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.

Accounting

Cumberland Trust

Jennie Karrels Menzie

Joseph Presley

The Business Development team at Cumberland Trust focuses on building and maintaining relationships with financial advisors, attorneys, and accountants to foster new business opportunities. They aim to expand the company's client base by identifying potential clients and presenting Cumberland Trust’s unique trust and estate administration services. The team collaborates closely with professional advisors to ensure seamless integration of services tailored to the needs and values of beneficiaries.

Business Development

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Team members

Other teams at Cumberland Trust

Leadership Team

Trust and Estate Administration Team