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THE MANAGEMENT TEAM

Our Management Team represents the expertise and purpose-driven mission of our
company, as well as our dedication to the communities we serve.

Executive

S. Albert D. Hanser
Founder and Chairman

Al Hanser founded The Sanibel Captiva Trust Company in 2001. His 50+ years of experience in the investment and banking industries has helped to guide our firm’s vision and growth for the benefit of our clients, shareholders, employees and communities. Al has previously served as Chairman and CEO of Resource Bank and Trust Company in Minneapolis, Minnesota and was also Senior Executive at Dain Rausher, an investment banking firm (now RBC Wealth Management). He was Chairman, CEO, and board member of Merchant Bank as well as Chairman of Hanrow Financial Group, Ltd. Other business interests include his family’s ownership interest in the St. Louis Cardinals baseball team for over 50 years.  Al is Chairman Emeritus of the Charitable Foundation of the Islands, member of LHS Planning Committee and Director of Lee Health Children’s Hospital. He is a former director of The Schoolhouse Theater, CROW, Sanibel-Captiva Kiwanis, Lee Health System Foundation, and past Chairman of both Cleveland Clinic Florida and University of Minnesota Hospital, as well as a number of other corporate, civic and philanthropic boards.

Terence M. Igo
Chief Executive Officer

Terry Igo joined The Sanibel Captiva Trust Company at its inception in 2001 on Sanibel Island. He was instrumental in growing the initial client asset base, (now more than $4.2 billion), followed by a successful expansion into Naples and then to the Tampa Bay region in 2010, where he and his family have resided for more than a decade. Since assuming the CEO position in 2013, Terry has grown the Florida footprint to also include Belleair Bluffs and Tarpon Springs. In addition to directing company-wide operations, Terry serves as a member of the Asset Management Committee, the Risk Management Committee, Strategic Planning, and the Board of Directors.

He has served as advisor to many Florida non-profit organizations, assisting with capital and planned giving campaigns, and increasing awareness of philanthropic giving. Among his most recent were his positions on the Board of Trustees for the Straz Center for the Performing Arts and the Board of Directors of The Dysautonomia Project in Tampa Bay.

Ian N. Breusch, CFA
Chief Operating Officer, Senior Portfolio Manager

Breusch is responsible for the oversight of the company’s investment, fiduciary, client services and trust departments, assuring all procedures and systems are operating efficiently for the benefit of clients and employees. He collaborates at the executive level on strategic planning and preparation for continued and responsible corporate growth. While serving in his previous role of Chief Investment Officer, he managed a diverse team of investment managers and analysts companywide. He continues to manage a group of client portfolios and remains a member of the company’s Asset Management Committee. Breusch’s earlier career included a position at Private Capital Management in Naples where he served as a Relationship Manager and conducted investment research. He was also an Asset Strategist at Nationwide Financial where he evaluated, constructed, and monitored asset allocation programs, third party funds, and multi-managed products across the Nationwide Funds Group complex. Breusch obtained his Bachelor of Science degree in Finance from Florida Gulf Coast University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Naples.

Jenna Fricke, CIA CFIRS
Chief Compliance Officer

Jenna Fricke, CIA, CFIRS oversees and implements compliance standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Jenna’s compliance responsibilities include the monitoring of The Trust Company’s strength of internal controls and audits; adequacy of earnings, compliance with governing instruments, applicable laws, and sound fiduciary principles. Prior to joining The Trust Company, Jenna served on the Risk Consulting and Internal Audit team for several years at Crow LLP headquartered in Chicago, IL, a public accounting, consulting, and technology firm that can serve as a third-party auditor for financial firms. Her most recent position was as Senior Manager where she managed several teams to execute consulting engagements, and co-led firm-wide trust and wealth management initiatives. She is an experienced speaker in her industry, having presented at conferences for FIRMA (Fiduciary and Investment Risk Management Association), Crowe Financial Services, and Central Virginia Institute of Internal Auditors. She is a member of the Institute of Internal Auditors, Western Carolinas Chapter, and attended Ball State University, where she received a Bachelor of Science in Accountancy.

