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
Sarasota Office
Alan Blair
Vice President and Trust Officer
Alisa Craton
Vice President and Trust Officer
Gina Jordan
Senior Vice President andTrust Officer
Sonya Kristie
Senior Vice President and Trust Officer
Jan Miller
Senior Executive Vice President and Trust Officer
Alyssa Orme
Vice President and Senior Trust Officer
Sandra Pepper
Senior Vice President and Trust Officer
Sheryl Vieira
Vice President of Marketing & Communications
Tony Blasini
Vice President, Employee Benefits
Kendall Peacock
Vice President and Senior Portfolio Manager
Venice Office
Scott Antritt
Senior Executive Vice President and Trust Officer
Wendy Fishman
Executive Vice President and Senior Trust Officer
Reppard Gordon
Vice President and Trust Officer
Jennifer Niedzinski
Senior Vice President and Trust Officer
Donna Scaglione
Assistant Vice President and Trust Officer
H. Lee Thacker Jr.
Senior Executive Vice President, Secretary and Trust Officer
Tyler Mahon
Associate Portfolio Manager and Trust Officer
Gail Neujahr
Vice President and Senior Portfolio Manager
Vero Beach Office
David Osgood, AWMA®
Executive Vice President and Director of Vero Beach
William James Bryan (Jamie)
Assistant 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