Cumberland Trust
Company

Cumberland Trust

Financial Services United States 145 employees
Employees
145
Contacts
2
Emails
2
Phones
1

Cumberland Trust Overview

Headquarters
United States
Industry
Financial Services
Employees
145
Founded
2001
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cumberland Trust

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 ten additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, Richmond, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to more than 140 employees, with over $9.5 billion in assets under administration serving clients and advisors all over the United States.

Cumberland Trust Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Cumberland Trust Org Chart

Sample employees and titles
Name Title Contact
Renee Frederiksen, Ctfa Senior Vice President and Managing Director, Tax
Email
Shelly Donaldson Vice President, Business Development Officer at Cumberland Trust 🔹 Connecting Families & Advisors to Tailored Trust & Estate Solutions 🔹 20+ Years
View
Matt Crow Valuation and Advisory Services for Investment Management Firms - CEO of Mercer Capital
Email Phone
Deron Peak Director of Information Technology
View

Employees by Management Level

Executive 3 profiles
Director 1 profile

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