Kristian R. Jhamb, MBA, CFA
Chief Investment Officer, Senior Portfolio Manger

Kristian Jhamb is an experienced financial professional with more than 20 years of diverse domestic and international investment expertise, conducting deep fundamental research across sectors, cycles, asset classes, and geographies. He leads the firm’s Investment Committee that directs overall firm portfolio strategy and analysis. Prior to joining the firm, Kristian was a Portfolio Manager and Senior Strategist for Lone Star Capital, a macro fund based in Hong Kong. Prior to that role, he was a Senior Equity Analyst researching large capitalization US banks at Keefe, Bruyette & Woods in San Francisco and New York, and previously an Equity Research Analyst responsible for the Consumer and Media sectors at J.P. Morgan in Hong Kong and London. He began his career in Fixed Income research and proprietary trading at Bank of America in New York, on the High Yield desk. Kristian holds an MBA with concentrations in Finance, Accounting, and Economics from the University of Chicago’s Booth School, a Bachelor of Arts in Economics following his studies at Dartmouth College, and the Chartered Financial Analyst designation.

Peter Knize, J.D., LL.M., AEP
Chief Fiduciary Officer

Peter Knize, J.D., LL.M., AEP® leads the Trust and Estate Administration team corporatewide. His specialty is in estate settlement and he is an Accredited Estate Planner. He works with clients in their estate settlement planning and manages the assets, debts and estate taxes of the decedent, as well as distribution of the remaining assets to heirs. Prior to joining the firm, Peter served as Senior Vice President of Trust Services at Investors’ Security Trust of Fort Myers, Florida where he worked with clients to create estate planning and tax strategies designed for their specific needs. He has also practiced law in North Carolina and Florida in the areas of estate planning, trust and estate administration, guardianship, taxation, corporate law, business succession, real estate and trust and probate litigation. Peter obtained his Juris Doctorate from Nova Southeastern University, and a Master of Laws, Estate Planning, from the University of Miami. He is a member of the Collier, Lee, Charlotte and Cape Coral Bar Associations, and the American Bar Association.

Beth Weigel
Chief Financial Officer

Beth Weigel oversees all aspects of The Trust Company’s operating budget and applications, managing expense projections to support the firm’s stability and growth. She has more than 25 years of accounting experience and collaborates with compliance and independent financial audit teams on a regular basis. She is also an integral partner in the firm’s strategic planning effort. Prior to this role, she served as the Company’s Chief Operations Officer overseeing the client relations team and supporting the trust administration operation. Earlier in her career, Beth worked in public accounting as a senior staff accountant and earned her CPA. She worked as the controller of a privately-held, family owned business, managing all phases of accounting, tax reporting, and human resources. Beth earned her Bachelor of Science in Accounting from Clarkson University and completed her accreditation through the Florida Bankers Association Trust School. She serves on the Board of The Sanibel Community Association as Co-Treasurer and volunteers at the Sanibel School.

Naples

Billie Ann Porter, CFP®, CTFA
Naples President

Billie Porter leads the Collier County team and oversees management of The Naples Trust Company. Also, she continues to serve in her role as a senior trust officer, maintaining and monitoring the execution of trust and investment services on behalf of the client. . Previously, she was at FineMark National Bank & Trust, Estero, FL as Vice President and Trust Administrator. Earlier, she was Assistant Vice President, and Senior Trust Administrator at BMO Private Bank of Bonita Springs/Naples, FL. She has served as a trusted advisor to her clients, including financial planning evaluation, estate plan reviews, and partnering with clients’ attorneys and CPAs. Billie has served as Past President, Lee County Estate Planning Committee, Past-President, SWFL Hispanic Chamber of Commerce, Past President, Bonita Springs Assistance Office Board of Directors, and is a Graduate of Leadership Bonita (SWFL) 2013. She obtained her Bachelor of Arts in Economics and Spanish from Cornell College, Mount Vernon, IA, is a graduate of the American Bankers Association’s National Graduate Trust School and a Graduate of the Florida Bankers Association’s Florida Graduate Trust School. Certified Trust & Fiduciary Advisor (CTFA) | CERTIFIED FINANCIAL PLANNER (CFP®)

West McCann, CFA
Naples Market Executive

West McCann serves as President of the Naples Trust Company. A resident of SW Florida for over 20 years, West joined our firm from Northern Trust. He served in multiple progressive leadership positions over 17 years there, most recently as Senior Managing Executive of Lee County Florida, and earlier as Managing Executive of their Naples Fifth Avenue office. West has over 35 years of wealth management and portfolio management experience, having established and built his career in investment management and team oversight at banking and investment institutions throughout the Southeastern U.S. He is a graduate of Georgia State University, where he earned a BBA in finance, and subsequently became a holder of the Chartered Financial Analyst designation. As a committed community supporter, West currently serves as board chairman of New Horizons of Southwest Florida, vice chairman of Hope Healthcare, sustainability board member of Corkscrew Swamp Sanctuary, and member of the United Way of Collier County Emeritus Board.

