Leadership Team

The Leadership Team at Piedmont Trust Company is responsible for setting the strategic direction and overseeing the operations of the firm. Comprising executives such as the President and Chief Executive Officer, Virtual CFO, Managing Director of Operations, Executive Vice President and Chief Client Officer, Chief Investment Officer, and Trust Officer and Senior Managing Director of Strategic Initiatives, this team ensures the delivery of high-quality investment and wealth management services. They focus on maintaining client satisfaction, driving business growth, and upholding the company's legacy-oriented values through comprehensive financial, tax, and succession planning for multi-generational families.