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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

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

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 

Scott T. Antritt | Trust Officer


Scott T. Antritt

Vice President
& Trust Officer


Sheryl Vieira | Marketing and PR


Sheryl Vieira

Vice President of
Marketing and PR

Chris McGee | CFA, CAIA, CIO


J. Chris McGee, CFA, CAIA

Chief Investment Officer

Sandra L. Pepper | Trust Officer


Sandra L. Pepper

Senior Vice President
& Trust Officer


Gina B. Jordan | CFP, CTFA


Gina B. Jordan, 
CFP®, CTFA 

Senior Vice President, Trust Officer

Alan Blair | CTFA, Trust Officer


Alan Blair, Ph.D., CTFA

Vice President 
& Trust Officer

Tony Blasini | CPC, QPA


Tony Blasini, CPC, QPA

Vice President,
Employee Benefits

Marci Sweat | Trust Officer


Marci Sweat

Trust Officer

Kimberly Evener | Trust Officer


Kimberly Evener

Trust Officer

Reppard Gordon | Vice President


Reppard Gordon

Assistant Vice President
& Trust Officer 

Donna Scaglione | Trust Officer


Donna Scaglione

Trust Officer