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.

  • S. Albert D. Hanser

    Founder and Chairman

  • Terence M. Igo

    Chief Executive Officer

  • Ian N. Breusch, CFA

    Chief Investment Officer, Senior Portfolio Manager

  • Beth Weigel

    Chief Operations Officer

  • Darryl Gordon, CFE, AFIM®, CFIRS®

    Chief Compliance Officer

  • West McCann, CFA

    President, The Naples Trust Company

  • Michael R. Dreyer, CPA

    President, The Tampa Bay Trust Company

  • Harriett S. Bankston

    Vice President, Client Advocate, The Tampa Bay Trust Company

  • Edwin C. Ciskowski, CPA

    Senior Vice President, Senior Portfolio Manager

  • Allison Constant

    Vice President, Family Office Services

  • Robin L. Cook, CWS®

    Executive Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

  • F. Hood Craddock, CPA

    Executive Vice President, Director of Family Office Services

  • Gary W. Dyer, CFA

    Senior Vice President, Senior Portfolio Manager

  • Steven V. Greenstein, J.D., CTFA

    Executive Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

  • Jeannine Hagedorn, CTFA

    Senior Vice President, Wealth Services Advisor
    The Naples Trust Company

  • Krista Hinrichs

    Vice President, Wealth Services

  • Craig J. Holston

    Executive Vice President, Senior Portfolio Manager

  • Joel A. Johnson, CFA , CFP®

    Vice President, Portfolio Manager

  • Peter Knize, J.D.

    Senior Vice President, Trust Administration

  • James McArthur

    Senior Vice President, Wealth Services

  • Briana L. McDougall, CFA

    Senior Vice President, Senior Portfolio Manager

  • Jeffrey A. Muddell

    Senior Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

  • Louis N. Pappas

    Vice President, Family Office Services, The Tampa Bay Trust Company

  • David F. Port, J.D.

    Executive Vice President, Trust Administration

  • Cherry W. Smith

    Executive Vice President, Wealth Services Advisor
    The Naples Trust Company

  • Andrew Vanderhorst, CFA, CFP®, CLU®

    Senior Vice President, Senior Portfolio Manager

  • Timothy P. Vick

    Director of Research, Senior Portfolio Manager

  • S. Albert D. Hanser

    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

    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 $2 billion), followed by a successful expansion into Naples and then to the Tampa Bay region in 2010. Since assuming the CEO position in 2013, Terry has grown the Florida footprint to also include Belleair/Clearwater 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; increasing awareness of philanthropic giving. Terry currently serves on the Straz Center for the Performing Arts Board of Trustees and is a member of the CEO Council of Tampa Bay. He is also past chairman and founder of the Go Red for Men of Tampa Bay – American Heart Association, and a past trustee of Hodges University. He and his family resided on Sanibel-Captiva Islands and Fort Myers for 20 years before relocating to Tampa Bay in 2013.

  • Ian N. Breusch, CFA

    Ian N. Breusch, CFA

    Chief Investment Officer, Senior Portfolio Manager

    Ian Breusch is responsible for the overall management of the firm’s daily investment process and directs a robust and seasoned portfolio management team.  Ian is a keen investment analyst and portfolio manager with particular strengths in the real estate and energy sectors.  He is a host of The Trust Company’s Quarterly Investment Call and leads the Asset Management Committee.  His 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.  Ian 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.

  • Beth Weigel

    Beth Weigel

    Chief Operations Officer

    Beth Weigel has more than two decades of accounting and small business management experience. She oversees the client relations team and supports 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 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.

  • Darryl Gordon, CFE, AFIM®, CFIRS®

    Darryl Gordon, CFE, AFIM®, CFIRS®

    Chief Compliance Officer

    Darryl Gordon oversees and implements compliance and risk management standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. His responsibilities include the monitoring of The Trust Company’s strength of internal controls and audits, compliance with governing instruments, applicable laws and sound fiduciary principles. Prior to joining the firm, Gordon was a regulatory financial examiner in Tampa for the Florida Office of Financial Regulation for 17 years, which is the agency that regulates The Trust Company. Both his Certified Fiduciary & Investment Risk Specialist (CFIRS®) and Accredited Fiduciary Investment Manager (AFIM®) designations were earned through multi-year course work at the nationally recognized CANNON Financial Institute. He is also a Certified Fraud Examiner and received his degree in Accounting with a minor in Finance from Jacksonville University, Jacksonville, Florida, graduating with honors, magna cum laude.

