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Trusted Education Foundation

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

How Can I Help Support the Foundation’s Efforts?

The Foundation is affiliated with Campbell University’s wealth management programs. The mission of both is to help students enjoy amazing careers in a profession we love.

How Can I Change a Life?

For more information on ways you can assist the Trust Education Foundation, please feel free to contact any of our Board of Directors, or reach out directly to Jimmy Witherspoon
at at 910-893-1387 or witherspoon@campbell.edu.

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
Patrick W. Alyward
Founder and CEO
TRUSTworthy Consultants, LLC

Trust Education Foundation Board

NAME
POSITION
ORGANIZATION
Jason Niell (Chairman)
Managing Director / Manager Trust Administration
Midwest Trust Company
Laurence Chambers (President)
Executive Director / Senior Lead Business Execution Consultant
Wells Fargo Wealth and Investment Management
Jimmy Witherspoon (Treasurer)
Director, Trust and Wealth Management Program
Campbell University
Maria Sturges (Secretary)
Kip Anderson
Vice President
Federated Investors, Inc.
Tyler Britton
Professor, Trust and Wealth Management Program
Campbell University
Rebecca W. Brock
Fiduciary Executive, Private Wealth Management / Senior Vice President
Truist Bank
David Butler
Professor, Trust and Wealth Management Program
Campbell University
Paul N. Clark
Principal and Chief Compliance Officer
Mill Capital Management
David Emswiler
Wealth Consultant / Senior Vice President
First Citizens Bank
Jessica D. Holder
Senior Vice President, Trust Services
State Employees’ Credit Union
Ben Hopf
Co-Founder and CEO
Atticus, Inc.
Ryan A. Newkirk
Partner
Granville Capital Inc.
Kristy Meares Sides
Partner
Worrell Sides LLP
Phillip Strickland
Executive Director of Trust & Fiduciary Services / Senior Vice President
First Citizens Bank
Jason Sykes
Senior Vice President / Wealth Advisor
Truist Bank
Andy D. Waters
President and CEO
Community Trust and Investment Company
David Wharton
Market Trust Executive
Bank of America Private Bank

Trust Education Foundation Advisory Board

NAME
POSITION
ORGANIZATION
Michael L. Adams
Vice President for Academic Affairs and Provost
Campbell University
Marshall Allen
Director of Trust Services
Old North State Trust LLC
Will Ashburn
Vice President / Market Manager
FNB Wealth Management
Darrin Autry
Senior Vice President
MCB Trust and Wealth Management
Tim Britt
Executive Vice President / Chief Wealth Management Officer
Trust Company of North Carolina
Alex Bruemmer
Senior Vice President / Senior Relationship Manager
Key Private Bank
Julie Cameron
Managing Director / Senior Trust Officer
Bank of America Private Bank
L. McNeil Chestnut
Of Counsel
Webb and Morton
Dave Coffaro
Principal
Strategic Advisory Consulting Group
Brent Crawford
Executive Vice President / Executive Managing Director, Wealth Advisory
Busey Wealth Management
Dr. William M. Downs
President
Campbell University
Kyle Elliott
Senior Managing Director
Clearstead Advisory Solutions
Chris Hewitt
Fiduciary Counsel
Trust Company of the South
Parker Gallagher
Tax Specialist and Assistant Portfolio Manager
Allen Trust Company
Stephen Gaskins
Founder and CEO
Seacoast Wealth Management
Tate Groome
President of Insurance Strategies
Colton Groome Insurance Advisors
Melissa Holding
Executive Vice President / Director of Wealth Management
Huntington National Bank
Tamara Kidd
Senior Vice President / Senior Fiduciary Officer & Fiduciary Counsel
Members Trust Company
Chris Kinlaw
Senior Vice President / Senior Trust Officer
Bank of America Private Bank
Liesel Kistow
Head of Wealth Management Trust Administration Services / Senior Vice President
US Bank
Brent Jones
Vice President / Lead Business Execution Consultant
Wells Fargo Wealth & Investment Management
Hale Mast
Executive Director
Fiduciary Investment Risk Management Association, Inc. (FIRMA)
Thomas Nussbaum
Vice President / Business Development Executive
Northern Trust
Michael Pond
Senior Vice President / Senior Trust Advisor
Truist Wealth
Nate Strahin
Vice President / Trust and Estate Administration
State Employees Credit Union Trust Services
Kenneth Swayze, Jr.
Senior Vice President
First Citizens Bank (Retired)
Dan Taylor
President
Taylor Wealth Management LLC
Adam Unger
President
AccuTech Systems, Inc.
William Warren
Senior Vice President / Senior Trust Officer
U.S. Trust Company of Delaware
David C. Whilden
Senior Trust Officer
Boys, Arnold Trust Company
Jill Williamson
Director of Career Services, Lundy-Fetterman School of Business
Campbell University
Abby Zue
Vice President / Senior Trust Officer
Brown Brothers Harriman 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 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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