Chief Investment Officer

Edward A. Burgess

Partner

Trust & Estate Advisor

Kathryn G. Duryea

Trust & Estate Advisor

Information Systems & Security Officer

John Ford

Financial Officer
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Investment Advisor

Bruce Henderson

Partner

Investment Advisor

Taylor D. Hollis

Partner

Investment Advisor

J. Ross Jagar

Partner

Trust & Estate Advisor

Cynthia L. Jones

Partner

Trust & Estate Advisor

Darlinda H. Jones

Partner
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Investment Advisor

Jeremy P. Kath

Partner
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Trust & Estate Advisor

M. Wickliffe Ruehling

Partner
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Vice Chairman

M. Kirk Scobey, Jr.

Founder

Trust & Estate Advisor

David C. Simcox

Partner

Family Office Advisor

Emily Slattery

Family Office Advisor
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President

John C. Steele

Partner
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Chief Executive Officer

Thomas R. Steele

Founder
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Chief Fiduciary Officer

T. Richard Travis

Partner

Investment Advisor

Scott D. Van Dusen

Partner

Investment Specialist

John C. Dalrymple

Investment Specialist

Edward A. Burgess

Position: Partner
Phone: (615) 460-9228

Partner and Investment Advisor of Equitable Trust Company, a position he has held since joining the company in 2003. Ed is a Director of Equitable Trust Company and also serves as Chief Investment Officer. Previously, he was a First Vice President and Senior Investment Officer in the Private Client Services division of SunTrust Banks, where he also managed SunTrust Banks’ mid-cap growth equity strategy. Ed began his investment management career in 1983 with The Robinson-Humphrey Company. He received a Bachelor of Arts degree in journalism from Washington & Lee University and a Master of Business Administration degree from Emory University. He holds the Chartered Financial Analyst® designation.

Kathryn G. Duryea

Position: Trust & Estate Advisor
Phone: 615-346-4202

Trust & Estate Advisor of Equitable Trust Company, a position she has held since joining the company in 2019. Previously, she served as Senior Vice President and Trust Advisor at SunTrust Private Wealth Management in Memphis and Nashville. Prior to that, Katy was an associate with the law firm of Holton & Mayberry in Nashville, where she focused her practice on trusts and estate planning, tax and charitable planning, and probate administration. She earned her Bachelor of Arts degree from the University of Virginia, a Doctor of Jurisprudence from the University of Virginia School of Law, and a Master of Laws in Taxation from New York University School of Law.

John Ford

Position: Financial Officer
Phone: (615) 460-9948

John Ford

Financial Officer and Information Systems and Security Officer of Equitable Trust Company, a position he has held since joining the company in 2018. Previously, John worked at Mars within their Finance and Supply Chain functions. Prior to that, he held design and planning roles with Barge Waggoner Sumner and Cannon and Clinard Engineering. John received his Bachelor of Science and Master of Science degrees in Civil Engineering from the University of Tennessee. He holds an MBA from Vanderbilt with concentrations in Finance and Marketing.

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Bruce Henderson

Position: Partner
Phone: (615) 460-9652

Partner and Investment Advisor of Equitable Trust Company, a position he has held since joining the company in 2000. Previously, Bruce was a Senior Investment Officer at Provident Life and Accident Insurance Company and a portfolio manager in the Trust Department of First Citizen Bancorp, Raleigh, North Carolina. He received a Bachelor of Science degree and Master of Business Administration degree from the University of North Carolina at Chapel Hill. He holds the Chartered Financial Analyst designation.

Taylor D. Hollis

Position: Partner
Phone:  (615) 346-4207

Partner and Investment Advisor of Equitable Trust Company, a position she has held since joining the company in 2017. Previously, she was a Private Wealth Advisor with First Tennessee Bank’s Family Office Services group. Prior to that, Taylor worked in Knoxville as an Associate Advisor with Rather & Kittrell Capital Management, a Registered Investment Advisor. She received a Bachelor of Science degree in Finance from the University of Tennessee. Taylor holds the Chartered Financial Analyst® designation and is a Certified Financial Planner™.

