THE NAPLES TRUST COMPANY - Key Persons
Job Titles:
- Vice President, Family Office Services
Allison Constant has an established career in the financial industry. Prior to joining The Tampa Bay Trust Company, she worked as an estate planner for a family office, assisting clients in developing and implementing their estate plans. Prior to that, she was the Controller of 26 subsidiary companies, managing tax reporting, human resources, and accounting. She began her career at a non-profit hospital as a Staff Accountant and quickly worked her way up to Director of Accounting. She became the youngest member of upper level management in the hospital's 80 plus year history. She was also an active member in the hospital's foundation, helping to raise funds in the mission to provide the community with quality healthcare. Allison graduated Magna Cum Laude from the University of South Florida where she earned her bachelor's degree in Accounting. She is a member of Beta Gamma Sigma and a dedicated volunteer at the Humane Society and SPCA.
Job Titles:
- Chief Investment Officer
- Member of the Investment Management Team
Andrew Vanderhorst is an integral member of the investment management team, as well as an investment analyst. He provides research, oversight and assessment of client portfolios amid the company's expanding relationships, and he is a member of the Family Office Services Team. Prior to joining the firm, he held the position of vice president and portfolio manager at Northern Trust in Tampa where he managed the investments for approximately 100 client and nonprofit relationships and was responsible for over $600 million of investable assets across public and private markets. Earlier, he served as the Financial Education Consultant for JPMorgan Chase & Co., in Chicago traveling nationwide as a subject matter expert for major retirement plan participants. Andrew received his Bachelor of Arts in History at the University of Chicago, his Bachelor of Science in Mathematics at Indiana University, and his Masters in Business Administration from the University of Florida. He holds the designations of Chartered Financial Analyst, Certified Financial Planner and Chartered Alternative Investment Analyst. He is a past board member of CFA Society Tampa Bay.
Ann serves as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more. Prior to joining the Trust Company, she was Senior Client Experience Manager for Key Private Bank focusing on ensuring her clients' wealth management plans are carried through to meet their unique financial objectives, as well as grow and preserve their assets. For more than 10 years, Ann was Trust Officer, Private Wealth Advisor at FineMark National Bank & Trust, Fort Myers, FL. At the same time, she was serving as the Economic & Financial Analyst Consultant at The World Bank - using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors. Ann graduated from Florida Gulf Coast University with a Bachelor of Science in Finance. She holds the Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER™(CFP®) and Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She is a founding member of the Southwest Florida Women in Investment Management Committee.
Beth Weigel has more than two decades of accounting and small business management experience. She oversees the client relations team and supports the trust administration operation. Earlier in her career, Beth worked in public accounting as a senior staff accountant and earned her CPA. She worked as the controller of a family owned business, managing all phases of accounting, tax reporting, and human resources. Beth earned her Bachelor of Science in Accounting from Clarkson University and completed her accreditation through the Florida Bankers Association Trust School. She serves on the Board of The Sanibel Community Association as Co-Treasurer and volunteers at the Sanibel School.
Job Titles:
- Member of the Board of Directors
Brian Johnson spent 35 years with international insurance broker WILLIS and its predecessors starting as an employee benefit consultant and actuary for corporate retirement programs. He then moved into executive management, retiring as President and Chief Executive Officer of Willis North America, Inc. Brian also served on the Board of First National Bank in Wichita and on the Board of USI in Valhalla NY, an insurance brokerage and consulting firm with 7,000 employees, where he chaired its Compensation Committee. He has served as Chairman of the Wichita Area Chamber of Commerce, Board Member and Treasurer of Moorings Country Club in Naples, and Vice Chairman of Habitat for Humanity of the Roaring Fork Valley in Colorado. He is the immediate past president of the Grey Oaks Property Owners Association in Naples.
Job Titles:
- Member of the Board of Directors
Carol Boyd served as President of The Naples Trust Company from 2013 - 2018 and retired as Regional Corporate Director in 2020. She led the way in developing the company's brand and market share in Collier County by cultivating key team members and more than tripling assets under management. Earlier she enjoyed a successful 15-year career as a top producer in Wealth Services at Northern Trust. Carol has devoted more than 30 years serving on boards of Collier County organizations and is a director of The Forum Club of Southwest Florida.
Job Titles:
- Senior Vice President, Wealth Services Advisor
Carolyn Rogers is responsible for developing client relationships in both Lee and Collier Counties. She assists clients in identifying and prioritizing their wealth management needs. Her career in fundraising development and communications within the nonprofit arena aligns with the Trust Company's wealth management and estate planning specialties. Prior to joining The Trust Company, she served as Vice President of Development and Communications for the Southwest Florida Community Foundation Collaboratory in Fort Myers, where she worked closely with trusted professional advisors and donors. Prior to serving at the Foundation, Carolyn led SimplifyPR public relations firm and was instrumental in the longstanding success of the Southwest Florida Wine & Food Fest. She also guided fundraising growth at Canterbury School and the Children's Hospital of Southwest Florida at Lee Health. Carolyn holds a Bachelor of Arts degree in Mass Communication, specializing in Public Relations from University of South Florida, Tampa, FL, and certifications in public relations and philanthropy.