Robyn Anderson
Senior Vice President, Estate Administrator

Robyn Anderson serves as Manager of Client Services and Trust Operations for the Naples office. She and her team assist clients with an array of services including private wealth trust services, account openings, cash transfers and execute on estate administration and estate settlement issues. Robyn has more than 20 years of experience in the financial industry having demonstrated excellent care of our clients over her many years at The Trust Company and exceptional leadership skills among her team members. Prior to joining the Trust Company Anderson worked for several years in the trust department of Fifth Third Bank in Naples, FL. She completed her trust education training through the American Bankers Association (ABA) Trust School in Orlando, FL.

Iris Chapman
Senior Vice President, Senior Trust Officer

Iris Chapman has more than 20 years in the wealth management industry serving high-net-worth clients. She serves as their main point of contact and is responsible for monitoring the execution of trust and investment services on their behalf. As Senior Trust Officer, she also maintains communication between departments to ensure all team members are aligned with client goals. Prior to joining The Trust Company, Iris was at Coral Gables Trust in the Palm Beach Market as Senior Vice President, Relationship Manager, and Senior Vice President at Bank of America in the Estate Department. Throughout her career she has been a trusted advisor to her clients, providing financial planning evaluations, estate plan reviews, and partnering with clients’ attorneys and CPAs. Iris has served on the Standing Committee of Alzheimer’s Community Care of West Palm Beach and is also a member of the Palm Beach County Estate Planning Council. She obtained her Bachelor of Science from Davenport University, Kalamazoo, MI with a minor in accounting. Iris is a graduate of both the American Bankers Association’s National Graduate Trust School and the Florida Bankers Association’s Florida Graduate Trust School.

Mitchell Dario, CFA
Senior Vice President, Senior Portfolio Manager

Mitch Dario is responsible for researching, analyzing, and monitoring investment assets for client portfolios, and advising clients on investment strategies that align with their financial goals and time horizons. Before relocating to Naples, FL to join the team, Mitch served as a Senior Research Analyst and Team Lead at Bridgewater Associates in Westport, CT. He performed investment research and analysis for large public pensions, sovereign wealth funds, and corporations on a broad range of topics, including portfolio construction and hedging, proprietary strategy design and positioning, and global market outlook. His New York-based career included serving as an analyst at SECOR Asset Management where he analyzed, valued and researched investments with over $20 billion in aggregate market value for SECOR’s hedge fund strategies and portfolio solutions businesses. He also served as a Senior Consultant in the Financial Services Office at EY advising large multi-national banks and investment managers on financial product valuation, risk management and performance improvement opportunities. Mitch obtained his Bachelor of Science degree in finance from Lehigh University, Bethlehem, PA and is a Chartered Financial Analyst Charter holder, as well as a member of New York Society of Securities Analysts.

Margaret (Maggie) McMorrow, J.D.
Senior Vice President, Wealth Services

Margaret (Maggie) McMorrow, J.D. is responsible for developing client relationships in both Collier and Lee Counties by assisting clients in identifying and prioritizing their wealth management needs. Prior to joining The Naples Trust Company, she served at Northern Trust in Bonita Springs for 14 years as senior vice president, senior trust advisor where she proactively assessed client needs, and development of their estate plans and wealth transfer goals. She also has her juris doctor and actively practiced law from 1998 to 2007 prior to transitioning to the trust industry. She is an active member of the Collier and Lee County Bar Associations and served on the board of directors of the Collier County Bar Association. She is a current board member and secretary of Interfaith Charities of South Lee, is a member of the Trust & Estates Section of the Collier County Bar Association, Estate Planning Council of Naples, Inc., and Estate Planning Council of Lee County. She is also past board president of the Collier County Bar Foundation and Collier County Women’s Bar Association. Maggie obtained her Bachelor of Science in psychology and her juris doctor from Nova Southeastern University, Shepard Broad Law Center, Fort Lauderdale, FL.

