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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of the South | Principal | Jan 2008 to Present | — |
| PricewaterhouseCoopers | Director | Jun 1994 to Dec 2007 | Personal Financial Services Group |
Education
Clemson University
BS, Accounting
1990 — 1994
Skills & Expertise
Others at Trust Co. of the South (4)
| Name | Role | Location |
|---|---|---|
| Principal | Raleigh, NC , United States | |
J Jay Eich | Principal | Charlotte, NC , United States |
D Dan Tolomay | Chief Investment Officer | Durham, NC , United States |
| Principal | Raleigh, NC , United States |