COLONIAL TRUST - Key Persons
Ansleyhasanextensiveprofessionalbackgroundwithnearly20yearsofexperienceintrustadministration.ShehasworkedalongsideHughGrahamatSoutheasternTrustCompanyandBB&T,andmostrecentlyservedasCFOandTrustOfficeratGraham&Associates,LLCinColumbia(anaffiliateofEastBroadTrustCompany).SheearnedaBachelorsofSciencedegreefromUSC.
Since1972,Barryhasworkedextensivelywithinvestmentandretirementplanning.BeforebecomingpresidentofColonialin1992,hewasFirstVicePresidentoftheRobinson-HumphreyCompanyanddesignedinvestmentpolicystatements.Heisinvolvedinpublicpolicyandhasservedonlocal,state,andnationalboardsincludingthePensionBenefitGuaranteeCorporation,SanteeCooper,andtheSCEconomicDevelopmentCorporation.HeisaSpartanburgnativeandagraduateofTheCitadel.
Job Titles:
- Assistant Trust Administrator
BelindabringsvaluableinsighttoherroleasanAssistantTrustAdministrator.Shespent15yearsinbankingasaConsumerandCommerciallenderandfinancialadvisoraftergraduatingfromtheUniversityofSouthCarolina.ShejoinedourstaffinJanuary2020afterworkingastheregistraratSpartanburgHighSchoolandsecretaryatPineStreetSchool.Belindaenjoysspendingtimewithherhusband,Max,andheradultchildren,Mason,hiswife,Erin,andWalker.
PriortojoiningColonialin2001,BertworkedasanEquityResearchAnalystwithWachoviaSecurities,Inc.In2003,heearnedtheCharteredFinancialAnalyst(CFA)designation.Bertbecameaprincipalofthefirmin2007andservesasbothatrustofficerandportfoliomanager.HeisanativeofSpartanburgandagraduateofWashingtonandLeeUniversity.BertandhiswifeKatherinehavethreeteenagechildrengivebackextensivelytotheSpartanburgcommunity.BerthasservedasChairoftheBoardtheChapmanCulturalCenterandtheSpartanburgCountyFoundationandaDeaconandElderatFirstPresbyterianChurch.
CampjoinedColonialin2001,andbecameaprincipalin2007.HepreviouslyworkedasananalystinBancofAmericaSecurities'GlobalCorporateInvestmentBankinCharlotteandfortheBankofAmericaFinancialStrategiesGroup.HeearnedtheCharteredFinancialAnalyst(CFA)designationin2003.Heservesasatrustofficerandportfoliomanager,andheadsColonial'sinvestmentresearch.HeisaSpartanburgnativeandagraduateofUSC.
Job Titles:
- VP - Financial Advisor & Trust Officer
CharlesjoinedColonialTrustCompanyinSpartanburgasaVicePresident-FinancialAdvisor&TrustOfficer.Hisprofessionalinvestmentbackgroundincludesover20yearsofexperienceininvestmentservices.BeforejoiningColonialTrust,CharleswasaVicePresidentandWealthAdvisorwithBB&T/TruistWealthinSpartanburg.HeisagraduateofWoffordCollege,asishiswifeBlair,alocaldermatologist.CharlesandBlairhavethreeyoungchildren.
EllenjoinedColonialin2019afterthreeyearsofserviceatHaynsworthSinklerBoyd,P.A.wheresheservedasalegalassistant.EllenholdsaBachelorofSciencedegreeinAccountingandBusinessAdministrationfromtheCollegeofCharlestonandisprimarilyresponsiblefortrustadministration,clientservices,andoperationsinourColumbiaoffice.
LorijoinedColonialinJuneof2018afterserving14yearsinretailbankingwithBB&TandFirstCitizensBanksasaFinancialCenterLeader.SheisanativeofGreenville,andagraduateofNorthGreenvilleUniversityandErskineCollegewheresheearnedaBachelorofSciencedegreeinPsychology.LoriisprimarilyresponsiblefortrustadministrationandclientserviceinourGreenvilleoffice.
Job Titles:
- Client Service Representative
FrancesjoinedColonialTrustCompanyin2023.ThemajorityofhercareerwasspentintheChancellor'sofficeatUSCUpstatemanagingandfacilitatingavarietyofspecialprojectsanduniversityevents.FrancesservesasClientServiceRepresentativeintheSpartanburgoffice.SheisalifelongmemberoftheSpartanburgcommunityandagraduateoftheUniversityofGeorgia.
Job Titles:
- Assistant Trust Administrator
GinajoinedColonialTrustCompanyinFebruary2020afterworkingasarealestateparalegalandasarealtor.Facilitatingothersinachievingtheirgoalsanddreamshasbeenthejoyofhercareer.BorninCharlotte,NorthCarolina,shespentmostofherchildhoodinGermanywhileherfatherservedintheUnitedStatesArmy.ShegraduatedfromFrankfurtAmericanHighSchoolandattendedtheUniversityofMarylandattheMunichCampus.ShefinishedherstudiesinBehavioralScienceatLynnUniversityinBocaRaton,Florida.GinaisresponsibleforTrustAdministrationandclientserviceinourGreenvilleoffice.
