Let's Talk

Meet Our Team

 

President & Founder

 
 
Roland Caldwell | Founder
Kelly Caldwell | CEO, President | Caldwell Trust


R.G. "Kelly" Caldwell Jr.

CEO, President 
& Senior Trust Officer

 
 

Vice Presidents & Trust Officers

Scott T. Antritt | Trust Officer


Scott T. Antritt

Vice President
and Trust Officer


Alan Blair | CTFA, Trust Officer


Alan Blair

Vice President 
and Trust Officer

Tony Blasini | CPC, QPA


Tony Blasini, CPC, QPA, CPFA

Vice President and
Employee Benefits

Kimberly-2020-resized


Kimberly Evener

Assistant Vice President

and Trust Officer

Wendy L. Fishman | Senior Trust Officer


Wendy L. Fishman, CTFA

Executive Vice President 
and Senior Trust Officer

Reppard Gordon | Vice President


Reppard Gordon

Assistant Vice President
and Trust Officer 

Gina B. Jordan | CFP, CTFA


Gina B. Jordan, 
CFP®, CTFA 

Senior Vice President and
Trust Officer

Sonya Kristie | Trust Officer


Sonya Kristie

Vice President 
and Trust Officer 

Nikki McCain
Chris McGee_web2-1


J. Chris McGee,

CFA®, CAIA

Chief Investment Officer

Jan Miller | Trust Officer


Jan Miller

Executive Vice President 
and Trust Officer

Leonard Nagel | Vice President, CTO


Leonard Nagel

Senior Vice President
and Chief Technology Officer

Gail_Neu


Gail Neujahr, CFA®

Vice President/Portfolio Manager

Sandra L. Pepper | Trust Officer


Sandra L. Pepper

Senior Vice President
and Trust Officer


Donna Scaglione | Trust Officer


Donna Scaglione

Trust Officer

H. Lee Thacker | Trust Officer


H. Lee Thacker, Jr., CFP

Senior Executive Vice President, Secretary and Trust Officer

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Sheryl Vieira

Vice President of
Marketing and Communications

Caldwell Trust Comapny_Alisa Westberry


Alisa J. Westberry

Assistant Trust Officer