Leadership and Management Team
From our headquarters to our expanding Florida offices, we’re proud to bring trusted guidance to every relationship.
Leadership Team
R.G. "Kelly" Caldwell Jr.
President, Chief Executive Officer, and Chairman
Scott T. Antritt
Senior Executive Vice President and Trust Officer
Jan Miller
Senior Executive Vice President and Trust Officer
H. Lee Thacker Jr., CFP®
Senior Executive Vice President, Secretary and Trust Officer
Leonard Nagel
Senior Executive Vice President and Chief Technology Officer
Management Team
Sonya Kristie
Senior Vice President and Trust Officer
Wendy L. Fishman, CTFA
Executive Vice President and Senior Trust Officer
Sheryl Vieira
Vice President of Marketing & Communications
Regional & Office Teams
Vero Beach Office
Our Vero Beach team brings local insight and personalized service to clients across the Treasure Coast
David Osgood, AWMA®
Executive Vice President and Director of Vero Beach
William James Bryan (Jamie)
Assistant Vice President and Trust Officer
Reppard Gordon
Vice President and Trust Officer
Trust Officers
Our Trust Officers combine deep expertise with personal commitment to each client relationship.
Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.
Sarasota Office
941-926-9336
27 South Orange Avenue
Sarasota, Florida 34236
Venice Office
Corporate Headquarters
941-493-3600
1400 Center Road
Venice, Florida 34292
Vero Beach Office
(772) 213-9144
3055 Cardinal Drive Suite 202
Vero Beach, FL 32963