CUMBERLAND TRUST - Key Persons
Alex Gillott has been with Cumberland Trust since 2013. Alex is the Vice President and Director of Cumberland Trust's personal trust administration division. He specializes in guiding high-net-worth individuals and families through the administration and management of personal trusts and foundations. Additionally, he manages a growing team of personal trust officers, administrators, and specialists. Alex began at Cumberland Trust working on the legal team and then transitioned to the administration of trust accounts. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. Alex is licensed to practice law in Tennessee.
Alex holds a B.A. in Business Administration from Belmont University (magna cum laude). He received his J.D. from Quinnipiac University School of Law in Hamden, Connecticut.
Andrea Higgins joined Cumberland Trust as a Trust Officer in 2022. In this role, Andrea works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves.
Andrea has extensive experience in financial planning, account management, and trust administration and management. Prior to joining Cumberland Trust, she worked at both HSBC and Merrill Lynch in their offices in the UK, Malta, and the UAE. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK.
Andrea holds a B.A. in History of Art and Architecture from the University of Reading in England. She enjoys volunteering with animal rescue organizations and supporting various charities to help fight against animal cruelty.
April Drennan joined Cumberland Trust in 2019. As Vice President & Director of Special Asset Administration, April works in ongoing administration of special assets held in trust, such as commercial or residential real estate; closely-held business interests; mineral, oil, and gas interests; and promissory notes. Her duties include coordinating the purchase and sale of properties held in trust, analyzing appraisals and inspections, overseeing the management of special assets owned in trust, and navigating complicated situations to provide excellent client service to families that have special assets in their trust portfolios. She also manages a growing team of Special Assets Administration professionals providing specialized administration of these complex trust assets. Prior to Cumberland Trust, April worked at SunTrust Bank (now Truist) as a Trust Advisor, as well as a Closely-Held Business Asset Manager, where she managed a portfolio of privately-held assets owned in trusts or other structures where SunTrust had a fiduciary capacity.
April holds a B.S. in Business Administration with an emphasis in Accounting from Berea College in Berea, Kentucky. She also holds an MBA from Bethel University in McKenzie, Tennessee. April is also a graduate of ABA Trust School, as well as Cannon's Unique and Hard to Value Assets School. She is a member of the National Trust Real Estate Association (NTREA), as well as the National Trust Closely Held Business Association (NTCHBA).
Job Titles:
- Business Development Associate
Ashley Fischer joined Cumberland Trust as a Business Development Associate in 2021. In this role, Ashley provides direct support to the business development team, assisting with ongoing development and onboarding of new and prospective Cumberland Trust clients and their advisors. Prior to joining Cumberland Trust, she held positions at Farmington Mortgage and Franklin Synergy Bank. Previously, Ashley worked for Newt Gingrich's 2012 presidential campaign.
Ashley is a Nashville native and earned a B.S. in Public Relations with a Minor in Marketing from Belmont University.
Bob Carville joined the Cumberland Trust team in 2022. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Based on the west coast of Florida, Bob regularly frequents the major markets across the state. He focuses on connecting Florida individuals and families and their professional advisors with high caliber, directed trust administration services.
Prior to joining Cumberland Trust, Bob had an extensive career in asset management, financial consulting, retirement planning, and branch management with Fidelity Investments and Charles Schwab & Company. Previously, he served as Vice President of business development for a regional trust company in western New York.
Originally from New York state, Bob holds a Bachelor of Science degree in Engineering from Rochester Institute of Technology. Bob and his wife Jodi have two adult sons, and they live in the Fort Myers, Florida area.
Carla Hale joined Cumberland Trust in 2009. As Vice President and Manager, Business Development Associate, Carla oversees the onboarding of new business in the Nashville area while managing a team of engagement officers. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. Previously, Carla worked in Cumberland Trust's personal trust administration and tax divisions. Prior to joining Cumberland Trust, she worked for Larson Juhl as a customer service team leader.
