Meet the Principals and Board Members Meet the Principals and Board Members

Our Team

An asterisk indicates that the individual is also a Director of the Company.

ANDREW AIELLO, CIMA®

ANDREW AIELLO, CIMA®

Andrew Aiello graduated from Florida State University with a Bachelor of Arts in Political Science. He became a Certified Investment Management Analyst® (CIMA®) through Yale School of Management and is a Principal in our Tampa office. Prior to joining Sabal, Andrew worked 13 years at Franklin Templeton, helping financial professionals and their clients with portfolio construction and retirement planning. Andrew is active in community service with Pinellas County Schools, having served as a Doorways mentor for more than six years. He currently volunteers as a business mentor to students in the Academy of Finance program at Northeast High School in St. Petersburg.

CHRISTINA BARRETT

CHRISTINA BARRETT

Christina is a Relationship Manager in our St. Petersburg office and has accumulated six years of experience in financial services and customer relations. Christina is a third-generation resident of St. Petersburg, where she attended St. Petersburg Catholic High School. She plans to attend the Florida Bankers Association’s Florida Trust and Wealth Management School in July of 2022. Christina has been a lifelong volunteer in our community and looks forward to continuing to serve those in need.

JAEL BAYATE

JAEL BAYATE

Jael is a Relationship Manager at Sabal Trust’s Villages office. She graduated from the Florida Bankers Association’s Florida Trust and Wealth Management School. Jael supports her community through mentoring and teaching life-skill programs that enrich the community as a whole. She is active in The Villages Charter School, where both her sons attend high school. Jael has 15 years of experience in accounting, banking and finance.

KATHLEEN J. BELMONTE, CTFA, AEP®

KATHLEEN J. BELMONTE, CTFA®, AEP®

Kathy Belmonte is a graduate of the Florida Trust School and holds the designations of Certified Trust Fiduciary Advisor® (CTFA®) and Accredited Estate Planner® (AEP®). Kathy is a member and past President of the Tampa Bay Estate Planning Council and is a past president of the National Association of Estate Planners and Councils. Kathy’s community involvement includes the Board of Trustees of The Saunders Foundation, the LifePath Hospice Women of Philanthropy and Ambassador Committee, the Legacy Council of the Crisis Center of Tampa Bay and the Professional Advisor Network of the Community Foundation of Tampa Bay. Kathy also serves on the Board of Directors of the Tampa Club.

TRAVIS BROWN, CFA

TRAVIS BROWN, CFA®

Travis Brown earned a Bachelor of Science in Finance and Real Estate from Florida State University as well as graduating with a Master of Science in Finance from the University of Tampa. Travis holds the Chartered Financial Analyst® (CFA®) designation and has more than a decade of investment management experience.  He enjoys giving back to the St. Petersburg community through volunteer efforts serving on the Board of Trustees of St. Anthony’s Hospital Foundation. In addition, Travis works with Pinellas County Schools serving as a business mentor to students in the Academy of Finance at Northeast High School.  Travis is a member of CFA Tampa Bay where he is currently on the board of directors.

Brian H. Ceras, CTFA

Brian H. Ceras, CTFA®

Brian Ceras earned a Bachelor of Science from Florida State University, is a graduate of the Florida Bankers Association Graduate Trust School, Cannon Financial Institute’s Trust School and holds the designation of Certified Trust Fiduciary Advisor® (CTFA®). Brian has over fifteen years of experience in trust administration and investment management. He is a graduate of Leadership St. Pete and committed to serving the St. Petersburg community. As a Past President and member of the Northeast Exchange Club, he is actively involved in improving the lives of children and in the prevention of child abuse. Brian is also a member of the Suncoast Estate Planning Council.

SHANNON CRIBBS

SHANNON CRIBBS

Shannon Cribbs is an accountant in our St. Petersburg office. He received his Bachelor of Science in Accounting from the University of South Florida and is a third-generation Floridian. Prior to joining Sabal Trust, Shannon accumulated 10 years of financial and corporate accounting experience working in the greater Tampa Bay area. He’s an avid fisherman who likes to donate and volunteer his time to Tampa Bay Watch and Tampa Bay Waterkeeper. As a licensed foster parent, he enjoys taking his family fishing and kayaking and supporting all the local sports teams.

