Cynthia is a Relationship Manager and Principal in the Charleston office, where she brings years of experience serving the complex financial needs and priorities of high and ultra-high net worth individuals and families. Clients regard Cynthia as their trusted advisor, as she works to identify specific goals and implement strategies that include investment management, trust, estate planning and philanthropic objectives.
Before joining Diversified Trust, Cynthia was a Senior Vice President and Private Client Manager at Bank of America Private Bank (U.S. Trust). Decades of experience with high-net-worth individuals and families allowed her to advise families on multi-generational planning and address all aspects of their balance sheet. Her expert background in lending strategies allowed her to advise clients on investment real estate transactions, personal residences, yacht, aircraft, farm and ranch properties, as well as art and collectibles. She began her career in Charleston with Bank of South Carolina.
She holds a B.S. in Business Administration from the College of Charleston and an M.B.A. from The Citadel. Cynthia is heavily involved within the community serving as past President and board member for the Charleston Animal Society, as well as past Vice President of the College of Charleston Alumni Board and a Community Investment Review Team member for Trident United Way. She is a founding member of the College of Charlestonʼs Women for Women Summit Committee.