Pendleton Square Trust Company
We move generations forward. We nurture generations forward. We inspire generations forward. We are Pendleton Square. Pendleton Square is a Tennessee-chartered trust company providing independent, non-investment trustee administration and advisory services to families. We align with the family’s trusted investment advisor, estate planning attorney, and tax advisor resulting in a strategic partnership and conflict-free focus on the unique needs of the family. Pendleton Square's senior team serves as a steward to guide generations forward and provide an unsurpassed client experience. With over 250 years of industry experience, our team has deep expertise in both traditional and non-traditional assets, such as closely-held businesses and real estate. In addition to our core trust and estate administration services, we assist private family trust companies and private family foundations with strategic and operational support, and provide select family office services such as legacy planning and family education. Tennessee is a leader in progressive trust legislation and one of the top states to establish and maintain a trust, as well as a favored jurisdiction for the formation of a private family trust company. Pendleton Square has offices in Nashville, Chattanooga, and Memphis, Tennessee, and in Scottsdale, Arizona and Atlanta, Georgia.
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Verified contacts
36
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- CH
Cindy Harper
Tax Manager · Finance & Accounting
EmailPhone - MF
Marissa Fonte
Trust Officer · Finance & Accounting
EmailPhone - RD
Robert Dilworth
Trust Associate · Finance & Accounting
EmailPhone - AC
Andrea Chomakos
Managing Director, Charlotte · Other
EmailPhone - BJ
Ben Jarman
Managing Director & Sr Trust Officer · Other
EmailPhone - EB
Elizabeth Betts Hickman
Managing Director, Estate Services and Senior Trust Officer at Pendleton Square Trust Company · General Business & Management
EmailPhone - HB
Hugh Brown
Managing Director & Chief Trust Officer · Other
EmailPhone - RZ
Rachel Zaslow
Senior Trust Officer & Fiduciary Officer · Other
EmailPhone - BB
Bill Bellet
Member Board of Directors · General Business & Management
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Pendleton Square Trust Company
22 distinct titles indexed · top 10 shown.
- 6trust associate
- 4trust officer
- 2estate & trust officer
- 2managing principal & regional director
- 1associate
- 1chief executive officer
- 1co founder chairman
- 1estate & trust associate
- 1fiduciary officer
- 1managing director & chief trust officer
- +12more titles
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