As Cumberland Trust continues to grow its national presence, the company has announced three executive leadership appointments designed to strengthen its organizational structure, advance long-term strategy, and support continued innovation.

Lori Wilson (formerly Lori Thoeny) transitions from Chief Strategy Officer to Chief Administrative Officer (CAO); Alex Gillott, previously Senior Vice President and Managing Director of Personal Trust Administration, has been appointed Chief Strategy Officer (CSO); and Nathan Stewart joins Cumberland Trust in the newly established position of Chief Technology Officer (CTO).

These appointments reflect Cumberland Trust’s commitment to investing in the leadership, infrastructure, and technology needed to support its continued growth while preserving the personalized service and trusted relationships at the heart of its business.

“As Cumberland Trust continues to grow, we remain proactive and intentional about investing in the people and resources that will support our success for years to come,” said Jennie Menzie, Chairman, President, and CEO of Cumberland Trust. “These appointments strengthen three important areas of our business: organizational leadership, long-term strategy, and technology. Each plays a meaningful role in helping us grow thoughtfully while staying true to the values and client-first approach that define Cumberland Trust.”

Strengthening Leadership to Support Growth

As Chief Administrative Officer, Wilson will oversee Cumberland Trust’s administrative, human resources, governance, and organizational support functions. She will focus on strengthening collaboration, organizational effectiveness, and the coordination of companywide initiatives. Wilson will also serve as corporate secretary to the Board of Directors.

As Chief Strategy Officer, Gillott will lead the company’s long-term growth strategy, focusing on market development, strategic opportunities, and initiatives that will strengthen Cumberland Trust’s national presence. Working closely with executive leadership, he will help guide the company's continued evolution while maintaining its commitment to exceptional client service.

In the newly established role of Chief Technology Officer, Stewart will lead Cumberland Trust's technology strategy, infrastructure, and digital capabilities. His focus will include strengthening systems, enhancing operational efficiency, and identifying technology solutions that support employees and improve the client experience. The addition of this position reflects the company’s commitment to leveraging technology to complement the personal relationships and individualized service that distinguish Cumberland Trust.

“Growth brings exciting opportunities, along with the responsibility to ensure we have the right infrastructure in place to support them,” said Menzie. “Lori, Alex, and Nathan bring valuable experience and perspectives to our leadership team. Together, they will help us continue building a strong, forward-looking organization that is well-positioned to serve families and their advisors for generations to come.”

Lori Wilson, Chief Administrative Officer

Wilson joined Cumberland Trust in 2008 with extensive experience in corporate strategy, trust administration, and financial services. Most recently serving as Chief Strategy Officer, she has played an integral role in shaping the company’s strategic direction and leading corporate initiatives. Her previous experience includes leadership within Cumberland Trust's Personal Trust Administration division and positions with Merrill Lynch, Morgan Keegan, and J.C. Bradford and Company. Wilson holds the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations.

Alex Gillott, Chief Strategy Officer

Gillott joined Cumberland Trust in 2013 and most recently served as Senior Vice President and Managing Director of Personal Trust Administration, where he led a growing team serving high-net-worth individuals and families to deliver bespoke trust solutions. With a background spanning law, trust administration, and team development, he brings a strong understanding of Cumberland Trust's business and the evolving needs of its clients. Gillott earned his J.D. from Quinnipiac University School of Law and is licensed to practice law in Tennessee.

Nathan Stewart, Chief Technology Officer

Stewart brings more than a decade of experience in technology consulting and leadership, specializing in cloud infrastructure, cybersecurity, and enterprise technology solutions. Prior to joining Cumberland Trust, he served as Practice Director of Cloud Infrastructure at Provisions Group, advising more than 100 clients on complex technology initiatives. His experience also includes strategic consulting roles with Microsoft and KPMG. Stewart additionally serves as a Senior Master Sergeant specializing in cybersecurity in the Air National Guard, bringing valuable expertise in technology security, operational readiness, and risk management.

About Cumberland Trust

As an independent, administration-only corporate trustee with a team of more than 140 employees, Cumberland Trust provides objective, personalized trust and estate administration services. Headquartered in Nashville, Cumberland Trust serves clients nationwide, with offices in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, Richmond, St. Louis, and St. Petersburg.

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