Cumberland Trust
Caroline Baumgartner serves as Vice President and Fiduciary Counsel at Cumberland Trust, with prior experience as Assistant Vice President and Fiduciary Counsel and Trust Officer in estate administration. Caroline's career includes roles as a Trust Advisor at SunTrust and various law clerk positions at firms including Tom Morris & Associates, Reece, Moore, Pendergraft, LLP, and Anderson, Murphy & Hopkins, LLP, where significant legal research and contract preparation activities were undertaken. Caroline also completed a judicial externship for Honorable Magistrate Judge Erin Setser at the United States District Court for the Western District of Arkansas. Educational credentials include a Master of Laws in Taxation from the University of Florida, a Juris Doctor from the University of Arkansas School of Law, and a Bachelor of Arts in Public Relations, Advertising, and Applied Communication from the University of Arkansas.
Cumberland Trust
Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.