NEW COVENANT TRUST COMPANY - Key Persons
Charitable Gift Advisor Andrea Stevens joined New Covenant Trust Company in September 2023 with nearly 15 years of experience in fundraising and the nonprofit sector. About half of those years were spent at faith-based organizations, most recently at Louisville Presbyterian Theological Seminary. She received a B.A. cum laude from Ball State University and a J.D. from the University of Louisville Brandeis School of Law. Since 2018, She has held a Certificate in Fund Raising Management (CFRM) from the Fund Raising School at the Indiana University Lilly Family School of Philanthropy, and in 2023 earned designation as a Certified Fundraising Executive (CFRE). A true believer in the power of philanthropy, she is a member of the Association of Fundraising Professionals and the National Association of Charitable Gift Planners.
Angela Duffy, President & CEO, is licensed to practice law in Indiana and Kentucky. She received her BA summa cum laude from Blackburn College and her JD from the University of Louisville. She began working for the Presbyterian Foundation in 2006, serving as its General Counsel before moving to her position as Chief Compliance Officer with NCTC. She took on the role of President & CEO on January 1, 2024. She is a Ruling Elder in the PCUSA, and is presently serving on Session at her church, New Goshen Presbyterian Church.
Job Titles:
- Senior Vice President of Investment Management
- Vice President, Managing Director of Investments of the Presbyterian Foundation
Vice President, Managing Director of Investments of the Presbyterian Foundation, Anita is a graduate of the University of Louisville. She also holds the CERTIFIED FINANCIAL PLANNER ™ designation, in addition to the AIF (Accredited Investment Fiduciary), AAMS (Accredited Asset Management Specialist) and the AWMA (Accredited Wealth Management Advisor) credentials. Anita has been serving investors for over 30 years.
Job Titles:
- Member of the Compliance Team
- Director of Compliance
Job Titles:
- Financial Advisor
- Member of the Client Engagement Team
- Vice President, Business Development
Brad Masters, Vice President, Business Development and Financial Advisor, is a graduate of Bellarmine University and has over 15 years of experience in the banking, trust, and financial services sector. Prior to joining the Presbyterian Foundation - New Covenant Trust Company in 2012, he worked with fee-only registered investment advisors as well as high net worth individuals and institutional clients as part of TIAA-CREF, Loring Ward, and the J.P. Morgan Private Bank. He is a graduate of the Cannon Trust School and has earned the Certified Trust and Fiduciary Advisor designation.
Job Titles:
- Financial & Investment Planning Associate
Bryan Dickerson Jr., Financial & Investment Planning Associate, recently earned his Bachelor's Degree in business from Lindsey Wilson College. He is currently pursuing his MBA from Northern Kentucky University, with an expected graduation date of fall 2024. He originally joined NCTC as an intern in June 2022, and now supports the Investments and Client Relationship Teams in all phases of investment management, research, analysis, and trade processing, client financial planning, meeting preparation and follow up.
Job Titles:
- Trust Officer
- Vice President
Carla Dobson, Vice President, Trust Officer, holds a B.S. degree from Indiana University School of Business with a major in accounting. She is a graduate of Cannon Trust School and is a Certified Trust and Fiduciary Advisor. She has been with the Presbyterian Foundation for over 30 years, including 20 years with New Covenant Trust Company.
Christopher Grissom, Investment Analyst, joined the New Covenant Trust Company in January 2024 and has 4+ years of corporate finance experience, and 2+ years of financial services experience. Christopher assists with new account onboarding, securities trading, investment reviews, portfolio monitoring, and asset class analysis. Christopher holds a B.A. degree in Finance from Ohio Wesleyan University.