Carla received a B.A. in Art with a minor in Psychology from West Georgia University in Carrollton, Georgia.
Caroline Mitchell joined Cumberland Trust in 2019. On the legal team, as Vice President and Fiduciary Counsel, Caroline reviews and drafts documents relating to trust and estate accounts. Prior to joining the legal team, Caroline worked as a Trust Officer in the estates administration department overseeing administration of estate and administrative trust accounts. Caroline previously served as an Assistant Vice President and Trust Advisor at SunTrust administering trusts and managing high net worth client relationships.
Caroline received a B.A. in Advertising and Public Relations from the University of Arkansas. She was awarded a J.D. from the University of Arkansas School of Law and holds her LL.M. in Taxation from the University of Florida Levin College of Law. Caroline is a member of the Tennessee Bar Association, Nashville Bar Association, and the Estate Planning Council of Middle Tennessee. She is licensed to practice law in Arkansas and Tennessee.
Job Titles:
- Assistant Secretary
- Assistant Vice President
Chase Caldwell serves as Assistant Secretary, Assistant Vice President, and Director of Finance for Cumberland Trust. In this role, Chase focuses on Cumberland Trust's corporate operations. He manages accounts day-to-day financials, while additionally assisting our Fiduciary Compliance Committee. Prior to joining Cumberland Trust, Chase worked at Bellhops in Chattanooga as a Business Analyst.
Chase holds a Bachelor's degree in Finance from the University of Tennessee at Chattanooga.
Job Titles:
- Chartered Financial Analyst
- Executive
- Chief Fiduciary Officer
Chris Buckley joined the Cumberland Trust team in 2006. As Chief Fiduciary Officer, Chris oversees the day-to-day management of the entire Administration team, which includes Personal Trust Administration, Special Needs Trust Administration, and Estate Administration. Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Chris has many years of experience in relationship management and trust account administration and has specialized in serving high net worth individuals and families. Earlier in his career, he served as Assistant Vice President and Trust Officer and as an Operations Supervisor at Independence Trust Company.
Chris is a chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA). He holds a B.S. in Finance and Economics from Lipscomb University and is a graduate of Southern Trust School.
Danielle Croteau joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Personal Trust Administration team, Danielle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.
Danielle holds a bachelor's degree in Business Administration from Columbia International University in Columbia, South Carolina. While attending college, she served as a member of the executive student government and assisted University Admissions in the recruitment of prospective students.
Danielle is currently pursuing an MBA with a concentration in Finance.
Job Titles:
- in 2013 As a Trust Officer
Dayton Hale joined Cumberland Trust in 2013 as a Trust Officer for special assets. As Vice President and Director of the Special Assets team, Dayton works primarily in the evaluation and ongoing administration of special assets, including mineral, oil and gas interests, commercial and residential real estate, closely held business interests, agricultural and rural real estate, timber properties and promissory notes. His duties include coordinating the purchase and disposition of trust held properties, ordering and analyzing appraisals and overseeing the management of special assets and properties held in trust.
Previously, Dayton worked in Tuscaloosa, Alabama for Hawkeye Oil and Gas, Inc., a small oil and gas exploration company involved in coal bed methane and other conventional operations in the Black Warrior Basin of Alabama. Prior to joining Cumberland, he also worked as a law clerk for Stites and Harbison, PLLC in Franklin, Tennessee.
Dayton received his B.A. in Political Science from Vanderbilt University and his J.D. from the Cumberland School of Law at Samford University in Birmingham, Alabama. He is a member of the American Association of Petroleum Landmen, a licensed affiliate broker with the State of Tennessee, and a member of the National Trust Real Estate Association (NTREA).
Job Titles:
- Vice President, Corporate Development
Eleanor Claiborne joined the Cumberland Trust team in 2012 and works in corporate strategy, events, and marketing. She develops and implements marketing initiatives for Cumberland Trust's ten offices. Previously, Eleanor worked as an intern for The Frist Center's development department and in the development and finance division of Christie's New York.
