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.

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
Becky Kelly
Managing Partner
Fiduciary Education Center, LLC

Trust Education Foundation Board

NAME
POSITION
ORGANIZATION
Patrick W. Alyward (Chairman)
Senior Vice President
RIC
Maria Sturges (President)
Managing Director of Compliance
Piedmont Trust
Paul N. Clark
Principal and Chief Compliance Officer
Mill Capital Management
Roger A. Pond
Partner
Fiduciary Education Center, LLC
Ben Hopf
Co-Founder and CEO
Atticus, Inc.
Jimmy Witherspoon
Director, Trust and Wealth Management Program
Campbell University
Tyler Britton
Professor, Trust and Wealth Management Program
Campbell University
Gene Lewis
Senior Vice President / Manager Trust Department
First Citizens Bank
Phillip Strickland
Senior Vice President / Manager of Institutional Trust Administration
First Citizens Bank
Jason Sykes
Vice President / Wealth Advisor
Truist Bank
Andy D. Waters
President and CEO
Community Trust and Investment Company
Rebecca W. Brock
Fiduciary Executive, Private Wealth Management / Senior Vice President
Truist Bank
Ryan A. Newkirk
Senior Vice President / Wealth Advisor
Wells Fargo Private Bank
Ray Unger
CEO and Founder
AccuTech Systems, Inc.
Jessica D. Holder
Senior Vice President, Trust Services
State Employees’ Credit Union
David Butler
Professor, Trust and Wealth Management Program
Campbell University
Tate Groome
Managing Partner
LifeTrust3D
Jason Niell
Vice President / Manager National Trust Administration
City National Bank

Trust Education Foundation Advisory Board

NAME
POSITION
ORGANIZATION
J. Bradley Creed
President
Campbell University
David C. Whilden
Senior Trust Officer
Boys, Arnold Trust Company
Thomas Nussbaum
Vice President / Business Development Executive
Northern Trust
L. McNeil Chestnut
Special Deputy Attorney General
N.C. Department of Justice (Retired)
John V. Elliott
Senior Vice President / North Carolina Trust Center Manager
Wells Fargo (Retired)
Dan Taylor
President
Taylor Wealth Management LLC
Kevin C. Ward
Senior Vice President / Senior Trust Manager
Truist Bank
Charles A. Davis II
Large Financial Institution Senior Examiner - Supervision, Regulation and Credit
Federal Reserve Bank of Richmond, Charlotte Branch
Kip Anderson
Vice President
Federated Investors, Inc.
Kevin O’Mara
Dean, Lundy Fetterman School of Business
Campbell University
Hale Mast
Executive Director
Fiduciary Investment Risk Management Association, Inc. (FIRMA)
Mark L. Hammond
Vice President for Academic Affairs and Provost
Campbell University
John H. Hill
Senior Vice President
Wells Fargo (Retired)
Kenneth W. Swayze, Jr.
Senior Vice President
First Citizens Bank (Retired)
David Emswiler
Senior Vice President / Senior Trust Officer
Bank of America Private Bank
Michael Pond
Senior Vice President / Senior Trust Officer
Bank of America Private Bank
Corinne McClintic
Senior Vice President
Northern Trust
Kyle Elliott
Principal
Wilbanks Smith and Thomas
Brent Jones
Vice President / Fiduciary Team Manager
Wells Fargo Wealth & Investment Management
Lawrence Chambers
Senior Vice President / Fiduciary Management Services Director
Wells Fargo Wealth & Investment Management
Adam Unger
President
AccuTech Systems, Inc.
Tim Britt
Executive Vice President / Chief Wealth Management Officer
Trust Company of North Carolina
Dave Coffaro
Principal - Strategic Advisory Consulting Group
Co-Founder & Head of Industry - Atticus, Inc.
Parker Gallagher
Tax Specialist and Assistant Portfolio Manager
Allen 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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