Trust Company Talks

In this episode of Trust Company Talks , hosts Burke Koonce and Bill Noble welcome the President, CEO, and majority shareholder of Trust Company of the South, Bill Smith. They discuss exciting developments at the firm, focusing on planning for the future. The conversation covers the importance of continued independence, maintaining client relationships over generations, and the firm's commitment t...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Thomas Lyon , partner at Manning, Fulton & Skinner P.A., and Mark Phillips , founder and managing director of Lamkin Road. Their conversation explores the current state and impact of the M&A market, processes, valuation dynamics and the experiences and challenges faced by business owners. The group als...

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Dr. Heidi Schultz , a clinical professor of management and corporate communication at UNC Kenan-Flagler. The conversation explores the transformative power of storytelling in business, how it complements data and logic, and its role in effective communication and relationship building. Dr. Schultz shares insigh...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sat down with Janet Cowell , former State Treasurer of North Carolina and a current candidate for mayor of Raleigh. The conversation covers a range of topics, from Janet's unexpected journey into public service and her influential tenure as treasurer to her insights on investing, the importance of diversity in finance and h...

In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by one of Trust Company 's own, wealth advisor and principal, Chris Sutherland, CPA , to help listeners better understand the intricacies of advanced tax planning. Throughout the conversation, Chris explains the potential benefits of various strategies and shares practical examples of how these strategies can be s...

In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together , the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy. Specifically, they discuss: Benefits of data-driven, long-term investing and the significa...

In this festive edition of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol. Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into...

In this episode of Trust Company Talks , we sat down with Gavin Stevens, executive director at Alamance Community Foundation (ACF), an organization dedicated to strengthening Alamance County through inspired and collaborative giving. The foundation was established in 1991 in Burlington, North Carolina, and, as a long-term partner, Trust Company of the South has had the pleasure of witnessing the o...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer , a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years. The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fi...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construct...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D , to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come. During this episode, some of the topics listeners will learn about inclu...

In this episode of Trust Company Talks , hosts Bill Noble and Burk Koontz are joined by Chris Mumma, the executive director of the North Carolina Center on Actual Innocence . During their conversation, Mumma shares her insightful journey from a career in finance to her current role, seeking justice for those wrongly imprisoned. During the episode, some of the topics listeners will learn about incl...

For this special episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remar...

During this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce , to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries , which have gained recognition on popular st...

Welcome to Trust Company Talks , the investing and wealth management podcast brought to you by Trust Company of the South.   In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster rel...

In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles. During this episode, listeners will also learn about: Dan’s background and how h...

As volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative , ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a...

In this episode of our podcast series Trust Company Talks , Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. An...

Bill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility.  Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm...

Bill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a pri...

Bill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds.  Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episode...

Bill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episo...