She received a B.A. in Art History with a minor in French from Sewanee: The University of the South in Sewanee, Tennessee.
Job Titles:
- Business Development Associate
Emily Dye joined Cumberland Trust in 2019. As a Trust Officer, Emily provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Emily worked at a holistic wellness center working with client families.
Emily holds a B.S. in Family and Consumer Sciences from the University of Georgia.
Job Titles:
- Business Development Officer
- Senior Vice President
Jennie Menzie joined Cumberland Trust in 2012 and serves as President and CEO. In her role, Jennie manages the company's day-to-day operations while driving Cumberland Trust's vision for the future. She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the company's long-term planning goals, and advises on legal fiduciary and corporate governance matters. Previously, Jennie served as Chief Operating Officer and Corporate Counsel and as Chief Strategy Officer and Assistant General Counsel at Cumberland Trust.
Prior to joining Cumberland Trust, Jennie served as Vice President at Thompson & Associates, focused on charitable estate planning, Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen, and practicing attorney at Waller Lansden Dortch & Davis.
Jennie holds a B.S. in Business Administration from Auburn University. She received her J.D. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) from the University of Florida School of Law. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. Jennie serves on the Board of Directors of The Association of Trust Organizations.
Job Titles:
- Business Development Associate
Job Titles:
- Executive Chairman
- Board Member, Vice - Chair, and Treasurer for the Nashville Symphony
Joseph K. Presley is Executive Chairman of Cumberland Trust and has supported its commitment to client service, development, and market growth since he joined the company in 2001. Previously, Mr. Presley served as Chairman, President, and CEO and as President and Chief Operating Officer of Cumberland Trust.
Prior to joining Cumberland Trust, Mr. Presley served as Senior Vice President and Head of Personal Trust Services for SunTrust Bank where he presided over the personal trust administration, estate settlement, tax, trust real estate, sales, and endowment/foundations divisions. He is past President of the following organizations: the Estate Planning Council of Nashville, the Tennessee Bankers Association Trust Division, and the Planned Giving Council of Nashville.
An avid supporter of the visual and performing arts, Mr. Presley has served as board member, vice-chair, and treasurer for the Nashville Symphony; board member and finance committee member for Cheekwood; board member, vice-chair, and head of public arts for Nashville for the Metro Arts Commission; and currently as board member of the Arts & Business Council.
Mr. Presley holds a B.A. in Economics from Sewanee: The University of the South in Sewanee, Tennessee. He received his J.D. from the Nashville School of Law. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA).
Job Titles:
- Business Development Associate
Kimberly George joined the Cumberland Trust team in 2014. As Assistant Vice President and Trust Officer, Kimberly is responsible for personal trust administration and relationship management, providing attentive service to clients and their legal, financial, and tax advisors. Previously, she worked for seven years as a Registered Sales Assistant with a financial advisory firm.
Kimberly holds a B.A. from Baylor University in Waco, Texas. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannon's Trust School program.
Laura Hawken joined Cumberland Trust in 2019. As Trust Officer in personal trust administration, Laura focuses on providing a high quality of service to clients. Laura specializes in administration with distinctive care services, an extra level of support for clients. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. Additionally, she has worked with Life Crisis Services and the Incarnate Word Hospital.
Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. She is involved in the community supporting children in the foster care system and she previously fostered a child in her home for about 2 years until they were adopted. She currently volunteers with CASA, which advocates for children who are in the foster care system seeking permanent homes.
Lauren Bargo joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Personal Trust Administration team, Lauren provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, Lauren worked as a Brokerage Client Specialist with Wells Fargo Advisors.
Lauren holds a bachelor's degree in Business Administration with a concentration in Marketing from the University of Tennessee at Martin.