SANIBEL & FORT MYERS

Jeffrey A. Muddell, MBA, CFP®
Sanibel President, Wealth Services Advisor

Jeff Muddell oversees the daily operations of the Sanibel office, working closely with clients interacting with local nonprofit and city leaders about the role of The Trust Company within the community. A resident of Sanibel since 2017, he holds an MBA from the University of Florida’s Warrington School of Business and has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Before joining The Trust Company, he served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, where he led strategic planning and management of the fundraising initiative. Earlier Jeff spent 18 years in the Orlando area where he led fundraising efforts at Orlando Health Foundation; served as Vice President at Pace Center for Girls, and Senior Fundraising Consultant at Winkler Group. During his time in the nonprofit sector, Jeff developed an acute understanding of the unique needs of wealthy multi-generational families. Jeff earned his bachelor’s degree in Communications from the University of Miami and began his professional career in broadcasting and journalism. He is a board member of several civic organizations on Sanibel, and is proud to be one of only a few thousand Americans to have completed all six of the World Major Marathons.

Megan Marquardt, CFP®, CTFA
Fort Myers President, Wealth Services

Megan Marquardt brings more than 20 years of experience serving trust and investment clients. Her responsibilities encompass understanding her clients’ financial and estate planning needs and collaborating with a dedicated team on how best to apply the company’s resources to reach their goals. Megan joined The Trust Company from Busey Wealth Management of Fort Myers, FL having served as a Senior Vice President and Private Wealth Advisor to high-net-worth families. She previously had a long tenure with FineMark National Bank & Trust in Southwest Florida, where she held several roles – the most recent as a Private Wealth Advisor. Originally from Cleveland, OH, Megan attended Indiana University where she earned a bachelor’s degree in finance, followed by the University of Miami, where she received her Certificate of Financial Planning. She is also a graduate of the Florida Bankers Associates Graduate Trust School and obtained the Certified Trust & Fiduciary Advisor designation in 2020 through the Institute of Certified Bankers, a subsidiary of the American Bankers Association. She is affiliated with the Estate Planning Council of Lee County, serves as a United Way Allocation Committee Team Lead, is a Sheriff’s Youth Activity League board member, and a past treasurer and executive board member of the Guardian Ad Litem Foundation.

Craig J. Holston
Executive Vice President, Senior Portfolio Manager

Craig Holston is one of The Trust Company’s most long-standing investment professionals, having joined the firm in 2005. Throughout his career Craig has served in a number of leadership positions as the company experienced significant growth and expansion. Most recently, he held the position of Chief Operating Officer applying his knowledge and understanding of the cohesive nature across investment management, fiduciary services, client service operations and compliance. Earlier, he served as Chief Investment Officer for three years. He has also chaired the Asset Management Committee, which oversees decisions made for each client portfolio, and chaired the Human Resources Committee, facilitating new hires. Craig joined The Trust Company as Senior Portfolio Manager following an extensive career on Wall Street as an institutional equities trader. He earned a Bachelor of Arts degree from Temple University and has attended New York University for continuing courses in Portfolio Management. Craig is currently the Secretary of the City of Sanibel Municipal Police Officers’ Retirement Trust Fund and was the former President of both The Sanibel School Fund and Sanibel Youth Soccer.

Virginia “Ginny” A. Cabai, J.D., LL.M.
Senior Vice President, Fiduciary Officer

Ginny Cabai is a member of The Trust Company’s team of in-house attorneys. She administers trusts and estates for families and business owners, and builds relationships with successive generations, assisting them with future planning. Ginny is also fluent at guiding beneficiaries through the detailed process of estate settlement. Prior to joining the Trust Company, Ginny served for several years as Senior Vice President, Trust and Estate Administrator at FineMark National Bank & Trust in Naples, FL. She administered trusts and assisted clients in understanding their current estate plans, as well as provided guidance and recommendations for developing plans and achieving their wealth transfer goals. Earlier, she served as Vice President, Trust Officer at US Trust in Naples where she administered revocable trusts for grantor beneficiaries and irrevocable trusts for spouses and beneficiaries. Ginny obtained her Bachelor of Arts in Criminology and Law at University of Florida, Gainesville, FL, her Juris Doctor at Stetson University College of Law, St. Petersburg, FL and her LL.M. in Taxation at University of Miami Law School, Coral Gables, FL.
She is a member of the Florida Bar, Collier County Women’s Bar Association, Collier County Bar Association, and University of Florida Alumni Association. She is also the current Director and Scholarship Committee Chair of SWFL Gator Club. Ginny’s office is within The Trust Company’s Bell Tower location in Fort Myers.