LUCAS DEVICENTE, CFP®, CTFA®

Lucas DeVicente received his Bachelor of Science in Business and his Master’s in International Business from the University of Florida. He is a holder of the Certified Financial Planner® (CFP®) and Certified Trust Fiduciary Advisor® (CTFA®) designations, a graduate of Florida Banker’s Trust School, Cannon Financial Institute’s Trust School and the Tuck Executive Program at Dartmouth College. He is currently a Board Member of the Tampa Theatre, Tampa Bay History Center and the YMCA of Greater St. Petersburg. He also serves as a Board Member of the Florida Bankers Association Trust & Wealth Management School. As a fifth-generation resident of Tampa Bay, Lucas is deeply committed to the community and has served on the Board of Trustees for the St. Petersburg Museum of History and Leadership St. Pete Alumni Association.

KIMBERLY A. EARLY

KIMBERLY A. EARLY

Kim Early earned a Bachelor of Arts from the University of Florida and is a graduate of the National Graduate Trust School at Northwestern University. Kim provides more than two decades of experience in trust administration and investment management. Kim commits her personal time to the community as a Eucharistic minister for her church and a trustee for Answered Prayers Project, which helps equip low-income women with workforce opportunities. Kim is also a past trustee for CASA.

JULIE L. FARBER, CTFA

JULIE L. FARBER, CTFA®

Julie Farber graduated with honors from Eckerd College with a Bachelor of Arts in Business Administration. She is a graduate of the Florida Trust and Wealth Management School and is a Certified Trust and Financial Advisor. Julie is a member and past President of the Tampa Bay Estate Planning Council and a member of the Suncoast Estate Planning Council. Julie serves on the board of New Life Village and has served on the Hillsborough Education Foundation’s Planned Giving Council and The Florida Aquarium’s Planned Giving Council. Julie has worked with clients in the trust and investment management industry for more than 40 years in the Tampa Bay area.

LAURENCE R. FASAN*

LAURENCE R. FASAN*

Larry Fasan earned a Bachelor of Arts in Business Administration from Michigan State University and is a graduate of the National Graduate Trust School at Northwestern University. Larry has forty years of experience in trust administration and investment management and is a Managing Principal in our St. Petersburg office. He serves the community through his work as an Advisory Board Member for the Salvation Army St. Petersburg Area Command, for Tampa Bay Watch, and for the Community Foundation of Tampa Bay. He is a professional partner for the H. Lee Moffitt Cancer Center Foundation and a member of the Suncoast Estate Planning Council. Larry is a founding partner, joining the organization in 1995.

BRANDON GILLEN

BRANDON GILLEN

Brandon Gillen is a Relationship Manager in our St. Petersburg office. Brandon graduated from Michigan State University with a Bachelor of Arts degree in Finance. He has worked in the financial services industry for three years. He is attending Florida Trust and Wealth Management School in July of 2022 and is a Level I candidate for the Chartered Financial Analyst designation.

DIANE HERMAN

DIANE HERMAN

Diane was born and raised in Florida and is currently enrolled in the Florida Banker’s Trust School and is set to graduate in 2022. Diane is a Principal in our St. Pete office and provides more than two decades of extensive experience in the financial and trust industry, and has functioned in both operations and management roles. Diane is an active runner and enjoys giving back to the community through volunteer efforts with Girls on the Run and Give Kids the World.

BONNIE HILL, CC(GRC)P, CRCMP

BONNIE HILL, CC(GRC)P, CRCMP

Bonnie Hill graduated with distinction from Eckerd College with a Bachelor of Arts in Business Management and is an honor graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School. She holds the Certified Cyber (Governance Risk and Compliance) Professional CC(GRC)P and Certified Risk and Compliance Management Professional (CRCMP) designations and has over 20 years of experience in compliance and investment management. Bonnie enjoys giving back to the community through volunteering for Pinellas County Schools, the Museum of Fine Arts, and the American Heart Association.

SUSAN H. HINES, J.D.

SUSAN H. HINES, J.D.

Susan Hines earned her Bachelor of Science in Business Management, magna cum laude, and Juris Doctorate from the University of Florida. She is an honors graduate of the ABA’s National Graduate Trust School at Northwestern University. Susan is the Managing Principal in our Sarasota Office and brings more than thirty years of trust experience to her clients. Susan is a licensed attorney in Florida and a member of the Florida and Sarasota County Bar Associations. She is a Leadership Sarasota Graduate and an Executive Board Member of the Southwest Florida Estate Planning Council. Susan is passionate about financial literacy and youth development and has committed her time in the community as a Board Member of the Boys and Girls Clubs of Sarasota County, The Gulf Coast Community Foundation, the William G. and Marie Selby Foundation and the Jerome and Mildred Paddock Foundation.