Layla Hebert joined the Cumberland Trust's legal team in 2021 and serves as Fiduciary Counsel. In this role, she reviews and drafts documents relating to incoming and transferring trusts. Layla has extensive experience in due diligence, contracting, and compliance. Prior to joining Cumberland Trust, Layla held the role of contract drafting, review, and negotiation for Vanderbilt University Medical Center as well as experience in due diligence contract review for healthcare companies anticipating mergers and acquisitions. Layla's background also includes experience in utilities regulation while conducting legal research and writing for the Louisiana Public Service Commission.
Layla received a B.S. in Business Administration with a concentration in Pre-Law from the Louisiana State University E.J. Ourso College of Business. She received her J.D. and Bachelor of Civil Law from the Louisiana State University Paul M. Hebert Law Center. Layla is licensed to practice law in Tennessee and Louisiana.
Lindsay Hardin joined the Cumberland Trust team in 2015. She enjoys welcoming clients and guests, making them feel comfortable and at ease. In fact, Lindsay's will be the first friendly voice you'll likely hear when you call Cumberland Trust. Previously, she served as a Trust Specialist in administration and as she developed relationships there, Lindsay discovered that what she enjoys most is speaking with clients and interacting with them more personally on a daily basis. Lindsay has a wealth of experience in customer service and provider relations in the healthcare field as well as teaching and communications.
Lindsay earned a B.A. in Communications and English from Hope College in Holland, Michigan. She also studied abroad at the University of Aberdeen in Scotland.
Job Titles:
- Business Development Officer
- Vice President
Lori Thoeny joined Cumberland Trust in 2008 after working more than 15 years in the brokerage industry. In her current role as Chief Strategy Officer, Lori oversees all marketing, strategy, and corporate initiatives and works in the development, planning, and management of various strategic initiatives aimed at reaching current and new target audiences. Previously, Lori served as Senior Vice President and Managing Director of Corporate Strategy. Prior to that, she held an integral role as manager within Cumberland Trust's Personal Trust Administration team, with a specialized focus on relationships with high-net-worth families. Before joining Cumberland Trust, Lori worked in the Institutional Sales division and Private Wealth Management group at Merrill Lynch and at Morgan Keegan and J. C. Bradford and Company.
Lori holds a B.A. in Psychology and Sociology from Western Kentucky University. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannon's Trust School program. Lori is also a graduate of Belmont University's Center for Executive Education in Financial Planning and has obtained CFP® certification.
Mary Elizabeth Carothers joined Cumberland Trust in 2021. As a Trust Administrator and collaborative member of the Personal Trust Administration team, Mary Elizabeth provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration.
Mary Elizabeth holds a Bachelor of Business Administration (BBA) degree in Finance and a secondary degree in Music Business from Belmont University in Nashville. Throughout her time at Belmont, she held internships focusing on account and business management. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the school's relationship with alumni and board members.
Job Titles:
- Vice President, Compliance and Audit Officer
Meg Cressman joined the Cumberland Trust team in 2022 as Vice President, Compliance and Audit Officer. In this role, she works closely with external and internal auditors, while focusing on Fiduciary Compliance, Corporate Compliance, and Regulatory Compliance. Prior, Meg practiced as an Associate Attorney at Goodman Callahan Blackstone, PLLC, handling Estate Administration and Probate. Previously, she served as Vice President, Trust Advisor at SunTrust Investment Co. handling Trust Administration for their private wealth management department.
Meg started her career with Cumberland Trust in 2011 as a Trust Officer with the Special Needs Administration team and later transitioned to the role of Assistant Fiduciary Counsel.
Meg holds an A.B. in Political Science from Colgate University. She received her J.D. from the University of Memphis Cecil C. Humphreys School of Law. Meg is licensed to practice law in Tennessee.
Meredith Harville joined Cumberland Trust as a Trust Administrator in 2021. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Meredith focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Through collaboration with our Trust and Estate Administration team members, she provides a high level of expertise to her clients. Prior to joining Cumberland Trust, Meredith worked for over five years with Nike, Inc. in their Tennessee offices.
