runcie Clements, IV

Specialty: Executive Management, Legal & Compliance
Location: Nashville

C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. Mr. Clements heads up a legal team, made up of attorneys, compliance officers, and specialists. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters.

Prior to joining Cumberland Trust, Runcie was the Charitable Giving Counsel for the American Cancer Society where he advised nationwide staff on legal and tax issues in the areas of planned giving, outright gifts, and other charitable giving arrangements. He has also worked in a private legal practice in the areas of estate planning, taxation, real estate, and general business. Runcie is a licensed attorney and CPA.

Runcie is a graduate of Baylor University with a B.B.A. in Accounting. He received his J.D. from Vanderbilt University. Additionally, he is on the Board of Directors of the Center for Living and Learning and on the Advisory Board for Men of Valor.

C. Runcie Clements, IV

Chief Legal Officer & General Counsel

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Michelle Diamond

Specialty: Business Development, Executive Management
Location: Nashville

Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities.

Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management.

Michelle holds a B.A. in Business Administration from Hanover College in Hanover, Indiana. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.

Michelle is a regular speaker for industry-related events nationwide, and she has been published in The Tennessean.

EMAIL

Michelle Diamond

Chief Development Officer & Executive Director of Regional Markets

A photo of Millie Adams.

Millie Adams

Specialty: Personal Trust Administration
Location: Nashville

Millie Adams joined Cumberland Trust as a Trust Officer in 2022. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves.

Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service.

Millie holds a B.A. in Political Science from Northwestern University. She earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family.

EMAIL

Millie Adams

Trust Officer

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Lauren Bargo

Specialty: Personal Trust Administration
Location: Nashville

Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Personal Trust Administration team, Lauren provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors.

Lauren holds a bachelor’s degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin.

EMAIL

Lauren Bargo

Trust Specialist

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Caroline Baumgartner

Specialty: Legal & Compliance
Location: Nashville

Caroline Mitchell joined Cumberland Trust in 2019. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Prior to joining the legal team, Caroline worked as a Trust Officer in the estates administration department overseeing administration of estate and administrative trust accounts. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships.

Caroline received a B.A. in Advertising and Public Relations from the University of Arkansas. She was awarded a J.D. from the University of Arkansas School of Law and holds her LL.M. in Taxation from the University of Florida Levin College of Law. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. She is licensed to practice law in Arkansas and Tennessee.

EMAIL

Caroline Baumgartner

Vice President & Fiduciary Counsel

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Elsie Bennett

Specialty: Business Development
Location: Atlanta

Elsie Bennett joined the Cumberland Trust team in 2015. Elsie currently serves as a Business Development Associate in Atlanta, assisting in the onboarding of new trust and estate accounts for families and their professional advisors. Prior to her role on the business development team, Elsie was a Trust Administrator, focusing on the day-to-day administration of personal trust relationships for clients needing extra support. Previously, Elsie worked at Mom and Pop Records assisting with artist management and as a youth specialist at the YWCA’s Girls, Inc. program.

Elsie holds a B.A. in Music Business from Belmont University.

EMAIL

Elsie Bennett

Business Development Associate

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Caroline L. H. Bradshaw

Specialty: Personal Trust Administration, Senior Management
Location: Nashville

Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. As Senior Vice President and Managing Director of Trust Administration, Caroline is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trust’s relationship managers, external advisors, and clients. Caroline also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities.

Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana.
Caroline holds a B.A. in Economics from Smith College in Northampton, Massachusetts.

Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. She is also an active supporter of Cheekwood and the annual Swan Ball. Caroline is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee.

EMAIL

Caroline L. H. Bradshaw

Senior Vice President & Managing Director, Trust Administration

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Christopher D. Buckley

Specialty: Personal Trust Administration, Senior Management
Location: Nashville

Chris Buckley joined the Cumberland Trust team in 2006. As Senior Vice President, Managing Director, and Head of Administration, Chris oversees the day-to-day management of the entire Administration team, which includes Personal Trust Administration, Special Needs Trust Administration, and Estate Administration. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. Earlier in his career, he served as Assistant Vice President and Trust Officer and as an Operations Supervisor at Independence Trust Company.

Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). He holds a B.S. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School.

EMAIL

Christopher D. Buckley

Senior Vice President & Managing Director, Head of Administration

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Phillip Burnett

Specialty: Estate Administration
Location: Nashville

Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. Prior to joining Cumberland Trust, Phillip worked as an intern on Capitol Hill for U.S. Senator Thad Cochran (Mississippi). He assisted the senator’s staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes.

Phillip holds a Bachelor’s degree in Business Administration with a concentration in Business Management from the University of Mississippi.

EMAIL

Phillip Burnett

Trust Administrator

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Chase Caldwell

Specialty: Corporate
Location: Nashville

Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. In this role, Chase focuses on Cumberland Trust’s corporate operations. He manages accounts day-to-day financials, while additionally assisting our Fiduciary Compliance Committee. Prior to joining Cumberland Trust, Chase worked at Bellhops in Chattanooga as a Business Analyst.

Chase holds a Bachelor’s degree in Finance from the University of Tennessee at Chattanooga.

EMAIL

Chase Caldwell

Assistant Secretary, Assistant Vice President & Director of Finance

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Mary Elizabeth Carothers

Specialty: Personal Trust Administration
Location: Nashville

Mary Elizabeth Carothers joined Cumberland Trust as a Trust Specialist in 2021. As a collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Mary Elizabeth holds a Bachelor of Business Administration (BBA) degree in Finance and a secondary degree in Music Business from Belmont University in Nashville. Throughout her time at Belmont, she held internships focusing on account and business management. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the school’s relationship with alumni and board members.

EMAIL

Mary Elizabeth Carothers

Trust Specialist

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Shelby Carpenter

Specialty: Personal Trust Administration
Location: Nashville

Shelby Carpenter began work at Cumberland Trust in 2016. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed.

Shelby holds a B.S. in Communication with a focus in Public Relations from Florida State University. She received her Master’s degree in Management from Embry-Riddle Aeronautical University. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.

EMAIL

Shelby Carpenter

Assistant Vice President & Trust Officer

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Bob Carville

Specialty: Business Development
Location: Tampa - St. Pete

Bob Carville joined the Cumberland Trust team in 2022. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services.

Prior to joining Cumberland Trust, Bob had an extensive career in asset management, financial consulting, retirement planning, and branch management with Fidelity Investments and Charles Schwab & Company. Previously, he served as Vice President of business development for a regional trust company in western New York.

Originally from New York state, Bob holds a Bachelor of Science degree in Engineering from Rochester Institute of Technology. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area.

EMAIL

Bob Carville

Business Development Officer

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Eleanor Claiborne

Specialty: Corporate
Location: Nashville

Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. She develops and implements marketing initiatives for Cumberland Trust’s ten offices. Previously, Eleanor worked as an intern for The Frist Center’s development department and in the development and finance division of Christie’s New York.

She received a B.A. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee.

EMAIL

Eleanor Claiborne

Assistant Vice President & Marketing Manager

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Tenisha Clausi

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Tenisha Clausi joined the Cumberland Trust team in 2013. She serves as Assistant Vice President and Trust Officer. Tenisha specializes in providing attentive and professional service to her clients. She focuses on helping clients needing extra support through the coordination of distinctive care services. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. She retired her real estate license after serving the Franklin, Tennessee community for twelve years.

Tenisha received her master’s degree from Ohio University and B.S. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.

EMAIL

Tenisha Clausi

Assistant Vice President & Trust Officer

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Martha Claybrook

Specialty: Business Development
Location: Memphis

Martha Claybrook joined Cumberland Trust in 2009. She serves as a Business Development Associate overseeing the onboarding of new business. Previously, Martha worked in Cumberland Trust’s personal trust administration division as a trust officer. Prior to joining Cumberland Trust, she worked in marketing and ad sales for the TV Guide Network in New York.

