Leadership

Blue Trust is led by executive and field leaders responsible for firm governance, investment discipline, and client service standards.

EXECUTIVE LEADERSHIP

Strategic Direction and Firm Governance

Executive leadership directs strategy, fiduciary stewardship, and operational management.

Kevin Payne

Head of Enterprise Business Solutions

Jamie Spruyt

Sr. Managing Director, Family Office

David Williams

Vice President, Marketing

Field LEADERSHIP

Regional & Managing Directors

Field leadership provides regional accountability across offices and advisory teams, supporting national consistency and defined local responsibility.

Kerry A. Mallory

National Managing Director, Sr. Partner

CKA®

Atlanta, GA

Derek V. Irish

West Region Managing Director, Houston Managing Director, Sr. Partner

CFP®

CKA®

CWS®

Houston, TX

Aaron Klopfenstein

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CFP®

Indianapolis, IN

Roger W. Gum

Managing Director, Sr. Partner

CFP®

CRPC®

Charlotte, NC

Aaron Groen

Managing Director, Partner

CFP®

CKA®

Hunt Valley, MD

Greg S. Gilbert

Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CIMA®

CWS®

Atlanta, GA

Zack Fulmer

Managing Director, Sr. Partner

CFP®

MBA

Orlando, FL

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Blue Trust provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Blue Trust is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to employment@bluetrust.com or call 800-841-0362 and request Human Resources.

Who We Serve

Everyday steward Private Wealth Family office

Why Blue Trust

Why Blue Trust Leadership Press Releases

How We Help

Financial Planning Investment Management Trust & Estate Business Consulting Philanthropic Consulting

Locations

Corporate Atlanta, GA Baltimore, MD Birmingham, AL Charlotte, NC Chicago, IL Columbia, SC Columbus, GA Greenville, SC Holland, MI

Houston, TX Indianapolis, IN Los Angeles, CA Naples, FL Nashville, TN Orange County, CA Orlando, FL Phoenix, AZ Seattle, WA

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 12/31/25 and subject to change.

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