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Meet Our Team

 

President & Founder

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


R.G. "Kelly" Caldwell Jr.

President, Chief Executive Officer, and Chairman

 
 

Vice Presidents & Trust Officers

Scott T. Antritt | Trust Officer


Scott T. Antritt

Senior Executive 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, QKC, CPFA

Vice President, Employee Benefits

Caldwell-Trust-Comapny-Alisa-Westberry


Alisa Ivey Craton, CTFA

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

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

Senior Vice President 
and Trust Officer 

Jan-Miller-09-2023


Jan Miller

Senior Executive Vice President 
and Trust Officer

Leonard Nagel | Vice President, CTO


Leonard Nagel

Senior Executive Vice President
and Chief Technology Officer

Gail_Neu


Gail Neujahr, CFA®

Vice President and Senior Portfolio Manager

Jennifer


Jennifer Niedzinski, JD

Senior Vice President and Trust Officer

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Kendall Peacock,

CFA®, CAIA

Vice President and Senior Portfolio Manager

Sandra L. Pepper | Trust Officer


Sandra L. Pepper

Senior Vice President
and Trust Officer


Donna Scaglione | Trust Officer


Donna Scaglione

Assistant Vice President 
and Trust Officer 

H. Lee Thacker | Trust Officer


H. Lee Thacker, Jr., 

CFA®

Senior Executive Vice President, Secretary and Trust Officer

H. Lee Thacker | Trust Officer


Sheryl Vieira

Vice President of
Marketing & Communications

H. Lee Thacker | Trust Officer


Nolan Wiggs,CFP®

Trust Officer