CTOs on the Move

Caldwell Trust

www.ctrust.com

 
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.ctrust.com
  • 1400 Center Road
    Venice, FL USA 34292
  • Phone: 941.493.3600

Executives

Name Title Contact Details
Leonard Nagel
Director of Technology Profile

Similar Companies

Manning and Napier

Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market environments. We serve a diversified client base of individuals, 401(k) plan sponsors, pension plans, defined benefit plans, defined contribution plans, Taft-Hartley plans, and endowments & foundations. We also strive to provide value-add products and services to financial professionals, including retirement plan advisors, financial advisors, and consultants. Manning & Napier is headquartered outside of Rochester, New York, with an additional office in St. Petersburg, Florida.

Haverford Trust Company

Haverford Trust Company is one of the leading companies in the Financial Services sector.

East Rock Capital

East Rock Capital, LLC is an investment management firm co-founded by Graham Duncan and Adam Shapiro that acts as an adviser to a number of investment funds and managed accounts located at 10 East 53rd Street in New York.

Pitcairn

Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families. Headquartered in Jenkintown, Pennsylvania, the firm also has offices in New York and Washington, DC as well as a network of resources around the world.

Delaware Depository Service Company

Depository Trust Company of Delaware, LLC dba Delaware Depository is a state chartered, limited purpose trust company and an exchange-licensed, precious metals depository.