  • West McCann, CFA

    West McCann, CFA

    President, The Naples Trust Company

    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.

  • Michael R. Dreyer, CPA

    Michael R. Dreyer, CPA

    President, The Tampa Bay Trust Company

    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.

  • Harriett S. Bankston

    Harriett S. Bankston

    Vice President, Client Advocate, The Tampa Bay Trust Company

    Harriett Bankston joined the Tampa Bay team to serve in the firm’s Belleair office. Her primary responsibilities are to familiarize coastal community residents, business owners and nonprofit organizations with the services and benefits of The Tampa Bay Trust Company, as well as introduce them to advisors of the wealth services team to provide counsel as needed. Prior to joining The Trust Company, Harriett held a successful 15-year career at Northern Trust, serving as a senior private banking officer in the firm’s former Belleair office and later in the Tampa office. Dedicated to client care, she assisted with banking products and services, and executed daily client requests and inquiries. Harriett is a long-time member of the Belleair community and is well acquainted with the needs and preferences of this unique market. She received her B.S. degree in Education, specializing in social studies and science from Brenau University, Gainesville, GA. She is deeply involved in the Tampa Bay community as a member of Collectors, Alpha Delta Pi Sorority Alumnae, Clearwater Debutante Club and Sun Coast KIWI Club. Bankston also volunteers for the Brenau University Capital Campaign.

  • Edwin C. Ciskowski, CPA

    Edwin C. Ciskowski, CPA

    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, his BBA from the University of Wisconsin, Milwaukee, and he is also a Certified Public Accountant.

  • Allison Constant

    Allison Constant

    Vice President, Family Office Services

    Allison Constant has an established career in the financial industry. Prior to joining The Tampa Bay Trust Company, she worked as an estate planner for a family office, assisting clients in developing and implementing their estate plans. Prior to that, she was the Controller of 26 subsidiary companies, managing tax reporting, human resources, and accounting. She began her career at a non-profit hospital as a Staff Accountant and quickly worked her way up to Director of Accounting. She became the youngest member of upper level management in the hospital’s 80 plus year history. She was also an active member in the hospital’s foundation, helping to raise funds in the mission to provide the community with quality healthcare. 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.

  • Robin L. Cook, CWS®

    Robin L. Cook, CWS®

    Executive Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

    Robin Cook joined the firm with over 25 years of experience in the financial services industry assisting individuals and families in managing their investment and estate planning needs. She had held the position of Wealth Advisor and Certified Wealth Strategist of Private Wealth Management for a local financial institution, where she was officially recognized as a multi-year Top Producer. Robin serves on the board of Captiva Island Historical Society and is a member of the Sanibel-Captiva Chapters of The American Business Women’s Association. She is a past recipient of The Sanibel Captiva Chapter of the American Business Women’s Association Woman of the Year award. She graduated from the American Bankers Association Florida School of Banking at the University of Florida and to her credit, Robin obtained her Series 7, 63 and Florida Life Insurance licenses.

  • F. Hood Craddock, CPA

    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 manages the Winter Haven operation. He specializes in serving clients with special assets, including those with large land holdings, commercial real estate and complex estates. Prior to merging his firm with The Trust Company, Hood founded Craddock Family Office, Inc., a 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 Latt Maxcy Corporation in Lake Wales, Florida where he was responsible for operating results in the areas of investments, citrus, cattle and real estate. He also worked as a partner at KPMG Peat Marwick 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.

  • Gary W. Dyer, CFA

    Gary W. Dyer, CFA

    Senior Vice President, Senior Portfolio Manager

    Gary Dyer has more than 25 years of wealth management experience, having served as a portfolio manager, investment research analyst, and member of the investment policy committees for the firms he worked for throughout his career. He also has significant experience building fixed income portfolios as appropriate, using a variety of securities. He came to The Trust Company from Investors’ Security Trust of Fort Myers, where he served as vice president and portfolio manager for his client group, managing substantial client relationships. Earlier, he worked at US Bank in Paducah, Kentucky for several years in the same role, responsible for an equally substantial book of business. Gary received his B.S. in finance from Indiana University, Bloomington, Indiana with high distinction. In addition, he holds the Chartered Financial Analyst (CFA) designation.

