TRUST EDUCATION FOUNDATION - Key Persons


Abby Zue

Job Titles:
  • Vice President / Senior Trust Officer / Brown Brothers Harriman Trust Company

Adam Unger

Job Titles:
  • President / AccuTech Systems, Inc.

Andy D. Waters

Job Titles:
  • President and CEO / Community

Becky Kelly

Job Titles:
  • Managing Partner / Fiduciary Education Center, LLC

Ben Hopf

Job Titles:
  • Co - Founder and CEO / Atticus, Inc.

Brent Crawford

Job Titles:
  • Executive Vice President / Executive Managing Director, Wealth Advisory

Brent Jones

Job Titles:
  • Vice President / Lead Business Execution Consultant / Wells Fargo

Charles A. Davis II

Job Titles:
  • Large Financial Institution Senior Examiner Supervision, Regulation and Credit

Corinne McClintic

Job Titles:
  • Senior Vice President / Northern Trust ( Retired

Dan Taylor

Job Titles:
  • President / Taylor Wealth Management LLC

Darrin Autry

Job Titles:
  • Senior Vice President / MCB

Dave Coffaro

Job Titles:
  • Principal - Strategic Advisory Consulting Group / Co - Founder & Head of Industry - Atticus, Inc.

David Butler

Job Titles:
  • Professor, Trust and Wealth Management Program / Campbell University

David C. Whilden

Job Titles:
  • Senior Trust Officer

David Emswiler

Job Titles:
  • Wealth Consultant / Senior Vice President / First Citizens Bank

Hale Mast

Job Titles:
  • Executive Director / Fiduciary Investment Risk Management Association, Inc.

J. Bradley Creed

Job Titles:
  • President / Campbell University

Jason Niell - President

Job Titles:
  • President

Jason Sykes

Job Titles:
  • Vice President / Wealth Advisor / Truist Bank

Jessica D. Holder

Job Titles:
  • Senior Vice President, Trust Services

Jill Williamson

Job Titles:
  • Director of Career Services, Lundy - Fetterman School of Business

Jimmy Witherspoon

Job Titles:
  • Director, Trust and Wealth Management Program / Campbell University

John H. Hill

Job Titles:
  • Senior Vice President / Wells Fargo ( Retired

John V. Elliott

Job Titles:
  • Senior Vice President / North Carolina Trust Center Manager / Wells Fargo ( Retired

Kenneth Swayze

Job Titles:
  • Senior Vice President / First Citizens Bank ( Retired

Kevin C. Ward

Job Titles:
  • Senior Vice President / Senior Trust Manager / Truist Bank ( Retired

Kevin O'Mara

Job Titles:
  • Dean, Lundy Fetterman School of Business / Campbell University

Kip Anderson

Job Titles:
  • Vice President / Federated Investors, Inc. Trust Education Foundation Advisory Board

Kristy Meares Sides

Job Titles:
  • Member of the Seacoast Wealth Management Team
  • Partner / Worrell Sides LLP

Kyle Elliott

Job Titles:
  • Principal

L. McNeil Chestnut

Job Titles:
  • of Counsel / Webb and Morton

Lawrence Chambers

Job Titles:
  • Senior Vice President / Fiduciary Senior Manager / Wells Fargo

Maria Sturges - Chairman

Job Titles:
  • Chairman

Marshall Allen

Job Titles:
  • Member of the FNB Wealth Management Team
  • Associate Director of Trust Services / Old North State Trust LLC

Michael L. Adams

Job Titles:
  • Vice President for Academic Affairs and Provost / Campbell University

Michael Pond

Job Titles:
  • Senior Vice President / Senior Trust Officer / Bank of America

Nate Strahin

Job Titles:
  • Member of the FNB Wealth Management Team
  • Vice President / Trust and Estate Administration / State Employees Credit Union Trust Services

Parker Gallagher

Job Titles:
  • Tax Specialist and Assistant Portfolio Manager / Allen

Patrick W. Alyward

Job Titles:
  • Founder and CEO / TRUSTworthy Consultants, LLC / Trust Education Foundation Board

Paul N. Clark

Job Titles:
  • Principal and Chief Compliance Officer / Mill Capital Management

Phillip Strickland

Job Titles:
  • Executive Director of Trust & Fiduciary Services / First Citizens Bank

Rebecca W. Brock

Job Titles:
  • Fiduciary Executive, Private Wealth Management / Senior Vice President / Truist Bank

Ryan A. Newkirk

Job Titles:
  • Partner / Granville Capital Inc.

Stephen Gaskins - CEO, Founder

Job Titles:
  • CEO
  • Founder

Stephen Soper - SVP

Job Titles:
  • Senior Vice President

Tate Groome - CEO

Job Titles:
  • Managing Partner
  • Member of the FNB Wealth Management Team

Thomas Nussbaum

Job Titles:
  • Vice President / Business Development Executive / Northern

Tim Britt

Job Titles:
  • Executive Vice President / Chief Wealth Management Officer / Trust Company of North Carolina

Tyler Britton

Job Titles:
  • Professor, Trust and Wealth Management Program / Campbell University

William McLean

Job Titles:
  • Member of the Seacoast Wealth Management Team
  • Senior Vice President / Wealth and Planning Specialist