Martha received her B.B.A. in Marketing from the University of Georgia. In the community, she is actively involved with the Junior League of Memphis.

EMAIL

Martha Claybrook

Business Development Associate

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Meg Cressman

Specialty: Legal & Compliance
Location: Nashville

Meg Cressman joined the Cumberland Trust team in 2022 as Vice President, Compliance and Audit Officer. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department.

Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel.

Meg holds an A.B. in Political Science from Colgate University. She received her J.D. from the University of Memphis Cecil C. Humphreys School of Law. Meg is licensed to practice law in Tennessee.

EMAIL

Meg Cressman

Vice President, Compliance & Audit Officer

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Stephen Crofford

Specialty: Legal & Compliance
Location: Nashville

Stephen Crofford joined Cumberland Trust in 2016. As Vice President and Fiduciary Counsel, he works administering special assets such as commercial or residential real estate, closely held business interests, insurance policies, and promissory notes. Stephen also works with the legal team reviewing and preparing documents. Stephen is licensed to practice law in Tennessee.

Stephen received a B.S. in Political Science from the University of Tennessee at Chattanooga and a J.D. from Belmont University College of Law in Nashville.

EMAIL

Stephen Crofford

Vice President & Fiduciary Counsel

A photo of Danielle Croteau.

Danielle Croteau

Specialty: Personal Trust Administration
Location: Nashville

Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Personal Trust Administration team, Danielle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Danielle holds a bachelor’s degree in Business Administration from Columbia International University in Columbia, South Carolina. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students.

Danielle is currently pursuing an MBA with a concentration in Finance.

EMAIL

Danielle Croteau

Trust Specialist

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Shelly Donaldson

Specialty: Business Development
Location: Atlanta

Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trust’s Atlanta office. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trust’s high caliber trust and estate administration services. She is dedicated to expanding our presence in the Georgia market by developing relationships with professional advisors within the local estate planning community and their clients.

Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate law—specializing in estate planning for high-net-worth clients and families. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning).

Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. and Morris, Manning & Martin, LLP.

Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. She is also a past board member of The Bobby Dodd Institute, a nonprofit that helps individuals living with a disability succeed at work, in the community and in life.

Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. She holds a B.B.A. in finance from Auburn University.

EMAIL

Shelly Donaldson

Vice President & Business Development Officer

Jeiman Dosky

Specialty: Personal Trust Administration
Location: Nashville

Jeiman Dosky joined Cumberland Trust’s Administration team in 2016. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. In her role as Assistant Vice President & Trust Officer, Jeiman works with clients on their day-to-day needs while also keeping in mind long-term trust management objectives. Prior to joining Cumberland Trust, Jeiman served as Treasury Management Officer for Capital Bank. Previously, she worked as a Teller, then Personal Banker and Assistant Manager in consumer banking at Bank of America, then with Private Wealth Management at U.S. Trust, and on the Commercial Banking Team at Bank of America.

Jeiman earned a Bachelor’s degree in Business and Technology from the University of Connecticut.

EMAIL

Jeiman Dosky

Assistant Vice President & Trust Officer

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April D. Drennan

Specialty: Special Asset Administration
Location: Nashville

April Drennan joined Cumberland Trust in 2019. As Vice President & Director of Special Asset Administration, April works in ongoing administration of special assets held in trust, such as commercial or residential real estate; closely-held business interests; mineral, oil, and gas interests; and promissory notes. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Prior to Cumberland Trust, April worked at SunTrust Bank (now Truist) as a Trust Advisor, as well as a Closely-Held Business Asset Manager, where she managed a portfolio of privately-held assets owned in trusts or other structures where SunTrust had a fiduciary capacity.

April holds a B.S. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. She also holds an MBA from Bethel University in McKenzie, Tennessee. April is also a graduate of ABA Trust School, as well as Cannon’s Unique and Hard to Value Assets School. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA).

EMAIL

April D. Drennan

Vice President & Director, Special Asset Administration

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Emily Dye

Specialty: Personal Trust Administration
Location: Nashville

Emily Dye joined Cumberland Trust as a Trust Administrator in 2019. As a collaborative member of the Personal Trust Administration team, Emily provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Emily worked at a holistic wellness center working with client families.

Emily holds a B.S. in Family and Consumer Sciences from the University of Georgia.

EMAIL

Emily Dye

Trust Administrator

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Michelle Femino

Specialty: Special Needs Trust Administration
Location: Nashville

Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Special Needs Trust Administration team, Michelle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram.

Michelle holds a bachelor’s degree in Education from Aquinas College.

EMAIL

Michelle Femino

Trust Specialist

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Ashley Fischer

Specialty: Business Development
Location: Nashville

Ashley Fischer joined Cumberland Trust as a Business Development Associate in 2021. In this role, Ashley provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their advisors. Prior to joining Cumberland Trust, she held positions at Farmington Mortgage and Franklin Synergy Bank. Previously, Ashley worked for Newt Gingrich’s 2012 presidential campaign.

Ashley is a Nashville native and earned a B.S. in Public Relations with a Minor in Marketing from Belmont University.

EMAIL

Ashley Fischer

Business Development Associate

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Renée Frederiksen

Specialty: Senior Management
Location: Nashville

Renée Frederiksen joined Cumberland Trust 2015. She serves as Senior Vice President and Managing Director of Tax Administration. Previously, Renée held the role of Senior Vice President and Managing Director, Corporate Development, working with our business development team to manage our growth throughout the country and implementing strategic initiatives. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. Prior to joining Cumberland Trust, Renée was Vice President and Trust Advisor with SunTrust Bank and prior to that she was Director of Planned Giving for the YMCA of Middle Tennessee. Renée has worked for more than 20 years in the financial services industry and for the past 15 years specifically with trusts focusing on endowments, foundations, and personal trusts.

Renée received her B.A. in Political Economy from Sweet Briar College in Sweet Briar, Virginia.

EMAIL

Renée Frederiksen

Senior Vice President & Managing Director, Tax Administration

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Kimberly George

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Kimberly George joined the Cumberland Trust team in 2014. As Assistant Vice President and Trust Officer, Kimberly is responsible for personal trust administration and relationship management, providing attentive service to clients and their legal, financial, and tax advisors. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm.

Kimberly holds a B.A. from Baylor University in Waco, Texas. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannon’s Trust School program.

EMAIL

Kimberly George

Assistant Vice President & Trust Officer

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Alex Gillott

Specialty: Personal Trust Administration
Location: Nashville

Alex Gillott has been with Cumberland Trust since 2013. Alex is the Vice President and Director of Cumberland Trust’s personal trust administration division. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. Alex began at Cumberland Trust working on the legal team and then transitioned to the administration of trust accounts. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Alex is licensed to practice law in Tennessee.

Alex holds a B.A. in Business Administration from Belmont University (magna cum laude). He received his J.D. from Quinnipiac University School of Law in Hamden, Connecticut.

EMAIL

Alex Gillott

Vice President & Director, Personal Trust Administration

A photo of Stephen Branberg.

Stephen Granberg

Specialty: Special Asset Administration
Location: Nashville

Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. In this role, Stephen collaborates with a team working with unique, illiquid, and hard-to-value assets held in trust. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trust’s clients.

Stephen holds a bachelor’s degree in Managerial Economics with a concentration in Business Economics from the University of California, Davis. He has held internships with Davos Investment Group, performing macroeconomic and market research; as well as Vault Investment Properties, working with real estate investment.

Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO.

EMAIL

Stephen Granberg

Special Assets Administrator

A photo of Carla Hale.

