Lillis Breland

Lillis Breland, CTFA, currently serves as Client Transition Manager at Balentine since October 2018. Prior experience includes roles as Senior Associate at CIBC Atlantic Trust Private Wealth Management from April 2015 to October 2018, Trust Analyst at GenSpring Family Offices from April 2010 to December 2014, and Financial Analyst at Brownson, Rehmus & Foxworth from March 2008 to March 2010. At GenSpring, Lillis provided analytical support regarding fiduciary matters and managed over 500 trust accounts with significant assets. Earlier experience includes work as a Family Services Coordinator and as a Commercial Property Manager at Shuler Properties. Lillis holds a Bachelor of Science degree in Financial Planning from Texas Tech University.