Edwin C. Ciskowski, MAcc, CPA, CTFA
Senior Vice President, Senior Portfolio Manager

Ed Ciskowski joined The Trust Company with more than 30 years of wealth management experience. Throughout the majority of his career, Ed has held leadership roles at the firms he’s served, while working in research and analysis, and portfolio management. Most recently from Wells Fargo Asset Management in Chicago, Illinois, he held the position of senior vice president, serving as a securities analyst and portfolio manager. Earlier he worked for a number of years at Keeley Asset Management Corp., also in Chicago. Ed is an experienced advisor having assisted a wide variety of clients. He obtained his master’s degree in accountancy from DePaul University, and his BBA from the University of Wisconsin, Milwaukee. He is also a Certified Public Accountant and a Certified Trust and Fiduciary Advisor.

T. John Costello, Jr., J.D.
Senior Vice President, Fiduciary Services

John Costello is responsible for assisting clients with matters in trust administration, estate settlement and family office services. He joined The Trust Company from Porter Wright Morris & Arthur, LLP of Naples, FL where he served as a senior associate focusing on estate planning, probate and trust administration, probate litigation, guardianships and general business law. Earlier in his legal career John served as an associate at Wollman, Gehrke & Associates, P.A. of Naples, FL, Kelley Kronenberg, P.A. of Fort Myers, FL and Costello, Royston & Wicker LLP also of Fort Myers. He obtained his J.D. with honors from Emory University School of Law, Atlanta, GA, and his B.S. in Computer Science from Florida State University, Tallahassee, FL. Costello’s memberships and admissions include the Real Property, Probate & Trust Law Section of the Florida Bar where he was a fellow from 2014 through 2016, the Collier County Bar Association, the United States District Court for the Middle District of Florida, and The Florida Bar.

Christopher D. Morgan, CFA, CFP®, CAP
Senior Vice President, Senior Portfolio Manager

Chris Morgan is a member of The Sanibel Captiva Trust Company’s portfolio management team and has more than a decade of financial industry experience. He is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. Chris also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined. His prior roles include serving as Vice President and Senior Investment Officer at Members Trust Company, Tampa, FL, where he managed more than $1.4 billion of client portfolio assets, and Vice President and Senior Investment Strategist at First American Bank, Boca Raton, FL, managing the firm’s $500 million of Private Wealth Management assets. Chris holds a Chartered Financial Analyst (CFA) designation, a Certified Financial Planner (CFP®) certification, and Chartered Advisor in Philanthropy (CAP) designation. He earned his Bachelor of Science in Business Administration and double-majored in finance and accounting at the University of Miami, Coral Gables, FL.

Ann K. Pankow, CTFA, CFP®, ChFC®
Senior Vice President, Trust Officer

Ann serves as a main point of contact for clients and their relationship team, collaborating on their accounts, facilitating account and estate documents, distributions and more. Prior to joining the Trust Company, she was Senior Client Experience Manager for Key Private Bank focusing on ensuring her clients’ wealth management plans are carried through to meet their unique financial objectives, as well as grow and preserve their assets. For more than 10 years, Ann was Trust Officer, Private Wealth Advisor at FineMark National Bank & Trust, Fort Myers, FL. At the same time, she was serving as the Economic & Financial Analyst Consultant at The World Bank – using her extensive research skills on numerous projects to analyze the expected economic and financial returns on domestic and international endeavors. Ann graduated from Florida Gulf Coast University with a Bachelor of Science in Finance. She holds the Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER™(CFP®) and Chartered Financial Consultant® (ChFC®) designations, and Philanthropic Solutions in Financial Planning Certificate through the Financial Planning Association. She is a founding member of the Southwest Florida Women in Investment Management Committee.