AMELIA JAMES, LL.M.

AMELIA JAMES, LL.M.

Amelia James earned an LL.M. in International Law from Stetson University College of Law as well as a bachelor’s degree and a master’s degree in Law from Leeds University, UK and Université Toulouse 1 Capitole, France. Amelia is a Principal in our St. Petersburg office with legal, financial and fiduciary experience. She is deeply invested in giving back to our community and regularly volunteers her time creating estate plans for our first responders with Wills for Heroes, and she previously served as a Leadership Committee member for Making Strides Against Breast Cancer. Amelia also currently serves as the Senior Class President for the Florida Banker’s Trust School.

JOEL JOHNSON

JOEL JOHNSON, CFA®, CAIA®, CFP®, CPWA®

Joel Johnson is a graduate of Florida Gulf Coast University with a Bachelor of Science in Finance. He holds the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), Certified Financial Planner (CFP®), and Certified Private Wealth Advisor (CPWA®) designations. He is a member of the CFA Society Tampa Bay and enjoys giving back to Florida Gulf Coast University and the CFA Society through mentorship programs for upcoming graduates. He participates as a member of the Greater Sarasota Chamber of Commerce’s Young Professionals Club as well as the Sarasota Tiger Bay Club and Friends of the Bay Park.

Bryant N. Jones*

Bryant N. Jones*

Bryant Jones serves as President and CEO of Sabal Trust Company and brings twenty years of experience in the trust and wealth management arena. Bryant received a Bachelor of Science from The University of Alabama and an MBA from Emory University. He is also a graduate of the Tuck Executive Program at Dartmouth College. Bryant serves on the boards of the Dali Museum and Academy Prep and is a member of the CEO Council of Tampa Bay.

CHARLES H. KARD, CFA, CFP®

CHARLES H. KARD, CFA®, CFP®

Charles Kard graduated from Stetson University with a Bachelor of Business Administration. Charles holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner® (CFP®) designations and has more than twenty years of experience in investment management. He is also a graduate of the Tuck Executive Program at Dartmouth College. As a lifelong resident of St. Petersburg, Charles is deeply committed to the Tampa Bay community. He supports child abuse prevention and other causes through his involvement in the Exchange Club of St. Petersburg, where he is a past president. Charles is a member and past president of CFA Tampa Bay and a member of the Suncoast Estate Planning Council.

SUMAIYYA M. KHAN, CFA®

SUMAIYYA M. KHAN, CFA®

Sumaiyya earned her Master of Science in Finance from the University of South Florida (USF), where she also served as a certified tutor of Finance, Accounting and Economics for student athletes at the USF Academic Enrichment Center. Sumaiyya holds the Chartered Financial Analyst® (CFA®) designation and is an active member of the CFA Institute and CFA Society Tampa Bay. Prior to Sabal, Sumaiyya gained investment research and management experience at Bloomberg L.P. and the state of New Jersey. Deeply committed to the community, Sumaiyya has volunteered with Big Brothers Big Sisters of Tampa Bay’s Pinellas Leadership Council and continues to devote her time mentoring international students at USF. She is also involved in animal rescue causes and supports local organizations, like the Humane Society of Tampa Bay.

RACHEL KNIGHT, CTFA

RACHEL KNIGHT, CTFA®

Rachel Knight earned her Bachelor of Business Administration from Walla Walla University in Washington state. She is a graduate of the Florida Bankers Association Trust School and holds the Certified Trust Fiduciary Advisor® (CTFA®) designation. Rachel is a member of the Suncoast Estate Planning Council and St. Pete Young Professionals. Committed to her community and clients, she brings almost a decade of experience in trust administration and investment management to the Sabal team.

ELIZABETH J. KNOWLES

ELIZABETH J. KNOWLES

Beth Knowles earned a Bachelor of Arts from the University of South Florida and completed National Graduate Trust School at Northwestern University. Beth has over forty years of experience in trust administration. She is a Managing Principal in our St. Petersburg office. Beth demonstrates her commitment to the community by giving her personal time and expertise to a variety of organizations, including serving on the Board of Trustees of the Suncoast Hospice Foundation for more than twenty years. She is a member of Business and Professional Women/St. Petersburg – Pinellas and also participates in the Pinellas County Estate Planning Council.

