FL
Fontaine Lee
Senior Vice President And Managing Director, Business Development at Cumberland Trust
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Work Experience
Mar 2016 - Present · 8 years and 9 months
Senior Vice President And Managing Director, Business Development
Sep 2019 - Present · 5 years and 3 months
Senior Development Officer And Manager Of Professional Advisor Development
Mar 2016 - Jun 2017 · 1 years and 3 months
apogee 360
Director, Business Development
Mar 2009 - Apr 2010 · 1 years and 1 months
Company Details
51-200 Employees
Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to more than 120 employees, with over $8 billion in assets under administration serving clients and advisors all over the United States.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
40 Burton Hills Boulevard Suite 300 Nashville, TN 37215, US
Keywords
Asset Protection TrustsCharitable TrustsFamily FoundationsRevocable TrustsSpecial Needs TrustsUnique AssetsSenior & Elder CareTrust AdministratioEstate AdministratioPhilanthropic Services
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Contact Details
  • Email AddressF**@cumberlandtrust.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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