Job Titles:
- Member of the Board of Directors
Charles Ketteman spent 34 years with Arthur Andersen, first as an audit partner and then as the founder and longtime leader of Andersen Business Consulting, which under his leadership grew to a global business with over 13,000 employees in 40 countries. Chuck specialized in management consulting services to the telecommunications industry and has been a featured speaker at universities and business seminars around the world. He is a planning commissioner on Sanibel and serves on the boards of BIG Arts and the FGCU Foundation.
Job Titles:
- Executive Vice President, Wealth Services Advisor
Cherry Smith joined the company with over 30 years of experience in the financial industry. She was Vice President and Wealth Strategist for 13 years with Northern Trust and also spent 20 years working in the Wealth Management division of Bank of America. As an active community volunteer, she has served as a director with the Education Foundation, Champions for Learning, the Naples Concert Band, the Naples Art Association, the Naples Historical Society and is currently serving with St. Matthews House and the Senior Friendship Clinic. She is also a graduate of Greater Naples Leadership. Cherry earned a Bachelor of Arts degree at The College of St. Catherine in St. Paul, Minnesota and graduated with honors from the National Graduate Trust School at Northwestern University.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
- Attorney and Public Relations / Marketing Consultant
Cheryl Giattini is an attorney and public relations/marketing consultant with more than three decades of experience working with clients primarily in the financial services and commercial real estate industries, as well as the non-profit sector. As a full-time Sanibel resident, she has led capital campaigns for the Sanibel-Captiva Conservation Foundation (SCCF) to preserve hundreds of acres of wildlife habitat and improve regional water quality.
Job Titles:
- Company 's Most Long - Standing Investment Professionals
- Executive Vice President, Senior Portfolio Manager / the
Craig Holston is one of The Trust Company's most long-standing investment professionals, having joined the firm in 2005. Throughout his career Craig has served in a number of leadership positions as the company experienced significant growth and expansion. Most recently, he held the position of Chief Operating Officer applying his knowledge and understanding of the cohesive nature across investment management, fiduciary services, client service operations and compliance. Earlier, he served as Chief Investment Officer for three years. He has also chaired the Asset Management Committee, which oversees decisions made for each client portfolio, and chaired the Human Resources Committee, facilitating new hires. Craig joined The Trust Company as Senior Portfolio Manager following an extensive career on Wall Street as an institutional equities trader. He earned a Bachelor of Arts degree from Temple University and has attended New York University for continuing courses in Portfolio Management. Craig is currently the Secretary of the City of Sanibel Municipal Police Officers' Retirement Trust Fund and was the former President of both The Sanibel School Fund and Sanibel Youth Soccer.
Darryl Gordon oversees and implements compliance and risk management standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. His responsibilities include the monitoring of The Trust Company's strength of internal controls and audits, compliance with governing instruments, applicable laws and sound fiduciary principles. Prior to joining the firm, Gordon was a regulatory financial examiner in Tampa for the Florida Office of Financial Regulation for 17 years, which is the agency that regulates The Trust Company. Both his Certified Fiduciary & Investment Risk Specialist (CFIRS®) and Accredited Fiduciary Investment Manager (AFIM®) designations were earned through multi-year course work at the nationally recognized CANNON Financial Institute. He is also a Certified Fraud Examiner and received his degree in Accounting with a minor in Finance from Jacksonville University, Jacksonville, Florida, graduating with honors, magna cum laude.
Job Titles:
- Executive Vice President, Fiduciary Services
- Trust Administration
David Port oversees trust administration for The Trust Company. He has over 30 years of experience in estate planning, trust and estate administration, estate and gift taxation and real estate. Prior to joining the firm, David was a Senior Vice President at Northern Trust in Naples for five years. Earlier, he spent ten years at Wachovia Bank, N.A. and was an attorney in private practice in Naples. Prior to relocating to Southwest Florida, David worked in Minneapolis for Resource Trust Company, First Trust Company and the law firm of Sween, Salazar & Barry. He earned his J.D. in Law degree at Hamline University in St. Paul, Minnesota and is a member of the Florida State Bar, Minnesota State Bar, American Bar Association, and the Collier County Bar Association Probate and Estate Law Committee.