RONALD E. KOEPSEL, JD, CTFA

RONALD E. KOEPSEL, JD, CTFA®

Ron Koepsel earned a Bachelor of Arts degree from Indiana University and a Juris Doctor from Northern Illinois University College of Law and is a licensed attorney in both Illinois and Florida. Ron holds a Certified Trust Fiduciary Advisor® (CTFA®) designation and is a member of both the Florida Bar Association and the Sarasota County Bar Association. Ron serves the community as a board member with the Charitable Gift Planners of Southwest Florida and on the Speaker Selection Board for the Ringling College Library Association. Ron previously served as a trustee with John’s Hopkins All Children’s Hospital Foundation, on the Board and Executive Committee of the Community Foundation of Sarasota County and was past president of the Southwest Florida Estate Planning Council.

GERARD J. LACHNICHT, CFA

GERARD J. LACHNICHT, CFA®

Gerry Lachnicht earned a Bachelor of Science in Business Administration and a Master of Science in Finance from Florida International University. He holds the Chartered Financial Analyst® (CFA®) designation and has over twenty-five years of investment management experience. Gerry is the Managing Principal of our Villages office. He also spent several years as an Adjunct Professor of Finance for Florida Atlantic University. Gerry is dedicated to his community, serving as a supervisor for the Sumter Landing Community Development District and as vice-chair of the district government Investment Advisory Committee, offering advice and guidance to the District Financial Officer. He is also a voting member of the Sumter County Industrial Development Authority, serves on the board of the Tri-County Estate Planning Council of The Villages, and serves on the board of FL PALM, a cash management and short-term investment program for Florida Public Agency investors.

MICHAEL LEGGE

MICHAEL LEGGE

Michael Legge is a Relationship Manager in our Tampa office. Michael received his Bachelor of Science in Business Administration from St. Petersburg College and is currently attending Texas A&M University for his MBA. He has worked in the financial services industry for four years and looks forward to progressing in the investment management and trust services industry.

Kari Mainelli, CPA

KARI MAINELLI, CPA

Kari Mainelli serves as CFO of Sabal Trust Company. She received her Bachelor of Science in Accounting and Master of Accounting degrees from the University of Florida. Kari is dedicated to the community through her board service and participation with organizations including American Stage Theater Company, Suncoast Voices for Children, Lutheran Church of the Cross, Academy of Ballet Arts, Junior League of St. Petersburg and Big Brothers Big Sisters of Tampa Bay.

MATEO MARRULLIER

MATEO MARRULLIER

Mateo Marrullier earned the Bachelor of Business Administration degree with a Major in Finance from the Florida Atlantic University (FAU). Mateo has a passion for equity analysis and is excited to be starting his career with Sabal Trust as an Investment Analyst at our St. Petersburg office. Mateo was involved with a variety of philanthropic organizations at FAU, including the Juvenile Diabetes Research Foundation and “OwlThon”—a yearlong fundraising event that culminates in a 13.1 hour Dance Marathon and benefits patients and families treated at the University of Florida Health Shands Children’s Hospital. Having returned to his hometown of St. Petersburg, Mateo looks forward to giving back to his community.

MATEO HADEN MAZZUCO

HADEN MAZZUCO

Haden Mazzuco is a Relationship Manager in our St. Petersburg Office. Haden graduated from Florida State University with a Bachelor of Science degree in Finance. He is also a Tampa native and graduated from Berkeley Prep in 2018. Haden is starting his career with Sabal Trust and plans to earn CFP® Certification. In conjunction with his work experience at Sabal, Haden wishes to become a CFA® Charterholder. Having recently returned to Tampa Bay, Haden looks forward to giving back to his community.

SUSAN S. MITTERMAYR*

SUSAN S. MITTERMAYR*

Susan Mittermayr earned a Bachelor of Arts from Erskine College and is a graduate of the Florida Graduate Trust School. She completed the Executive Leadership Program at the Darden School of Business. Her experience in Trust and Investment Management services industry spans more than three decades. She is a Managing Principal in our St. Petersburg office. Susan has generously invested herself in local business and community organizations. She is a member and past president of Suncoast Estate Planning Council, a member and past chair of the board of the YMCA of Greater St. Petersburg and a member and past president of the Rotary Club of St. Petersburg. She also serves on the Parish Finance Council at St. Jude Cathedral and the School board of St. Petersburg Catholic High School. Susan is a founding partner, joining the organization in 1993.

