The Trust Company of Tennessee recognizes 11 team members with promotions and achievements

June 15, 2026

By The Trust Company of Tennessee

At The Trust Company of Tennessee, eight team members have earned new roles and promotions. Michelle Battino now serves as assistant controller; Barbara Behan, senior trust operations specialist; Codi Brannan, vice president, RPS operations; Sam Holloway, senior portfolio analyst; Stacy Lantz, trust operations manager; William Probasco, relationship manager; Cyndi Sharpe, senior trust operations specialist; and Jamari Smith, customer service team lead.

Three team members have earned new financial credentials. Client Specialist Edna Gibson has earned the Financial Paraplanner Qualified Professional℠ (FPQP®) certification; IRA Specialist Kelly Geasland is now a Certified IRA Services Professional (CISP); and Senior Portfolio Analyst Caid Kear is now a Chartered Financial Analyst®(CFA®).

Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $6 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal investment strategy, corporate retirement plans, estate planning, personal trust and nonprofit investing services.

“It’s amazing to announce this many promotions and achievements,” said Daniel Carter, president of The Trust Company of Tennessee. “This means that the talent processes we have in place are on track and that we have ambitious and client-focused team members who are committed to development. I celebrate these milestones and offer my congratulations.”

Categories: General

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