J. Ross Jagar

Position: Partner
Phone: (615) 346-4204

Partner and Investment Advisor of Equitable Trust Company, a position he has held since joining the company in 2018. Previously, Ross worked in New York as a Vice President in the Investment Management Division of Goldman Sachs. Prior to that, he started his 14 years at Goldman Sachs as an Analyst in Global Investment Research. Ross received his Bachelor of Science degree in Business Administration and Accounting from Washington & Lee University. He holds the Chartered Financial Analyst® designation.

Cynthia L. Jones

Position: Partner
Phone: (615) 460-7678

Partner and Trust & Estate Advisor of Equitable Trust Company, a position she has held since joining the company in 2003. Cindy is also a Director of Equitable Trust Company. Previously, she served as Senior Vice President and Manager of Wealth Management Services with National Bank of Commerce (Nashville) and as Vice President at SunTrust Bank with responsibilities in trust and estate administration and wealth management. Cindy began her career in trust and estate administration in 1981 with Commerce Union Bank. She received a Bachelor of Arts degree from Trevecca Nazarene University and a Doctor of Jurisprudence degree from the Nashville School of Law. She is a graduate of the Southern Trust School and the National Graduate Trust School at Northwestern University. She is a Certified Trust and Financial Advisor (CTFA) and Certified Financial Services Counselor (CFSC).

Darlinda H. Jones

Position: Partner
Phone:  (615) 460-9725

Partner and Trust & Estate Advisor of Equitable Trust Company, a position she has held since the organization of the company in 1991. Darlinda is a Director of Equitable Trust Company and also serves as Chief Compliance Officer. Previously, Darlinda served as a Portfolio Manager and Financial Consultant with Shearson Lehman Brothers, where she managed investments for qualified pension plans. From 1976 to 1986 Darlinda was an investment representative with Merrill Lynch Pierce Fenner & Smith, Inc. She received a Bachelor of Business Administration degree from Belmont University. She is a graduate of Cannon Trust School at Notre Dame University and is a Certified Trust and Financial Advisor (CTFA).

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Jeremy P. Kath

Position: Partner
Phone: (615) 346-4203

Partner and Investment Advisor of Equitable Trust Company, a position he has held since joining the company in 2015. Previously, Jeremy worked as a Senior Analyst for the Long/Short Opportunity Fund at Courage Capital Management and as an Analyst at Jetstream Capital. Prior to that, Jeremy worked in New York as an Associate at FdG Associates, and as an Analyst in investment banking at Harris Williams & Co. in Richmond, VA. He received his Bachelor of Arts from Vanderbilt University and a Master of Arts from the University of California, Berkeley. Jeremy holds the Chartered Financial Analyst® designation.

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M. Wickliffe Ruehling

Position: Partner
Phone: (615) 346-4205

Partner and Trust & Estate Advisor of Equitable Trust Company, a position he has held since joining the company in 2013. Previously, Wick was a Vice President and Trust Officer at Cumberland Trust and Investment Company, where his responsibilities included personal trust administration, wealth management, and business development. He received a Bachelor of Arts degree from Washington and Lee University and a Doctor of Jurisprudence degree from the University of Kentucky College of Law.  Wick is a Certified Financial Planner™.

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M. Kirk Scobey, Jr.

Position: Founder

Vice Chairman of Equitable Trust Company. He has served as a Director of Equitable Trust Company since its organization in 1991 and was President of the company until 2012. Previously, Kirk was with C&S Sovran Bank and its predecessor Commerce Union Bank from 1965 to 1991, where he was Senior Vice President and Manager of Personal Trust and Investment Management. His responsibilities involved personal trust administration, private banking, and trust and investment marketing. He received a Bachelor of Science degree from George Peabody College and a Doctor of Jurisprudence degree from Nashville School of Law. He is a graduate of the National Graduate Trust School at Northwestern University and is a Certified Trust and Financial Advisor.