Carla Hale

Specialty: Business Development
Location: Nashville

Carla Hale joined Cumberland Trust in 2009. As Vice President and Manager, Business Development Associate, Carla oversees the onboarding of new business in the Nashville area while managing a team of engagement officers. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. Previously, Carla worked in Cumberland Trust’s personal trust administration and tax divisions. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader.

Carla received a B.A. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia.

EMAIL

Carla Hale

Vice President & Manager, Business Development Associate

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Dayton F. Hale III

Specialty: Special Asset Administration
Location: Nashville

Dayton Hale joined Cumberland Trust in 2013 as a Trust Officer for special assets. As Vice President and Director of the Special Assets team, Dayton works primarily in the evaluation and ongoing administration of special assets, including mineral, oil and gas interests, commercial and residential real estate, closely held business interests, agricultural and rural real estate, timber properties and promissory notes. His duties include coordinating the purchase and disposition of trust held properties, ordering and analyzing appraisals and overseeing the management of special assets and properties held in trust.

Previously, Dayton worked in Tuscaloosa, Alabama for Hawkeye Oil and Gas, Inc., a small oil and gas exploration company involved in coal bed methane and other conventional operations in the Black Warrior Basin of Alabama. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee.

Dayton received his B.A. in Political Science from Vanderbilt University and his J.D. from the Cumberland School of Law at Samford University in Birmingham, Alabama. He is a member of the American Association of Petroleum Landmen, a licensed affiliate broker with the State of Tennessee, and a member of the National Trust Real Estate Association (NTREA).

EMAIL

Dayton F. Hale III

Vice President & Director, Special Assets

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Rebecca Halvorson

Specialty: Business Development, Senior Management
Location: Memphis

Rebecca Halvorson joined Cumberland Trust in 2010. As Senior Vice President and Managing Director in Corporate Development, she cultivates relationships, working with families and advisors to deliver a full range of trust services. Rebecca’s previous experience includes working as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx.

Rebecca holds a B.A. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University.

Rebecca is a native of Memphis and remains involved in the community. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Additionally, she is a member and past board member of Le Bonheur Club and is active with the Down Syndrome Association of Memphis and the Mid-South and SRVS Kids & Families.

Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations.

EMAIL

Rebecca Halvorson

Senior Vice President & Managing Director, Corporate Development

A photo of Lindsay Hardin.

Lindsay Hardin

Specialty: Corporate
Location: Nashville

Lindsay Hardin joined the Cumberland Trust team in 2015. She enjoys welcoming clients and guests, making them feel comfortable and at ease. In fact, Lindsay’s will be the first friendly voice you’ll likely hear when you call Cumberland Trust. Previously, she served as a Trust Specialist in administration and as she developed relationships there, Lindsay discovered that what she enjoys most is speaking with clients and interacting with them more personally on a daily basis. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications.

Lindsay earned a B.A. in Communications and English from Hope College in Holland, Michigan. She also studied abroad at the University of Aberdeen in Scotland.

EMAIL

Lindsay Hardin

Trust Specialist

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Meredith Harville

Specialty: Personal Trust Administration
Location: Nashville

Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices.

Meredith graduated from Boise State University in Boise, Idaho with a bachelor’s degree in Business Administration.

EMAIL

Meredith Harville

Trust Administrator

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Laura Hawken

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Laura Hawken joined Cumberland Trust in 2019. As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. Laura specializes in administration with distinctive care services, an extra level of support for clients. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital.

Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. She is involved in the community supporting children in the foster care system and she previously fostered a child in her home for about 2 years until they were adopted. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes.

EMAIL

Laura Hawken

Trust Officer

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Layla Hebert

Specialty: Legal & Compliance
Location: Nashville

Layla Hebert joined the Cumberland Trust’s legal team in 2021 and serves as Fiduciary Counsel. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Layla has extensive experience in due diligence, contracting, and compliance. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. Layla’s background also includes experience in utilities regulation while conducting legal research and writing for the Louisiana Public Service Commission.

Layla received a B.S. in Business Administration with a concentration in Pre-Law from the Louisiana State University E.J. Ourso College of Business. She received her J.D. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. Layla is licensed to practice law in Tennessee and Louisiana.

EMAIL

Layla Hebert

Fiduciary Counsel

A photo of Andrea Higgins.

Andrea Higgins

Specialty: Personal Trust Administration
Location: Nashville

Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves.

Andrea has extensive experience in financial planning, account management, and trust administration and management. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK.

Andrea holds a B.A. in History of Art and Architecture from the University of Reading in England. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty.

EMAIL

Andrea Higgins

Trust Officer

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Jody Hines

Specialty: Personal Trust Administration
Location: Nashville

Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. Jody joined the Cumberland Trust team in 2010. In his role, Jody administers personal trusts, providing responsive service to our clients and their external advisors. Previously, he focused on the administration of life insurance trusts. Prior to joining Cumberland Trust, he held corporate accounting positions at internet start-ups and Fortune 500 companies.

He is a Certified Trust and Financial Advisor (CTFA) and has completed Cannon’s Trust School program.

EMAIL

Jody Hines

Vice President & Trust Officer

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Natalicia Hosseinzadeh

Specialty: Special Asset Administration
Location: Nashville

Natalicia Hosseinzadeh joined the Cumberland Trust team in 2018. Natalicia serves as a Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. She assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trust’s clients. She also has experience working in personal trust administration with clients requiring senior care and special care services.

Natalicia holds a degree in Finance with a minor in Accounting from Western Michigan University in Kalamazoo, Michigan. Natalicia has been a member of the National Associate of Realtors® and Greater Nashville Realtors Association since 2017.

EMAIL

Natalicia Hosseinzadeh

Special Assets Officer

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Elly Hutchings

Specialty: Business Development
Location: Austin

Elly Hutchings joined the Cumberland Trust team in 2015. Originally from Lake McQueeney, Texas, as Vice President and Regional Development Officer Elly focuses on building relationships with legal, financial, and tax professionals throughout the state of Texas. She is based in Austin and frequents the Dallas and Houston markets, connecting Texas individuals and families with high caliber trust and estate administration services. Previously, Elly served as a trust officer in Cumberland Trust’s Nashville headquarters, administering trust relationships and providing direct client support. Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas.

Elly received a B.S. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas.

EMAIL

Elly Hutchings

Vice President & Business Development Officer

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Nathan Hyde

Specialty: Senior Management
Location: Nashville

Nathan Hyde joined the Cumberland Trust team in 2002 and serves as Senior Vice President and Director, Business Continuity and Information Security. Before joining Cumberland Trust, Nathan worked as a Senior Consultant with Financial Industry Technical Services. His prior experience includes serving as Trust Operations Manager for First American National Bank and as a Registered Principal with Summit Brokerage Services.

Nathan is a Certified Securities Operations Professional (CSOP), a designation awarded by Cannon Financial Institute.

Nathan Hyde

Senior Vice President & Director, Business Continuity & Information Security

Photo of Dan Jernigan, Senior Management

Dan Jernigan

Specialty: Senior Management
Location: Nashville

Dan Jernigan serves as Corporate Secretary, Senior Vice President, and Managing Director of Compliance and Audits for Cumberland Trust. In this role, Dan works closely with external and internal auditors, while managing a team focused on Fiduciary Compliance, Corporate Compliance, Regulatory Compliance, Audit, and Account Transfer. Prior to joining Cumberland Trust, Dan was Vice President and Audit Supervisor of Internal Audit for Reliance Trust Company/Fidelity National Information Services, Inc. (FIS). In addition, Dan has over 15 years of custody and trust operations experience from previous positions with State Street Bank and Reliance Trust Company.

Dan holds a B.S. in Business Administration from Middle Tennessee State University, with a major in Finance.

