Multi-Family Office

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Glenview Trust Company

Glenview Trust Company was established in 2001 by J. David Grissom, Scott Neff, and Bill Yarmuth, three Kentucky investment professionals who built the firm as...

Glenview Trust Company logo

Glenview Trust Company

Glenview Trust Company was established in 2001 by J. David Grissom, Scott Neff, and Bill Yarmuth, three Kentucky investment professionals who built the firm as an employee-owned multi-family office. The founders focused on providing investment management, trust administration, and estate planning to business owners and executives within the Commonwealth. No single family controls the firm; instead it operates as a shared platform for multiple client families. The firm allocates across public equities, real estate, hedge funds, and infrastructure. Confirmed public positions include large holdings in NVIDIA, Microsoft, and Apple. Private holdings encompass Wolf Pen Branch LP and White Oak Investments LLC. Geographic reach centers on North America with indicated exposure to Europe and South America. The firm participates in fund-of-funds structures and maintains direct ownership stakes through its trust vehicles. Assets under care total 11,127 million USD. Glenview maintains three Kentucky offices and employs local professionals for all investment and fiduciary decisions. In September 2023 the firm appointed Will Husband as investment principal and named Ann Georgehead chief fiduciary officer. It also sponsors the Annual Economic Outlook Conference and holds memberships in the Association of Trust Organizations and Kentucky Bankers Association. Glenview Trust functions as both investment manager and trustee for client foundations, including the Jessie Barker McKellar Charitable Foundation and the Maplewood Foundation. This dual role creates a structural link between asset allocation and philanthropic administration that most multi-family offices separate into distinct entities.

General information

Firm type

Multi Family Office

Year founded

2001

AUM

11.1B (Altss estimate)

Location

Region

North America

Country

United States

City

Louisville

Corporate office

4969 US Highway 42, Suite 2000, Louisville, KY 40222

Additional offices

Lexington, KY · Bowling Green, KY

Principals

J. David Grissom

Chairman

Scott Neff

President and CEO

Bill Yarmuth

Vice Chairman and Director

Ann Georgehead

Chief Fiduciary Officer and Managing Principal

Will Husband

Investment Principal

Sector focus

Fund of FundsReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Glenview Trust Company?

Scott Neff serves as President and CEO. J. David Grissom acts as Chairman. Ann Georgehead holds the role of Chief Fiduciary Officer and Managing Principal.

Does Glenview Trust Company participate in fund commitments or only direct deals?

The firm operates as a fund-of-funds investor while also holding direct positions in public equities and private real estate vehicles.

Where does Glenview Trust Company maintain offices?

Headquarters sit in Louisville with additional offices in Lexington and Bowling Green, all within Kentucky.

What investment stages does Glenview Trust Company typically target?

The firm focuses on established public companies and income-producing real estate rather than early-stage venture capital.

How is Glenview Trust Company related to client foundations?

It serves as trustee for multiple private foundations including the Jessie Barker McKellar Charitable Foundation and the Maplewood Foundation.

Which sectors does Glenview Trust Company explicitly avoid?

No explicit avoidance sectors appear in public records.

What is Glenview Trust Company's known posture on co-investments alongside external GPs?

The firm maintains direct ownership in select holdings such as Wolf Pen Branch LP while also committing to external funds.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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