Investment Management Group
Meet our Investment Management Group:
R. Christopher Meng, CFA
Senior Vice President
Director of Investment Management Group
859.389.5300
mengro@ctbi.com
Chris began his career with CTIC's Wealth and Trust Management team in 2009. As Senior Vice President and the Director of the Investment Management, he is responsible for the oversight of our investment department. Chris has over 36 years of investment experience. Chris graduated Cum Laude from Marietta College with a B.A. in finance. In 1988, he graduated from The Ohio State University's MBA program and in 1996, he became a Chartered Financial Analyst®.
Chris is active in the community and is involved in fundraisers for many local charities. He is currently a Board Member of the Lexington Ballet Company.
Chris grew up in Northport, NY, raised his family in Cincinnati, OH, and moved to Lexington in 2009. In his free time, he enjoys spending time with his three daughters, traveling, and culinary experiences.
Click here to read our Investment Philosophy.
Jeffrey S. Thomison, CFA
Senior Vice President
Director of Equity Management
859.389.5300
thomisje@ctbi.com
Jeff joined CTIC's Wealth and Trust Management family in 2018. As Senior Vice President and Director of Equity Management, he is responsible for managing the overall equity strategy, including assessing market trends and analyzing individual securities and funds. He also manages individual portfolios according to our clients' objectives. Prior to joining WTM, Jeff was a Senior Vice President and Senior Equity Analyst at Hilliard Lyons in Louisville, KY.
With over 35 years of experience, Mr. Thomison has gained regional and national attention for his credentials. He has been featured in publications such as Ticker, BuySide, and Wall Street Transcript and has appeared on CNBC and Bloomberg TV. He is also a 4-time winner of Wall Street Journal's Best on the Street national stock picking award.
Jeff graduated from the University of Kentucky with a Bachelor's of Business Administration degree in finance and a minor in mathematics. He also holds the Chartered Financial Analyst® designation.
Jeff grew up in Madisonville, KY and currently resides in Nicholasville, KY. He is actively involved in the community and enjoys supporting his favorite sports teams, visiting thoroughbred racetracks, and spending time with his wife and four adult children.
Click here to meet our Trust Executive Committee.
E. Barrett Coleman
Vice President
Portfolio Manager
859.389.5300
colemaba@ctbi.com
Barrett is Vice President and Portfolio Manager for CTIC's Wealth and Trust Management team. In his current role, Barrett is responsible for the research and selection of fixed income securities, contributing to the development of fixed income strategies, and managing individual client portfolios with an emphasis on institutions.
Barrett has worked in the banking and financial services industry for over 15 years beginning with Community Trust Bank in 2003 and then joining CTIC's Wealth and Trust Management team in 2008.
He earned his Bachelor's of Business Administration from the University of Kentucky and his Master's in Business Administration from Morehead State University.
Barrett is originally from Pikeville, KY and currently resides in Lexington, KY. In addition to spending time discovering new foods, he enjoys traveling and playing pickleball.
Click here to learn more about our Wealth & Trust Management team.
Tammy R. Provost
Vice President
Portfolio Manager
859.389.5300
provosta@ctbi.com
Tammy began her career with CTIC's Wealth and Trust Management team in 2000. As Vice President, Portfolio Manager, she is responsible for the research and selection of tax-exempt municipal securities, investment process and management. In addition, she manages individual client portfolios.
Tammy has over 25 years of experience in the financial services industry. Prior to joining WTM, Tammy was an Asset Specialist with ABM Amro Bank in Chicago, IL. She also taught business in Russia and Kazakhstan for two years. She earned her Master's of Science degree in economics from the University of Kentucky and her Bachelor's of Science degree in business administration from the University of Tennessee, Martin.
Tammy is originally from Mayfield, KY but has lived all over and currently resides in Lexington, KY. She is married and is a passionate fan of any UK sport. She enjoys singing in the Tates Creek Presbyterian Church choir, participating in 5/10ks, traveling, listening to podcasts, and spending time with her friends, family, and dog, Jake.
Click here to learn more about our Fixed income Philosophy.
Andrew Windsor, CFA
Vice President
Portfolio Manager
859.389.5300
windsoan@ctbi.com
Andrew joined CTIC's Wealth and Trust Management team in 2019. In his current role, Andrew is responsible for the research and selection of mutual funds, ETFs and individual securities, contributing to the overall direction of the investment department, and communicating the investment strategy and results to clients.
