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Tag Archive | "Caldwell Trust Company"

Alan Blair Celebrates Major Anniversary With Caldwell Trust

Sunday, August 26, 2018

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Alan Blair Celebrates 10 Years With Caldwell Trust. Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its 15th anniversary. It was a landmark year for Alan as well—the continuation of nine previous years as a trust officer, following on a highly successful 34-year career in higher education. Before joining Caldwell, he had been with Sun Trust Bank in Sarasota since 1999, where he was a senior regional trust officer and first vice president. In 2004 he also became major gifts officer at Wagner College, Staten Island, New York. […]

Caldwell Trust Company Promotes Elaine Griffin

Friday, August 3, 2018

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Elaine Griffin Now Operations Manager. Caldwell Trust Company has promoted Elaine Griffin to operations manager according to R. G. “Kelly” Caldwell Jr., CEO/president. “We’re delighted to announce Elaine’s advancement,” he said. “This promotion allows us to recognize her consistently outstanding performance ever since she joined us as a business analyst in 2016. It’s also one more example of our successful policy of promoting from within.” As operations manager, Griffin is responsible for the day-to-day processing, coordination, management, and oversight of the Trust Operations Department. She has acquired over 23 years of experience in the information technology industry and is an […]

Caldwell Trust Ranked Top 25 in the State

Saturday, July 7, 2018

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Florida Trend Magazine Ranks Caldwell Trust Company Top 25. Florida Trend Magazine named Caldwell Trust Company to its “Top Rank Book of Lists” for trust companies. The designation for “Top Trust Banking Firms” places Caldwell among the Top 25 in the State. R. G. “Kelly” Caldwell Jr., President/CEO, said “We’re pleased to be on the list and gratified that Florida Trend recognizes our accomplishments and value.” For more information call (941) 493-3600 or visit the Caldwell Trust Web Site.

Caldwell Trust Company Promotes Two

Saturday, June 30, 2018

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Kimberly Evener And Marci Sweat Now Trust Officers. Caldwell Trust Company announced promotion of two staff members from trust associate to trust officer according to R. G. “Kelly” Caldwell, CEO/president. “Once again we’ve been able to watch our staff members grow, and we’re gratified to see them move up so capably within the company,” he said. The new trust officers are Kimberly Evener and Marci Sweat. Kimberly Evener began her financial career in 2001 in New Jersey while still in high school. She relocated to Florida in 2003 and joined Northern Trust Company in 2004, beginning as a senior teller […]

Caldwell Trust Company Gains Senior Vice President And Trust Officer

Thursday, June 28, 2018

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Gina Jordan Joins Caldwell Trust Company. Gina B. Jordan, CTFA, CFP®, has joined Caldwell Trust Company as a senior vice president and trust officer according to R. G. “Kelly” Caldwell Jr. “We welcome Gina enthusiastically,” Kelly said. “She brings extensive experience in trust and estate administration that she’s acquired over 30 years in the industry.” Jordan comes to Caldwell after 25 years with Northern Trust, most recently as a senior vice president and team leader of Northern’s personal client services group in Sarasota. Before that she was a trust officer with Southeast Bank/First Union Bank. She graduated magna cum laude […]

Caldwell Trust Company Promotes Three

Tuesday, May 15, 2018

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Scott Antritt, Sonya Kristie and Sheryl Vieira Now Vice Presidents. Caldwell Trust Company has promoted three of its staff members to vice presidents according to R. G. “Kelly” Caldwell, CEO/president. “We’re always pleased when we can fill positions from within the company and these three dedicated employees have made it easy for us to do that. We congratulate each one of them.” Scott Antritt (scott@ctrust.com 941.926.9336) and Sonya Kristie (sonya@ctrust.com 941.926.9336) were promoted to vice president and trust officer. Sheryl Vieira (sheryl@ctrust.com 941.493.3600) was promoted to vice president of marketing and PR. Besides professional performance, all three are also heavily […]

Caldwell Trust Company Hires Vice President Investments

Tuesday, September 27, 2016

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J. Chris McGee Joins Caldwell Trust. Caldwell Trust Company has hired J. Chris McGee as vice president of investments according to R. G. “Kelly” Caldwell, Jr., CEO and president. In this capacity McGee heads Caldwell’s investment committee, which draws on a team of experienced in-house professionals and carefully chosen outside analysts to make decisions for client portfolios. “We are extremely pleased that Chris has joined us,” Kelly Caldwell said. “He brings a background of incredible experience, along with the emphasis on a family-oriented approach that is the hallmark of our service to clients.” McGee will be based in the company’s […]

