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Chris Sutherland

Chris Sutherland

Principal at Trust Co. of the South

Charlotte, NC , United States

About

Chris Sutherland, CPA, is a Principal and Senior Wealth Advisor at Trust Company of the South, based in Charlotte, NC. In this capacity, he leads client relationships and provides strategic investment advice tailored to high-net-worth families and individuals, with a focus on holistic wealth management, fiduciary guidance, and tax-efficient solutions. His responsibilities include developing asset allocation strategies, overseeing investment selection, and integrating estate and tax planning into client portfolios.

At Trust Company of the South, Chris specializes in investment banking and wealth management, with expertise spanning public equities, fixed income, and alternative investments. He is particularly attentive to the financial needs of privately held business owners, family offices, and philanthropic entities, integrating his accounting background to optimize complex financial structures.

Chris began his career at PricewaterhouseCoopers (PwC), where he served for fourteen years as a Director specializing in audit and advisory services for major corporations. He holds a BS in Accounting from Clemson University and is a Certified Public Accountant. Throughout his career, Chris has been recognized for his client-centric approach and for building long-term, trusted partnerships in the investment advisory sector.

Career History

OrganizationRoleDate RangeDetails
Trust Company of the SouthPrincipalJan 2008 to Present
PricewaterhouseCoopersDirectorJun 1994 to Dec 2007
Personal Financial Services Group

Education

Clemson University

BS, Accounting

1990 1994

Skills & Expertise

Estate Planning
Risk Management
Strategic Financial Planning
Financial Modeling
Financial Analysis
CPA
Due Diligence
Wealth Management
Mergers & Acquisitions
Private Equity
SEC filings
Tax
Business Valuation
Financial Planning
Financial Reporting
Investments
Finance
Accounting
Microsoft Word
Business Strategy
Marketing Strategy
Caia
Business Development
Mergers and Acquisitions

Others at Trust Co. of the South (4)

NameRoleLocation
Bill Noble
Bill Noble
PrincipalRaleigh, NC , United States
J
Jay Eich
PrincipalCharlotte, NC , United States
D
Dan Tolomay
Chief Investment OfficerDurham, NC , United States
Leah Barnwell
Leah Barnwell
PrincipalRaleigh, NC , United States