  • Steven V. Greenstein, J.D., CTFA

    Steven V. Greenstein, J.D., CTFA

    Executive Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

    Steve Greenstein joined The Trust Company following careers in both law and the nonprofit public sector. He formerly served as Executive Director of The Sanibel & Captiva Islands Chamber of Commerce and the Clinic for the Rehabilitation of Wildlife. He is also a charter member of the Hodges University President’s Council and served as Chairman of the Sanibel Planning Commission and President of the local synagogue, Bat Yam. He was recognized with lifetime achievement awards from both Sanibel and Lee County organizations for his contributions to the community. He has also served on numerous other local Boards and currently serves on Boards for the Sanibel Historical Museum and Village and BIG ARTS, The Charitable Foundation of the Islands and the American Heart Association committee for the annual Sanibel/Captiva Heart Walk. He holds the designation of Certified Trust and Financial Advisor (CTFA) from the American Bankers Association and has earned a Certificate in Behavioral Finance from Cannon Financial Institute.

  • Jeannine Hagedorn, CTFA

    Jeannine Hagedorn, CTFA

    Senior Vice President, Wealth Services Advisor
    The Naples Trust Company

    Jeannine is a Wealth Services Advisor, building client relationships, as well as assisting clients with their investment management and estate planning evaluation and strategy. She has an established trust and banking career of 20 years. Prior to joining The Trust Company, Jeannine worked at BB&T in Naples where she served as vice president, personal trust specialist, administering a comprehensive and strategic approach to clients’ financial planning and asset accumulation. Earlier she worked at SunTrust Bank for several years as a regional trust advisor. Jeannine attended both Stetson University, Deland, FL followed by Hodges University, Naples, FL where she earned her Bachelor of Science degree in Business Administration with a minor in Economics. She is also a graduate of the Florida Trust School and National Trust School, and maintains the Certified Trust and Financial Advisor (CTFA) designation. She serves on the Board of the Greater Naples American Association of University Women as Scholarship Chair.

  • Krista Hinrichs

    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.

  • Craig J. Holston

    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.

  • Joel A. Johnson, CFA , CFP®

    Joel A. Johnson, CFA , CFP®

    Vice President, Portfolio Manager

    Joel Johnson is a member of the investment management team as well as a Chartered Financial Analyst and Certified Financial Planner, managing a number of client portfolios. In addition, he provides technical software expertise to the investment department, elevating the level of efficiency related to portfolio management, trading, and investment research. Joel spearheaded the upgrade of clients’ online access, financial planning, and contributed to the development of The Trust Company App. He is adept at delivering firm-wide presentations, proposals for future clients, and the review of materials for existing clients. Joel obtained is Bachelor of Science in Finance at Florida Gulf Coast University, Fort Myers, Florida and is a member of Kiwanis of Sanibel and the CFA Society of Naples.

  • Peter Knize, J.D.

    Peter Knize, J.D.

    Senior Vice President, Trust Administration

    Peter Knize, J.D. is a member of the Trust Administration team specializing in Estate Settlement. 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.

  • James McArthur

    James McArthur

    Senior Vice President, Wealth 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.

  • Briana L. McDougall, CFA

    Briana L. McDougall, CFA

    Senior Vice President, Senior Portfolio Manager

    Briana McDougall is responsible for the construction and management of investment portfolios of high net worth individuals, families, trusts, and non-profit organizations. She also collaborates with clients’ internal and external advisors in developing comprehensive plans focused on their needs and goals. Briana joined The Trust Company from Northern Trust in Tampa where she held the position of Vice President, Portfolio Manager, managing total assets of approximately $600 million across 100 client relationships. A graduate of Florida Gulf Coast University, Fort Myers, Florida, Briana obtained her B.S. in finance and minored in economics. She holds the designation of Chartered Financial Analyst and is a member of both the CFA Institute and CFA Society of Tampa Bay. She has served on several boards and committees and is currently a member of the Hillsborough Education Foundation’s investment committee.

  • Jeffrey A. Muddell

    Jeffrey A. Muddell

    Senior Vice President, Wealth Services Advisor
    The Sanibel Captiva Trust Company

    Jeff Muddell joined the company after twelve years in nonprofit management and philanthropy, primarily in the health care sector.  Most recently he served as System Director of Gift Planning for the Lee Health Foundation in Fort Myers, FL 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. He holds a Master’s in Business Administration from the University of Florida’s Warrington School of Business and is in the process of earning his Certified Financial Planner (CFP) designation.  He earned his bachelor’s degree in Communications from the University of Miami and began his professional career in broadcasting and journalism.

