Location: Spartanburg Office

Prior to joining Colonial in 2001, Bert worked as an Equity Research Analyst with Wachovia Securities, Inc. In 2003, he earned the Chartered Financial Analyst (CFA) designation. Bert became a principal of the firm in 2007 and serves as both a trust officer and portfolio manager. He is a native of Spartanburg and a graduate of Washington and Lee University. Bert and his wife Katherine have three teenage children give back extensively to the Spartanburg community.   Bert has served as Chair of the Board the Chapman Cultural Center and the Spartanburg County Foundation and a Deacon and Elder at First Presbyterian Church.

Wally’s resume includes over 35 years of investment services experience. Prior to becoming chairman of Colonial Trust in 1989, he served as a financial consultant for the Robinson-Humphrey Company. He has worked as Colonial’s lead portfolio manager and has extensive trust and estate experience. A Spartanburg native, Wally is a Washington and Lee University graduate and holds a Masters of Business Administration from Emory University. A community servant, Wally has served on and chaired boards of numerous organizations including the Mary Black Memorial Hospital, the Spartanburg County Foundation, the Mary Black Foundation, and has served as the Treasurer of First Presbyterian Church for more than thirty years.

Since 1972, Barry has worked extensively with investment and retirement planning. Before becoming president of Colonial in 1992, he was First Vice President of the Robinson-Humphrey Company and designed investment policy statements. He is involved in public policy and has served on local, state, and national boards including the Pension Benefit Guarantee Corporation, Santee Cooper, and the SC Economic Development Corporation. He is a Spartanburg native and a graduate of The Citadel.

Charles joined Colonial Trust Company in Spartanburg as a Vice President – Financial Advisor & Trust Officer. His professional investment background includes over 20 years of experience in investment services. Before joining Colonial Trust, Charles was a Vice President and Wealth Advisor with BB&T/Truist Wealth in Spartanburg. He is a graduate of Wofford College, as is his wife Blair, a local dermatologist.  Charles and Blair have three young children.

Matt serves as Corporate Retirement Plan Specialist at Colonial, specializing in Advisory and Consulting Services, including investment advice, retirement plan design, participant education and engagement, and ERISA compliance. He began working with corporate retirement plans in 2010 and holds the Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®) designation. A native of Greenville, SC, and a graduate of Clemson University, Matt resides in Boiling Springs, SC, with his two kids.

Lorie is a native of Pauline, SC and has been with Colonial Group since 1991. She has performed a variety of duties since joining the firm. Lorie has worked extensively in both the trust and asset management departments. She is responsible for all trading activity, and she assists our Operations Manager.

Leeta joined Colonial in 2013 after nine years of service at Bank of America where she served as a Personal Banker. Leeta holds a Bachelor of Science in Business Administration from USC Upstate and is primarily responsible for trust administration and trust client service in our Spartanburg office.

Shanea joined Colonial in March of 2019 after nine years of experience in retail banking here in Spartanburg, most recently with Carolina Alliance Bank as an Operations Associate. A native of Bethune, South Carolina, Shanea holds a Bachelor of Science degree in Business Administration from USC Upstate and is a Senior Trust Administrator in our Spartanburg office.

SaraBeth joined Colonial Trust in 2024 to assist our Spartanburg office’s Client Service team. She holds a bachelor’s degree in finance from Bob Jones University and an MBA from Walsh University. Over the years, she has worked for private wealth management firms and previously taught English overseas in Poland. Outside the office, you can find her enjoying the outdoors, rock climbing in the mountains, or creating pottery at the art studio.

Mary Katherine joined Colonial Trust in 2021.  She previously worked with BB&T Wealth as a client specialist.  She holds a political science degree from Furman University.  Mary Katherine works with our advisory team and is responsible for client service in our Spartanburg office.