H.WalterBarre,IIPrincipalSpartanburgOfficeWally'sresumeincludesover35yearsofinvestmentservicesexperience.PriortobecomingchairmanofColonialTrustin1989,heservedasafinancialconsultantfortheRobinson-HumphreyCompany.HehasworkedasColonial'sleadportfoliomanagerandhasextensivetrustandestateexperience.ASpartanburgnative,WallyisaWashingtonandLeeUniversitygraduateandholdsaMastersofBusinessAdministrationfromEmoryUniversity.Acommunityservant,WallyhasservedonandchairedboardsofnumerousorganizationsincludingtheMaryBlackMemorialHospital,theSpartanburgCountyFoundation,theMaryBlackFoundation,andhasservedastheTreasurerofFirstPresbyterianChurchformorethanthirtyyears.
HeatherjoinedColonialin2016aftereightyearsofserviceatBNCBankwheresheservedasAssistantBranchManager.SheholdsaSociologydegreefromtheUniversityofSouthCarolinaandisaTrustAdministratorinourCharlestonoffice.
Job Titles:
- Financial Advisor
- Trust Officer
HenryjoinedColonialTrustCompanyasaFinancialAdvisor,inourColumbiaoffice.Heisanexperiencedfinancialprofessionalwithtenyearsofcomprehensiveinvestmentmanagementandplanning.Priortojoiningthecompany,HenryworkedwithJanneyMontgomeryScott,LLCinColumbia,SCasaFinancialAdvisor.HeisagraduateoftheUniversityofSouthCarolina-DarlaMooreSchoolofBusiness.HenryholdsthedistinguishedAWMA®(AccreditedWealthManagementAdvisorSM)designation,theFINRASeries7license,andSeries66Life,AccidentandHealthInsuranceLicense.
Job Titles:
- Investment Analyst
- Portfolio Manager
JamesC.Fiske,CFP®PortfolioManager&InvestmentAnalystGreenvilleOfficePriortojoiningColonialin2019,JimmyworkedasaPortfolioAnalystatBrownAdvisoryinWashington,D.C.andmorerecentlyasaFinancialAdvisoratBB&TScottandStringfellowinGreenville,SC.HeearnedaCertificateinFinancialPlanningfromGeorgetownUniversity-SchoolofContinuingStudiesandisaCertifiedFinancialPlanner(CFP®️).Hegraduatedwithabachelor'sdegreeinEconomicsfromtheUniversityofSouthCarolina.JimmyisoriginallyfromAlexandria,VA,andnowlivesinGreenvillewithhiswife,Patton,andtwodaughters.
JamiejoinedColonialTrustafterhavingpracticedlawinGreenvillefor18yearswiththefirmAshmoreLeaphartRabonHinds,LLC.HepracticedinEstatePlanning,Trust&ProbateAdministrationandLitigation.HehasservedontheSouthCarolinaBoardofAccountancyandinothercommunityroles.AnativeofBirmingham,Alabama,JamieisagraduateofSewanee,TheUniversityofSouthandTheUniversityofAlabamaSchoolofLaw.
Job Titles:
- Director of Family Office Services
JordanhasahistoryinpublicaccountingandC-storeaccounting.Inpublicaccounting,Jordanauditedfinancialstatementsforvariousprivatecompaniesandspecializedincomplianceaudits.ShehasobtainedaMastersofAccountancyandBachelorsofAccountancyfromClemsonUniversity.Inaddition,sheisaCertifiedPublicAccountant(CPA).JordanisanativetotheGreenvilleareahavinggrownupinEasley,SCandisnowresidinginTaylors,SCwithherhusband,Matthew.
KarenLonghursthasover25yearsofexperienceintrustmanagementandoperations.PriortojoiningColonialTrustin2007,KarenwaswithBoys,ArnoldTrustCompanyinAsheville,NorthCarolinawhereshewastheAdministrationandOperationsManagerservingasaprimarycontactforpersonaltrustandinvestmentmanagementaccounts.PreviouslyKarenworkedastrustrelationshipmanagerforRBCCenturaBankinAsheville,N.C.,wheresheworkedwithbothpersonalandcommercialtrustclients.KarenreceivedtheCertifiedTrustFinancialAdvisordesignationin2003.