Meredith graduated from Boise State University in Boise, Idaho with a bachelor's degree in Business Administration.
Job Titles:
- Chief Development Officer & Executive Director of Regional Markets
Michelle Femino joined Cumberland Trust as a Trust Specialist in 2022. As a collaborative member of the Special Needs Trust Administration team, Michelle provides proactive, high-quality service and cultivates supportive relationships with clients, and their financial, legal, and tax advisors through expert, attentive trust administration. Prior to joining Cumberland Trust, she worked as an elementary and middle school teacher for more than 20 years in Philadelphia, Nashville, and Pegram.
Michelle holds a bachelor's degree in Education from Aquinas College.
Millie Adams joined Cumberland Trust as a Trust Officer in 2022. In this role, Millie works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves.
Prior to joining Cumberland Trust, Millie served as an Associate Wealth Advisor at Truxton Trust, providing sophisticated and personalized wealth management services. Previously, Millie worked in the interior design industry where she specialized in developing interior design solutions and delivering superior client service.
Millie holds a B.A. in Political Science from Northwestern University. She earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family.
Phillip Burnett joined the Estate Administration team as a Trust Administrator in 2018. Phillip assists in the administration of post-mortem estates and works with clients and beneficiaries to understand the steps of the estate process. Prior to joining Cumberland Trust, Phillip worked as an intern on Capitol Hill for U.S. Senator Thad Cochran (Mississippi). He assisted the senator's staff in the drafting of legislative documents, helped prepare for Senate Appropriation Committee meetings, and learned about the legislative process from behind the scenes.
Phillip holds a Bachelor's degree in Business Administration with a concentration in Business Management from the University of Mississippi.
Job Titles:
- Senior Vice President & Managing Director, Corporate Development
Rebecca Halvorson joined Cumberland Trust in 2010. As Senior Vice President and Managing Director in Corporate Development, she cultivates relationships, working with families and advisors to deliver a full range of trust services. Rebecca's previous experience includes working as a Management Consultant for Ernst & Young, a Financial Analyst, and then Managing Director of Investor Relations and Corporate Contributions for FedEx.
Rebecca holds a B.A. in Business Administration and Economics from Rhodes College in Memphis and an M.B.A. in Finance and Marketing from Indiana University.
Rebecca is a native of Memphis and remains involved in the community. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Additionally, she is a member and past board member of Le Bonheur Club and is active with the Down Syndrome Association of Memphis and the Mid-South and SRVS Kids & Families.
Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations.
Renée Frederiksen joined Cumberland Trust 2015. She serves as Senior Vice President and Managing Director of Tax Administration. Previously, Renée held the role of Senior Vice President and Managing Director, Corporate Development, working with our business development team to manage our growth throughout the country and implementing strategic initiatives. She has also served as a trust officer in personal trust administration, administering trusts for high-net-worth individuals and families. Prior to joining Cumberland Trust, Renée was Vice President and Trust Advisor with SunTrust Bank and prior to that she was Director of Planned Giving for the YMCA of Middle Tennessee. Renée has worked for more than 20 years in the financial services industry and for the past 15 years specifically with trusts focusing on endowments, foundations, and personal trusts.
Renée received her B.A. in Political Economy from Sweet Briar College in Sweet Briar, Virginia.
Job Titles:
- Certified Public Accountant
- Member of the Firm
- Trust As Chief Financial Officer and Treasurer
Scott Kendrick joined Cumberland Trust in 2023 after serving as an executive consultant to the company since 2021. As Chief Financial Officer and Treasurer, Scott leads the company's accounting and finance organization. Previously, Scott was the Principal of Kendrick Financial Services, LLC, an accounting firm assisting clients with technical accounting issues, mergers and acquisitions, SEC reporting, initial public offerings, debt offerings, and executive leadership. Prior to forming his firm, Scott was an assurance partner with Ernst and Young LLP.