David C. Simcox

Position: Partner
Phone: (615) 651-8862

Partner and Trust & Estate Advisor of Equitable Trust Company, a position he has held since joining the company in 2014. Previously David was General Counsel and Chief Operating Officer of an international print and digital media company. From 1998 to 2008, David was a partner in the law firm of Harwell Howard Hyne Gabbert & Manner, PC where his practice focused on corporate and securities, mergers and acquisitions, private equity and technology licensing. David started his career in Arthur Andersen’s tax division in Nashville. David earned a BS, magna cum laude, in Accountancy from the University of Mississippi and a Doctor of Jurisprudence from the University of Tennessee.

Emily Slattery

Position: Family Office Advisor
Phone: (615) 346-4208

Emily is a Family Office Advisor at Equitable Trust, a position she has held since joining the firm in 2020. In the fifteen years prior to that, she was employed with Keel Point, LLC, a family office and investment advisory firm based outside of Washington, DC. While at Keel Point, Emily was focused on providing counsel to family office clients in such diverse areas as philanthropy, estate, tax, insurance, investment advisory, and intergenerational wealth education and planning. Prior to that, she was with Ernst & Young in their tax advisory and compliance group,  and prior to that she was an investment advisor with Morgan Stanley. Emily is a graduate of the University of Notre Dame.

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John C. Steele

Position: Partner
Phone: (615) 460-1129

Partner and President of Equitable Trust Company. John is also a Director of the company. Prior to joining Equitable Trust in 2004, John was with Deutsche Bank in London and New York. He received a Bachelor of Science degree in Human and Organizational Development from Vanderbilt University. John is a graduate of Cannon Financial Institute at Boston University and is a Certified Financial Planner™.

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Thomas R. Steele

Position: Founder
Phone: (615) 460-1141

Chief Executive Officer of Equitable Trust Company. Tom has served as a Director of Equitable Trust Company since its organization in 1991. He was Managing Director of the Private Client Group of Equitable Securities Corporation and successor SunTrust Equitable Securities Corporation. From 1979 to 1988 Tom was Vice President and Manager of Shearson Lehman Hutton’s Nashville office. He received a Bachelor of Science degree in history from Vanderbilt University.

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T. Richard Travis

Position: Partner
Phone: (615) 460-1214

Partner and Trust & Estate Advisor of Equitable Trust Company, a position he has held since joining the company in 2011. Rick is a Director of Equitable Trust Company and also serves as Chief Fiduciary Officer. Previously, he practiced law with the Nashville firm of Manier & Herod from 1994 to 2010. Prior to that, Rick was with Third National Bank in 1984 and then with Commerce Union Bank and its successors from 1986 to 1994. His responsibilities included management of the Nashville office, personal trust and estate administration, and business development. Rick received a Bachelor of Science degree from Tennessee Technological University and a Doctor of Jurisprudence degree from Duke University School of Law. He earned Martindale Hubble’s highest rating for legal skill and ethics and was included in The Best Lawyers in America in the category of Trusts and Estates Law.

Scott D. Van Dusen

Position: Partner
Phone: (615) 346-4215

Partner and Investment Advisor of Equitable Trust Company, a position he has held since joining the company in 2012. Previously, Scott worked in New York as an Equity Analyst with Hawkshaw Capital Management and as Vice President of Tildenrow Partners. Prior to that, Scott was an Equity Sales Associate with RBC Capital Markets. He received a Bachelor of Science degree from Vanderbilt University and a Master of Business Administration in Finance from Columbia University. Scott is a Certified Financial Planner™.

John C. Dalrymple

Position: Investment Specialist
Phone: (615) 346-4206

Investment Specialist of Equitable Trust Company, a position he has held since joining the company in 2017.  Jack received a Bachelor of Arts in Economics and a minor in Finance from The University of the South in Sewanee, TN.

 
professional
qualifications
  • Licensed Attorneys (5)
  • CFA® charterholders (5)
  • Certified Financial Planners™ (4)
  • Certified Trust & Financial Advisors (5)