Gail Neujahr, CFA®, joined Caldwell Trust Company as Vice President and Portfolio Manager in 2020, bringing over 15 years of work experience in the Financial Services industry. Her areas of expertise include investment analysis, investment policy development, risk assessment, portfolio construction and management, portfolio performance analysis, wealth management, and experience working with high-net-worth clients. As a Portfolio Manager at Caldwell Trust, Gail combines her extensive understanding of the capital markets with her relationship building skills to provide robust investment management and goals-based results for clients.
Gail also serves on the Board of Directors of the CFA Society Tampa Bay and was elected President for the 2021/22 fiscal year. Leading the 450+ member organization is challenging but furthering their mission to “lead our local financial community by promoting the highest standards of ethics, education, and profession excellence” is very rewarding.
Community involvement and volunteer service have been lifelong pursuits for Gail. Her volunteer experience ranges from literacy lessons in Oklahoma, to fundraising bike rides in the Rockies, to community service foundation committees at Fortune 500 companies. She currently volunteers on the Sea Turtle Patrol for Mote Marine Aquarium and maintains it is her favorite volunteer activity to date.
A native of Denver, Co., Gail graduated from the University of Denver with a Bachelor of Science in Business Administration (BSBA) degree, majoring in Finance and Marketing. She obtained her Chartered Financial Analyst (CFA) designation from the CFA Institute, Charlottesville, Va.
Gail has been a resident of Venice since 2016 where she loves being near the water and beautiful beaches. “My hobbies are bike riding, kayaking, cooking, and exploring all the attractions in and around the Gulf Coast. I also share as many long walks as possible with Gracie, my beautiful, retired greyhound.”