Carolyn Rogers, CFRE
Senior Vice President, Wealth Services Advisor

Carolyn Rogers is responsible for developing client relationships in both Lee and Collier Counties. She assists clients in identifying and prioritizing their wealth management needs. Her career in fundraising development and communications within the nonprofit arena aligns with the Trust Company’s wealth management and estate planning specialties. Prior to joining The Trust Company, she served as Vice President of Development and Communications for the Southwest Florida Community Foundation Collaboratory in Fort Myers, where she worked closely with trusted professional advisors and donors. Prior to serving at the Foundation, Carolyn led SimplifyPR public relations firm and was instrumental in the longstanding success of the Southwest Florida Wine & Food Fest. She also guided fundraising growth at Canterbury School and the Children’s Hospital of Southwest Florida at Lee Health. Carolyn holds a Bachelor of Arts degree in Mass Communication, specializing in Public Relations from University of South Florida, Tampa, FL, and certifications in public relations and philanthropy.

Jason Chiklakis
Vice President, Trust Officer

Jason Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals. Prior to joining The Trust Company, Jason served as Associate Vice President, Trust Officer for several years at FineMark National Bank & Trust in Fort Myers, FL. He was responsible for demonstrating prudent fiduciary management, ensuring trust accounts are administered in accordance with estate documents and applicable laws, and developing and implementing comprehensive financial plans consistent with client objectives. Jason is a graduate of The Florida Trust and Wealth Management School and obtained his Bachelor of Science in Political Science from Florida State University, Tallahassee, FL.

Darrin Grotrian
Vice President, Client Services and Trust Operations

Darrin Grotrian is a valued member of the Client Services and Trust Operations team serving our Lee County clients. Since joining the company in 2020, Darrin has escalated in his responsibilities of managing the daily activity applied to clients’ trust accounts, including cash management and account balancing, reporting, and collaborating with a client’s team of external professional advisors for their benefit. Grotrian obtained his Bachelor of Science in business management from Manchester College, Indiana. He currently serves as a member of the Sanibel Captiva Rotary Club and is a board member of the Clinic for the Rehabilitation of Wildlife. Grotrian served as Co-Treasurer on the Board of Directors of the Sanibel Community Association for seven years.

Jodi Schwartzel
Vice President, Portfolio Manager

Jodi Schwartzel is a member of the investment management team, specifically serving the Sanibel and Fort Myers markets. Jodi meets with clients to identify their short and long-term investment goals and manages their portfolios to meet ongoing lifestyle needs and family aspirations.
Prior to joining The Trust Company, Jodi was a business development manager and financial advisor at Morgan Stanley in Naples, Florida for six years where she cultivated client relationships and provided guidance to investors. She also served as Morgan Stanley’s SWFL business development liaison on their diversity council. Earlier she was at UBS Financial Services in Fort Myers, Florida for seven years where she also served as a financial advisor to clients throughout southwest Florida. As a member of the wealth management team, she provided financial planning, insurance reviews, liability management and portfolio analysis. Jodi received her CFP curriculum certificate at Florida State University, Tallahassee, Florida. She obtained her bachelor’s in fine arts at Ringling School of Art & Design, Sarasota, Florida and minored in Art History & Photography. She has served on several boards including the Sanibel Captiva Zonta Foundation, the Sanibel Captiva Conservation Foundation, SWFL Catholic Community Foundation, and Sanibel Sea School. She also holds the rare designation of Lifetime Girl Scout.

Sardor Nosirov
Investment Associate

Sardor Nosirov provides broad-based support for the portfolio management team by preparing client meeting materials and updating investment policy statements (IPSs) and letters of retention (LORs). He is a recent graduate of Florida Gulf Coast University having obtained his Bachelor of Science in finance, mastering financial statement analysis, cost accounting, investments and financial modeling, and forecasting.

Tampa

Michael R. Dreyer, CPA
Tampa Bay President

Michael Dreyer has more than 30 years of financial and estate planning experience working with individuals and business owners to help them meet their financial objectives. As President, he oversees business development, client services, community relations and is a member of the Family Office Services division.  His expertise includes assisting clients in developing and implementing their estate plans, fulfilling their philanthropic goals in a tax efficient manner, and working with business owners on succession planning.  Prior to joining The Tampa Bay Trust Company, Mike held an executive position with Florida Investment Advisors and the Bank of Tampa, and was a Senior Manager with PricewaterhouseCoopers in the personal financial services group. Mike is a CPA who is recognized as a personal financial specialist by the American Institute of CPAs. He earned his Masters in Business Administration degree at the University of South Florida and a Bachelors of Science degree at Florida State University.