Job Titles:
- Assistant Vice President, Capital Markets & Investment
- Assistant Vice President, Financial & Investment Planning Professional
David English, Assistant Vice President, Capital Markets & Investment Specialist, joined New Covenant Trust Company in August 2019, with more than ten years of experience in the financial services industry. David uses his expertise in trends, current developments in the capital markets, trust, charitable giving, and investment product marketplace to assist in the development and execution of strategic plans to support client retention and communication efforts. He also supports business development opportunities. David is a graduate of the University of Kentucky with a B.A. in Economics and a minor in Business Administration and is also a CERTIFIED FINANCIAL PLANNER™ professional.
Donna Johnson, Compliance Analyst, joined New Covenant Trust Company in November 2021. Donna is a graduate of Bellarmine University and has over 25 years of banking experience. Prior to joining NCTC, Donna led the compliance team for Beacon Community Credit Union, a local credit union. Donna is continuing her education through the Cannon Financial Institute.
Job Titles:
- Retired Technology Executive and Former Global Vice President of Oracle
Doug is a retired technology executive and former Global Vice President of Oracle. In addition to serving on the NCTC Board of Directors, he serves as Chair of the Jarvie Commonweal Service Committee and serves on the Board of Directors for SmartForce. He has been actively involved in local and national community activities, including the Chair of the Board of Trustees for the Presbyterian Foundation and Chair of the Colorado Leadership Alliance. He has consulted extensively with not-for-profit and corporate organizations worldwide and served as an Adjunct Professor at the University of Denver. He holds degrees from the University of Colorado and Columbia University.
Hannah Green, Trust Officer, joined New Covenant Trust Company in August 2018. She has 20 years of experience in the banking and financial services industry. Hannah is responsible for the ongoing administration of trusts and investment management accounts. She holds a bachelor of science from Ball State University, a master's degree from Indiana Wesleyan University and graduate certificates from Harvard Business School and Cornell University.
Jacob Roberts, Trust Associate, holds a B.A. degree from Georgetown College in Communication and Media Studies with a minor in Business Administration. Jacob joined New Covenant Trust Company as a Trust Associate in July 2023. He is responsible for assisting Trust Officers and the Client Relationship Team with administrative needs regarding accounts, including updating authorized signers, handling withdrawal requests, opening new accounts, and client review booklets. Prior to joining NCTC, Jacob had over two years of client relationship experience as well as valuable experience within the customer service space.
Job Titles:
- Member of the Investments Team
- Director of Investment & Portfolio Management Services
Job Titles:
- Member of Greater Atlantic Presbytery
Jihyun is a teaching elder member of Greater Atlantic Presbytery currently serving as the Manager of Call Process Support for the Presbyterian Church (U.S.A.)'s Office of the General Assembly. Jihyun is a graduate of Massachusetts Institute of Technology, Florida International University, and Columbia Theological Seminary.
Job Titles:
- Assistant Vice President, Financial and Investment Planning
- Assistant Vice President, Financial and Investment Planning Professional
Jim Hitson, Assistant Vice President, Financial and Investment Planning Professional, joined New Covenant Trust Company in January 2022. Prior to joining New Covenant Trust Company, Jim held multiple roles in the financial services sector with Prudential Advisors as well as two boutique fee-only registered investment advisory firms, where he guided individuals, families and business owners in the alignment of their values with their financial, investment and charitable planning.
Jim has served as a youth pastor, ruling elder, chair of Mission Committee, and in adult Christian education classes in various churches in Colorado and California. Jim has also served in short term missions in Indonesia, South Africa, Madagascar, Brazil and Mexico and as a board member of a non-profit resourcing pastors and community leaders in numerous countries in Africa and Asia.
Jim holds degrees from Princeton Theological Seminary (M.Div.), The Graduate School of Business, University of Cape Town, South Africa (MBA), and Samford University, (B.A.) and is also a CERTIFIED FINANCIAL PLANNER™ professional.
Karen is currently serving as an independent board director and strategic advisor after retiring from a long career as an attorney. In her practice, she served as Co-chair of the Banking and Financial Services division at Stinson LLP and focused on strategic legal issues facing financial institutions and related businesses. Karen is a former Presbyterian Foundation Trustee. She is a graduate of the University of Missouri-Columbia and Northwestern University and is Directorship Certified by the National Association of Corporate Directors.
