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 Corporate Development and Strategy team at Cumberland Trust is responsible for steering the company's long-term growth and strategic initiatives. This team works to identify new business opportunities, oversee compliance and risk management, plan and execute corporate events, and align marketing initiatives with overarching corporate strategies. By collaborating closely with other departments, the team ensures that Cumberland Trust remains at the forefront of trust and estate administration services while upholding the company's commitment to beneficiaries and their needs.

Corporate Development and Strategy

About

Team members

Other teams at Cumberland Trust

Leadership Team

Trust and Estate Administration Team

Business Development