Dan Jernigan

Corporate Secretary, Senior Vice President & Managing Director, Compliance and Audit

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Judith L. Johnson

Specialty: Estate Administration
Location: Nashville

Judy Johnson began working as part of the Cumberland Trust team in 2011, with over 50 years of experience in estate planning and probate in numerous law offices in both Illinois and in Tennessee. Judy serves as Vice President and Trust Officer on the estate administration team. In this role, Judy administers estates and administrative trusts, guiding families and individuals during times of loss and transition. Additionally, she has experience working with Cumberland Trust’s legal team. She has extensive knowledge in the preparation and review of legal correspondence and compliance documents.

EMAIL

Judith L. Johnson

Vice President & Trust Officer

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Elizabeth Kaegi

Specialty: Legal & Compliance
Location: Nashville

Elizabeth Kaegi joined the Cumberland Trust legal team in 2021 and serves as Fiduciary Counsel. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Prior to joining Cumberland Trust, Elizabeth practiced as a contract attorney with Legility, LLC. Her background also includes experience in federal and state contract management, and insurance defense litigation.

Elizabeth holds a B.A. (magna cum laude) in Public Relations and a B.S. in Spanish from Southern Methodist University in Dallas, Texas. She received her J.D. from the University of Kentucky College of Law in Lexington, Kentucky. Elizabeth is licensed to practice law in Tennessee and Kentucky.

EMAIL

Elizabeth Kaegi

Fiduciary Counsel

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Hannah Kimbrough

Specialty: Personal Trust Administration
Location: Nashville

Hannah Kimbrough serves as a Trust Officer in Personal Trust Administration. In this role, Hannah administers personal trust accounts. She builds client relationships by providing proactive, high quality service to clients and their legal, financial, and tax advisors.

Hannah is a graduate of Eastern Illinois University where she received a B.S. in Business Management (Dean’s list & OVC Commissioner’s Honor Roll). As a student, Hannah played all four years on the Division 1 tennis team, and was captain for two years. She was formerly the Head Girls Varsity Tennis Coach at Ensworth High School for the 2017-2020 seasons and now coaches independently from a private court in West Meade.

EMAIL

Hannah Kimbrough

Trust Officer

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Douglas Kirkpatrick

Specialty: Business Development
Location: Nashville

Douglas Kirkpatrick joined Cumberland Trust in 2009. As Vice President of Corporate Development, Douglas works to expand Cumberland Trust’s relationships with families and advisors in the Nashville region. Previously, she served for ten years as a paralegal and raised her three, now grown, children.

Douglas holds a B.A. in Political Science and Economics from the University of Tennessee and a Paralegal Certificate from the National Institute of Paralegal Training in Atlanta.

Ms. Kirkpatrick is a sustaining member of the Junior League of Nashville, former president of the Harding Academy Parent Association, and has served on the board for Nashville Children’s Theater.

EMAIL

Douglas Kirkpatrick

Vice President, Corporate Development

A photo of Rachel Fuqua Klages.

Rachel Fuqua Klages

Specialty: Estate Administration
Location: Nashville

Rachel Fuqua joined the Estate Administration team as a Trust Officer in 2015. While in law school, she developed a passion for estate planning during her time in the Homer A. Jones, Jr. Wills Clinic. Rachel now leads the Estate Administration department, which administers trusts and estates of various sizes and complexity throughout the southeast. She specializes in estate and post-mortem trust administration, especially those involving complicated family structures and tax issues.

Rachel holds a B.A. in American Studies from the University of Tennessee (summa cum laude). She received her J.D. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). Rachel is licensed to practice law in Tennessee. Additionally, she is a member of the Estate Planning Council of Middle Tennessee.

Rachel is involved with the Pencil Foundation for Metro Nashville Public Schools literacy program, where she works with elementary students to help them improve their reading comprehension and writing skills.

EMAIL

Rachel Fuqua Klages

Vice President & Director, Estate Administration

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Jessica Kopperud

Specialty: Corporate
Location: Nashville

Jessica Kopperud joined the Cumberland Trust team in 2018. As Corporate Strategy Officer, Jessica develops the framework and plans to support long-term strategic initiatives for Cumberland Trust. Previously, she served as an engagement officer, onboarding new trust and estate clients and acting as an internal liaison between the Business Development, Administration, and Estate departments to smoothly transition new client accounts onto our platform. Prior to joining Cumberland Trust, Jessica worked in sales and marketing for 13 years helping small and mid-sized business owners realize their business goals.

Jessica holds a B.S in Marketing from Indiana University and an MBA from Belmont University’s Massey Graduate School of Business.

Jessica serves on the board of The Women’s Fund, an endowment fund within The Community Foundation of Middle Tennessee.

EMAIL

Jessica Kopperud

Corporate Strategy Officer

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Amanda Laginess

Specialty: Personal Trust Administration
Location: Nashville

Amanda Laginess joined the Cumberland Trust team in 2020. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. She specializes in relationship building with families and their financial, legal, and tax advisors. Prior to joining Cumberland Trust, she served as the founding Director of Operations for a Middle Tennessee anti-human trafficking nonprofit organization. Previously, she practiced estate planning and probate law in Cincinnati, Ohio, working closely with the trust department of a local bank.

Amanda received a B.A. in Psychology from Agnes Scott College in Decatur, Georgia. She earned a J.D. with a focus on comparative law and human rights from Regent University School of Law in Virginia Beach, Virginia.

Amanda is active in the community as an event and herd photographer for Saddle Up! and was a founding member of the organization’s Family Council. Additionally, she volunteers as a photographer for the Harpeth Conservancy’s renowned River Swing event.

EMAIL

Amanda Laginess

Trust Officer

A photo of Beth Lee.

Beth Lee

Specialty: Estate Administration
Location: Nashville

Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. In this role, Beth works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Beth focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Prior, Beth served as Vice President and In-House Counsel for a nationwide franchise. Previously, she practiced Entertainment Law and Labor and Employment Litigation.

Beth holds a bachelor’s degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. She received a J.D. from Nashville School of Law. Beth is a Certified Mediator and licensed to practice law in Tennessee.

EMAIL

Beth Lee

Trust Officer

A photo of Sarah Leighton.

Sarah Leighton

Specialty: Personal Trust Administration
Location: Nashville

Sarah Leighton joined the Cumberland Trust Personal Trust Administration team in 2022 as a Trust Specialist. In this role, Sarah collaborates with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Sarah focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves.

Sarah holds a bachelor’s degree in Finance from Washington State University. While attending college, she interned with a commercial real estate investment firm. Outside of work, Sarah enjoys spending time with friends and family.

EMAIL

Sarah Leighton

Trust Specialist

A photo of Heather Logan.

Heather Logan

Specialty: Corporate
Location: Nashville

Heather Logan joined Cumberland Trust in 2022 as Vice President, Director of Human Resources. Prior to joining Cumberland Trust, Heather worked for 11 years at medSR, creating and overseeing their human resources and administrative functions.

Heather holds bachelor’s degrees in Psychology and Religion from Lambuth University. She earned a master’s degree in Industrial and Organizational Psychology from Middle Tennessee State University.

EMAIL

Heather Logan

Vice President, Director of Human Resources

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Caitlyn A. Lovell

Specialty: Special Needs Trust Administration
Location: Nashville

Caitlyn A. Lovell joined the Cumberland Trust team in 2019. Caitlyn serves as a Trust Officer, focusing on the day-to-day administration of Special Needs Trust (SNT) relationships. Previously, Caitlyn worked as an associate manager at Tumi Inc. and, before that, as an Intern for House Representative Jim Cooper. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball.

Caitlyn holds a B.S. in Sociology from Middle Tennessee State University (cum laude) with minors in Global Studies and Business Administration. She is a part of the Young Leaders Council, Class 74.