G. LOWE MORRISON, CFA

G. LOWE MORRISON, CFA®

Lowe Morrison received a Bachelor of Science from the University of South Florida, holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute. He is the Managing Principal in our Sarasota office and brings thirty-five years of trust investment management experience to his clients at Sabal Trust. As a sixth generation Floridian, Lowe is committed to improving the communities and environment along his native west coast. He is a Trustee of the Frank E. Duckwall Foundation, an organization dedicated to improving the quality of life in the Tampa Bay region. Lowe is on the board and the Immediate Past Chairman of the Board of Trustees at Mote Marine Laboratory and also serves on the board of the Conservation Foundation of the Gulf Coast. Lowe enjoys a variety of outdoor activities in his spare time.

BRIAN MURPHY

BRIAN MURPHY

Brian Murphy is a Relationship Manager in our St. Petersburg office. Brian received his Bachelor of Science in Economics from the University of Central Florida. He has four years of experience in financial services and investment management. Brian is currently pursuing his Certified Financial Planner™ designation.

JORDAN PADOVA

JORDAN PADOVA

Jordan Padova is a Relationship Manager in our St.Petersburg office. Jordan received his Bachelor of Science in Accounting from the University of Central Florida and an MBA from the University of South Florida. Prior to joining Sabal Trust, Jordan worked in municipal finance as a budget analyst for Pasco County and treasury manager for the Hillsborough County Aviation Authority. Jordan, an avid golfer, is a member of Copperhead Charities, a group that supports charities in the Tampa Bay area through the Valspar Championship golf tournament.

SCOTT L. PIEPER, CFA*

SCOTT L. PIEPER, CFA®*

Scott Pieper is the Chief Investment Officer for Sabal Trust. Scott received a Bachelor of Arts from Lehigh University and an MBA from the University of South Florida, and he completed the Executive Education program at the University of Virginia’s Graduate School of Business. He holds the Chartered Financial Analyst® (CFA®) designation and is a graduate of the American Bankers Association National Trust School. Scott is a member of the CFA Institute and a past president of CFA Tampa Bay. Scott is involved in a variety of charitable and philanthropic organizations in the Tampa Bay area. He serves on the board of the Conn Memorial Foundation and on the Investment Committee of the Tampa Metropolitan Area YMCA.

SANDY PERRY

SANDY PERRY

Sandy Perry is a Relationship Manager in our St. Petersburg office. Originally from Cincinnati, Ohio, Sandy has lived in St.Petersburg for over 40 years. She earned an AB in Accounting and an AA degree, both from St. Petersburg College. She has earned her CFA Institute Investment Foundations Certificate and is also a graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School. Sandy has 13 years of private banking and wealth management experience and 17 years of broker back-office experience.

Brent L. Prudhomme

Brent L. Prudhomme, CTFA®

Brent Prudhomme earned a Bachelor of Science in Business Administration from Northwestern State University in Louisiana, is a graduate of the Florida Bankers Association Graduate Trust School and holds the designation of Certified Trust Fiduciary Advisor® (CTFA®). He has over fifteen years of experience in investment management and trust administration. Brent enjoys giving back to the St. Petersburg community through his involvement with the Police Athletic League of St. Petersburg, a charity committed to providing youth of St. Petersburg with the opportunity to become involved with positive activities such as athletics, recreation and education.

ANITA RAHN

ANITA RAHN

Anita Rahn has over 25 years of experience in retail banking, private banking and trust administration. She has been with Sabal Trust since 2011 and has held positions in both our Sarasota and St. Petersburg offices. Anita is originally from Indianapolis,Indiana and has lived in the Sarasota area for over 30 years. She graduated from Eckerd College in St.Petersburg with a Bachelor of Arts in Business Administration, and she is a graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School. She has been active in the Sarasota community with the Van Wezel Foundation and with the Forty Carrots Family Center.

William Rushin

William Rushin, CTFA®

Bill graduated from the University of Pittsburgh at Johnstown with a Bachelor of Arts in Politics and Government. He holds the Certified Trust Fiduciary Advisor® (CTFA®) designation and is a graduate of Cannon Financial Institute’s Trust School. Bill has over 20 years experience in trust administration and investment management. He is committed to his clients and looks forward to serving his community.

