Independence Trust Company

Where trust is a verb and independence is a way of life.

 

About Us

History

Key Staff

Board of Directors

ITC in the News

Career Opportunities

 

 

 

 

Key Staff

Marcia E. Williams, President, CEO & Director

Marshall L. Bartlett, Senior Vice President

Greer B. Redden, Relationship Manager

 


 

Marcia E. Williams, CFA

President, Chief Executive Officer & Director

 

Marcia Williams is founder and president of Independence Trust Company. She oversees all aspects of the company and directly participates in the investment management and business development activities of the firm.

 

Prior to forming ITC, she served as senior portfolio manager at First American Trust where she managed the equity income fund, headed the equity team, and served on the investment policy and closely held business committees. She began her career at J.C. Bradford & Co. serving first in their asset management department and later managing the retirement plan administration division.

 

A Chartered Financial Analyst (CFA), Marcia has served as director of the global Financial Analysts Federation and as president of the Nashville Society of Financial Analysts. Her work has been published in the Nashville Business Journal, CFA Digest, and ISFA Digest. She serves on the board of the Heifer Foundation and the City of Franklin Pension Committee.

 

She received her B.S. in math from Emory University, Atlanta, GA where she became a member of Phi Beta Kappa. A Harold Sterling Vanderbilt Fellow, she received an M.S. in math from Vanderbilt University.

 


 

Marshall L. Bartlett

Senior Vice President

 

Marshall Bartlett joined Independence Trust Company in 2005 as vice president in charge of investments. In this role he oversees portfolio management, trading, and other investment functions for the firm's clients. This includes serving as lead manager for the firm's dividend growth portfolio.

 

Marshall received his B.S. in economics and business administration from Vanderbilt University. He received an M.B.A. from the Massey School of Business at Belmont University. He concentrated his studies on finance while achieving his M.B.A., including classes on mutual fund analysis, stock and bond valuation, and option pricing. A member of the Beta Gamma Sigma honor society, he was voted most outstanding student by his peers.

 

Prior to joining Independence Trust Company, Marshall was a service manager for Aspect Communications, responsible for maintaining the company’s premier client relationships and managing a team of fifteen employees.

 


 

Greer B. Redden

Relationship Manager

 

Greer Redden joined Independence Trust in 2009 as a relationship manager. In this role he advises clients in the areas of investments and trusts while overseeing all aspects of the client relationship. Greer also serves as the firm's business development officer.

 

Prior to joining Independence Trust Company, Greer's investment services career included serving as a vice president with U.S. Trust, Bank of America Private Wealth Management and a financial advisor with Citigroup Smith Barney. In these roles, Greer was responsible for advising his clients in the areas of investments, lending and estate planning.

 

Greer graduated with honors from Vanderbilt University with his B.S. in human and organizational development. After graduation, he served four years as an Infantry officer in the U.S. Army, departing as a captain in 2000. He will begin Vanderbilt's executive MBA program in the fall of 2009.

 

 

 

 

 

 

 

 

 

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