Scott is a Certified Public Accountant. He holds a B.S. in Business Administration and a Master of Business Administration from Tennessee Tech University. Scott is past Treasurer and an Executive Committee member of Friends of Warner Parks and Nashville Repertory Theatre and currently serves as Audit Committee Chairman for First Presbyterian Church of Nashville.
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
Shelby Carpenter began work at Cumberland Trust in 2016. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Previously, Shelby held positions at a nationwide mortgage lender and with a Nashville real estate team. Additionally, she has experience as a sales assistant for a local stock brokerage firm where she was Series 7 and 66 licensed.
Shelby holds a B.S. in Communication with a focus in Public Relations from Florida State University. She received her Master's degree in Management from Embry-Riddle Aeronautical University. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.
Job Titles:
- Business Development Officer
- Vice President
Shelly Donaldson serves as the Vice President and Business Development Officer based in Cumberland Trust's Atlanta office. In her role, Shelly connects individuals, families and their financial, legal, and tax advisors with Cumberland Trust's high caliber trust and estate administration services. She is dedicated to expanding our presence in the Georgia market by developing relationships with professional advisors within the local estate planning community and their clients.
Shelly has been a practicing attorney for most of her career and has 14+ years of experience in estate planning, tax and corporate law-specializing in estate planning for high-net-worth clients and families. She has particular expertise in tax and estate planning involving real estate, closely held business entities and planning for a family member with a disability (Special Needs Planning).
Prior to joining Cumberland Trust, Shelly founded The Donaldson Law Firm following experience at other firms including Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. and Morris, Manning & Martin, LLP.
Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. She is also a past board member of The Bobby Dodd Institute, a nonprofit that helps individuals living with a disability succeed at work, in the community and in life.
Shelly graduated cum laude from the Fredric G. Levin College of Law at the University of Florida, where she also served as an editor of the Law Review. She holds a B.B.A. in finance from Auburn University.
Shelly Donaldson Joins Cumberland Trust as Vice President in Atlanta - Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her role, Donaldson will connect individuals, families and their financial, legal, and tax advisors with Cumberland Trust's high caliber trust and estate administration services. READ MORE
Stephen Crofford joined Cumberland Trust in 2016. In his role as Vice President and Fiduciary Counsel, Stephen reviews and drafts documents relating to trust and estate accounts. Previously, Stephen served as Fiduciary Counsel and Special Assets Officer-reviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust.
Stephen received a B.S. in Political Science from the University of Tennessee at Chattanooga and a J.D. from Belmont University College of Law in Nashville. He is licensed to practice law in Tennessee.
Stephen Granberg joined the Cumberland Trust Special Asset Administration team in 2022 as a Special Assets Administrator. In this role, Stephen collaborates with a team working with unique, illiquid, and hard-to-value assets held in trust. He assists with various tasks related to real estate; oil, mineral, gas interests; LLC interests and other special assets for Cumberland Trust's clients.
Stephen holds a bachelor's degree in Managerial Economics with a concentration in Business Economics from the University of California, Davis. He has held internships with Davos Investment Group, performing macroeconomic and market research; as well as Vault Investment Properties, working with real estate investment.
Outside of work, Stephen enjoys supporting charitable organizations that help raise funds for various non-profits, such as the USO.
Job Titles:
- Corporate Strategy and Marketing Officer
Tenisha Clausi joined the Cumberland Trust team in 2013. She serves as Assistant Vice President and Trust Officer. Tenisha specializes in providing attentive and professional service to her clients. She focuses on helping clients needing extra support through the coordination of distinctive care services. Before joining Cumberland Trust, Tenisha worked as a paralegal for the Law Office of Rob McKinney. She retired her real estate license after serving the Franklin, Tennessee community for twelve years.
Tenisha received her master's degree from Ohio University and B.S. in Business Administration from Middle Tennessee State University, with minors in Economics and Finance. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.
Job Titles:
- Senior Business Development Associate