Job Titles:
- Senior Vice President, Wealth Services Advisor
Dena Rae Hancock is responsible for developing relationships and assisting clients in identifying and prioritizing their wealth management needs. She joins The Trust Company from Golisano Children's Museum of Naples where she served as Chief Executive Officer; there she improved efficiencies in operations and outreach, and led all areas of the museum, including fund raising and delivering the educational mission. Her skills in fund development and advising major donors on gifting is a natural transition into the wealth management arena. Dena Rae is a native of Indiana where she served as Vice President of Institutional Advancement at Marian University and earlier as Chief Campaign Officer at Indianapolis Zoological Society. A graduate of Indiana University, Dena Rae is the incoming President of the National Varsity Club Board, Chairs the Women's Excellence committee and recently chaired the Women's portion of the University's $3,000,000,000 dollar fundraising campaign. She currently serves on the Board of Advisors of the internationally known Center on Philanthropy, the Advisory Board of the Children's Museum of Naples, the Strategic Planning Advisory Committee of Community School of Naples and the Development and Community Awareness Committee of the HealthCare Network of SWFL.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
Dolph von Arx is the former Chairman, President and CEO of Planters Lifesavers Company, an affiliate of RJR Nabisco. Earlier, he was Executive Vice President of Thomas J. Lipton, Inc. and a member of its board of directors and executive committee. Dolph retired after having served ten years as chairman of the NCH Healthcare System in Naples and three years as Board Chairman of the Conservancy of Southwest Florida, as well as the Regional Business Alliance.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
Chip Lesch served as Chairman of Indiana Federal Bank and Vice Chairman of Pinnacle Banks of Michigan during the 1990's. He is a recipient of the prestigious Sagamore of the Wabash, Indiana's highest civic honor. Prior to retiring, Chip served as The Trust Company's Co-Chairman.
Job Titles:
- Senior Vice President, Senior Portfolio Manager / the
Ed Ciskowski joined The Trust Company with more than 30 years of wealth management experience. Throughout the majority of his career, Ed has held leadership roles at the firms he's served, while working in research and analysis, and portfolio management. Most recently from Wells Fargo Asset Management in Chicago, Illinois, he held the position of senior vice president, serving as a securities analyst and portfolio manager. Earlier he worked for a number of years at Keeley Asset Management Corp., also in Chicago. Ed is an experienced advisor having assisted a wide variety of clients. He obtained his master's degree in accountancy from DePaul University, his BBA from the University of Wisconsin, Milwaukee, and he is also a Certified Public Accountant.
Job Titles:
- Executive Vice President / Director of Family Office Services
Hood Craddock serves as Director of Family Office Services for The Trust Company, and manages the Winter Haven operation. He specializes in serving clients with special assets, including those with large land holdings, commercial real estate and complex estates. Prior to merging his firm with The Trust Company, Hood founded Craddock Family Office, Inc., a respected multi-family office based in Winter Haven, Florida, which specialized in formulating wealth strategies for high net worth clients. He has extensive experience in family education and governance and frequently counsels families on philanthropic giving, business succession and wealth transfer. Prior to founding Craddock Family Office, Hood served as president of Latt Maxcy Corporation in Lake Wales, Florida where he was responsible for operating results in the areas of investments, citrus, cattle and real estate. He also worked as a partner at KPMG Peat Marwick in Tampa and New York City. He is a graduate of the University of Alabama and is a member of the American Institute of CPAs and Florida Institute of CPAs.
Job Titles:
- Member of the Board of Directors
- Chairman of the Board and Principal Owner of Precision Enterprises, Inc
Frank Morsani was the Chairman of the Board and principal owner of Precision Enterprises, Inc., which has owned and operated several automobile dealerships since 1971. His business was awarded Time Magazine's Quality Automobile Dealer Award in 1983. He served as Chairman of the Board of the United States Chamber of Commerce and Delegate to the White House Conference on Small Business. Frank is an inductee of the Tampa Bay Business Hall of Fame.
Job Titles:
- Member of the Board of Directors
Fred Pezeshkan is a 40 year veteran of the real estate development and construction industry in Florida, and is now Chairman of the Board of Summit Management Group of Florida LLC. He has previously served on boards of directors for Village Banc, Northern Trust/Southeast Region Advisory Board and NCH Healthcare Foundation. He currently serves as Chairman for Healthcare Network of Southwest Florida Foundation Board, Lee Health Foundation Board, is an active member of the Florida Council of 100, and is Chairman Emeritus of Florida Gulf Coast University Foundation Board.
Job Titles:
- Senior Vice President, Senior Portfolio Manager / the
Gary Dyer has more than 25 years of wealth management experience, having served as a portfolio manager, investment research analyst, and member of the investment policy committees for the firms he worked for throughout his career. He also has significant experience building fixed income portfolios using a variety of securities. He came to The Trust Company from Investors' Security Trust of Fort Myers, where he served as vice president and portfolio manager for his client group, managing substantial client relationships. Gary received his B.S. in finance with high distinction from Indiana University, Bloomington, Indiana. In addition, he holds the Chartered Financial Analyst (CFA) designation. Gary has served on several non-profit boards over the years, and he is currently a Board member of the Bailey-Matthews National Shell Museum on Sanibel Island. He is also the Director of the Speakers Committee and Board Member of the Sanibel Captiva Rotary Club.
Job Titles:
- Member of the Board of Directors
- Retired Lawyer and Partner
George Heisler is a retired lawyer and partner of McDermott Will & Emery LLP, having served as chair of their Private Client Department and later as Partner-In-Charge of the firm's Chicago office. He remains as Senior Counsel to the firm. George focused his practice on estate and business planning for families that control public and closely held companies. He received national recognition by Chambers USA as a leading wealth management lawyer and as one of two Senior Statesman in the Midwest in 2010 and 2011.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
Ginny Fleming, a resident of Sanibel since 1987, is a past honored recipient of the Sanibel Island Citizen of the Year Award for her community leadership. Ginny's many years of service to civic, charitable, and arts organizations has contributed to the quality of life for community residents and the environment.
Job Titles:
- Chief Operating Officer
- Senior Portfolio Manager
Ian Breusch is responsible for the overall management of the firm's daily investment process and directs a robust and seasoned portfolio management team. Ian is a keen investment analyst and portfolio manager with particular strengths in the real estate and energy sectors. He is a host of The Trust Company's Quarterly Investment Call and leads the Asset Management Committee. His earlier career included a position at Private Capital Management in Naples where he served as a Relationship Manager and conducted investment research. He was also an Asset Strategist at Nationwide Financial where he evaluated, constructed, and monitored asset allocation programs, third party funds, and multi-managed products across the Nationwide Funds Group complex. Ian obtained his Bachelor of Science degree in Finance from Florida Gulf Coast University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Naples.
Job Titles:
- Senior Vice President, Wealth Services / TARPON SPRINGS
- Senior Vice President, Wealth Services / the Tampa Bay Trust Company
James McArthur is an established resident of Belleair, Florida dedicating his expertise to Tampa's coastal area families and business owners. He has more than 30 years of experience in management consulting, family office counseling, restructuring, special situations, turnarounds, and commercial finance. He is the founder of Southern Capital Strategies, a Florida based consulting firm serving leaders of closely held firms, investors, lenders, and family offices. Southern Capital Strategies combined their business consulting and family office advisory services with The Tampa Bay Trust Company to meet the investment and trust administration needs of their clients, while adding another highly experienced family office services professional to The Tampa Bay Trust team. James's engagements include executive roles in CRO, CFO, and CEO capacities. He is a past president of the Florida Chapter of Turnaround Management Association (TMA), current board member of the Association for Corporate Growth (ACG) and Commercial Finance Association (CFA), and he often participates in panel discussions on his areas of specialty. He is a graduate of Wofford College, Spartanburg, SC and assists area nonprofits by serving on their advisory boards.
Job Titles:
- Member of the Board of Directors
Jim Pigott spent the majority of his career at Paccar, Inc. manufacturing large industrial products - first in the structural steel business and later producing heavy duty highway trucks. He graduated in 1959 from Stanford University with a BSCE in Civil Engineering and served in the U.S. Navy. He then obtained his MBA at Harvard Business School. A strong proponent of civic philanthropy, Jim became involved in several capital campaigns with a particular focus in education and health. He is a member of the Captiva Island Yacht Club, past board member of The Captiva Island Historical Society and BIG ARTS where he served as vice chairman and then chair of the capital campaign (2015-2021).
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
James Lozelle served as Executive Vice President of Tower Automotive from 1994 to 1999; then served on the Board of Directors and as Chairman of the Audit Committee. Earlier, he was President, CEO and principal owner of Edgewood Tool & Mfg. As a life-long entrepreneur, he started and grew a variety of businesses. Jim is the former Chairman of both the Precision Metalforming Association, and the PMA Endowment. He was Treasurer of the Regional Business Alliance of Southwest Florida and is currently on the Board of Tempress Products LP, the Forum Club of Southwest Florida, and is Vice Commodore of the Naples Yacht Club.
Job Titles:
- Member of the Board of Directors
Jim Watrous is a Tampa native and until his retirement in 2016, served as Regions Bank's Wealth Management Executive for West Florida, and earlier as Clearwater City President. Formerly, he was Executive Vice President of the First National Bank of Clearwater, where during his tenure he held leadership positions in both lending and trust management. Jim has served as board chairman of numerous area nonprofits including the Clearwater Regional Chamber of Commerce, Morton Plant Mease Health Care Foundation and the United Way campaign.
Job Titles:
- Senior Vice President
- Trust Officer
- Trust Officer, Building Client Relationships
Jeannine is a Trust Officer, building client relationships, as well as assisting clients with their investment management and estate planning evaluation and strategy. She has an established trust and banking career of 20 years. Prior to joining The Trust Company, Jeannine worked at BB&T in Naples where she served as vice president, personal trust specialist, administering a comprehensive and strategic approach to clients' financial planning and asset accumulation. Earlier she worked at SunTrust Bank for several years as a regional trust advisor. Jeannine attended both Stetson University, Deland, FL followed by Hodges University, Naples, FL where she earned her Bachelor of Science degree in Business Administration with a minor in Economics. She is also a graduate of the Florida Trust School and National Trust School, and maintains the Certified Trust and Financial Advisor (CTFA) designation. She serves on the Board of the Greater Naples American Association of University Women as Scholarship Chair.
Job Titles:
- Office President and Wealth Services
- Office President, Wealth Services Advisor / the
Jeff Muddell oversees the daily operations of the Sanibel office and its departments and interacts with local nonprofit and city leaders about the role of The Trust Company within the community. Most recently he served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, FL where he led strategic planning and management of the fundraising initiative. Earlier Jeff spent 18 years in the Orlando area where he led fundraising efforts at Orlando Health Foundation; served as Vice President at Pace Center for Girls, and Senior Fundraising Consultant at Winkler Group. During his time in the nonprofit sector, Jeff developed an acute understanding of the unique needs of wealthy multi-generational families. He holds a Master's in Business Administration from the University of Florida's Warrington School of Business and is in the process of earning his Certified Financial Planner (CFP) designation. He earned his bachelor's degree in Communications from the University of Miami and began his professional career in broadcasting and journalism.
Job Titles:
- Founder
- Member of the Board of Directors
Jeff Powers is an avid entrepreneur and founder of several organizations focused in the Animal Health industry including Bay Medical Solutions, a National wholesale distributor of pet medications. He also founded Med Vets, Inc., a licensed wholesale veterinary pharmacy in 2004. An ardent supporter of US Military Veteran causes, he formed Med Vets Charitable Foundation - a nonprofit organization providing no cost veterinary products to treat service dogs of veterans in need. His community involvement is found in several nonprofit organizations including the Clinic for the Rehabilitation of Wildlife (CROW), where he served on the Board of Directors for six years and as a member of its finance committee. Jeff is a past advisor to The Sanibel School Fund and was appointed by Sanibel City Council to serve on the City Charter Review Committee.
Job Titles:
- Portfolio Manager
- Senior Portfolio Manager
- Senior Vice President
Jeremy Crider is a Portfolio Manager and skilled Investment Analyst. He manages client portfolios by balancing their financial needs against trends of vetted companies chosen for those portfolios. Prior to joining The Trust Company, Jeremy served as the Investment Analyst Team Lead at Truist Wealth Management (SunTrust Wealth) in Tampa where he managed a team of investment analysts for both Florida and Texas in excess of $8 billion of assets under management. He performed research, analysis, compliance reviews and other functions while implementing strategies for client portfolios. Earlier he was an Investment Specialist for PNC Investments in Sun City Center, FL where he sourced new clients with investable assets and worked with team members to develop comprehensive, personalized financial plans. Jeremy obtained his Bachelor of Arts degree in Economics with a minor in Business Administration from University of Florida. He holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
Job Titles:
- Member of the Board of Directors
John Brabson, a long-time resident of Tampa Bay, served as Chief Executive Officer and President of Lykes Insurance Inc. and as Chairman of the Board of Lykes Bros. Inc. He was also Chairman, President and Chief Executive Officer of Peoples Gas System, Inc., later acquired by TECO Energy. He is currently active on the boards of Lykes Bros. Inc., Columbus Industries Inc., and is the Chairman of the Board of Tampa General Hospital.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
John Schubert was co-founder and a Senior Partner of SynerMed Communications - a leading producer of continuing medical education programs based in Califon, New Jersey. Earlier he held key positions at Ortho Pharmaceutical Corp., a division of Johnson & Johnson, and Health Learning Systems. John chaired The Trust Company's Strategic Planning Committee and Trust Committee.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
John Burden served as the Chairman of Federated Department Stores and Allied Department Stores, as well as Federated's Abraham & Straus division. He was also the President of Federated's Burdines Department Store division in Florida. John continues to be a consultant to the industry and serves on regional and national retail boards.
Job Titles:
- Vice President, Wealth Services / the Tampa Bay Trust Company
Krista Hinrichs is an established Belleair resident and is responsible for managing trust services and coordinating introductions for residents in need of wealth management services with specialized Trust Company team members. Prior to joining The Trust Company, she was senior accountant at Boos Development Group of Clearwater where she served as coordinator on company land acquisitions and managed lease administration and compliance. Earlier, as a principal of Spencer International Advisors, Inc., of Clearwater, she was Series 65 licensed and responsible for building client relationships, conducting investment research and serving on the investment committee. Krista is committed to the Belleair community, having served on the Silver Coffee committee benefiting Children's Home Society, is a member of Skip Cline Society of the Morton Plant Mease Foundation, a graduate of Leadership Pinellas and a sustaining member of the Junior League of Clearwater/Dunedin. She is also a graduate of the University of Tampa with a B.S. in marketing.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
- Resident of Gulfport
Linda Marcelli, resident of Gulfport, Florida, worked for Merrill Lynch in various capacities over 32 years. As Director of the New York City District, she held responsibility for 900 financial consultants and over $760 million in annual revenue. Currently, she is Principal of Lucky's Real Tomatoes, a family-owned, national company founded in 1979.
Logan Webb has more than 15 years of experience as a portfolio manager and investment analyst. He is dedicated to working with clients to tailor their investment strategies to their financial goals and estate planning needs. Logan served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in Texas managing both individual and institutional client accounts valued at more than 1 billion dollars. In his role as Designated Institutional Portfolio Manager, he was responsible for managing endowments, foundations, and other philanthropic relationships. Earlier, he was positioned at Merrill Lynch as a financial advisor and then as the Retirement Education Specialist - partnering with the Merrill Lynch Institutional Group to educate 401k and pension plan participants on retirement planning strategies. Logan holds the Chartered Financial Analyst and the Certified Financial Planner (CFP®) designations. He is a graduate of Florida State University, Tallahassee, Florida with a Bachelor of Science in Economics and a double minor in Business and Communications.
Job Titles:
- Vice President, Family Office Services / the Tampa Bay Trust Company
Louis Pappas is part of the trust and investment team singularly focused on providing holistic wealth management to multi-generational families. In addition to new business development, Louie assists with the oversight of software and systems relating to the trust company and family office platforms. He is a graduate of Stetson University, Deland, Florida where he received his bachelor of science in business administration, majoring in family enterprise, complementing the firm's primary focus of Family Office Services. Louie interned at UBS Financial Services over two consecutive years and is a fourth generation native of Tarpon Springs, Florida - one of the many established coastal communities The Trust Company serves.
Megan Marquardt brings more than 20 years of experience serving trust and investment clients. Her responsibilities encompass understanding her clients' financial and estate planning needs and collaborating with a dedicated team on how best to apply the company's resources to reach their goals. Megan joined The Trust Company from Busey Wealth Management of Fort Myers, FL having served as a Senior Vice President and Private Wealth Advisor to high-net-worth families. She previously had a long tenure with FineMark National Bank & Trust in Southwest Florida, where she held several roles - the most recent as a Private Wealth Advisor. Originally from Cleveland, OH, Megan attended Indiana University where she earned a bachelor's degree in finance, followed by the University of Miami, where she received her Certificate of Financial Planning. She is also a graduate of the Florida Bankers Associates Graduate Trust School and obtained the Certified Trust & Fiduciary Advisor designation in 2020 through the Institute of Certified Bankers, a subsidiary of the American Bankers Association. She is affiliated with the Estate Planning Council of Lee County, serves as a United Way Allocation Committee Team Lead, is a Sheriff's Youth Activity League board member, and a past treasurer and executive board member of the Guardian Ad Litem Foundation.
Job Titles:
- President
- President / the Tampa Bay Trust Company
Michael Dreyer has more than 30 years of financial and estate planning experience working with individuals and business owners to help them meet their financial objectives. As President, he oversees business development, client services, community relations and is a member of the Family Office Services division. His expertise includes assisting clients in developing and implementing their estate plans, fulfilling their philanthropic goals in a tax efficient manner, and working with business owners on succession planning. Prior to joining The Tampa Bay Trust Company, Mike held an executive position with Florida Investment Advisors and the Bank of Tampa, and was a Senior Manager with PricewaterhouseCoopers in the personal financial services group. Mike is a CPA who is recognized as a personal financial specialist by the American Institute of CPAs. He earned his Masters in Business Administration degree at the University of South Florida and a Bachelors of Science degree at Florida State University.
Nancy Hackett has more than 25 years of experience in accounting and oversees all aspects of The Trust Company's operating budget and applications, managing expense projections to support the firm's growth and that of its divisions, The Naples Trust Company and The Tampa Bay Trust Company. She also collaborates with the Chief Compliance Officer and independent financial audit teams on a regular basis. Nancy is an integral partner in the firm's strategic planning effort. Prior to joining The Trust Company, she was Director of Finance at software company Five9, Inc., followed by Aggressor LLC. She also served as a Project Manager and Consultant to Oracle and PeopleSoft in Northern California for several years. After earning her BBA in Accounting from Eastern Michigan University, Nancy earned her Michigan Certified Public Accounting designation.
Job Titles:
- Member of the Board of Directors
Pam Iorio is the former two-term Mayor of Tampa (2003-2011) and most recently retired from Big Brothers Big Sisters of America as their president and CEO in 2021. She has been in public service since age 26 when she won a seat on the Board of County Commissioners for Hillsborough County, FL. In 1992 she was elected for the first of three terms as the county's Supervisor of Elections and she served as the president of the State Association of Supervisors of Elections in 1999. She has earned many awards and recognitions including being an inductee of the 2020 Tampa Bay Business Hall of Fame and was included among PEOPLE Magazine's "25 Women Changing the World in 2018" . Pam is also an author of "Straightforward, Ways to Live and Lead" helping organizations build strong and effective leaders.
Job Titles:
- Member of the Trust Administration
- Senior Vice President, Fiduciary Services
Peter Knize, J.D. is a member of the Trust Administration team specializing in Estate Settlement. He works with clients in their estate settlement planning and manages the assets, debts and estate taxes of the decedent, as well as distribution of the remaining assets to heirs. Prior to joining the firm, Peter served as Senior Vice President of Trust Services at Investors' Security Trust of Fort Myers, Florida where he worked with clients to create estate planning and tax strategies designed for their specific needs. He has also practiced law in North Carolina and Florida in the areas of estate planning, trust and estate administration, guardianship, taxation, corporate law, business succession, real estate and trust and probate litigation. Peter obtained his Juris Doctorate from Nova Southeastern University, and a Master of Laws, Estate Planning, from the University of Miami. He is a member of the Collier, Lee, Charlotte and Cape Coral Bar Associations, and the American Bar Association.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
Richard Botthof launched the Naples office in 2009 and served as Vice Chairman of The Sanibel Captiva Trust Company's board of directors. His 45-year career in the financial services industry includes his past position as the Regional President of First Union for Southwest Florida. Dick was also an Organizer, Director, President and CEO of Commerce National Bank.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
Dick Pyle is a long-time Sanibel-Captiva resident and Past President of The Sanibel Captiva Trust Company. During his 15 years at the company he led the local team, served as an active investment analyst and portfolio manager and was a member of the Asset Management Committee. Dick's 50 years of investment research and portfolio management experience includes serving as managing director and research analyst at Piper Jaffray, and Director of Piper Ventures. He then co-founded Winslow Capital Management, Inc. of Minneapolis. Dick serves the community of Sanibel as a board member of Sanibel-Captiva Conservation Foundation (SCCF) and a Commissioner of Captiva Erosion Prevention District. He holds the Chartered Financial Analyst designation and is a former President of CFA Minneapolis-St. Paul.
Job Titles:
- Chairman
- Founder
- Member of the Board of Directors
Al Hanser founded The Sanibel Captiva Trust Company in 2001. His 50+ years of experience in the investment and banking industries has helped to guide our firm's vision and growth for the benefit of our clients, shareholders, employees and communities. Al has previously served as Chairman and CEO of Resource Bank and Trust Company in Minneapolis, Minnesota and was also Senior Executive at Dain Rausher, an investment banking firm (now RBC Wealth Management). He was Chairman, CEO, and board member of Merchant Bank as well as Chairman of Hanrow Financial Group, Ltd. Other business interests include his family's ownership interest in the St. Louis Cardinals baseball team for over 50 years. Al is Chairman Emeritus of the Charitable Foundation of the Islands, member of LHS Planning Committee and Director of Lee Health Children's Hospital. He is a former director of The Schoolhouse Theater, CROW, Sanibel-Captiva Kiwanis, Lee Health System Foundation, and past Chairman of both Cleveland Clinic Florida and University of Minnesota Hospital, as well as a number of other corporate, civic and philanthropic boards.
Job Titles:
- Member Emeritus of the Board
- Member of the Board of Directors
- Chief of Staff and Chief of Radiology at Anne Arundel Hospital
Dr. Stephen Brown fulfilled a distinguished career as Chief of Staff and Chief of Radiology at Anne Arundel Hospital in Annapolis, Maryland. Earlier, he held a staff position at the Mayo Clinic in Rochester Minnesota. Steve is a current member of the Lee Health Board of Directors.
Job Titles:
- Executive Vice President, Wealth Services Advisor / the
Steve Greenstein joined The Trust Company following careers in both law and the nonprofit public sector. He formerly served as Executive Director of The Sanibel & Captiva Islands Chamber of Commerce and the Clinic for the Rehabilitation of Wildlife. He is also a charter member of the Hodges University President's Council and served as Chairman of the Sanibel Planning Commission and President of the local synagogue, Bat Yam. He was recognized with lifetime achievement awards from both Sanibel and Lee County organizations for his contributions to the community. He has also served on numerous other local Boards and currently serves on Boards for the Sanibel Historical Museum and Village and BIG ARTS, The Charitable Foundation of the Islands and the American Heart Association committee for the annual Sanibel/Captiva Heart Walk. He holds the designation of Certified Trust and Financial Advisor (CTFA) from the American Bankers Association and has earned a Certificate in Behavioral Finance from Cannon Financial Institute.
