Cumberland Trust
Chase Caldwell currently serves as Director and Assistant Controller at Cumberland Trust, where responsibilities include collaborating with clients' teams of advisors to optimize wealth transfer processes. Previously, Chase held various roles at Cumberland Trust, including Assistant Vice President and Financial Analyst. Prior to joining Cumberland Trust, Chase worked as a Business Analyst at Bellhops, a platform facilitating moving services. Chase earned a Bachelor of Science degree in Accounting and Finance from The University of Tennessee at Chattanooga in 2015.
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.