In the community, Caitlyn sings Alto 2 for Vox Grata Women’s Choir and serves as the Young Leaders Council Board Intern for the Nashville LGBT Chamber.

EMAIL

Caitlyn A. Lovell

Trust Officer

A photo of Owen Lovell.

Owen Lovell

Specialty: Personal Trust Administration
Location: Nashville

Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Owen focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to joining Cumberland Trust, Owen was a Trust Associate with Pendleton Square Trust Company in Nashville, Tennessee. Previously, he worked in the financial solutions industry.

Owen holds a bachelor’s degree in Economics from The University of the South in Sewanee, Tennessee. He has completed Cannon Trust School I. Outside of work, he enjoys volunteering with the Cystic Fibrosis Foundation, traveling, and playing pickleball.

EMAIL

Owen Lovell

Trust Administrator

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Jared Lynd

Specialty: Personal Trust Administration
Location: Nashville

Jared Lynd joined Cumberland Trust in 2017. As Vice President, Trust Officer and Manager in personal trust administration, Jared leads a team of personal trust relationship managers and specializes in guiding high-net-worth clients and their professional advisors through the administration of personal trusts. Jared has extensive experience working with family offices and in the administration of complex trust assets, including inherited Individual Retirement Accounts (IRAs). He also leads training initiatives to support Cumberland Trust’s growing administration team as they serve clients.

Before joining the Cumberland Trust team, Jared worked as an associate attorney at Hagan Law Group, PLLC in the practice areas of business law, property law, and estate planning. Prior to law school, Jared served as a Supply Chain Analyst with General Electric.

Jared received a B.S. in Business Administration from the University of Tennessee, Knoxville and was awarded a J.D. from the University of Tennessee College of Law. He is licensed to practice law in Tennessee. Jared is a member of the Tennessee Bar Association and is active with the Estate Planning and Probate Section. Additionally, he is a member of Estate Planning Council of Middle Tennessee and active member of the University of Tennessee, Knoxville Alumni Association.

EMAIL

Jared Lynd

Vice President & Trust Officer, Administration Manager

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Leslie Malkiewicz

Specialty: Legal & Compliance
Location: Nashville

Leslie Malkiewicz joined the Cumberland Trust team in 2014. As Vice President, Director, and Senior Fiduciary Counsel, Leslie reviews and drafts documents relating to trust accounts. Additionally, she manages the growing legal team. Previously, Leslie served as a trust officer, overseeing trust account management and administration.

Leslie earned a B.A. in Political Science from the University of Tennessee, Knoxville and was awarded a J.D. from Southwestern Law School in Los Angeles. She studied abroad at the University of London through Biederman Entertainment and Media Law Institute. Leslie is a member of the Tennessee Bar Association and is licensed to practice law in Tennessee.

EMAIL

Leslie Malkiewicz

Vice President & Director, Legal, Senior Fiduciary Counsel

Photo of Katrina Martin, Personal Trust Administration specialist

Katrina Martin

Specialty: Personal Trust Administration
Location: Nashville

Katrina Martin joined the Cumberland Trust team in 2020. In her role as Trust Officer, Katrina works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Katrina focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN.

Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida.

EMAIL

Katrina Martin

Trust Officer

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Wendy Maynard

Specialty: Legal & Compliance
Location: Nashville

Wendy Maynard joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly.

Prior to joining Cumberland Trust, Wendy worked for 28 years as a licensed insurance agent for Buschbach Insurance Agency in Illinois.

EMAIL

Wendy Maynard

Asset Transfer Specialist

A photo of Tim McCoy.

Tim McCoy

Specialty: Special Needs Trust Administration
Location: Nashville

Tim McCoy joined Cumberland Trust in 2022 as a Trust Officer on the Special Needs Trust Administration team. His focus is on ensuring clients receive the supplemental care and support they need in a timely, professional, and friendly manner.

Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. He has twenty-four years of experience in banking, education, and trust administration. He holds a B.B.A. from Simon Fraser University in Vancouver, British Columbia, and an M.B.A. from Western Governors University.

In his leisure time Tim enjoys reading and crafting heirloom, hardwood rocking chairs for adults and children.

EMAIL

Tim McCoy

Trust Officer

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Brianna McCray

Specialty: Special Needs Trust Administration
Location: Nashville

Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. As a collaborative member of the Special Needs Trust Administration team, Brianna provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Brianna worked as a Business Assistant at a dental practice.

Outside of work, Brianna has enjoyed volunteering at Atlanta Ronald McDonald House where she helped provide meals to patients and families in residence.

Brianna studied Business Administration at Georgia State University. She received a professional certification in software programming from The University of Texas at Austin.

EMAIL

Brianna McCray

Trust Specialist

A photo of Shannon McGarrity

Shannon McGarrity

Specialty: Business Development, Senior Management
Location: St. Louis

Shannon McGarrity joined the Cumberland Trust team in 2022 as Senior Vice President and Managing Director in Business Development. In this role, Shannon leads the company’s business development team as they connect individuals, families and their financial, legal, and tax advisors with Cumberland Trust’s high caliber trust and estate administration services.

McGarrity has more than 16 years of experience in the financial services industry. Prior to joining Cumberland Trust, he was a Financial Consultant at Fidelity Investments in Chesterfield, Missouri. Previously, he served as Regional Sales Manager at Scottrade/TD Ameritrade.

McGarrity earned a B.S. in Finance from The University of Memphis. Outside of work, he enjoys volunteering with the North American Versatile Hunting Dog Association (NAVHDA).

EMAIL

Shannon McGarrity

Senior Vice President & Managing Director, Business Development

A photo of Robin McNeil

Robin McNeil

Specialty: Special Needs Trust Administration
Location: Nashville

Robin McNeil joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Special Needs Trust Administration team, Robin provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Prior to joining Cumberland Trust, Robin served in multiple roles over six years with Brookdale Senior Living, Inc., including, Senior Living Advisor, RTA Specialist, Connection Center Supervisor, and Quality Assurance Specialist. In these roles, Robin helped families find solutions to support their loved ones diagnosed with dementia and Alzheimer’s disease. Robin also has more than 10 years of experience in sales and customer service and retention with the USA Today Network (Gannett Company, Inc.) as a Sales & Retention Supervisor.

Robin studied Business Administration at Draughon’s Junior College of Business in Paducah, KY.

EMAIL

Robin McNeil

Trust Specialist

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Helina Mekuria

Specialty: Legal & Compliance
Location: Nashville

Helina Mekuria joined Cumberland Trust in 2018. Helina works with the compliance department to help ensure that accounts are opened and documented correctly. Previously, Helina worked in the banking industry, with experience in data analysis and documenting accounts.

Helina received a B.A. in Finance from the Middle Tennessee State University.

EMAIL

Helina Mekuria

Asset Transfer Officer

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Evelyn Metcalf

Specialty: Legal & Compliance
Location: Nashville

Evelyn Leonard joined the Cumberland Trust team in 2016 and works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. She also works with the compliance department to help ensure that accounts are opened and documented accurately. Previously, Evelyn worked in the banking industry, with experience in audit management, commercial relationship management, and credit analysis.

She received a B.B.A. in Economics and Finance from Baylor University in Waco, Texas.

EMAIL

Evelyn Metcalf

Assistant Vice President & Account Transfer Manager

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Jodi Monroe

Specialty: Business Development
Location: Knoxville

Jodi Monroe joined Cumberland Trust in 2013. She serves as a Business Development Associate overseeing the onboarding of new business opportunities. Jodi works in support of our Middle Tennessee market region, and specializes in providing responsive support to new clients and their financial, legal, and tax professional advisors. Prior to joining Cumberland Trust, Jodi worked for 20 years in the banking industry, with 12 years in management, business development, and lending.

EMAIL

Jodi Monroe

Business Development Associate

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Melissa Murray

Specialty: Special Needs Trust Administration
Location: Nashville

Melissa Murray joined the Cumberland Trust Special Needs Trust Administration team in 2021. As a Trust Officer, Melissa supports our beneficiaries with special needs, and focuses on providing responsive and attentive service to clients and their financial, legal, and tax professional advisors. Prior to joining Cumberland Trust, Melissa worked as a Trust Officer at Riverview Trust Company in Vancouver, Washington. Previously, she served as Treasurer at Fort Vancouver TV.

EMAIL

Melissa Murray

Trust Officer

A photo of Sara Kate Nash.

Sara Kate Nash

Specialty: Estate Administration
Location: Nashville

Sara Kate Nash joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. In this role, Sara Kate works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Sara Kate focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Prior to joining Cumberland Trust, she practiced as an associate attorney with a bankruptcy firm.

Sara Kate holds a B.A in Journalism and English with a minor in French from Indiana University Bloomington. She received a J.D. from the Indiana University Robert H. McKinney School of Law in Indianapolis, Indiana. Sara Kate is licensed to practice law in Tennessee.

EMAIL

Sara Kate Nash

Trust Officer

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Asha P. Nivison

Specialty: Senior Management
Location: Nashville

Asha Nivison joined Cumberland Trust in 2012. Prior to Cumberland Trust, Asha served as Director of Implementations at Emdeon, where she managed teams responsible for implementing direct claims connections with healthcare companies. Before that, she was Vice President in the Custody Income Operations department (Global Securities Services) at Deutsche Bank/State Street in Nashville.

Asha holds a B.S. in Business Administration from Belmont University and an M.B.A. from the Jack C. Massey School of Business at Belmont University.

Asha P. Nivison

Senior Vice President & Managing Director, Operations/Technology

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Katelynn Novak

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Katelynn Novak joined Cumberland Trust as a Trust Specialist in 2021. As a collaborative member of the Personal Trust Administration team, Katelynn provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Katelynn worked for several years in Operations within the financial industry.

Outside of work, Katelynn enjoys volunteering at local animal shelters. She has also taught Money Matters classes at the Boys & Girls Club of Lansing in Lansing, Michigan.

Katelynn holds a B.S. in Advertising Management with a Minor in Organizational Leadership from Michigan State University.

EMAIL

Katelynn Novak

Trust Specialist

A photo of Avery Oaks

Avery Oaks

Specialty: Estate Administration
Location: Nashville

Avery Oaks joined Cumberland Trust as a Trust Officer in 2022. In this role, Avery works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves.

Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. Previously, while attending law school, he served as a law clerk to the Honorable Judge Kathleen N. Gomes in Division 1 of the Shelby County Probate Court. Outside of work, Avery enjoys volunteering as an assistant basketball coach.

Avery holds a B.S. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. He received a J.D. and MBA from the University of Memphis.

EMAIL

Avery Oaks

Trust Officer

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Robert Ottinger

Specialty: Personal Trust Administration
Location: Nashville

Robert Ottinger joined Cumberland Trust as a Trust Administrator in 2021. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to joining Cumberland Trust, he worked as a Portfolio Property Manager at Metropolitan Property Management. Robert’s previous experience also includes roles at LegacyTree Foundation and Regions Bank.

Robert holds a B.S. in Finance from Tennessee Technological University.

EMAIL

Robert Ottinger

Trust Administrator

Photo of Bonnie Parrish, Personal Trust Administration specialist

Bonnie Parrish

Specialty: Personal Trust Administration
Location: Nashville

Bonnie Parrish joined Cumberland Trust in 2017. As a collaborative member of the Personal Trust Administration team, Bonnie provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Previously, Bonnie worked on Cumberland Trust’s Operations team.

Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. Bonnie’s previous experience also includes roles at JP Morgan Chase and Deutsche Bank.

Outside of work, Bonnie enjoys volunteering at Grace Works and One Generation Away.

Bonnie holds B.S. degrees in Finance and Management from Lipscomb University.

EMAIL

Bonnie Parrish

Trust Administrator

A photo of Lindsay Phillips

Lindsay Phillips

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. As a member of the Personal Trust Administration team specializing in Distinctive Care, Lindsay provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Prior to joining Cumberland Trust, she worked as a leader of the Activities Department at Abe’s Garden Alzheimer’s and Memory Care Center. Lindsay also has previous experience working as a Music Therapist with a variety of individuals—ranging from babies in the NICU, children and adults with Special Needs, Seniors, and persons in hospice care.

Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts.

EMAIL

Lindsay Phillips

Trust Specialist

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Riley Randolph

Specialty: Legal & Compliance
Location: Nashville

Riley Randolph joined Cumberland Trust as a Compliance and Asset Transfer Specialist in 2021. In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. He also works with the compliance department to help ensure that accounts are opened and documented accurately. Prior to joining Cumberland Trust, Riley worked as an Operations Analyst at UBS Financial. His previous experience also includes serving as an Assistant Property Manager/Property Accountant at Avison Young and as a Customer Service Representative at Wilson Bank & Trust.

Riley holds a B.S. in Finance with a concentration in Entrepreneurship from the University of Tennessee, Knoxville.

EMAIL

Riley Randolph

Compliance & Asset Transfer Specialist

Photo of Jennie Renwick, Personal Trust Administration specialist

Jennie Renwick

Specialty: Personal Trust Administration
Location: Nashville

Jennie Renwick joined Cumberland Trust in 2021 and serves as a Vice President and Trust Officer. In this role, Jennie works with high-net-worth individuals and families, along with their financial, legal, and tax advisors, to support their trust account management and administration needs. Jennie focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves.

Prior to joining Cumberland Trust, Jennie was Director of Client Strategy and Product Development at Trilliant Health. She has also worked for more than 24 years in the financial services industry, including roles as Vice President and Manager of Private Client Services at First Tennessee Bank and as a Financial Advisor with Heidtke & Company.

Jennie holds a B.S. degree in Corporate Finance from the University of Alabama. She is also a graduate of the Commercial Banking Executive Program at the University of Virginia Darden School of Business. Jennie has served on the Board of Directors of Vox Grata since 2017.

EMAIL

Jennie Renwick

Vice President & Trust Officer

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Zandra Ribas

Specialty: Business Development
Location: Nashville

Zandra Ribas joined the Cumberland Trust team in 2019. Zandra serves as a Senior Business Development Associate. In this role, Zandra provides direct support to the business development team. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Previously, Zandra worked in retail management. She has eight years of customer service experience.

Zandra studied International Development at Sewanee: The University of the South in Sewanee, Tennessee and Economics at Roanoke College in Salem, Virginia.

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Zandra Ribas

Senior Business Development Associate

A photo of Kailey Rosenbaum.

Kailey Rosenbaum

Specialty: Business Development
Location: Nashville

Kailey Rosenbaum joined Cumberland Trust as a Business Development Associate in 2022. In this role, Kailey provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their professional advisors. Prior to joining Cumberland Trust, she worked as a Customer Service Representative with State Farm.

Kailey earned a B.A. in Corporate Management and Marketing from Lipscomb University.

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Kailey Rosenbaum

Business Development Associate

A photo of Ryan Russell.

Ryan Russell

Specialty: Personal Trust Administration
Location: Nashville

Ryan Russell joined Cumberland Trust as a Trust Officer in 2022. In this role, Ryan works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves.

Prior to joining Cumberland Trust, Ryan worked for litigation firms—handling cases involving complex commercial litigation, bankruptcy, and personal injury. Previously, he worked in the music industry for eight years—specializing in song licensing and royalty administration with Capitol Christian Music Group (formerly EMI) and Music Services.

