Leadership and Management Team
From our headquarters to our expanding Florida offices, we’re proud to bring trusted guidance to every relationship.
Leadership Team
R.G. "Kelly" Caldwell Jr.
President, Chief Executive Officer, and Chairman
Scott T. Antritt
Senior Executive Vice President and Trust Officer
Jan Miller
Senior Executive Vice President and Trust Officer
Leonard Nagel
Senior Executive Vice President and Chief Technology Officer
Management Team
Wendy L. Fishman, CTFA
Executive Vice President and Senior Trust Officer
Sonya Kristie
Senior Vice President and Trust Officer
Sheryl Vieira
Vice President of Marketing & Communications
Regional & Office Teams
Sarasota Office
Jan Miller
Senior Executive Vice President and Trust Officer
Alan Blair
Vice President and Trust Officer
Tony Blasini
Vice President, Employee Benefits
Alisa Craton
Vice President and Trust Officer
Gina Jordan
Senior Vice President andTrust Officer
Lisa Junkin
Vice President and Trust Officer
Sonya Kristie
Senior Vice President and Trust Officer
Alyssa Orme, CTFA®, AFMI®
Vice President and Senior Trust Officer
Kendall Peacock
Vice President and Senior Portfolio Manager
Sheryl Vieira
Vice President of Marketing & Communications
Venice Office
Scott Antritt
Senior Executive Vice President and Trust Officer
Wendy Fishman
Executive Vice President and Senior Trust Officer
Reppard Gordon
Vice President and Trust Officer
Tyler Mahon
Associate Portfolio Manager and Trust Officer
Gail Neujahr
Vice President and Senior Portfolio Manager
Jennifer Niedzinski
Senior Vice President and Trust Officer
Donna Scaglione
Vice President and Trust Officer
Vero Beach Office
David L. Osgood, AWMA®
Executive Vice President and Director of Vero Beach
Trust Officers
Our Trust Officers combine deep expertise with personal commitment to each client relationship.
Caldwell Trust Company provides personal, traditional, and independent trust and wealth management services. Since 1993, our team has helped individuals, families, and organizations build wealth, plan for the future, and preserve their legacies.
Building Wealth. Preserving Legacy.
Our Florida Offices
Venice Corporate Headquarters
1400 Center Road
Venice, Florida 34292
941-493-3600
Vero Beach
3055 Cardinal Drive, Suite 202
Vero Beach, Florida 32963
(772)-213-9144
©2026 Caldwell Trust Company.
