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Caldwell Trust Company Employee Directory

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.

Find Caldwell Trust Company employees' phone numbers or email addresses

Caldwell Trust Company Global Highlights

Location
Employees

North America
59

Minus sign iconPlus sign icon
  • United States Of America
    58
  • Canada
    1

Caldwell Trust Company's Leadership

  • Cto at Caldwell Trust Company
    L. N.
    Cto
    Mobile Phone
  • Vice President And Portfolio Manager at Caldwell Trust Company
    G. B. N.
    Vice President And Portfolio Manager
    Mobile Phone
  • President at Caldwell Trust Company
    R. C.
    President
    Mobile Phone
  • Trust Officer, Assistant Vice President at Caldwell Trust Company
    L. C.
    Trust Officer, Assistant Vice President
    Mobile Phone
  • Operations Manager at Caldwell Trust Company
    P. B.
    Operations Manager
    Mobile Phone
  • Airline And Security Operations Manager at Caldwell Trust Company
    J. M.
    Airline And Security Operations Manager
    Mobile Phone
  • Senior System Engineer at Caldwell Trust Company
    P. L.
    Senior System Engineer
    Mobile Phone
  • Compliance Officer at Caldwell Trust Company
    J. H.
    Compliance Officer
    Mobile Phone

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
Location
Last Update
  • Cto at Caldwell Trust Company
    L. N.
    Cto
    Mobile Phone
    Jun 26, 2026
  • President at Caldwell Trust Company
    R. C.
    President
    Mobile Phone
    Oct 16, 2024
  • Vice President And Portfolio Manager at Caldwell Trust Company
    G. B. N.
    Vice President And Portfolio Manager
    Mobile Phone
    Jun 29, 2026
  • Trust Officer, Assistant Vice President at Caldwell Trust Company
    L. C.
    Trust Officer, Assistant Vice President
    Mobile Phone
    Oct 16, 2024
  • Operations Manager at Caldwell Trust Company
    P. B.
    Operations Manager
    Mobile Phone
    Apr 22, 2026
  • Airline And Security Operations Manager at Caldwell Trust Company
    J. M.
    Airline And Security Operations Manager
    Mobile Phone
    Oct 17, 2024
  • Senior System Engineer at Caldwell Trust Company
    P. L.
    Senior System Engineer
    Mobile Phone
    Canada, Ontario
    May 07, 2026
  • Compliance Officer at Caldwell Trust Company
    J. H.
    Compliance Officer
    Mobile Phone
    Jun 26, 2026
  • Trust Assistant at Caldwell Trust Company
    S. R.
    Trust Assistant
    Mobile Phone
    Jun 01, 2026
  • Systems Administrator at Caldwell Trust Company
    K. A.
    Systems Administrator
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Caldwell Trust Company known for?

Minus sign iconPlus sign iconCaldwell Trust Company was founded in 1993 and operates in the Investment Management industry. You can contact Caldwell Trust Company's 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?

Minus sign iconPlus sign iconCaldwell Trust Company employees' email format typically follows the pattern of First@ctrust.com. 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?

Minus sign iconPlus sign iconCaldwell Trust Company has approximately 50 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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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