Katie Dossett, Assistant Trust Officer, joined New Covenant Trust Company in June 2022 as a Trust Associate. Katie is an Ascensus Level 2 IRA Specialist and is continuing her education through Cannon Financial Institute. She holds a B.S. degree in Biological Sciences from Murray State University and a master's degree in Instructional Design and Technology from Western Illinois University.
Job Titles:
- Member of the Trust Services Team
- Vice President and Director of Trust Relationship Services, Hol
Kim Pryor, Vice President and Director of Trust Relationship Services, holds a B.S. degree from Spalding University with a major in Business Administration and an MBA from Bellarmine University. Kim has served in various roles with the Presbyterian Foundation before joining New Covenant Trust Company and has more than 10 years of experience in securities, trust operations and administration. She previously worked at Commonwealth Bank & Trust and led the Operations team for The Glenview Trust Company, both local trust companies.
Lee Mitchum, Audit & Tax Specialist, holds a B.A. degree from Eastern Kentucky University with a major in English. Lee served in various roles with the Presbyterian Foundation before joining New Covenant Trust Company in January 2022. She has more than eight years of experience in trust operations and administration and is continuing her education through Cannon Financial Institute.
Job Titles:
- Assistant Vice President
- Trust Officer
Louis DiBiase, Assistant Vice President, Trust Officer joined New Covenant Trust Company in February 2024. Louis holds a B.A degree from Rutgers University and a Juris Doctorate from Georgetown University Law Center. He has over 30 years of professional experience and has worked primarily in the field of Trusts and Estates since 2016. He is also a veteran of the U.S. Army.
Michele is Vice Provost for Institutional Equity and Diversity at Princeton University. She is a member of Witherspoon Street Presbyterian Church where she serves as an elder. She is a Trustee of the Princeton Theological Seminary and Treasurer of the Westminster Foundation. Michele received degrees from Yale University (B.A.) and Brooklyn College of the City University of New York (M.F.A.).
Regina Kimbrough, Trust Officer, joined New Covenant Trust Company (NCTC) in August 2019 with 31 years of experience working in the Presbyterian Foundation's Operations Department coordinating the receipt, management and distribution of charitable gifts for individuals and churches and leading the Client Services team. Regina is responsible for ongoing trust and investment management administration for trusts and investment management accounts. Regina holds a Bachelor of Science degree from the University of Louisville and attends Forest Baptist Church, Louisville, KY where she is a member of the finance team.
Rob was named Vice President of Strategic Alignment & Mid-Council Relations for the Presbyterian Church (U.S.A.) Foundation in November 2023. This newly created position serves both the Foundation and NCTC, ensuring the two organizations are in alignment as both continue a strong path of growth. Additionally, Rob helps build strategies and relationships with the goal of enhanced service to mid-council organizations in the PC(USA). He holds a master of arts in religion from Louisville Presbyterian Theological Seminary and has a bachelor's in business administration from Abilene Christian University in Texas.
Ryan Cassidy, Investment Analyst, joined New Covenant Trust Company in January 2024 and is a CFA® charter holder with six years of experience in the financial services industry. Ryan oversees the monitoring of portfolio positions across client portfolios and provides regular client communications regarding investment philosophy, portfolio management advice, and general market commentary. Ryan holds a B.A. in Mathematics from the State University of New York at Albany.
Job Titles:
- Vice President, Operations
Susan is an attorney licensed to practice law in Ohio. Following a 25-year career in various leadership roles in a faith-based hospital system, she spent 15 years engaged in socially responsible investments for faith-based organizations, including serving as Vice President of Social Responsibility for Mercy Investment Services Inc. She previously served on the board of directors of the Interfaith Center on Corporate Responsibility and FaithInvest. She is a graduate of Kenyon College in Ohio and Indiana University School of Law in Bloomington, Indiana.