Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing.  Our focus is on the beneficiaries, their needs and their values rather than on managing assets.

We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member.

We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.

Accounting

Cumberland Trust

Jennie Karrels Menzie

Joseph Presley

The Leadership Team at Cumberland Trust is responsible for steering the company's strategic direction, overseeing key areas such as corporate development, special assets, business development, compliance, risk management, information technology, human resources, fiduciary and tax operations, and regional market development. This team collaborates to ensure the company's mission of providing beneficiary-focused trust and estate administration services is upheld while fostering relationships with clients' existing financial advisors, attorneys, and accountants.

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Leadership Team

About

Team members

Other teams at Cumberland Trust

Trust and Estate Administration Team

Business Development

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