Gail Neujahr, CFA®, has joined Caldwell Trust Company as Vice President and Portfolio Manager, 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, investment manager due diligence, wealth management, and experience working with high net worth clients.
As a Portfolio Manager at Caldwell Trust, Gail says, “I will be able to combine my extensive understanding of the capital markets with my relationship building skills to provide valuable investment advice and quantifiable results for clients.”
In addition to her Financial Services experience, Gail has also held influential marketing positions with mission-focused retailers and non-profits. “My leadership roles span organizations from community gardens to professional societies. I have broad volunteer experience from literacy lessons in Oklahoma, to fundraising bike rides in the Rockies, to community service foundation committees at Fortune 500 companies.”
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., and currently serves on the Board of Directors of the CFA Society Tampa Bay.
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 volunteer on the Sea Turtle Patrol for Mote Marine Aquarium and share as many long walks as possible with Gracie, my beautiful retired greyhound.”