Tampa
Deborah Izzi, CFA
Senior Vice President, Senior Portfolio Manager
Deborah Izzi is a member of the companywide investment management team and asset management committee. She is responsible for managing her clients’ portfolios to meet their financial needs and goals and analyze market behavior and assess it against their current asset allocation. She joined The Trust Company from Northern Trust in Tampa, having served as Vice President, Portfolio Advisor, where she built and managed multi-asset portfolios for high-net worth individuals across varying account types – particularly monitoring macroeconomics and capital markets. Prior to relocating to Florida, Debbie served as Financial Advisor at Zuk Financial Group, Napa, California, known for a similar high-touch culture to The Trust Company’s. Earlier, she served for 12 years at Columbia Threadneedle (formerly Liberty Financial Group) as Senior Vice President, Senior Equity Portfolio Manager where she co-led the International Equity Team overseeing $2 billion invested in institutional and mutual funds. Debbie is a CHARTERED FINANCIAL ANALYST (CFA) and holds a Series 7, 63 and SIE. She received her Master of Science in information systems at Golden Gate University, San Francisco, California and her Bachelor of Science in finance with an economics minor at University of Delaware, Newark, Delaware.
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