Andrew has over 23 years of experience in the financial services industry. Prior to joining WTM, he was a Retirement Investment Consultant at Unified Trust Company. Andrew also has experience as a Senior Portfolio Manager, Senior Investment Officer, and Investment Analyst.
Andrew earned his Bachelor's of Business Administration degree from Acadia University located in Wolfville, Nova Scotia, Canada. He earned his Chartered Financial Analyst® designation in 2006.
Andrew is originally from Southern Ontario, Canada and moved to the United States in 1998. He currently resides in Lexington, KY. In his spare time, Andrew enjoys traveling, going to the lake, and spending time with his wife and two children.
Click here to learn more about our Wealth & Trust Management team.
Sumer Miller, CFA
Assistant Vice President
Portfolio Manager
859.389.5300
millersu@ctbi.com
Sumer joined CTIC's Wealth and Trust Management family in 2018 as an Investment Analyst and trader and was promoted to Assistant Vice President and Portfolio Manager in 2020. In her role, Sumer is responsible for the research and selection of equity securities, contributing to the development of equity strategies and managing individual client portfolios.
Sumer graduated from Texas Tech University with a Bachelor's of Business Administration degree in Business Management. She also holds Master's Degrees in Finance and Oil and Gas Law from Texas Tech University and Robert Gordon University and holds the Chartered Financial Analyst® designation.
Prior to joining WTM, Sumer worked as a Commercial Credit Analyst at American Founders Bank in Louisville, KY and as an Investment Analyst at the Texas Treasury Safekeeping Trust Company in Austin, TX.
Sumer is originally from Southern California and currently resides in Lexington, KY. She enjoys riding horses, off-roading, hiking, and reading.
Click here to view our hours and locations.
Derek Stivers
Portfolio Manager
859.389.5300
stiverde@ctbi.com
Derek joined CTIC's Wealth and Trust Management family in 2021 as a Portfolio Manager. In his role, Derek is responsible for providing valuable trading support to both equity and fixed income teams, as well as assist in key account management functions. He also serves on our Trust Investment Committee.
Derek graduated from Eastern Kentucky University with a B.B.A. in Finance.
Prior to joining WTM, Derek worked in the banking industry for PNC Financial services as well as a certified financial representative for Northwestern Mutual.
Derek is originally from Shelbyville, KY. He enjoys playing tennis, camping, and spending time with family. He loves giving back and volunteering locally for programs such as Donate Life American and Tree of Hope.
Click here to view our hours and locations.
Cade King
Portfolio Manager
859.389.5300
kingca@ctbi.com
Cade joined CTIC's Wealth and Trust Management family in 2022 as an Investment Analyst. In 2023, he was promoted to Portfolio Manager. In his role, Cade is responsible for assisting the senior investment manager with asset and portfolio management, offers in-depth analysis on fixed income investments, offers suggestions and insight to managers on possible opportunities, lead ad hoc projects as needed, maintain compliance with organizational procedures and governmental regulations. He also serves on our Trust Investment Committee.
Cade graduated Magna Cum Laude from University of Kentucky with a dual B.S. degree in Finance and Economics.
Prior to joining WTM, Cade worked as a cost accountant at Commercial Specialty Truck Holdings.
Cade is originally from Burlington, IL. He is a huge Cubs fan and enjoys woodworking and painting in his free time, as well as writing and reading on topics such as philosophy, history, and psychology. Cade is also a volunteer/mentor at Breckenridge Elementary.
Click here to view our hours and locations.
Rachel Zaininger
Investment Analyst
859.389.5300
zaininra@ctbi.com
Rachel joined CTIC’s Wealth and Trust Management (WTM) team in 2022 as an Investment Analyst. In her role, Rachel is responsible for analyzing individual securities and the overall market for potential investment opportunities, managing client portfolios, and assisting in security trading. Rachel also serves on our Trust Investment Committee.
Rachel graduated Summa Cum Laude from Western Kentucky University with a bachelor’s in Business Finance and a certificate in Applied Data Analytics in December 2022.
Prior to joining WTM, Rachel worked with CIBC Private Wealth in Chicago, Illinois as an equity research analyst intern and managed an equity portfolio for Tennessee Valley Authority as a part of their university investment challenge program.
Rachel is originally from Aurora, Illinois and currently resides in Versailles, Kentucky. She enjoys reading, nature photography, axe throwing, and rooting on the Chicago Cubs and the Chicago Blackhawks in her free time.
click here to view our hours and locations.