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Family Offices
Nashville, TN
At Cumberland Trust, we work with families, individuals, financial advisors, estate planning attorneys, family offices and CPAs to provide best-in-class independent trust and estate administration to help clients preserve legacies for generations to come.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. Treat the facts on this page as unverified.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Lori Thoeny | Specialty: Corporate , Executive Management | other | unknown | n/a | yes | fact |
| Dean Copelan | Vice President & Trust Officer | leadership | senior | n/a | yes | fact |
| Sarah Leighton | Trust Officer | leadership | senior | n/a | yes | fact |
| Ciara Cosby | Trust Officer | leadership | senior | n/a | yes | fact |
| Laura Hawken | Assistant Vice President & Trust Officer | leadership | senior | n/a | yes | fact |
| Rachel Fuqua Klages | Vice President & Director, Estate Administration | leadership | senior | n/a | yes | fact |
| Sally Miller | Vice President & Trust Officer | leadership | senior | n/a | yes | fact |
| Jennie Renwick | Vice President & Senior Trust Officer | leadership | senior | n/a | yes | fact |
| Heather Savage | Senior Vice President & Business Development Officer | leadership | senior | n/a | yes | fact |
| Stephen Crofford | Vice President & Senior Fiduciary Counsel | leadership | senior | n/a | yes | fact |
| Owen Lovell | Trust Officer | leadership | senior | n/a | yes | fact |
| Ginny Maddux | Trust Officer | leadership | senior | n/a | yes | fact |
| Bonnie Parrish | Trust Officer | leadership | senior | n/a | yes | fact |
| Adriana Sosa | Asset Transfer Officer | leadership | senior | n/a | yes | fact |
| Lou Anne Wolfson | Vice President & Trust Officer, Administration Manager | leadership | senior | n/a | yes | fact |
| Asha P. Nivison | Specialty: Executive Management | other | unknown | n/a | yes | fact |
| Austin Brown | Asset Transfer Officer | leadership | senior | n/a | yes | fact |
| Douglas Kirkpatrick | Vice President, Corporate Development | leadership | senior | n/a | yes | fact |
| Emily Dye | Corporate Development Associate | other | unknown | n/a | yes | fact |
| Starr Bruner | Business Development Officer | leadership | senior | n/a | yes | fact |
| Shelby Carpenter | Vice President & Trust Officer, Administration Manager | leadership | senior | n/a | yes | fact |
| Shelly Donaldson | Vice President & Business Development Officer | leadership | senior | n/a | yes | fact |
| April D. Drennan | Vice President & Director, Special Assets Administration | leadership | senior | n/a | yes | fact |
| Ambar Matias | Corporate Development Associate | other | unknown | n/a | yes | fact |
| Dan Jernigan | Specialty: Compliance & Risk Management , Executive Management | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Lou Anne Wolfson (Vice President & Trust Officer, Administration Manager), Maya Wade (Client Onboarding Officer), Brandi Timmer (Associate, Compliance & Risk Management), Lorena O. Suarez (Lorena holds an Associate degree in Business from Nashville State Community College.), Taylor Stogner (Trust Officer), Sara Speidel (Vice President & Trust Officer), Adriana Sosa (Asset Transfer Officer), Susan T. Smith (Corporate Development Associate), Lauren Skipp (Assistant Vice President & Trust Officer), David Shetler (Business Development Officer), Sloan Shell (Vice President & Trust Officer, Administration Manager), Dudley Selinger (Vice President & Trust Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan