Roland Caldwell

Roland Caldwell

Founder

Growing up dirt poor during the Depression in Chagrin Falls, Ohio, Roland picked potatoes for 7 cents a bushel. He noticed the “rich” people he worked for came home every day around 3 in the afternoon. They were stockbrokers, and that resonated with him.

In 1993, Caldwell Trust Company grew out of Caldwell & Co., a consulting venture Roland started in Venice, FL, after a successful banking career advising banking clients with their investments. Aside from giving successful investment advice, Roland was also a good businessman, and many learned a great deal from him.

The Caldwell family holds most of the company’s voting shares today, as they did back then, to ensure that no one can come in and take the company away from them, leaving clients along the way, just as Roland experienced in bank merger after bank merger.

Today, Caldwell Trust Company manages more than $2.5 billion in assets under care. But for the Caldwell family, growth has never been the goal. Taking care of clients has always come first. Our independence allows us to stay focused on what matters most: serving our clients, protecting their interests, and earning their trust for generations to come.

As R.G. “Kelly” Caldwell puts it, “To infinity and beyond!” — not simply as a measure of how much the company can grow, but as a reflection of the Caldwell family’s commitment to being there for clients for the long haul.