Fast Track

Caldwell Trust Company Moves Into New Downtown Sarasota Space

Plus, Ringling College film wins national ADDY Awards and local students receive U.S. Service Academy appointments.

06/16/2022 By Staff

Fast Track

Caldwell Trust Company Adds Banker to Board of Directors

Lowman most recently served as president of Pilot Bank.

03/29/2022 By Staff

Fast Track

Caldwell Trust Company Promotes Business Analyst

Sarah Rothenbach Maus, a Sarasota native, works works with Caldwell’s staff to analyze the company’s evolving IT needs.

12/09/2021 By Staff

Fast Track

Alisa J. Westberry Joins Caldwell Trust Company

Westberry will work from the company's downtown Sarasota office as an assistant trust officer.

09/28/2021 By Staff

Fast Track

Florida Bankers Association Elects R. G. 'Kelly' Caldwell Trust Executive Committee

Caldwell will serve as the committee's chair.

11/02/2020 By Staff

Real Estate

Caldwell Trust Company Purchases Cain/Wilson Building in Downtown Sarasota

Designed by acclaimed architect Thomas Reed Martin and completed in October 1936, the historic structure will now be known as the Caldwell Trust Company Building.

02/14/2020 By Staff

Finance

Trust Company Names New Assistant Vice President

Venice's Caldwell Trust Company recently hired Reppard Gordon.

01/03/2019 By Staff

Finance

Trust Company Names New Operations Specialist

Venice's Caldwell Trust Company recently promoted Kim Pettit, who joined the firm last year.

11/02/2018 By Staff

Finance

Trust Company Promotes Two to Trust Officer

Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.

07/18/2018 By Staff

Finance

Trust Company Selects New Senior Vice President

Venice's Caldwell Trust Company recently hired Gina Jordan as senior vice president and trust officer.

06/05/2018 By Staff

Finance

Wealth Management Firm Promotes Three

Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.

05/08/2018 By Staff

Big Assets

Caldwell Trust Reaches $1 Billion Milestone

The company will also celebrate its 25th anniversary this year.

03/30/2018 By Staff

Finance

Trust Company Names New Associate

Venice's Caldwell Trust Company recently hired Luis Morales in its Sarasota office.

02/05/2018 By Staff

New hires

Trust Company Adds New Associate

Venice's Caldwell Trust Company recently hired trust associate Marci Sweat.

05/01/2017 By staff

New hires

Trust Company Picks New Vice President

Venice's Caldwell Trust Company recently hired Tony Blasini as vice president of employee benefits.

04/03/2017 By staff

Economy

Economist Arthur Laffer Bullish on Trump, Economy

Speaking at Caldwell Trust Company in Sarasota, ex-Reagan advisor sees much better days ahead.

02/22/2017 By David Hackett

New hires

Trust Company Names New Operations Associate

Caldwell Trust Company recently hired Dennis Shanahan as an operations associate.

01/25/2017 By staff

New hires

Trust Company Hires New VP

Caldwell Trust Company, an independent trust company with offices in Venice and Sarasota, recently hired J. Chris McGee as vice president of investments.

09/27/2016 Research by staff