Tammie Sandoval-Badger, J.D., CTFA®

Tammie Sandoval-Badger, J.D., CTFA®

Tammie Sandoval-Badger is a cum laude graduate of the State University of New York at Albany, having earned a Bachelor of Arts in English. Tammie also earned her Juris Doctor degree from the Barry University Dwayne O. Andreas School of Law, and holds the designation of Certified Trust and Fiduciary Advisor® (CTFA®). Tammie is a Principal in our Sarasota office and provides customized wealth management strategies for high-net-worth individuals and families, specializing in the areas of trust and estate administration. She is also an active member of the Florida Bar Association, as well as the Sarasota Bar Association, and serves on the boards of the Sarasota Orchestra and the Forty Carrots Family Center.

LEE SCHIELKA

LEE SCHIELKA

Lee Schielka is a Relationship Manager in our Villages office. Lee earned a Bachelor of Science in Business Administration from the University of Florida. He will be attending the Florida Bankers Association’s Florida Trust and Wealth Management School in July of 2022 and is excited to continue his education through this program.

Preasley L. Simkins, JD, LL.M

Preasley L. Simkins, JD, LL.M.

Preasley Simkins is a cum laude graduate of the University of Alaska, Anchorage, having earned a Bachelor of Arts in Political Science. Preasley also earned her Juris Doctorate from Stetson University College of Law and her LL.M. in Taxation from the University of Alabama. She is a Managing Principal in our St. Petersburg office and has more than 15 years of experience working with families in trust administration, estate settlement and family office services. She is also a volunteer for Southeastern Guide Dogs.

APRIL M. STANTON

APRIL M. STANTON

April M. Stanton is a Relationship Manager from Largo, Florida, where she resides with her husband and two daughters. She has been in the financial services industry for over a decade, and prior to that, she worked in the insurance industry. April is a graduate of the Florida Bankers Association’s Florida Trust and Wealth Management School. She is an active member in her church and is a member of the West Shore Alliance. She also serves her community in many volunteer activities.

WESLEY STEM

WESLEY STEM

Wesley Stem is a Relationship Manager in the Sarasota office. He is a graduate of Temple University’s Fox School of Business in Philadelphia, PA. Wesley has six years of experience on the institutional side of the trust business and holds a certificate in Retirement Plan Services from Cannon Financial Institutes. Wesley looks forward to starting his first year of the Florida Bankers Association’s Florida Trust and Wealth Management School this summer.

JUSTIN WAI, CFA®

JUSTIN WAI, CFA®

Justin Wai graduated with a Bachelor of Science, double majoring in Finance and Economics from the University of South Florida, where he participated in the Student Management Investment Fund that actively managed part of USF’s endowment. Justin holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and CFA Tampa Bay. He has volunteered with Big Brothers Big Sisters of Tampa Bay Pinellas Leadership Council, mentored students through Big Brothers Big Sisters of Tampa Bay, and is an independent tutor in finance and mathematics. Justin is a portfolio manager on our Investment Strategy Team.

STAN WONG

STAN WONG

Stan Wong is a Relationship Manager in our St. Petersburg office. He is currently enrolled in the Florida Bankers Association’s Florida Trust and Wealth Management School and is set to graduate in 2024. Stan has over 15 years of experience in the financial and trust industry and has served in various roles in operations.

Tom Wright, CIMA®, AIF®

Tom Wright, CIMA®, AIF®

Tom Wright is a graduate of The University of Oklahoma with a Bachelor of Arts Degree in Economics. He earned his Certified Investment Management Analyst® (CIMA®) certification through The Wharton School of Business at The University of Pennsylvania and is also an Accredited Investment Fiduciary® (AIF®). Tom has over twenty-six years of experience working with individuals, families and institutional clients to meet their investment management objectives.

Outside Directors

Ward J. Curtis Jr., Chairman Retired CEO, Sabal Trust Company
Ann Duncan Inman Vice Chairman, Chief Strategy Officer and Chief Diversity Officer, Savills
Mark T. Mahaffey CEO, The Mahaffey Company
James T. Maxwell Retired Chairman/CEO, Reliance Trust Company
Craig H. Sher Retired Executive Chairman of Sembler
Joseph M. Williams, CPA President of Kimmins Contracting Corp., President of Cumberland Real Estate Holdings, President and COO of Cumberland Technologies
Robert H. Willis, Jr. Partner & Attorney, Skelton, Willis, Bennett & Wallace, LLP