What departments does Caldwell Trust Company have?

Caldwell Trust Company has employees across 4 departments including Engineering, Operations, Legal, Information Technology.

What is the largest department at Caldwell Trust Company?

The largest department at Caldwell Trust Company is Engineering with 3 employees.

Where are Caldwell Trust Company employees located globally?

Caldwell Trust Company has employees across 2 continents and 3 countries including Italy, United States Of America, Canada.

How has Caldwell Trust Company's team size changed over time?

Caldwell Trust Company's team has grown from approximately 38 to 43 employees based on available data.

Caldwell Trust Company Employee Directory

Q: Who are Caldwell Trust Company's key employees and leadership?

Caldwell Trust Company's key employees include: Cto: L. N., Vice President And Portfolio Manager: G. B. N., President: R. C..

Investment ManagementFlorida, United States11-50 Employees

Caldwell Trust Company is an independent trust company focused on investment management, based in Venice, Florida, and founded in 1993. It has more than 30 years of investment experience and oversees assets exceeding half a billion dollars. The firm provides fiduciary services for individuals, including acting as trustee, custodian, investment advisor, financial manager, and personal representative, and it also offers 401(k) and 403(b) retirement plans for companies.

It maintains a traditional, independent model that emphasizes direct client contact and in-house operations, while avoiding product sales and the drafting of legal documents or tax returns to prevent conflicts of interest. In 2025, Caldwell Trust Company promoted Alisa Ivey Craton to Vice President and Trust Officer.

Caldwell Trust Company Global Highlights

North America
60

United States Of America
59
Canada
1

Europe
1

Italy
1

Caldwell Trust Company's Leadership

L. N.
Cto
Mobile Phone
Email
G. B. N.
Vice President And Portfolio Manager
Mobile Phone
Email
R. C.
President
Mobile Phone
Email
L. C.
Trust Officer, Assistant Vice President
Mobile Phone
Email
P. B.
Operations Manager
Mobile Phone
Email
J. M.
Airline And Security Operations Manager
Mobile Phone
Email
W. F.
Senior Trust Officer
Mobile Phone
Email
P. L.
Senior System Engineer
Mobile Phone
Email

Caldwell Trust Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Engineering
Arts & Design
Business
Other
Finance

Contact profiles from Caldwell Trust Company

Name

Title

Contact Info

Location

Last Update

L. N.
Cto
Mobile Phone
Email
Jun 26, 2026
R. C.
President
Mobile Phone
Email
Oct 16, 2024
G. B. N.
Vice President And Portfolio Manager
Mobile Phone
Email
Jun 29, 2026
L. C.
Trust Officer, Assistant Vice President
Mobile Phone
Email
Oct 16, 2024
P. B.
Operations Manager
Mobile Phone
Email
Apr 22, 2026
J. M.
Airline And Security Operations Manager
Mobile Phone
Email
Oct 17, 2024
W. F.
Senior Trust Officer
Mobile Phone
Email
ItalyVeneto
Sep 11, 2025
P. L.
Senior System Engineer
Mobile Phone
Email
CanadaOntario
May 07, 2026
J. H.
Compliance Officer
Mobile Phone
Email
Jun 26, 2026
S. R.
Trust Assistant
Mobile Phone
Email
Jun 01, 2026

Frequently Asked Questions

What is Caldwell Trust Company known for?

Caldwell Trust Company was founded in 1993 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-941-493-****

. Explore Caldwell Trust Company's company overview page for more information.

What is Caldwell Trust Company's most common email format?

Caldwell Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Caldwell Trust Company email formats with LeadIQ.

How many employees does Caldwell Trust Company have currently?

Caldwell Trust Company has approximately 49 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Caldwell Trust Company's key employees and leadership?

As of July 2026, Caldwell Trust Company's key employees include:

Cto: L. N.
Vice President And Portfolio Manager: G. B. N.
President: R. C.
Trust Officer, Assistant Vice President: L. C.
Operations Manager: P. B.

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Caldwell Trust Company Employee Directory

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