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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.
Andrew Vanderhorst oversees the company’s investment strategy and management across the entirety of the portfolio management team. He is an astute investment analyst, providing research, oversight and assessment of client portfolios amid the company’s expanding relationships, and 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, his Bachelor of Science in Mathematics at Indiana University, and his Masters in Business Administration from the University of Florida. He holds the designations of Chartered Financial Analyst, Certified Financial Planner and Chartered Alternative Investment Analyst. He is a past board member of CFA Society Tampa Bay.
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.
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 $3.6 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 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. Terry currently serves on the Straz Center for the Performing Arts Board of Trustees and is a Board Member of The Dysautonomia Project in 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 making Tampa Bay their home in 2013.
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.
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.
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.
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.
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.
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.
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.
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. His most recent position was as a portfolio manager and senior strategist for Lone Star Capital, a macro fund based in Hong Kong. Prior to that role, he was an equity analyst researching large cap banks at Keefe, Bruyette & Woods of San Francisco and New York, and previously an equity research analyst responsible for the consumer and media sectors at J.P. Morgan. 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 in Finance, Accounting, and Economics from the University of Chicago’s Booth School, a B.A. in Economics following studies at Dartmouth College, and the Chartered Financial Analyst designation.
Billie Porter serves as a main point of contact for her client relationships and is responsible for monitoring the execution of trust and investment services on behalf of the client. As Senior Trust Officer, she will also maintain communication between departments to assure all team members are aligned with client goals. 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®)
Jeannine is a Trust Officer, 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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 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.
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.
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.
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 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.
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).