Leonard Nagel Joins Caldwell Trust Company

Thursday, May 21, 2015

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Caldwell Trust Company Adds SVP/CTO. Caldwell Trust Company announced that Leonard Nagel joined the firm as senior vice president and chief technology officer. Nagel will expand the company’s information technology department, reporting to Kelly Caldwell, CEO and president. He will assist in developing the company’s long-term technology vision in collaboration with Daniel B. “Danny” Williams, assistant vice president, information systems. “We welcome Leonard’s guidance and knowledge as we grow,” says Kelly Caldwell. “We’re especially excited by the many possibilities that are opening to us as Leonard and Danny couple new technologies with our unique software.” Prior to joining Caldwell, Nagel […]

Caldwell Trust Moves Into New Headquarters

Wednesday, December 17, 2014

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Classic Looks Belies Sophisticated High Tech Equipment. Caldwell Trust Company has moved into its new headquarters at 1400 Center Road, Venice. One thing is not new and will never change. That’s the company’s commitment to its core values “We will always be personal, traditional and independent, and we will remain faithful to ‘What We Believe,’ our founding principles. We have a plaque with these principles inside our grand foyer, where we see them every day,” said R. G. “Kelly” Caldwell, Jr., CEO and president. A Paver brick walkway amid decorative plantings leads to the oversized front doors, which open on […]

Caldwell Trust Announces Assistant Vice President Of Marketing

Thursday, December 4, 2014

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Caldwell Trust Company Promotes Sheryl Vieira. Caldwell Trust Company announced the promotion of Sheryl Vieira to assistant vice president of marketing. She is responsible for the company’s strategic marketing and business development program, enhancing and expanding programs and developing new initiatives. While at Caldwell, Vieira has provided impactful, measurable programs leveraging industry-leading quantitative and qualitative marketing research and data analysis by implementing an in-bound marketing program including a blog platform; leading the business development of a customized CRM (Customer Relations Management); redesigning the company website; leading a successful 20-year anniversary campaign and launching a social media program. “Sheryl has a […]

Florida Bankers Association Honors Scott Antritt

Sunday, September 28, 2014

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Tinsley-Wells Honor Graduate Award Bestowed Upon Scott Antritt. The Florida Bankers Association honored Scott Antritt, assistant vice president and trust officer at Caldwell Trust Company, with the Tinsley-Wells Honor Graduate Award upon his graduation from the Florida Graduate Trust School. “We are extremely proud of Scott and not at all surprised by his outstanding performance,” R. G. “Kelly” Caldwell Jr., CEO and president of Caldwell Trust Company said. “He has always provided a high level of knowledge and personal services to our clients.” Antritt received the award for achieving the highest standard of excellence during the two-year course of study. […]

Marc Hanson Joins Caldwell Trust Company

Tuesday, July 8, 2014

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Caldwell Trust Company Announces CFO. Caldwell Trust Company announced that Marc Hanson joined the firm as chief financial officer and vice president according to R. G. “Kelly” Caldwell, CEO and president. Hanson brings more than 18 years of experience in finance and securities to his new position, most recently as a vice president for six years with Citigroup in Tampa. A ten-year resident of Lakewood Ranch, Hanson holds a B.S. in business administration-finance from Rider University in N. J. and an M.B.A. in accounting from Argosy University in Sarasota. To contact Hanson, email marc@ctrust.com or phone (941) 493.3600.

Susan Hines Teaches SKY Academy Students

Sunday, March 9, 2014

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Caldwell Trust Company Educates Students On Stocks And STEM. Recently Susan Hines, a vice president and trust officer at Caldwell Trust Company, showed eighth-graders at SKY Academy how their STEM (Science, Technology, Engineering and Mathematics) classes fit into everyday life. An estate planner with a doctorate in law, Hines recognized the value of simplicity in presenting information to four classes—some 125 students—at the tuition-free, public charter school at 705 South Center Road. South County Family YMCA founded SKY (“Strength and Knowledge at the YMCA”) Academy in 2011 for middle-school students. Hines introduced the young people to the basics of the […]

Governor Rick Scott Appoints Sarasota Resident

Friday, January 31, 2014

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James Gabbert Joins Sarasota County Charter Review Board. Governor Rick Scott has appointed James F. Gabbert to the Sarasota County Charter Review Board. Gabbert fills a vacancy created by the resignation of Charles Cooper and is appointed for a term ending November 4, 2014. The function of the Charter Review Board is to review and propose changes to the Sarasota County Charter which are submitted to referendum in accordance with the provisions of Article VI of the Charter. Gabbert, 53, is a second-generation Floridian, longtime Sarasota resident, successful entrepreneur, avid outdoorsman, dedicated community volunteer and involved investor. The president of […]

Sonya Dlug Named To Leadership Sarasota County

Sunday, August 25, 2013

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Caldwell Trust Company Officer Joins Leadership Sarasota County. Trust officer Sonya Dlug of Caldwell Trust Company was chosen as a member of the 2013-2014 Leadership Sarasota County Program, one of the programs operated by the Greater Sarasota Chamber of Commerce to nurture and engage the leadership skills of potential and current leaders.

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