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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

Jan Miller | Trust Officer

Jan Miller

Executive Vice President 
 Trust Officer

H. Lee Thacker | Trust Officer

H. Lee Thacker, Jr., CFP

Senior Executive Vice President, Secretary & Trust Officer

Scott T. Antritt | Trust Officer

Scott T. Antritt

Vice President
& Trust Officer

Leonard Nagel | Vice President, CTO

Leonard Nagel

Senior Vice President
& Chief Technology Officer

Wendy L. Fishman | Senior Trust Officer

Wendy L. Fishman, CTFA

Executive Vice President 
& Senior Trust Officer

Sonya Kristie | Trust Officer

Sonya Kristie

Vice President 
& Trust Officer 

Alan Blair | CTFA, Trust Officer

Alan Blair, Ph.D., CTFA

Vice President 
& Trust Officer

Chris McGee_web2-1

J. Chris McGee, CFA, CAIA

Chief Investment Officer


Gail Neujahr, CFA®

Vice President & Portfolio Manager

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Sheryl Vieira

Vice President of
Marketing and PR

Sandra L. Pepper | Trust Officer

Sandra L. Pepper

Senior Vice President
& Trust Officer

Gina B. Jordan | CFP, CTFA

Gina B. Jordan, 

Senior Vice President, Trust Officer

Tony Blasini | CPC, QPA

Tony Blasini, CPC, QPA, CPFA

Vice President,
Employee Benefits


Kimberly Evener

Trust Officer

Donna Scaglione | Trust Officer

Donna Scaglione

Trust Officer

Reppard Gordon | Vice President

Reppard Gordon

Assistant Vice President
& Trust Officer