Investment Team

CTIC's Wealth and Trust Management team believes that excellent long-term investment results can be achieved in all market environments by employing a disciplined and opportunistic investment strategy.

We stress a diversified, tax-sensitive approach to investing and financial planning, always keeping your unique needs at the forefront while carefully managing and growing your assets.

Our experienced Investment team, with a global network of experts at their disposal, has the means to service your accounts and manage your assets specifically to meet your objectives.

Click here to learn more about our Investment Philosophy.

Meet our Investment Team:
R. Christopher Meng - Senior Vice President, Investments Manager
E. Barrett Coleman - Vice President, Portfolio Manager
Tammy R. Provost - Vice President, Portfolio Manager
Cameron Adams - Portfolio Manager
Joseph Russell - Portfolio Manager 
Taylor Linville - Portfolio Manager
Sumer Miller - Investment Analyst and Trader


WTM provides investment value through analysis and disciplined investing.