Chase Caldwell

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.