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Bert D. Barre, CFA
Principal
Bert D. Barre, CFA
Principal
Charleston 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.
Camp R. Wynn, CFA
Principal
Camp R. Wynn, CFA
Principal
Charleston Office
Camp 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.
H. Walter Barre II
Principal
H. Walter Barre II
Principal
Spartanburg Office
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.
Barry D. Wynn
Principal
Barry D. Wynn
Principal
Spartanburg Office
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.
Joe P. Anderson III, CPA, CFP®
Financial Advisor & Family Office Strategist
Joe P. Anderson III, CPA, CFP®
Financial Advisor & Family Office Strategist
Charleston Office
Joe joined Colonial Trust Company in 2025 as a Financial Advisor and Family Office Strategist. He is a Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) with more than a decade of experience in public accounting, having worked at both a Big Four firm and a large regional firm. In addition, Joe spent two years in a family office environment, further deepening his expertise in comprehensive planning. He graduated magna cum laude from Erskine College and went on to earn a Master of Professional Accountancy with a concentration in Taxation from Clemson University. Joe calls Spartanburg home, where he enjoys life with his wife Mary Katherine and young daughter.
Henry E. Batts III, AWMA®, CTFA
VP- Financial Advisor & Trust Officer
Henry E. Batts III, AWMA®, CTFA
VP- Financial Advisor & Trust Officer
Columbia Office
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.
Charles W. Clementson
VP – Financial Advisor & Trust Officer
Charles W. Clementson
VP – Financial Advisor & Trust Officer
Spartanburg Office
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.
Turner Coxe
ASSOCIATE PORTFOLIO MANAGER AND INVESTMENT ANALYST
Turner Coxe
ASSOCIATE PORTFOLIO MANAGER AND INVESTMENT ANALYST
Charleston Office
Turner joined Colonial Trust in 2026, bringing prior experience as an Associate Private Client Advisor with Texas Capital Bank in Dallas, Texas. He holds a Bachelor of Science in Economics with Financial Applications, a Master of Management, and a Master of Business Administration from Southern Methodist University. Originally from Dallas, Turner now resides in Simpsonville with his family. Outside of work, he enjoys staying active, exploring the outdoors, and spending quality time with his family.
James C. Fiske, CFP®
Director of Investment Research & Portfolio Management
James C. Fiske, CFP®
Director of Investment Research & Portfolio Management
Charleston Office
Prior 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.
Jamison W. Hinds, JD
General Counsel
Jamison W. Hinds, JD
General Counsel
Charleston Office
Jamie 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.
Thomas S. Ledbetter, CFA
Investment Analyst and Portfolio Manager
Thomas S. Ledbetter, CFA
Investment Analyst and Portfolio Manager
Charleston Office
Thomas 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 was awarded the CFA charter in October 2023. 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
Pamela G. McCauley
Trust Officer for Special Needs & Circumstances
Charleston Office
Pam 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.
Kathryn A. Smith, CPA/PFS, CFP®
Financial Planner
Kathryn A. Smith, CPA/PFS, CFP®
Financial Planner
Charleston Office
Kathryn 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).
Matt Van Name, CFP®, CRPS®, AIF®
Corporate Retirement Plan Specialist
Matt Van Name, CFP®, CRPS®, AIF®
Corporate Retirement Plan Specialist
Charleston Office
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.
W. Charlton Wieters, CTFA
VP – Financial Advisor & Trust Officer
W. Charlton Wieters, CTFA
VP – Financial Advisor & Trust Officer
Charleston Office
Charlton 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.
Lorie L. Barton
Assistant Operations Manager
Lorie L. Barton
Assistant Operations Manager
Spartanburg Office
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.
Shanea M. Ford
Senior Trust Administrator
Shanea M. Ford
Senior Trust Administrator
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.
Gina M. Grooms
Assistant Trust Administrator
Gina M. Grooms
Assistant Trust Administrator
Greenville Office
Gina 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.
Katie E. Hampe
Client Service Representative
Katie E. Hampe
Client Service Representative
Greenville Office
Katie joined Colonial Trust in November 2024. Originally from Georgia, she relocated to Greenville in 2023. Katie holds a degree in Business Administration from the University of North Georgia. In her free time, she enjoys traveling, exploring new restaurants, and reading.
Madeline A. Hollon
Client Service Representative
Madeline A. Hollon
Client Service Representative
Columbia Office
Madeline Hollon joined Colonial Trust Company in November 2025. She brings over a decade of experience in client servicing and financial administration. Prior to joining Colonial Trust, Madeline served as an Administrative Associate with Synovus Securities, Inc. for more than six years, providing comprehensive administrative and client support to a team of investment advisors. Earlier in her career, she spent five years with Sadler & Company, Inc. in the Sports & Recreation Division as a licensed property and casualty insurance agent. She also served as Assistant Manager and Fitness Facilities Account Manager, where she was responsible for departmental coordination and handling a national client base. Madeline earned her Bachelor of Science degree from the University of South Carolina in 2012.
