Dawn Rodgers, CTFA, has joined Pendleton Square Trust and Family Office as relationship manager, the company announced Tuesday. In this role, she develops multi-generational family relationships and serves families and their advisors to deliver trust and family office services.
Previously, Ms. Rodgers managed the business development and trust administration activities of Poplar Trust, a division of The Bank of Fayette County. She also worked for more than 10 years at Cumberland Trust, serving as trust officer and business development officer for the Memphis, St. Louis, and Chicago markets.
“Dawn is an excellent addition to our team with deep trust experience and strong client relationships throughout the region,” said Robin Satyshur, CEO of Pendleton Square. “As we continue our growth in the market, we are fortunate to attract the best talent, like Dawn.”
Ms. Rodgers earned a BS in business administration from Christian Brothers University in Memphis, where she was a member of the women’s NCAA Division II softball program. She holds the Certified Trust and Financial Advisor designation and is currently pursuing her Certified Wealth Strategist designation from Cannon Financial Institute.