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Meet Our Team

 

Get to Know Us

President & Founder    Vice Presidents & Trust Officers     Directors
 

President & Founder

 
 
Roland Caldwell | 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 I. 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 

Hayden Long


Hayden Long

Trust Associate

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

kendall peacock v4


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., 

CFP®

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

 

Directors

John S Booth | Caldwell Trust


John S. Booth, III

 

Kelly Caldwell, Jr. | Chairman


R.G. "Kelly" Caldwell, Jr

Chairman

Melissa


Melissa Caldwell

 

Christopher-1


Christopher N. Gray

 

Tramm Hudson | Caldwell Trust


Tramm Hudson

 

Rita Lowman


Rita Lowman

 

Margaret Maisto | Caldwell Trust


Margaret Maisto

 

Mack Reid | Caldwell Trust


Mack Reid

Thomas Stuhley | Caldwell Trust


Thomas Stuhley

H. Lee Thacker, Jr. | Caldwell Trust


H. Lee Thacker, Jr.

 

JimWoods


James R. Woods

 

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

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©2024 Caldwell Trust Company