H. Walter Barre, II
Spartanburg OfficeWally’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.
Barry D. Wynn
Spartanburg OfficeSince 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.
Bert D. Barre, CFA
Spartanburg OfficePrior 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.
Camp R. Wynn, CFA
Greenville OfficeCamp joined Colonial in 2001, and became a principal in 2007. He previously worked as an analyst in Banc of America Securities’ Global Corporate Investment Bank in Charlotte and for the Bank of America Financial Strategies Group. He earned the Chartered Financial Analyst (CFA) designation in 2003. He serves as a trust officer and portfolio manager, and heads Colonial’s investment research. He is a Spartanburg native and a graduate of USC.
Jamison W. Hinds, JD
Greenville OfficeJamie joined Colonial Trust after having practiced law in Greenville for 18 years with the firm Ashmore Leaphart Rabon Hinds, LLC. He practiced in Estate Planning, Trust & Probate Administration and Litigation. He has served on the South Carolina Board of Accountancy and in other community roles. A native of Birmingham, Alabama, Jamie is a graduate of Sewanee, The University of South and The University of Alabama School of Law.
James C. Fiske, CFP®
Portfolio Manager & Investment Analyst
Greenville OfficePrior to joining Colonial in 2019, Jimmy worked as a Portfolio Analyst at Brown Advisory in Washington, D.C. and more recently as a Financial Advisor at BB&T Scott and Stringfellow in Greenville, SC. He earned a Certificate in Financial Planning from Georgetown University - School of Continuing Studies and is a Certified Financial Planner (CFP®️). He graduated with a bachelor’s degree in Economics from the University of South Carolina. Jimmy is originally from Alexandria, VA, and now lives in Greenville with his wife, Patton, and two daughters.
Kathryn A. Smith, CPA/PFS, CFP®
Greenville OfficeKathryn brings to Colonial Trust experience in both public accounting and financial planning. In public accounting, Kathryn’s time was focused on the areas of high net worth individual, estate, trust, and gift tax compliance, as well as planning. She has also worked as a financial strategist with a wealth management group, guiding clients through retirement preparedness and planning. She earned a Masters of Accountancy and Certificate of Financial Planning from Appalachian State University and graduated with a Bachelor of Science in Business Administration from Lees-McRae College. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), she is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
Jordan R. Taylor, CPA
Director of Family Office Services
Greenville OfficeJordan has a history in public accounting and C-store accounting. In public accounting, Jordan audited financial statements for various private companies and specialized in compliance audits. She has obtained a Masters of Accountancy and Bachelors of Accountancy from Clemson University. In addition, she is a Certified Public Accountant (CPA). Jordan is a native to the Greenville area having grown up in Easley, SC and is now residing in Taylors, SC with her husband, Matthew.
Carolyn L. West
VP & Operations Manager
Spartanburg OfficeCarolyn West brings nearly 30 years of extensive experience in investment operations and management to Colonial Trust. For several years, she was responsible for branch operations at Robinson-Humphrey Company’s Spartanburg office. She assisted with operations, personnel training following a national merger, and was cross-trained for several administrative positions. She is a primary contact for many of our clients and custodial institutions, is responsible for all investment data reconciliation, and oversees all internal operations. Her long-term client relationships, strong organizational skills and dedication to serving our clients are valuable assets to Colonial Trust.
Lorie L. Barton
Assistant Operations Manager
Spartanburg OfficeLorie 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.
Karen H. Longhurst, ATFA, CTFA
VP of Trust Operations
Greenville OfficeKaren Longhurst has over 25 years of experience in trust management and operations. Prior to joining Colonial Trust in 2007, Karen was with Boys, Arnold Trust Company in Asheville, North Carolina where she was the Administration and Operations Manager serving as a primary contact for personal trust and investment management accounts. Previously Karen worked as trust relationship manager for RBC Centura Bank in Asheville, N.C., where she worked with both personal and commercial trust clients. Karen received the Certified Trust Financial Advisor designation in 2003.
W. Charlton Wieters, CTFA
VP – Financial Advisor & Trust Officer
Charleston OfficeCharlton came to Colonial Trust in 2018 after seven years in investments and finance at the Coastal Community Foundation of South Carolina. Earlier in his career he gained experience in investments, banking, and real estate finance with Merrill Lynch, Carolina First Bank, and Ravenel Associates. A native of Charleston, he is a graduate of Porter-Gaud, Sewanee - The University of the South, and received an MBA from The Citadel. Charlton received the Certified Trust Financial Advisor (CTFA) designation in 2020 and is a member of the Estate Planning Council of Charleston.
Matt Van Name, CFP®, CRPS®, AIF®
Corporate Retirement Plan Specialist
Greenville OfficeMatt 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 wife and two kids.
