Trust Advisors Forum
February 21-24, 2016

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Executive Board of Directors

Name Position Organization
Paul N. Clark Chairman / TEF Board of Directors
Senior Vice President / Managing Trust Team Member
Wells Fargo
Patrick W. Alyward Vice President / General Manager CCH Trust US
Dennis Bellefeuille Trust Examiner State of North Carolina,Officer of the Commissioner of Banks
Ben Hopf Vice President / Private Client Advisor 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
Phillip R. Strickland Vice President / Relationship Manager First Citizens Bank
Sara W. Trexler Senior Vice President State Employees Credit Union
Ray Unger CEO and Founder AccuTech Systems, Inc.
Andy D. Waters President and CEO Community Trust & Investment Co.

Ex-officio Board Members

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

Associate Board Members

Name Position Organization
Kip Anderson Vice President Federated Investors
Michael Bridgeman Trust Compliance & Investments Manager State Employees’ Credit Union
James Byrd Vice President TIAA
Trey Carter President Reliance Integrated Solutions, LLC
L. McNeil Chestnut Adjunct Professor Campbell University
Charles A. Davis Examiner, Supervisor and Regulation; Legal & Compliance Risk / Wealth Management Federal Reserve Bank
John V. Elliott Senior Vice President / North Carolina Trust Center Manager Wells Fargo
John H. Hill Advisory Board 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
Randy McFarland Senior Vice President / Trust Officer Mercantile Bank
Scott A. Morris Managing Director / Trust Sales Executive US Trust, Bank of America
Kenneth Swayze, Jr. Senior Vice President First Citizens Bank
Jason Sykes Vice President SunTrust Banks, Inc.
Dan Taylor Senior Vice President / Senior Philanthropic Consultant Wells Fargo
Kevin C. Ward Senior Trust Manager BB&T Wealth Management
David W. Wharton Northeast Tennessee President Regions Morgan Keegan Trust Co.
David C. Whilden Senior Trust Officer Boys, Arnold Trust Company