Our Locations
Filter By:
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.
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.
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.
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.
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.
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.
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.