VENICE, FL—Georgia Tech College of Engineering (COE) has named R.G. “Kelly” Caldwell, Jr., to its 2010 Academy of Distinguished Engineering Alumni according to COE Dean Don Giddens. Caldwell was one of only 18 chosen as Distinguished Engineering Alumni this year. He was honored this spring at the 2010 College of Engineering Induction Awards Ceremony, held at the Georgia Tech Hotel and Conference Center Ballroom in Atlanta.
Dean Giddens, himself a past recipient of the Academy of Distinguished Engineering Alumni Award, said “The College of Engineering places a great deal of emphasis on quality and innovation.” He described the 2010 honorees as “true role models for future generations of engineers who demonstrate a solid technological Georgia Tech education, a competitive spirit, and drive for excellence.”
Kelly Caldwell is CEO and president of Caldwell Trust Company, an independent trust company with offices in Venice and Sarasota, FL. Under his guidance, the company has grown in both size and capabilities. It currently has approximately $400 million dollars in assets under management, divided among investment management accounts for individuals and trustee accounts. The company also analyzes and manages retirement plans for employers.
Caldwell has been involved with the company’s operations since 1988, when he served as vice president of Caldwell & Co., an SEC-registered firm providing investment management services. In 1992, that company’s operations shifted to Trust Companies of America, Inc. TCA is the parent of Caldwell Trust Company, which was chartered in 1993. Caldwell is CEO and president of both companies.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages approximately $400 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 advisor, financial manager and personal representative. Additionally Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. The trust company can also help newcomers establish residency and can refer them to local professionals to create Florida wills, trusts, living wills and surrogate designations.