Investing With Sabal Trust

Ask us About Our

Investment Strategy Group & Portfolio Management Team

Sabal Trust focuses on protecting and preserving family legacies. Part of that effort involves maintaining control over the investment decision-making process. As a result, we do not outsource the investment decision-making activity. Our in-house Investment Strategy Group is responsible for developing the investment strategies used by our firm’s portfolio managers to benefit our clients and their families. This team is staffed with experienced research analysts who provide coverage of economic sectors, industries and individual companies within the stock and bond universes where we invest.

Meet Our

Investment Experts

Sabal Trust’s Investment Strategy Group is staffed with financial analysts who hold the Chartered Financial Analyst® (CFA®) credential. The CFA designation is a globally recognized investment credential that demonstrates mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving financial industry. Simply stated, it is the most respected and recognized investment credential in the world.

Moreover, each member of our Investment Strategy Group and Portfolio Management Team is also an owner of the firm and maintains a commitment to the industry’s highest standards as they work together to formulate strategic decisions and personally consult with clients to provide solutions that are unique to their circumstances.

  • Portfolio construction occurs internally within our local Investment Strategy Group
  • The research and selection of individual stocks and bonds that are part of our strategy, as well as the sizing and timing of trades, also occurs locally
  • Portfolio decisions and investment rationale are discussed thoroughly among the team of eight CFA Charterholders, including every client’s portfolio manager, who then implement the investment decisions according to each client’s individual circumstances
  • Interests and priorities aligned with those of our clients

  • Clients work directly with decision makers
  • Advice tailored for each client

  • Carefully crafted investment process
  • Disciplined and consistent decision-making
  • Successful through long-term market cycles

  • Prudent advice grounded in the real world
  • Research-based solutions

Our People

Investment Strategy Group

Scott L. Pieper, CFA®

Chief Investment Officer

Justin Wai, CFA®

Portfolio Manager, Investment Analyst

Sumaiyya Khan, CFA®

Fixed Income Manager, Investment Analyst

Mateo Marrullier

Investment Analyst

Our People

Portfolio Management Team

Andrew Aiello, CIMA®
Travis Brown, CFA®
Joel Johnson, CFA®
Charles Kard, CFA®
Gerard Lachnicht, CFA®
Lowe Morrison, CFA®