Cumberland Trust
Jake Greenwald is currently a Vendor Services Intern at Ncontracts, where responsibilities include processing vendor documents and enhancing team efficiency. As President of the Phi Kappa Psi Fraternity MS Alpha, Jake leads a 300-member organization managing approximately $1.75 million in annual dues and initiating various chapter projects. Previous experience includes serving as a Student Analyst, achieving the highest portfolio return in a simulated investment course, and as an Assistant Manager at Anytime Fitness, where sales and customer relations were key focuses. Jake also built foundational skills in retail operations as an associate at DICK'S Sporting Goods and managed intramural sports at Ole Miss Campus Recreation. Jake is pursuing a Bachelor of Business Administration in Finance and Management at the University of Mississippi.
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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.