Jacqueena E. Irving
Client Service Representative
Jacqueena E. Irving
Client Service Representative
Spartanburg Office
Jacqueena joined Colonial Trust Company in 2026 to assist our Spartanburg office’s client service team. She brings more than a decade of experience in financial services, client relationship management, and business operations. Her background includes roles with Bank of America, Truist, and BB&T, where she worked closely with individuals, families, and business owners to provide personalized financial solutions while also supporting banking and treasury services. Jacqueena enjoys staying active through yoga and running, spending time outdoors, reading, and making memories with her two daughters.
Frances B. Krydynski
Client Service Representative
Frances B. Krydynski
Client Service Representative
Spartanburg Office
Frances joined Colonial Trust Company in 2023. The majority of her career was spent in the Chancellor’s office at USC Upstate managing and facilitating a variety of special projects and university events. Frances serves as Client Service Representative in the Spartanburg office. She is a lifelong member of the Spartanburg community and a graduate of the University of Georgia.
Leeta T. Lister
Senior Trust Administrator
Leeta T. Lister
Senior Trust Administrator
Spartanburg Office
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.
Brittany E. Nethercutt
Director of Family Office Services
Brittany E. Nethercutt
Director of Family Office Services
Greenville Office
Brittany joined Colonial Trust in November 2024 as the Director of Family Office Services. She brings four years of public accounting experience from her role as an Accounting Advisory Senior at Elliott Davis, where she specialized in financial statement and transaction analysis for private companies and non-profit organizations. Brittany holds a Bachelor of Science in Accounting from Clemson University. Originally from Columbia, SC, she now resides in Easley, SC, with her husband Matt and their daughter Ella.
Lori Nguyen
Senior Trust Administrator
Lori Nguyen
Senior Trust Administrator
Greenville Office
Lori 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.
SaraBeth Shalala
Client Service Representative
SaraBeth Shalala
Client Service Representative
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.
Heather N. Tisdale
Trust Administrator
Heather N. Tisdale
Trust Administrator
Charleston Office
Heather 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.
Libby R. Adamson
Business Manager
Libby R. Adamson
Business Manager
Spartanburg Office
Libby 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.
Mary Katherine Anderson
Client Service Representative
Mary Katherine Anderson
Client Service Representative
Spartanburg Office
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.
Brittany C. Bynum
Client Services & Operations Coordinator
Brittany C. Bynum
Client Services & Operations Coordinator
Greenville Office
Brittany joined Colonial Trust in April 2025 as the Client Service and Operations Coordinator. She brings over eight years of experience as Vice President of Operations at FinTrust Capital Advisors, LLC, where she oversaw operations, compliance, and client service. Prior to that, she spent three years in Charlotte, NC, working as a Registered Client Associate at Wells Fargo Advisors. Throughout her career, Brittany has earned her Series 7, 66, and 24 licenses, along with South Carolina Life, Accident & Health or Sickness, Variable Life, and Variable Annuity insurance licenses. She holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina Wilmington, earned in 2013. Originally from Sanford, NC, Brittany currently resides in Gray Court, SC, with her husband, Rick, and their two sons.
AmyLynn Creaney
Technology & Operational Resilience Lead
AmyLynn Creaney
Technology & Operational Resilience Lead
Spartanburg Office
AmyLynn joined Colonial Trust in March 2026, following nine years of service for the State of Nebraska as the Enterprise Continuity Manager. AmyLynn is a certified Master Business Continuity Professional (MBCP) through Disaster Recovery Institute International and brings extensive professional experience in all aspects of business continuity and emergency management. She holds a Bachelor of Arts in Health Services Administration from the University of Illinois at Springfield and an Associate of Applied Science in Medical Laboratory Technology from the College of Lake County.
Belinda B. Gillespie
Assistant Trust Administrator
Belinda B. Gillespie
Assistant Trust Administrator
Spartanburg Office
Belinda 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.
P. Sterling Ivey III
Operations & Compliance Analyst
P. Sterling Ivey III
Operations & Compliance Analyst
Greenville Office
Sterling Ivey, a native of Thomasville, GA, joined Colonial Trust as an Operations and Compliance Analyst in June 2024. With seven years of experience in operations and client support roles, Sterling previously worked at TNB Financial Services. He holds a Bachelor of Arts from Presbyterian College and a Masters in Public Administration from Valdosta State University. Sterling has also attended Cannon Financial Institute and earned a Certificate in Financial Planning from the College for Financial Planning. Sterling serves on the board of Habitat for Humanity of Greenville County and enjoys watching baseball and fly fishing as well as spending time with his girlfriend Marianne and dog Charlie.
Karen H. Longhurst, ATFA, CTFA
VP of Trust Operations
Karen H. Longhurst, ATFA, CTFA
VP of Trust Operations
Greenville Office
Karen 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.
Ellen M. Taylor
Trust Administrator
Ellen M. Taylor
Trust Administrator
Columbia Office
Ellen 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.“We’re in a business of relationships. We want to know our clients and we want them to know us.” – Wally Barre