Cumberland Trust
Financial Services
United States
145 employees
- Employees
- 145
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Cumberland Trust Overview
- Headquarters
- United States
- Website
- www.cumberlandtrust.com
- Industry
- Financial Services
- Employees
- 145
- Founded
- 2001
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Renee Frederiksen, Ctfa | Senior Vice President and Managing Director, Tax | Nashville, Tennessee, United States |
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 | Memphis, Tennessee, United States |
Email
Phone
|
| Deron Peak | Director of Information Technology |
View
|
Employees by Management Level
Executive
3 profiles
Director
1 profile
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