Job Titles:
- PFS, CFP
- PFS, CFP® Financial Planner
KathrynbringstoColonialTrustexperienceinbothpublicaccountingandfinancialplanning.Inpublicaccounting,Kathryn'stimewasfocusedontheareasofhighnetworthindividual,estate,trust,andgifttaxcompliance,aswellasplanning.Shehasalsoworkedasafinancialstrategistwithawealthmanagementgroup,guidingclientsthroughretirementpreparednessandplanning.SheearnedaMastersofAccountancyandCertificateofFinancialPlanningfromAppalachianStateUniversityandgraduatedwithaBachelorofScienceinBusinessAdministrationfromLees-McRaeCollege.InadditiontobeingaCERTIFIEDFINANCIALPLANNER™(CFP®),sheisalsoaCertifiedPublicAccountant(CPA)andaPersonalFinancialSpecialist(PFS).
Job Titles:
- Senior Trust Administrator
LeetajoinedColonialin2013afternineyearsofserviceatBankofAmericawheresheservedasaPersonalBanker.LeetaholdsaBachelorofScienceinBusinessAdministrationfromUSCUpstateandisprimarilyresponsiblefortrustadministrationandtrustclientserviceinourSpartanburgoffice.
LibbybringsadiverseskillsettoherroleasBusinessManageratColonial.HermostrecentrolesatPineStreetSchoolandtheEpiscopalChurchoftheAdventgavehervaluableexperienceanddeepexposuretoourcommunity.Sheisresponsibleforbookkeeping,vendorcontracts,marketing,HRadministration,andmore.LibbyhasservedasanElderatFirstPresbyterianChurch,andontheBoardofDirectorsforCastingCarolinas.ShehaslivedinSpartanburgforover25years,andshehastwogrownchildren.
Job Titles:
- Assistant
- Operations Manager
LorieisanativeofPauline,SCandhasbeenwithColonialGroupsince1991.Shehasperformedavarietyofdutiessincejoiningthefirm.Loriehasworkedextensivelyinboththetrustandassetmanagementdepartments.Sheisresponsibleforalltradingactivity,andsheassistsourOperationsManager.
Job Titles:
- Client Service Coordinator
MaryKatherinejoinedColonialTrustin2021.ShepreviouslyworkedwithBB&TWealthasaclientspecialist.SheholdsapoliticalsciencedegreefromFurmanUniversity.MaryKatherineworkswithouradvisoryteamandisresponsibleforclientserviceinourSpartanburgoffice.
Job Titles:
- Corporate Retirement Plan Specialist
MattservesasCorporateRetirementPlanSpecialistatColonial,specializinginAdvisoryandConsultingServices,includinginvestmentadvice,retirementplandesign,participanteducationandengagement,andERISAcompliance.Hebeganworkingwithcorporateretirementplansin2010andholdstheCertifiedFinancialPlanner(CFP®),CharteredRetirementPlanSpecialist(CRPS®),andAccreditedInvestmentFiduciary(AIF®)designation.AnativeofGreenville,SC,andagraduateofClemsonUniversity,MattresidesinBoilingSprings,SC,withhistwokids.
Job Titles:
- Trust Officer for Special Needs & Circumstances
PamelaG.McCauleyTrustOfficerforSpecialNeeds&CircumstancesGreenvilleOfficePamcametoColonialTrustafterhavingservedtheProbateCourtsofSouthCarolinaasaprofessionalGuardianandConservator.PamworksstatewideadministeringourSpecialNeedsTrustsandothertrustswithchallengingissuesandcircumstances.AnativeofUpstateNewYork,PamgraduatedfromtheUniversityofConnecticutandcametoSouthCarolinain1984.ShelivesinGreenvilleCounty.
ShaneajoinedColonialinMarchof2019afternineyearsofexperienceinretailbankinghereinSpartanburg,mostrecentlywithCarolinaAllianceBankasanOperationsAssociate.AnativeofBethune,SouthCarolina,ShaneaholdsaBachelorofSciencedegreeinBusinessAdministrationfromUSCUpstateandisaTrustAdministratorinourSpartanburgoffice.
Job Titles:
- Associate Portfolio Manager
- Investment Analyst
ThomasjoinedColonialTrustin2022,andpreviouslyworkedasanAssociateInvestmentAnalystforWellsFargoPrivateBankinCharlotte,NC.HeisagraduateofClemsonUniversitywithaBachelor'sinEconomics,andwasawardedtheCFAcharterinOctober2023.ThomasisoriginallyfromGreenvillewherehenowliveswithhiswife,Ellison.HisinterestsincluderunningwithhisGermanShorthairedPointer,reading,andcooking.
Job Titles:
- VP - Financial Advisor & Trust Officer
CharltoncametoColonialTrustin2018aftersevenyearsininvestmentsandfinanceattheCoastalCommunityFoundationofSouthCarolina.Earlierinhiscareerhegainedexperienceininvestments,banking,andrealestatefinancewithMerrillLynch,CarolinaFirstBank,andRavenelAssociates.AnativeofCharleston,heisagraduateofPorter-Gaud,Sewanee-TheUniversityoftheSouth,andreceivedanMBAfromTheCitadel.CharltonreceivedtheCertifiedTrustFinancialAdvisor(CTFA)designationin2020andisamemberoftheEstatePlanningCouncilofCharleston.