Trust Company Talks

Dr. Steve Horan, Professor of Finance at the University of North Carolina Wilmington, joins hosts Bill Noble and Burke Koonce , along with Trust Company's Chief Investment Officer Dan Tolomay , on the newest episode of Trust Company Talks. Dr. Horan and Dan share a long history, as Dan was his student at St. Bonaventure University, where Dr. Horan served as a finance professor and mentor. Their co...

North Carolina State Treasurer Brad Briner joins hosts Bill Noble and Burke Koonce on the newest episode of Trust Company Talks to discuss the work of managing one of the nation's best-funded pension systems and the changes taking place within the Treasurer's office.  Treasurer Briner's career has included roles at Goldman Sachs, UNC Management Company, Morgan Creek Capital Management and Willett...

Many people created their estate plan years ago and haven't touched it since. But estate planning law has changed dramatically in that time. The estate tax exemption alone has significantly increased, and the Secure Act fundamentally changed how retirement accounts pass to your children and grandchildren. If your plan predates these changes, it may be working against your family's interests rather...

Most people spend hours crafting a will or revising a trust. However, very few have given a moment's thought to what happens to their email, photos, social media accounts or cryptocurrency when they pass away. That oversight can leave loved ones locked out, confused, or scrambling to find critical accounts and information. On the newest episode of Trust Company Talks, hosts Bill Noble and Burke Ko...

Most leadership lessons don't arrive when things are going well. Jamie Sands has carried that view for the better part of three decades, and the moments that made him a better leader were rarely the comfortable ones. On the newest episode of Trust Company Talks, host Burke Koonce sits down with Rear Admiral (retired) Jamie Sands, USN, former commander of US Naval Special Warfare Command and now pr...

There's a question every long-running business has to answer: How do you keep doing the work well, year after year, after the founders are gone, the industry has changed and customer expectations have only climbed? Few restaurants in North Carolina have answered it as clearly as The Angus Barn. On the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Van Eure,...

Every investor who considers alternatives is eventually faced with the same question: Is the added complexity worth it? The honest answer depends on what part of the category you're talking about, how you access it and what you're trying to accomplish with the allocation. The newest episode of Trust Company Talks takes that question on directly. Hosts Bill Noble and Burke Koonce are joined by Dr....

The assets inside a foundation or endowment were never meant to be spent all at once. They exist to support a mission today and keep supporting it decades from now, which means the way those assets are managed carries real stakes for real communities. In the newest episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Walker Douglas , a CFP and wealth advisor in Trust Co...

The estate tax exemption is now the highest it's ever been. For a lot of families, that's created a sense of breathing room. Chris Sutherland , senior wealth advisor and principal in Trust Company's Charlotte office, would push back on that. In the newest episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Chris for a conversation that covers what the recent legislatio...

2025 rewarded equity investors, but it was not a straight line. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Trust Company of the South Chief Investment Officer Dan Tolomay to recap what drove markets last year and frame the investment outlook for 2026. Dan breaks down key themes that shaped markets in 2025, what may matter in 2026, and focuses on how Tr...

If it feels like housing has become a harder math problem, you're not imagining it. Prices moved up, rates followed and the homes that used to serve first-time buyers and move-up families are not being built in the same volume. In the newest episode of Trust Company Talks , hosts Bill Noble and Burke Koonce talk with Jim Parrott , a nonresident fellow at the Urban Institute and co-owner of Parrott...

AI headlines, meme stocks, crypto and mega-cap tech have all been front and center this year. For long-term investors, the harder question is what actually deserves a place in a disciplined portfolio. In a new episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Wes Crill , Senior Client Solutions Director and Vice President at Dimensional Fund Advisors, to sort through...

Private investing looks very different depending on where you sit, whether that be from the state pension board or in a family office. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Mark Roberts , CIO at Ironsides Asset Advisors, to discuss how families can think about private portfolios in a changing market environment. Mark shares lessons from decades in...

Tax rules shape real-life decisions, from how families give, to how business owners structure cash flow and the way parents save for a child's future. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down talk with Senior Wealth Advisor and Principal Jonathan Henry, CFP®, CPA to walk through the One Big Beautiful Bill Act and what it may mean for clients and their fam...

Marriage brings plenty of new beginnings, and finances are no exception. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson, CFP®, wealth advisor in our Charlotte office, to discuss how couples can approach money matters early in their marriage. Drawing on years of advising families, Lindsey outlines practical steps for building a solid financi...

Smart fixed income management can make the difference between weathering market uncertainty and getting caught off guard. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Clay Young, founder of Charlotte-based Tannin Capital , for a conversation on municipal bonds, fixed income strategy and how technology has transformed bond portfolio management. Drawing on...

Good habits start early, especially when it comes to money. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth advisor at Trust Company of the South, to discuss the basics of personal finance and why starting sooner is crucial. The conversation builds on Joseph's recent commentary, Ahead of the Curve: A Financial Roadmap for Young...

What's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions? In the latest episode of Trust Company Talks , Bill Noble and Burke Koonce speak with Sougata Mukherjee , president and publisher of the Triangle Business Journal . Together, they take stock of where the region stands today and what the road ahead might look like for busi...

Volatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been left searching for clarity. In a special episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with CEO Bill Smith and CIO Dan Tolomay to discuss what today’s turbulence means for long-term investors and...

Venture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets. In the latest episode of Trust Company Talks , Bill Noble and Burke Koonce welcome Ted Clark and Jon Terbell of FourBridge Partners to discuss how private market investing works, the nuances of venture capital and how families and institutions can appr...

On this episode of Trust Company Talks , Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works closely with clients on complex financial decisions. Jay shares how tax planning plays a central role in helping families structure wealth efficiently, including strategies for es...

In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025. Reflecting on a strong year for markets, Dan noted that global equities rose approximately 20%, with U.S. large-cap growth leading the way. He attributed much of this performance to excitement surrounding...

In this episode of Trust Company Talks , Bill Noble and Burke Koonce welcome Trina Fullard, CEO of Charlotte Rescue Mission, to share her inspiring journey and the impactful work of the organization. Trina describes how the mission, founded in 1938 by nine Charlotte businessmen, has evolved into a vital resource for individuals facing homelessness and addiction. Offering a four-month residential r...

In this bonus episode of Trust Company Talks , Bill Noble and Burke Koonce sit down with the Executive Director of the North Carolina Center on Actual Innocence, Christine (Chris) Mumma, for an inspiring conversation about advocating for the wrongfully convicted. Chris shares the mission of the Center, which focuses on investigating claims of innocence, pursuing policy reform and providing reentry...

In the latest episode of Trust Company Talks , Bill Noble and Burke Koonce sit down with Ben Teague, vice president of strategic development at Biltmore Farms, to discuss disaster recovery, community resilience and the path forward for Western North Carolina after devastating storms. Ben brings a wealth of experience in disaster recovery, having led economic development efforts during Hurricane Ka...