  • Louis N. Pappas

    Louis N. Pappas

    Vice President, Family Office Services, The Tampa Bay Trust Company

    Louis Pappas is part of the trust and investment team singularly focused on providing holistic wealth management to multi-generational families. In addition to new business development, Louie assists with the oversight of software and systems relating to the trust company and family office platforms. He 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 – one of the many established coastal communities The Trust Company serves.

  • David F. Port, J.D.

    David F. Port, J.D.

    Executive Vice President, Trust Administration

    David Port oversees trust administration for The Trust Company. He has over 30 years of experience in estate planning, trust and estate administration, estate and gift taxation and real estate. Prior to joining the firm, David was a Senior Vice President at Northern Trust in Naples for five years. Earlier, he spent ten years at Wachovia Bank, N.A. and was an attorney in private practice in Naples. Prior to relocating to Southwest Florida, David worked in Minneapolis for Resource Trust Company, First Trust Company and the law firm of Sween, Salazar & Barry. He earned his J.D. in Law degree at Hamline University in St. Paul, Minnesota and is a member of the Florida State Bar, Minnesota State Bar, American Bar Association, and the Collier County Bar Association Probate and Estate Law Committee.

  • Cherry W. Smith

    Cherry W. Smith

    Executive Vice President, Wealth Services Advisor
    The Naples Trust Company

    Cherry Smith joined the company with over 30 years of experience in the financial industry. She was Vice President and Wealth Strategist for 13 years with Northern Trust and also spent 20 years working in the Wealth Management division of Bank of America. As an active community volunteer, she has served as a director with the Education Foundation, Champions for Learning, the Naples Concert Band, the Naples Art Association, the Naples Historical Society and is currently serving with St. Matthews House and the Senior Friendship Clinic. She is also a graduate of Greater Naples Leadership. Cherry earned a Bachelor of Arts degree at The College of St. Catherine in St. Paul, Minnesota and graduated with honors from the National Graduate Trust School at Northwestern University.

  • Andrew Vanderhorst, CFA, CFP®, CLU®

    Andrew Vanderhorst, CFA, CFP®, CLU®

    Senior Vice President, Senior Portfolio Manager

    Andrew Vanderhorst is an integral member of the investment management team, as well as an investment analyst. He provides research, oversight and assessment of client portfolios amid the company’s expanding relationships, and he is a member of the Family Office Services Team. Prior to joining the firm, he held the position of vice president and portfolio manager at Northern Trust in Tampa where he managed the investments for approximately 100 client and nonprofit relationships and was responsible for over $600 million of investable assets across public and private markets. Earlier, he served as the Financial Education Consultant for JPMorgan Chase & Co., in Chicago traveling nationwide as a subject matter expert for major retirement plan participants. Andrew received his Bachelor of Arts in History at the University of Chicago, and his Masters in Business Administration from the University of Florida, Gainesville, Florida. He holds the designations of Chartered Financial Analyst, Certified Financial Planner and Chartered Life Underwriter. He is currently serving on the board of CFA Society Tampa Bay, as well as the executive committee for Chartered Financial Analysts – Florida, and is an investment committee member of United Way – Suncoast.

  • Timothy P. Vick

    Timothy P. Vick

    Director of Research, Senior Portfolio Manager

    Tim Vick specializes in growth investing and the methods of Benjamin Graham and Warren Buffett. He is the author of three investment books, including the bestseller, How to Pick Stocks Like Warren Buffett. In addition to conducting client portfolio management and securities research for The Trust Company, he serves as a member of the Asset Management Committee. Prior to joining the firm, he served as a securities analyst and portfolio manager for buy-side investment firms. Tim has appeared on CNBC and CNN and has been quoted by The Wall Street Journal, The New York Times, The Los Angeles Times, The Washington Post, Barron’s, and The Chicago Tribune. Before establishing his career in the securities industry, Tim enjoyed an earlier career as an award-winning investigative journalist in Chicago. He has served on several non-profit boards, including the Northwest Indiana Symphony Orchestra, Calumet College of St. Joseph, and the Jim and Betty Dye Foundation. He holds a master’s degree in management from Purdue University and Bachelor of Arts in economics and history.