Charles W. Clementson
VP – Financial Advisor & Trust Officer
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.
Henry E. Batts III, AWMA
Financial Advisor & Trust Officer
Henry joined Colonial Trust Company as a Financial Advisor, in our Columbia office. He is an experienced financial professional with ten years of comprehensive investment management and planning. Prior to joining the company, Henry worked with Janney Montgomery Scott, LLC in Columbia, SC as a Financial Advisor. He is a graduate of the University of South Carolina – Darla Moore School of Business. Henry holds the distinguished AWMA® (Accredited Wealth Management Advisor SM) designation, the FINRA Series 7 license, and Series 66 Life, Accident and Health Insurance License.
Investment Analyst and Associate Portfolio Manager
Greenville OfficeThomas joined Colonial Trust in 2022, and previously worked as an Associate Investment Analyst for Wells Fargo Private Bank in Charlotte, NC. He is a graduate of Clemson University with a Bachelor’s in Economics, and is pursuing the Chartered Financial Analyst (CFA) designation. Thomas is originally from Greenville where he now lives with his wife Ellison. His interests include running with his German Shorthaired Pointer, reading, and cooking.
Pamela G. McCauley
Trust Officer for Special Needs & Circumstances
Greenville OfficePam came to Colonial Trust after having served the Probate Courts of South Carolina as a professional Guardian and Conservator. Pam works statewide administering our Special Needs Trusts and other trusts with challenging issues and circumstances. A native of Upstate New York, Pam graduated from the University of Connecticut and came to South Carolina in 1984. She lives in Greenville County.
Ansley J. Mitcham
VP & Trust Officer
Columbia OfficeAnsley has an extensive professional background with nearly 20 years of experience in trust administration. She has worked alongside Hugh Graham at Southeastern Trust Company and BB&T, and most recently served as CFO and Trust Officer at Graham & Associates, LLC in Columbia (an affiliate of East Broad Trust Company). She earned a Bachelors of Science degree from USC.
Ellen M. Taylor
Columbia OfficeEllen joined Colonial in 2019 after three years of service at Haynsworth Sinkler Boyd, P. A. where she served as a legal assistant. Ellen holds a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and is primarily responsible for trust administration, client services, and operations in our Columbia office.
Greenville OfficeLori joined Colonial in June of 2018 after serving 14 years in retail banking with BB&T and First Citizens Banks as a Financial Center Leader. She is a native of Greenville, and a graduate of North Greenville University and Erskine College where she earned a Bachelor of Science degree in Psychology. Lori is primarily responsible for trust administration and client service in our Greenville office.
Assistant Trust Administrator
Greenville OfficeGina joined Colonial Trust Company in February 2020 after working as a real estate paralegal and as a realtor. Facilitating others in achieving their goals and dreams has been the joy of her career. Born in Charlotte, North Carolina, she spent most of her childhood in Germany while her father served in the United States Army. She graduated from Frankfurt American High School and attended the University of Maryland at the Munich Campus. She finished her studies in Behavioral Science at Lynn University in Boca Raton, Florida. Gina is responsible for Trust Administration and client service in our Greenville office.
Heather N. Tisdale
Charleston OfficeHeather joined Colonial in 2016 after eight years of service at BNC Bank where she served as Assistant Branch Manager. She holds a Sociology degree from the University of South Carolina and is a Trust Administrator in our Charleston office.
Leeta T. Lister
Senior Trust Administrator
Spartanburg OfficeLeeta 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 M. Ford
Spartanburg OfficeShanea 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 Trust Administrator in our Spartanburg office.
Belinda B. Gillespie
Assistant Trust Administrator
Spartanburg OfficeBelinda brings valuable insight to her role as an Assistant Trust Administrator. She spent 15 years in banking as a Consumer and Commercial lender and financial advisor after graduating from the University of South Carolina. She joined our staff in January 2020 after working as the registrar at Spartanburg High School and secretary at Pine Street School. Belinda enjoys spending time with her husband, Max, and her adult children, Mason, his wife, Erin, and Walker.
Mary Katherine Anderson
Client Service Coordinator
Spartanburg OfficeMary 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.
Libby R. Adamson
Spartanburg OfficeLibby brings a diverse skill set to her role as Business Manager at Colonial. Her most recent roles at Pine Street School and the Episcopal Church of the Advent gave her valuable experience and deep exposure to our community. She is responsible for bookkeeping, vendor contracts, marketing, HR administration, and more. Libby has served as an Elder at First Presbyterian Church, and on the Board of Directors for Casting Carolinas. She has lived in Spartanburg for over 25 years, and she has two grown children.
“We’re in a business of relationships. We want to know our clients and we want them to know us.” – Wally Barre