Trust Education Foundation, Inc.

The Trust Education Foundation, Inc. (TEF) is a widely respected, one-of-a-kind institution that keeps financial and legal
professionals informed on critical issues and legislative changes in wealth management.

For more than four decades, TEF has sponsored conferences, training and scholarships to provide continuing education for the nation’s fiduciary stewards — from industry veterans to recent college graduates.

If you are a bank trust officer, community banker, investment manager, insurance broker, attorney or estate-planning advisor, let TEF help you deepen your knowledge and enhance your value to clients. Take a look at our educational programs, including continuing education credit opportunities.

Make a lasting impact on the next generation of students serving the Trust & Fiduciary Industry

Support the Foundation’s Efforts

The Foundation is affiliated with Campbell University’s wealth management programs, and TEF receives funding and other support from esteemed financial companies and individual donors. Click below to learn more about the ways you can help support the Foundations efforts.

Learn from an expert team

TEF’s training team and Board of Directors include seasoned financial professionals dedicated to ensuring that the Foundation’s programs keep pace with the wealth management community’s educational needs. Read the Mission Statement for more information on TEF goals and programs.

Executive Director

NAME
POSITION
ORGANIZATION
Becky Kelly
Executive Director
Trust Education Foundation, Inc

Trust Education Foundation Board

NAME
POSITION
ORGANIZATION
Paul Clark, Chairman, TEF
Senior Vice President / Managing Trust Team Manager
Wells Fargo
Phillip Strickland, President, TEF
Vice President / Manager of Institutional Trust Administration
First Citizens Bank
Patrick Alyward
Vice President / General Manager
CCH Trust US
Dennis Bellefeuille
Senior Trust Examiner
State of N.C. Office of the Commissioner of Banks
David Butler
Professor, Trust and Wealth Management
Campbell University
Ben Hopf
Founder and CEO
Atticus
Gene Lewis
Senior Vice President / Manager Trust Department
First Citizens Bank
Ryan Newkirk
Senior Vice President and Wealth Advisor
Wells Fargo Private Bank
Kevin O’Mara
Dean, Lundy-Fetterman School of Business
Campbell University
Roger Pond
Partner
Fiduciary Education Center, LLC
Sara Trexler
Senior Vice President
State Employees’ Credit Union
Ray Unger
CEO and Founder
AccuTech Systems, Inc.
Andy Waters
President & CEO
Community Trust and Investment Company
Jimmy Witherspoon
Director, Trust and Wealth Management Program
Campbell University

Trust Education Foundation Advisory Board

NAME
POSITION
ORGANIZATION
Kip Anderson
Senior Vice President
Federated Investors
Paula Baker
Managing Director / Chief Fiduciary Officer for Private Banking
J.P. Morgan
Michael Bridgeman
Trust Compliance and Investment Manager
State Employees Credit Union
McNeil Chestnut
Special Deputy Attorney General (Retired)
N.C. Department of Justice
Dr. J. Bradley Creed
President
Campbell University
Charles Davis
Vice President / Fiduciary Investment Risk Manager
SunTrust
John Elliott
Senior Vice President / North Carolina Trust Center Manager
Wells Fargo
Jessica Evans
Vice President / Trust Operations and Estate Administration
State Employees Credit Union
Tate Groome
Managing Partner
LifeTrust3D
Mark Hammond
Vice President and Provost
Campbell University
John Hill
Senior Vice President (Retired)
Wells Fargo
Nat Hyde
Senior Vice President / Managing Director / Market Trust Executive
US Trust, Bank of America Wealth Management
Randy McFarland
Senior Vice President / Senior Trust Officer
Mercantile Bank
Tom Nussbaum
Vice President / Business Development Executive
Northern Trust
Maria Sturges
Senior Vice President / Manager of Trust and Investment Services
First National Santa Fe
Jason Sykes
Vice President
SunTrust
Ken Swayze
Senior Vice President
(Retired)
Dan Taylor
President
Taylor Wealth Management, LLC
Kevin Ward
Senior Trust Officer / Senior Trust Manager
BB&T Wealth Management
David Whilden
Senior Trust Officer
Boys, Arnold Trust Company

Mission Statement

Campbell University established the Trust Education Foundation, Inc. in 1971 to ensure the undergraduate and graduate level trust and investment management programs keep pace with the growing needs of the trust and investment industry.

The Foundation’s Mission and Efforts Include:

  • Enhancing awareness of Campbell’s Trust & Wealth Management Programs within the Trust Industry.
  • Providing financial scholarships to aid students of Campbell’s Trust programs with high academic achievement and financial need.
  • Continually monitoring the undergraduate & graduate-level Trust curriculum to ensure it meets the needs, changes and developments within the Trust Industry.
  • Supporting efforts of Campbell University to recruit students for the various Trust programs.
  • Annual sponsorship of the Trust Advisors Forum, The Southeastern Trust School and other industry-recognized continuing education events.
  • Supporting the placement of Campbell University graduates (permanent and internships) within the industry by facilitating introductions, mentoring & networking opportunities between Campbell University staff, students & industry professionals.
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