Sep 9, 2021
Michelle Diamond is Chief Development Officer. 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...
Sep 9, 2021
Joseph K. Presley is Executive Chairman of the Board of Directors of Cumberland Trust and has supported the company’s commitment to client service, development, and market growth since he joined Cumberland Trust in 2001. Previously, Mr. Presley served as...
Sep 9, 2021
Jennie Menzie serves as CEO and President of Cumberland Trust, steering the company’s vision with an unwavering commitment to delivering personalized, high-touch trust and estate administration services. Her strategic initiatives not only drive substantial market...
Sep 9, 2021
Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and...