VENICE, FL: Caldwell Trust Company has hired J. Chris McGee as vice president of investments according to R. G. “Kelly” Caldwell, Jr., CEO and president. In that capacity McGee heads Caldwell’s investment committee, which draws on a team of experienced in-house professionals and carefully chosen outside analysts to make decisions for client portfolios. “We are extremely pleased that Chris has joined us,” Kelly Caldwell said. “He brings a background of incredible experience, along with the emphasis on a family-oriented approach that is the hallmark of our service to clients.” McGee will be based in the company’s Venice headquarters.
A Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), McGee had previously been senior investment adviser and senior vice president at PNC Wealth Management in Sarasota for nearly a decade. Prior to that he was portfolio manager for five years with U.S. Trust (formerly Bank of America) in Sarasota. Before relocating here, he had served as vice president, capital management, for Wachovia Bank in Winston-Salem, North Carolina.
McGee holds an MBA in finance and marketing from the J. L. Kellogg Graduate School of Management at Northwestern University and a BS in commerce from the University of Virginia. He is a member of the CFA Institute, CFA Tampa Bay and CAIA Association. He also served on the candidate curriculum committee of the CFA Institute and served as a grader for the CFA Examination for the CFA Institute in Charlottesville, Virginia. He has served on the board of directors of Selah Freedom, Sarasota, since 2014.
To contact Chris McGee, phone 941.493.3600 or email cmcgee@ctrust.com. To learn more about Caldwell Trust Company, call 1.800.338.9476 (toll-free), 941.493.3600 (Venice) or 941.926.9336 (Sarasota); email info@ctrust.com; visit www.ctrust.com or tweet @CaldwellTrust.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $850 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.
