Andrea Chomakos
Highly experienced Estate Planning and Fiduciary Professional
- Role
- Managing Director, Charlotte at Pendleton Square Trust Company
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Andrea Chomakos
Each chapter of my career has provided me with challenges, opportunities and success. A…
Experience
Managing Director, Charlotte
Pendleton Square Trust Company
Aug 2025 — Present · Charlotte, NC, US
As Managing Director – Charlotte with Pendleton Square Trust Company, I lead the company’s platform of fiduciary services in North Carolina, working with families and their advisors to provide customized trustee solutions and services. Prior to joining Pendleton Square, I served as Chief Fiduciary Officer of a regional bank, leading a team of trust professionals in executing on the bank’s fiduciary duties and responsibilities. Before working in fiduciary services, I represented high net worth clients in customizing and implementing comprehensive and sophisticated estate plans. Throughout the course of my career, I have valued working collaboratively with my clients and their advisors with a focus of delivering independent advice and high-touch responsive service. Providing best in class technology and resources, Pendleton Square Trust’s mission is to guide generations forward to protect and sustain family legacies. As an independent directed trust company, Pendleton Square partners with clients and their financial advisors to serve as trustee while allowing the family’s trusted investment advisors to manage the trust’s assets – bifurcating the fiduciary and investment responsibilities so that each role is handled by experienced professionals. Pendleton Square’s mission is singularly aligned with my professional philosophy in working with clients and I am proud to represent Pendleton Square in the Carolinas, and beyond.
Skills
- Estate Planning
- Estate Tax Planning
- Trusts
- Llc
- Trust Management
- Mediation
- Buy-Sell Agreements
- Business Tax Planning
- Succession Planning
- Fiduciary Litigation
- Irrevocable Life Insurance Trusts
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