The Trust Advisors Institute will be held live and “in person” on Campbell’s campus on June 2-10, 2023.
We encourage you to register today!

Trust Advisors Institute (TAI)

TAI is sponsored by CAMPBELL UNIVERSITY, a national leader in trust and wealth management education. Trust Advisors Institute (TAI) is an exceptional educational opportunity—whether you’re a seasoned veteran looking to “brush up” on current practices and policies, or a newcomer seeking a comprehensive overview of the issues in your field.

As its name suggests, TAI originated as a program for bank trust officers, and it retains a strong focus on the fiduciary side of the trust and wealth management industry. It also offers value to managers and other employees of investment firms, trust companies, credit unions, RIA’s, accounting and law firms, retirement plan providers, supervisory agencies and non-profit administrators.

To find out more about Campbell’s Trust Advisors Institute visit Trust Advisors Institute.

ATFA Certification

CAMPBELL UNIVERSITY is proud to offer the ATFA Certification to the financial services industry and to fiduciaries nationwide. Over 1,000 trust professionals have acquired the ATFA Certification over the last decade and it is quickly becoming a new “Gold Standard” for true fiduciaries.

The ATFA Certification is available to ALL fiduciaries whether they are serving their clients with banks, credit unions, independent trust companies, broker affiliated trust companies, wealth advisory firms or law firms offering trust services. In an increasingly complex, litigious and regulatory environment, never has the need been greater for trust professionals well versed in, and with a demonstrated mastery of, the very highest level of fiduciary expertise. A trust professional holding the ATFA Certification will, in every sense have demonstrated that they are ready to face those challenges.

To find out more about Campbell’s Accredited Trust and Financial Advisor certification visit ATFA Certification.

The TAI and ATFA Certification Advisory Board

The mission of The Advisory Board is to promote and to oversee as to content coverage, testing standards and practices both the Trust Advisors Institute (TAI) and the national Accredited Trust and Financial Advisor (ATFA) Certification Program

NAME
POSITION
ORGANIZATION
Rebecca Brock (Chairman, Advisory Board)
Fiduciary Executive, Private Wealth Management
Truist Bank
Jessica Holder
Senior Vice President, Trust Services
State Employees Credit Union Trust Services
Kristy Meares Sides
Senior Vice President / Senior Trust Advisor
Wells Fargo Wealth and Investment Management
Lawrence Chambers
Senior Vice President / Fiduciary Senior Manager
Wells Fargo Wealth and Investment Management
Jason Niell
Senior Vice President / Manager National Trust Administration
City National Bank
Louis Valker
Senior Vice President / Personal Trust Manager
First Citizens Bank
Julie Cameron
Managing Director / Senior Trust Officer
Bank of America Private Bank
William Warren
Senior Vice President / Senior Trust Officer
U.S. Trust Company of Delaware
Ryan Newkirk
Principal
Granville Capital Inc.
Randall Bond
Senior Vice President / Fiduciary Market Manager – Texas & Arizona Regions
PNC Private Bank
Marshall Allen
Director, Deferral Solutions
Forge Consulting, LLC
Jimmy Witherspoon (Director, TAI)
Chairman, Department of Trust and Wealth Management
Campbell University
Tyler Britton (Dean TAI / Director ATFA)
Professor / Director, MTWM Program
Campbell University
David Butler
Professor, Department of Trust and Wealth Management
Campbell University
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