F. Hood Craddock, CPA
Executive Vice President, Director of Family Office Services

Hood Craddock serves as Director of Family Office Services for The Trust Company, and relationship manager for many ultra-high net worth families. He specializes in serving clients with complex estates, alternative and special assets, and real estate investments including development. Prior to merging his firm with The Trust Company, Hood founded Craddock Family Office, Inc., a well-respected multi-family office based in Winter Haven, Florida, which specialized in formulating wealth strategies for high-net-worth clients. He has extensive experience in family education and governance and frequently counsels families on philanthropic giving, business succession and wealth transfer. Prior to founding Craddock Family Office, Hood served as president of a large agricultural and land development company in Polk County, Florida where he was responsible for operating results in the areas of investments, citrus, cattle and real estate. He began his public accounting career at KPMG Peat Marwick and served as partner in the tax department in Tampa and New York City. He is a graduate of the University of Alabama and is a member of the American Institute of CPAs and Florida Institute of CPAs.

James McArthur
Executive Vice President, Family Office Services

James McArthur is an established resident of Belleair, Florida dedicating his expertise to Tampa’s coastal area families and business owners. He has more than 30 years of experience in management consulting, family office counseling, restructuring, special situations, turnarounds, and commercial finance. He is the founder of Southern Capital Strategies, a Florida based consulting firm serving leaders of closely held firms, investors, lenders, and family offices. Southern Capital Strategies combined their business consulting and family office advisory services with The Tampa Bay Trust Company to meet the investment and trust administration needs of their clients, while adding another highly experienced family office services professional to The Tampa Bay Trust team. James’s engagements include executive roles in CRO, CFO, and CEO capacities. He is a past president of the Florida Chapter of Turnaround Management Association (TMA), current board member of the Association for Corporate Growth (ACG) and Commercial Finance Association (CFA), and he often participates in panel discussions on his areas of specialty. He is a graduate of Wofford College, Spartanburg, SC and assists area nonprofits by serving on their advisory boards.

Allison Constant
Senior Vice President, Family Office Services

Allison Constant meets regularly with Family Office clients and is a central point of contact for clients’ external advisors. In addition to an array of responsibilities, she prepares and maintains clients’ personal financial statements and reviews the accounting and financial reporting for all business entities, including cashflow analysis and estate tax calculations. She has an established career in the financial industry, having served as an estate planner for a regional family office, assisting clients in developing and implementing their estate plans. Earlier, she was the Controller of 26 subsidiary companies, managing tax reporting, human resources, and accounting. Allison graduated Magna Cum Laude from the University of South Florida where she earned her bachelor’s degree in accounting. She is a member of Beta Gamma Sigma and a dedicated volunteer at the Humane Society and SPCA.

Louis N. Pappas
Senior Vice President, Family Office Services

Louis Pappas is responsible for business development for Family Office Services in the Tarpon Springs market and surrounding communities. He is part of the trust and investment team singularly focused on providing holistic wealth management to multi-generational families. He also serves as vice-chairman of the board of directors for Advent Health North Pinellas Hospital Foundation. Louie is a graduate of Stetson University, Deland, Florida where he received his bachelor of science in business administration, majoring in family enterprise, complementing the firm’s primary focus of Family Office Services. Louie interned at UBS Financial Services over two consecutive years and is a fourth generation native of Tarpon Springs, Florida.

Matthew Rymer, CPA, CFA
Senior Vice President, Family Office Services

Matt Rymer is responsible for researching and vetting technology platforms to support the expanding analytical needs of the Family Office Services effort in order to provide focused solutions to Family Office clients for years to come. Prior to joining The Trust Company, Matt was a quantitative analyst for several years in variable annuities asset liability management (ALM) at Brighthouse Financial (formerly MetLife), Tampa, FL. He also served as an auditor for the company for five years, leading the strategic planning initiatives for ALM and actuarial audits. Matt attended University of South Carolina where he obtained his Bachelor of Science degree in business administration with a major in accounting and minor in political science. He is a Certified Public Accountant and a Chartered Financial Analyst (CFA).