Job Titles:
- Senior Vice President, Fiduciary Services
John Costello is responsible for assisting clients with matters in trust administration, estate settlement and family office services. He joined The Trust Company from Porter Wright Morris & Arthur, LLP of Naples, FL where he served as a senior associate focusing on estate planning, probate and trust administration, probate litigation, guardianships and general business law. Earlier in his legal career John served as an associate at Wollman, Gehrke & Associates, P.A. of Naples, FL, Kelley Kronenberg, P.A. of Fort Myers, FL and Costello, Royston & Wicker LLP also of Fort Myers. He obtained his J.D. with honors from Emory University School of Law, Atlanta, GA, and his B.S. in Computer Science from Florida State University, Tallahassee, FL. Costello's memberships and admissions include the Real Property, Probate & Trust Law Section of the Florida Bar where he was a fellow from 2014 through 2016, the Collier County Bar Association, the United States District Court for the Middle District of Florida, and The Florida Bar.
Job Titles:
- Chief Executive Officer
- Member of the Board of Directors
- CEO / CASHIERS, NC
Terry Igo joined The Sanibel Captiva Trust Company at its inception in 2001 on Sanibel Island. He was instrumental in growing the initial client asset base, (now more than $3.6 billion), followed by a successful expansion into Naples and then to the Tampa Bay region in 2010. Since assuming the CEO position in 2013, Terry has grown the Florida footprint to also include Belleair Bluffs and Tarpon Springs. In addition to directing company-wide operations, Terry serves as a member of the Asset Management Committee, the Risk Management Committee, Strategic Planning, and the Board of Directors.
He has served as advisor to many Florida non-profit organizations, assisting with capital and planned giving campaigns and increasing awareness of philanthropic giving. Terry currently serves on the Straz Center for the Performing Arts Board of Trustees and is a Board Member of The Dysautonomia Project in Tampa Bay. He is also past chairman and founder of the Go Red for Men of Tampa Bay - American Heart Association, and a past trustee of Hodges University. He and his family resided on Sanibel-Captiva Islands and Fort Myers for 20 years before making Tampa Bay their home in 2013.
Tiffany O'Neal will be responsible for serving as the key point of contact for clients and coordinating between investment management, trust administration and client service team members on the client's behalf. She joined The Trust Company from Creative Planning, Inc., Tampa, FL - an independent wealth management firm where she served as Private Wealth Manager at the national level, working directly with high net worth prospects and clients by building a financial plan and coordinating their personalized team based on the client's needs. Earlier she worked as an Investment Consultant for several years at TD Ameritrade, New York, NY, developing customized asset allocation strategy and investment solutions for clients. She obtained her master's in business administration from Tulane University, A.B. Freeman School of Business, New Orleans, LA, her Bachelor of Arts in Sociology from University of Florida, Gainesville, FL and her Certified Financial Planners (CFP®) designation from Columbia University School of Professional Studies, New York, NY.
Job Titles:
- Director of Research
- Senior Portfolio Manager
Tim Vick specializes in growth investing and the methods of Benjamin Graham and Warren Buffett. He is the author of three investment books, including the bestseller, How to Pick Stocks Like Warren Buffett. In addition to conducting client portfolio management and securities research for The Trust Company, he serves as a member of the Asset Management Committee. Prior to joining the firm, he served as a securities analyst and portfolio manager for buy-side investment firms. Tim has appeared on CNBC and CNN and has been quoted by The Wall Street Journal, The New York Times, The Los Angeles Times, The Washington Post, Barron's, and The Chicago Tribune. Before establishing his career in the securities industry, Tim enjoyed an earlier career as an award-winning investigative journalist in Chicago. He has served on several non-profit boards, including the Northwest Indiana Symphony Orchestra, Calumet College of St. Joseph, and the Jim and Betty Dye Foundation. He holds a master's degree in management from Purdue University and Bachelor of Arts in economics and history.
West McCann serves as President of the Naples Trust Company. A resident of SW Florida for over 20 years, West joined our firm from Northern Trust. He served in multiple progressive leadership positions over 17 years there, most recently as Senior Managing Executive of Lee County Florida, and earlier as Managing Executive of their Naples Fifth Avenue office. West has over 35 years of wealth management and portfolio management experience, having established and built his career in investment management and team oversight at banking and investment institutions throughout the Southeastern U.S. He is a graduate of Georgia State University, where he earned a BBA in finance, and subsequently became a holder of the Chartered Financial Analyst designation. As a committed community supporter, West currently serves as board chairman of New Horizons of Southwest Florida, vice chairman of Hope Healthcare, sustainability board member of Corkscrew Swamp Sanctuary, and member of the United Way of Collier County Emeritus Board.