About
Leah Jane Barnwell, CRPC®, is a Principal at Trust Company of the South based in Raleigh, North Carolina. In her current role, she combines her responsibilities as Principal and Strategic Initiatives Manager, steering strategic projects to align with the firm's long-term vision and supporting organizational growth across investment, advisory, and operational functions.
Her expertise is centered on fiduciary wealth management, investment strategy, and financial planning for high-net-worth individuals, business owners, and family enterprises. She has contributed expertise in areas such as liquidity events, succession planning, and the financial implications of selling family businesses, as recognized by her feature in Barron's magazine.
Leah holds a BA in Communication with a minor in Journalism from North Carolina State University. Across her progressive roles at Trust Company of the South—including Project Manager and Strategic Initiatives Manager—she has been recognized for her dedication to client service, innovation in strategic planning, and advancing initiatives tailored to families and closely held business owners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of the South | Principal | May 2024 to Present | — |
| Trust Company of the South | Strategic Initiatives Manager | Feb 2023 to Present | — |
| Trust Company of the South | Project Manager | Jul 2020 to Feb 2023 | — |
| Trust Company of the South | Client Services Officer | May 2017 to Jul 2020 | — |
| UBS | Wealth Management Associate | Mar 2017 to May 2017 | — |
| UBS Financial Services, Inc. | Registered Client Service Associate | Apr 2013 to May 2017 | — |
| Triangle Transit | Marketing Assistant | University Outreach | Video Production | Jun 2012 to Mar 2013 | — |
| Triangle Transit | Marketing Intern | Aug 2011 to May 2012 | — |
Education
North Carolina State University
BA, Communication: Media, Minor: Journalism
2007 — 2011
Others at Trust Co. of the South (4)
| Name | Role | Location |
|---|---|---|
| Principal | Raleigh, NC , United States | |
| Principal | Charlotte, NC , United States | |
J Jay Eich | Principal | Charlotte, NC , United States |
D Dan Tolomay | Chief Investment Officer | Durham, NC , United States |