Trust Advisors Forum
February 26 – March 1, 2017

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Executive Board of Directors

Name Position Organization
Patrick W. Alyward Vice President / General Manager CCH Trust US
Dennis Bellefeuille Trust Examiner State of North Carolina,Officer of the Commissioner of Banks
Paul N. Clark Chairman
Senior Vice President / Managing Trust Team Member
Trust Education Foundation, Inc.
Wells Fargo
Ben Hopf Vice President / Private Client Associate US Trust, Bank of America
Gene Lewis Senior Vice President / Manager, Trust Department First Citizens Manager
Ryan A. Newkirk Senior Vice President / Private Client Advisor U.S. Trust, Bank of America
Roger Pond Partner Fiduciary Education Center, LLP
Phillip R. Strickland Vice President / Relationship Manager First Citizens Bank
Sara W. Trexler Senior Vice President State Employees Credit Union
Andy D. Waters President and CEO Community Trust & Investment Co.
Ray Unger CEO and Founder AccuTech Systems, Inc.

Ex-officio Board Members

Name Position Organization
David Butler Professor, Trust Management Campbell University
Dr. Mark Hammond Vice President & Provost Campbell University
Keith Faulkner Dean, Lundy-Fetterman School of Business Campbell University
Becky Kelly Executive Director
Trust Education Foundation
Fiduciary Education Center
Dr. Jerry M. Wallace Chancellor Campbell University
Jimmy Witherspoon Director, Trust and Wealth Management Program Campbell University

Associate Board Members

Name Position Organization
Kip Anderson Vice President Federated Investors
Paula Baker Managing Director, Chief Fiduciary Executive J.P. Morgan Chase
Michael Bridgeman Trust Compliance & Investments Manager State Employees’ Credit Union
Charles A. Davis Fiduciary Investment Risk Manager SunTrust Banks Inc.
John V. Elliott Senior Vice President / North Carolina Trust Center Manager Wells Fargo
Kristen L. Hoffman Senior Vice President / Senior Trust & Fiduciary Specialist – Philanthropic Consultant Wells Fargo
Nathaniel M. Hyde Senior Vice President US Trust, Bank of America
Scott A. Morris Managing Director / Trust Sales Executive US Trust, Bank of America
Randy McFarland Senior Vice President / Trust Officer Mercantile Bank
Dan Taylor Senior Vice President / Senior Philanthropic Consultant Wells Fargo
Jason Sykes Vice President SunTrust Banks, Inc.
Kevin C. Ward Senior Trust Manager BB&T Wealth Management
David C. Whilden Senior Trust Officer Boys, Arnold Trust Company
David W. Wharton Northeast Tennessee President Regions Bank

Honorary Membership

Name Position Organization
John H. Hill Senior Vice President (Retired) Wells Fargo
Kenneth Swayze Senior Vice President (Retired) First Citizens Bank
L. McNeil Chestnut Special Deputy Attorney General (Retired) N.C. Dept. of Justice