“Kelly” Caldwell Jr. always stays close to his Venice roots. The CEO and president of Caldwell Trust Company, Kelly is also a graduate of Venice High School, a proud Indian who likes to share the benefits of his success. The most recent instance of this philosophy recently occurred when the company brought world-class economist Stephen Moore to the school. Moore presented a talk about the current economic situation and his outlook to 450 junior- and senior-year students, followed by a lively question-and-answer session. “I’m bullish on the economy,” he told the group. (In Photo: Economist Stephen Moore, center, is flanked by Jack Turgeon, Venice High School principal, left, and R. G. "Kelly" Caldwell, Jr., CEO and president, at Venice High School.)
“Steve graciously made time on his schedule to meet with the students and I couldn’t have been more thrilled,” Kelly said. “Young people rarely have the opportunity to hear someone of his caliber. We’re delighted that we could bring Steve to them.”
Moore’s talk at Venice High School was the latest example of the company’s interest in educating students for a career in finance, or at least helping them learn about economic aspects of the world they will soon enter. Among its other commitments to education, Caldwell has been a table sponsor since 2005 of Brunch on the Bay, the annual USF Sarasota- Manatee Brunch scholarship event. In addition, in 2011 the company established The Caldwell Trust Company Business Scholarship to help underwrite educational opportunities for students of the USF College of Business on the Sarasota Manatee campus.
About Caldwell Trust Company
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $800 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers.