Ryan earned a Bachelor of Business Administration degree (B.B.A.) in Music Business from Belmont University. He received a J.D. from Belmont University College of Law. Outside of work, Ryan enjoys volunteering at the St. Philip Legal Clinic in Franklin, TN.

EMAIL

Ryan Russell

Trust Officer

Photo of Greg Sauers, Personal Trust Administration specialist

Greg Sauers

Specialty: Personal Trust Administration
Location: Nashville

Greg Sauers joined Cumberland Trust as a Trust Administrator in 2020. As a collaborative member of the Personal Trust Administration team, Greg provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Previously, Greg worked in human resources and in youth sports.

Greg received a Business Administration degree, with minors in Organizational Management and Health Promotions from Aurora University, Aurora, Illinois. He also holds a Six Sigma Yellow Belt certification.

EMAIL

Greg Sauers

Trust Administrator

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Heather Savage

Specialty: Business Development, Senior Management
Location: Knoxville

Heather Savage is Senior Vice President and Business Development Officer based out of Cumberland Trust’s Knoxville office. Heather develops relationships with individuals, families, and their professional advisors in North Carolina, South Carolina, and East Tennessee. She specializes in delivering a range of customized trust solutions to best serve each client.

Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRA’s, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting.

Heather received a B.A. in International Studies, with honors, from Miami University in Oxford, Ohio. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers.

EMAIL

Heather Savage

Senior Vice President & Business Development Officer

A photo of Eloise Schroer.

Eloise Schroer

Specialty: Personal Trust Administration
Location: Nashville

Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Personal Trust Administration team, Eloise provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Eloise holds a bachelor’s degree in International Global Studies with a minor in French from Sewanee: The University of the South. While attending college, she held various internships in sales and marketing. Outside of work, Eloise enjoys volunteering within the community and spending time with friends and family.

EMAIL

Eloise Schroer

Trust Specialist

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Debbie Schultz

Specialty: Special Needs Trust Administration
Location: Nashville

Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors.

Debbie has 32 years of experience in the trusts and estates industry. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware.

Debbie holds an Executive J.D. from Purdue University Global. She earned an MBA and B.S. in Business/Management from the University of Phoenix. Debbie is a Certified Trust and Financial Advisor (CTFA), graduate of the Cannon Trust School, through Cannon Financial Institute, and has received the Chartered Special Needs Consultant (ChSNC®) Designation.

EMAIL

Debbie Schultz

Vice President & Director, Special Needs Trust Administration

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Dudley Selinger

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Dudley Selinger has been a part of the Cumberland Trust team since 2013. As Vice President, Trust Officer, and Administration Manager, Dudley is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Previously, Mrs. Selinger served as the Assistant Director of Development at St. Paul Christian Academy and prior to that as the Interim Development Director at Belle Meade Plantation. Dudley’s experience includes working as Senior Vice President at First American National Bank.

Dudley holds a B.A. in International Studies and French from Rhodes College in Memphis. Additionally, she is on the board of the Juvenile Diabetes Research Foundation.

EMAIL

Dudley Selinger

Vice President & Trust Officer, Administration Manager

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Andrew Serpico

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Andrew Serpico joined Cumberland Trust as a Trust Specialist in 2021. As a member of the Personal Trust  Administration team specializing in Distinctive Care, Andrew provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.

Andrew is an avid hockey enthusiast. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. His experience also includes positions as Hockey Operations Associate and Assistant Youth Hockey Instructor for the New York Rangers.

Andrew earned a B.S. in Accounting from Manhattanville College in New York.

EMAIL

Andrew Serpico

Trust Specialist

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Sloan Shell

Specialty: Personal Trust Administration
Location: Nashville

Sloan Shell joined Cumberland Trust in 2015. As Vice President, Trust Officer, and Manager in personal trust administration, she is responsible for working with high-net-worth individuals and families on trust account management and administration. Prior to joining Cumberland Trust, Sloan worked for more than 14 years as a Private Banker and Assistant Vice President with U.S. Trust Private Wealth Management in Nashville, TN. During her time at U.S. Trust, she assisted families with multi-generational financial planning, credit needs and overall wealth management services. Previously, Sloan was with Polo Ralph Lauren Corporation for 14 years, serving in many capacities, including Director of Operations for the company.

Sloan received her B.A. in Political Science from the College of Charleston and serves on the Committee for Institutional Advancement for the Tennessee Performing Arts Center.

EMAIL

Sloan Shell

Vice President & Trust Officer, Administration Manager

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David Shetler

Specialty: Special Asset Administration
Location: Nashville

David Shetler joined the Cumberland Trust team in 2020. David serves as a Special Assets Officer, working with unique, illiquid, and hard-to-value assets held in trust. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trust’s clients. Previously, David interned at Valmont Investments and ECOM USA working with real estate and commodities.

David holds a bachelor’s degree in economics with a minor in business finance from Sewanee: The University of the South, Sewanee, Tennessee.

EMAIL

David Shetler

Special Assets Officer

A photo of Matt Skeens.

Matt Skeens

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Matt Skeens joined Cumberland Trust as a Trust Administrator in 2022. In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Matt focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to joining Cumberland Trust, he worked as a Senior Relationship Banker at Truist Bank. Previously, Matt Co-Chaired the Paul E. Skeens Scramble for HELP, a golf event that helped raise proceeds for scholarships for need-based, learning-disabled students at Marshall University.

Matt holds a B.A. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. Outside of work, Matt has enjoyed coaching youth golf and basketball, and is an avid Indianapolis Colts and Cincinnati Reds fan.

EMAIL

Matt Skeens

Trust Administrator

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Lauren Skipp

Specialty: Personal Trust Administration
Location: Nashville

As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. She focuses on delivering responsive and personalized trust administration services. Prior to joining Cumberland Trust, Lauren worked at Franklin Synergy Bank as a Trust and Wealth Management Associate providing support to financial advisors with client onboarding and relationship management.

Lauren holds a bachelor’s in business administration and a MBA from the University of Mississippi.

EMAIL

Lauren Skipp

Assistant Vice President & Trust Officer

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Susan T. Smith

Specialty: Corporate
Location: Atlanta

Susan Smith joined the Cumberland Trust team in Atlanta in 2017 to help service the ever-growing Georgia market. Susan serves as Corporate Strategy and Marketing Officer, supporting Cumberland Trust’s growth and nationwide reach through content creation, media relations, and the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences.

Previously, Susan worked as an Engagement Officer for Cumberland Trust, providing direct support to the Business Development team by initiating and developing new Trust opportunities and prospective client relationships, while also working internally to onboard new accounts.

Prior to joining Cumberland Trust, Susan served as a Presentation Specialist at SunTrust Bank, where she was dedicated to content development and messaging strategy for commercial client services. Her past experience also includes positions in the legal field as a Docketing Assistant in Intellectual Property at Kilpatrick Townsend, LLP and as a Legal Assistant in Intellectual Property at Morris, Manning & Martin, LLP.

Susan earned a B.A. in Communication from Salem College in Winston-Salem, North Carolina.

An Atlanta native, Susan is involved in the community as an active member of the Junior League of Atlanta.

EMAIL

Susan T. Smith

Corporate Strategy & Marketing Officer

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Adriana Sosa

Specialty: Legal & Compliance
Location: Nashville

Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly.

Prior to joining Cumberland Trust, Adriana worked as an Account Manager in the direct mail industry, managing the status of accounts and supporting client relationships.

