The Board of Directors, led by Chairman J. David Grissom, has elected Ann Georgehead and Bill Stone to the Board of Directors and appointed them as Co-Chief Executive Officers, effective January 1, 2027. Ann will continue serving as Chief Fiduciary Officer and Bill will continue serving as Chief Investment Officer. Together, they bring decades of leadership experience, deep industry expertise, and a shared commitment to Glenview’s client-first culture.
“Scott has helped shape Glenview Trust from its early years, playing a central role in building our culture, guiding our growth, and reinforcing our commitment to independent financial and investment advice, fiduciary excellence, and personalized service,” said Chairman J. David Grissom. “We are confident in the leadership of Ann Georgehead and Bill Stone and excited about Glenview’s future.”
This transition has been carefully planned to ensure continuity for our clients, employees, and communities. Our investment philosophy, client service approach, ownership structure, and commitment to independence remain unchanged. Clients can continue to expect the same personalized attention, objective advice, and long-term perspective that have defined Glenview Trust for generations.
The accompanying photograph reflects the strength of Glenview’s leadership legacy. It brings together former and current generations of leadership, including former CEOs Ron Murphy and Tawana Edwards, current CEO Scott Neff, and incoming Co-CEOs Ann Georgehead and Bill Stone. The image symbolizes a core strength of Glenview Trust: successful leadership transitions built on continuity, shared values, and long-term stewardship. The firm has benefited from strong leaders throughout its history, each helping to strengthen the foundation upon which future generations can build.
Importantly, Scott’s retirement as CEO does not mark the end of his involvement with Glenview. He will continue to serve as a member of the Board of Directors and will remain engaged in several strategic initiatives, including the firm’s key technology investments designed to enhance the client experience and support Glenview’s continued growth.
As Glenview Trust enters its next chapter, our mission remains unchanged: helping individuals and families achieve their financial goals through trusted advice, exceptional service, and enduring relationships. We are grateful to Scott for his extraordinary leadership, excited about the future under Ann and Bill’s leadership, and honored by the trust our clients place in us every day.
The Glenview Trust Company: Stewardship for Today. Legacy for Generations.