Logan S. Webb, CFA, CFP®
Senior Vice President, Senior Portfolio Manager

Logan Webb has more than 15 years of experience as a portfolio manager and investment analyst. He is dedicated to working with clients to tailor their investment strategies to their financial goals and estate planning needs. Logan served for several years at Bank of America Private Bank (U.S. Trust) as a senior portfolio manager in Texas managing both individual and institutional client accounts valued at more than 1 billion dollars. In his role as Designated Institutional Portfolio Manager, he was responsible for managing endowments, foundations, and other philanthropic relationships. Earlier, he was positioned at Merrill Lynch as a financial advisor and then as the Retirement Education Specialist – partnering with the Merrill Lynch Institutional Group to educate 401k and pension plan participants on retirement planning strategies. Logan holds the Chartered Financial Analyst and the Certified Financial Planner (CFP®) designations. He is a graduate of Florida State University, Tallahassee, Florida with a Bachelor of Science in Economics and a double minor in Business and Communications.

Tiffany Windish, CFP®
Senior Vice President, Client Advocate

Tiffany Windish will be responsible for serving as the key point of contact for clients and coordinating between investment management, trust administration and client service team members on the client’s behalf. She joined The Trust Company from Creative Planning, Inc., Tampa, FL – an independent wealth management firm where she served as Private Wealth Manager at the national level, working directly with high net worth prospects and clients by building a financial plan and coordinating their personalized team based on the client’s needs. Earlier she worked as an Investment Consultant for several years at TD Ameritrade, New York, NY, developing customized asset allocation strategy and investment solutions for clients. She obtained her master’s in business administration from Tulane University, A.B. Freeman School of Business, New Orleans, LA, her Bachelor of Arts in Sociology from University of Florida, Gainesville, FL and her Certified Financial Planners (CFP®) designation from Columbia University School of Professional Studies, New York, NY.

Jeremy K. Crider, CFA, CAIA
Vice President, Portfolio Manager

Jeremy Crider is a Portfolio Manager and skilled Investment Analyst. He manages client portfolios by balancing their financial needs against trends of vetted companies chosen for those portfolios. Prior to joining The Trust Company, Jeremy served as the Investment Analyst Team Lead at Truist Wealth Management (SunTrust Wealth) in Tampa where he managed a team of investment analysts for both Florida and Texas in excess of $8 billion of assets under management. He performed research, analysis, compliance reviews and other functions while implementing strategies for client portfolios. Earlier he was an Investment Specialist for PNC Investments in Sun City Center, FL where he sourced new clients with investable assets and worked with team members to develop comprehensive, personalized financial plans. Jeremy obtained his Bachelor of Arts degree in Economics with a minor in Business Administration from University of Florida. He holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation.

Krista Hinrichs
Vice President, Wealth Services

Krista Hinrichs is an established Belleair resident and is responsible for managing trust services and coordinating introductions for residents in need of wealth management services with specialized Trust Company team members. Prior to joining The Trust Company, she was senior accountant at Boos Development Group of Clearwater where she served as coordinator on company land acquisitions and managed lease administration and compliance. Earlier, as a principal of Spencer International Advisors, Inc., of Clearwater, she was Series 65 licensed and responsible for building client relationships, conducting investment research and serving on the investment committee. Krista is committed to the Belleair community, having served on the Silver Coffee committee benefiting Children’s Home Society, is a member of Skip Cline Society of the Morton Plant Mease Foundation, a graduate of Leadership Pinellas and a sustaining member of the Junior League of Clearwater/Dunedin. She is also a graduate of the University of Tampa with a B.S. in marketing.

Connie McMullen
Vice President, Wealth Services

Connie McMullen is a member of the Belleair office team at The Tampa Bay Trust Company. She specializes in reinforcing and developing The Trust Company’s community presence as well as new client relationships. Connie has more than 40 years of experience in corporate development, investor relations, sales, and marketing. Her experience includes managerial roles in private equity, real estate, and healthcare. Connie is a lifelong member of the Belleair-Clearwater community serving various non-profit organizations in leadership roles. She is an accomplished amateur in the Florida Golf Association and has organized and promoted numerous charity golf events.

Kelly E. Ritrievi
Vice President, Trust Officer

Kelly Ritrievi serves as liaison to all members of a client’s relationship team and assists clients with their investment management and estate planning evaluation and strategy. As a trust officer, she also serves as fiduciary in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Kelly spent more than 15 years as a senior-level fundraiser in higher education and the arts where she specialized in planned giving. Earlier, she held administrative and consultative positions in the healthcare industry. Kelly has a Bachelor of Science degree from Boston University and a Master of Science in healthcare administration from the University of North Carolina at Chapel Hill. She earned her juris doctor from the Stetson University College of Law.