Adriana holds a B.A. in Business Administration from Middle Tennessee State University.
EMAIL

Adriana Sosa

Asset Transfer Specialist

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Sara Speidel

Specialty: Personal Trust Administration
Location: Nashville

Sara Speidel joined the administration team at Cumberland Trust in 2007. As Vice President and Trust Officer, Sara manages personal trust relationships. Over her tenure at Cumberland, she has gained a broad knowledge of the trust industry and has worked with a variety of trust types and circumstances. She enjoys cultivating relationships with her clients while creating and maintaining a plan for their trust that prudently meets their needs and ultimate goals. Prior to Cumberland Trust, Sara worked at a Maryland title company and has experience with title searches, deeds and other loan documentation.

Sara received a B.A. degree in Accounting from Asbury University in Wilmore, Kentucky. She is a graduate of Cannon Financial Institute’s Trust School and has been awarded the Certified Trust and Financial Advisor (CTFA) designation.

EMAIL

Sara Speidel

Vice President & Trust Officer

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Gina St. Charles

Specialty: Senior Management
Location: Nashville

Gina St. Charles joined Cumberland Trust in 2007 and works with over 350 CPAs to coordinate the preparation and filing of trust tax returns with the IRS and state revenue departments. Prior to joining Cumberland Trust, Gina spent nine years with Merrill Lynch Insurance Group focusing on estate planning through life insurance.

Gina holds a B.S. from Western Kentucky University in Bowling Green, Kentucky.

Gina St. Charles

Senior Vice President & Managing Director, Tax

A photo of Douglas Stratton.

Douglas Stratton

Specialty: Personal Trust Administration
Location: Nashville

Douglas Stratton joined Cumberland Trust as a Trust Officer in 2022. In this role, Douglas works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves.

Prior to joining Cumberland Trust, Douglas worked as a State & Local Tax Associate at KPMG LLP in Indianapolis, Indiana. He is a First Lieutenant in the U.S. Army JAG Corps, Reserve Component.

Douglas earned a B.S. in Financial Management & Financial Planning from Western Kentucky University (Summa Cum Laude). He received a J.D. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. Douglas is a member of the Young Alumni Council and Gordon Ford College of Business Associates at Western Kentucky University. Outside of work, he is an avid sports fan and enjoys reading, hiking, exercising, and spending time with friends and family.

EMAIL

Douglas Stratton

Trust Officer

Photo of Lorena O. Suarez, Special Needs Trust Administration specialist

Lorena O. Suarez

Specialty: Special Needs Trust Administration
Location: Nashville

Lorena Suarez joined the Cumberland Trust administration team in 2014. Lorena has years of experience in multiple specialty areas of trust administration and currently serves as Assistant Vice President and Trust Officer in Special Needs Trust Administration. She focuses on providing premier and attentive service to our clients and families with special needs. Lorena specializes in building relationships with her clients through regular communication, care, and understanding. Prior to her career with Cumberland Trust, Lorena worked with children and families as a nanny and au pair.

Lorena holds an Associate degree in Business from Nashville State Community College.

EMAIL

Lorena O. Suarez

Assistant Vice President & Trust Officer

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Lisa Tesar

Specialty: Business Development
Location: St. Louis

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. Additionally, she serves as a member of the St. Louis Estate Planning Council.

EMAIL

Lisa Tesar

Vice President & Business Development Officer

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Lori Thoeny

Specialty: Corporate, Senior Management
Location: Nashville

Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. In her current role as Senior Vice President and Managing Director of Corporate Strategy, Lori works closely with marketing, strategy, and corporate initiatives in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. Previously, Lori served in an integral role as manager within Cumberland Trust’s Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. Prior to 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.

EMAIL

Lori Thoeny

Senior Vice President & Managing Director, Corporate Strategy

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Haley Tucker

Specialty: Corporate
Location: Nashville

Haley Tucker joined the Cumberland Trust team in 2019. She serves as Corporate Events and Strategy Associate, supporting the marketing and strategy teams in growing Cumberland Trust’s reach across the country. Previously, Haley worked as a trust specialist in the Distinctive Care Division, specializing in providing assistance to trust officers and administrators, and focusing on supporting clients with special needs. Prior to joining Cumberland Trust, Haley completed an AmeriCorp term with Harpeth Conservancy. She continues to volunteer with the Harpeth Conservancy working on the Tennessee rivers.

Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. During her time at Sewanee, she was also a Sustainability Fellow.

EMAIL

Haley Tucker

Corporate Events & Strategy Associate

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Alex Walker

Specialty: Distinctive Care, Personal Trust Administration
Location: Nashville

Alex Walker joined the Cumberland Trust administration team in in 2017. Alex serves as Assistant Vice President and Trust Officer in the personal trust administration division. Alex focuses on providing careful and attentive trust administration, specializing in distinctive care services. Alex has three years of banking experience prior to joining Cumberland Trust, most recently working at First Tennessee Bank. Previously, Alex was the Powerlifting Coach for the Northern Illinois Special Olympics Team for two years. He currently coaches for the Nashville Predators youth hockey teams.

Alex holds a B.S. degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville.

EMAIL

Alex Walker

Assistant Vice President & Trust Officer

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Harriet White

Specialty: Legal & Compliance
Location: Nashville

Harriet White joined the Cumberland Trust team in 2012. As Assistant Vice President and Compliance Officer, Harriet ensures that accounts are opened or closed and documented accurately. Additionally, she handles special projects for the compliance team. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law.

Harriet received a B.S. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee.

EMAIL

Harriet White

Assistant Vice President & Compliance Officer

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Sharon Winkler

Specialty: Legal & Compliance, Senior Management
Location: Nashville

Sharon Winkler joined Cumberland Trust in 2007 and serves as Senior Vice President, Special Counsel, Chief Regulatory Compliance Officer. Sharon’s primary responsibilities involve reviewing and preparing documents and considering tax, legal and other compliance issues with regard to Cumberland Trust and its clients. Prior to joining Cumberland Trust, Sharon spent 16 years as an estate tax attorney with the Internal Revenue Service, where she examined federal estate and gift tax returns and ensured compliance with tax law. Her previous experience also includes work as an accountant and as a lawyer in private practice.

Sharon received a B.S. in Accounting (cum laude) and a J.D. (with honors) from the University of Arkansas, Little Rock. Sharon is a registered CPA in Arkansas and is licensed to practice law in both Arkansas and Tennessee.

Sharon Winkler

Senior Vice President, Special Counsel & Chief Regulatory Compliance Officer

Photo of Lou Anne Wolfson, Personal Trust Administration specialist

Lou Anne Wolfson

Specialty: Personal Trust Administration
Location: Nashville

Lou Anne Wolfson joined Cumberland Trust in 2013. As Vice President, Trust Officer, and Administration Manager, she is responsible for high net worth personal trust relationship management and account administration. Previously, Lou Anne served as Director of the State Advocacy Resource Center of the American Medical Association, where she represented the AMA before the highest levels of state political and medical organizations. Earlier in her career, Lou Anne worked in the Cook County State’s Attorney Office in Chicago as an Assistant State’s Attorney and Prosecutor in the Appellate Division and then in the Abuse and Neglect Division of Juvenile Court. She is licensed to practice law in Illinois.

Lou Anne earned a B.A. from the University of Illinois, Champaign-Urbana, IL where she majored in Economics. She was awarded her J.D. from Northwestern University School of Law.

EMAIL

Lou Anne Wolfson

Vice President & Trust Officer, Administration Manager

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Donna Wooden

Specialty: Estate Administration
Location: Nashville

Donna Wooden brings an extensive background in customer support, project coordination, and office administration to the estate team. As a trust administrator, Donna collaborates with legal, financial, and tax professionals to ensure all aspects of an estate are given careful attention. She supports the estate administration team, providing care and attention to estate and post-mortem trust clients. Prior to joining Cumberland Trust, she worked in telecommunications and has previous experience in accounts payable, accounts receivable, payroll and taxes.

EMAIL

Donna Wooden

Trust Administrator