Biographies

Coral Gables Trust Company (CGTC) offers an experienced team that can assist with your wealth management, asset management, asset servicing, estate settlement, guardianship services, specialized trust services and wealth planning. 

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Adam J. Peck, CFA

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Al Cardenas

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Allan J. Pekor

Vice Chairman

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: info@cgtrust.com

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Carlos Palomares

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Casey Byrnes, J.D.

Asst. VP, Assoc. Fiduciary Counsel, Relationship Manager

Coral Gables

Tel: (786) 497-1215

Fax: (786) 955-2198

Email: cbyrnes@cgtrust.com

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Cindi Perantoni

Kreps DeMaria

Sr. Vice President

Tel: (305) 663-3543

Email: cperantoni@krepspr.com

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Dean C. Klevan

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Denise Nuñez Casale

VP, Sr. Wealth Advisor

Fort Lauderdale

Tel: (786) 749-7065

Fax: (786) 209-0535

Email: dcasale@cgtrust.com

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Diana Batchelor

VP, Relationship Manager & Client Advisor

Fort Lauderdale

Tel: (786) 693-6060

Fax: (954) 707-6897

Email: dbatchelor@cgtrust.com

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Dominique Alexander, CPA

VP, Controller, HR Manager

Coral Gables

Tel: (786) 693-6060

Fax: (786) 955-2205

Email: dalexander@cgtrust.com

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Donald A. Kress

Director and Chairman, Trust Administrative Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: dkress@cgtrust.com

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Edward R. Blumberg

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Eileen Santana, CFP®

Sr. VP, Sr. Relationship Manager

Coral Gables

Tel: (786) 497-1213

Fax: (786) 955-2195

Email: esantana@cgtrust.com

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Gerardo Rodriguez

VP, Investment Officer

Coral Gables

Tel: (786) 292-0310

Fax: (786) 209-0199

Email: grodriguez@cgtrust.com

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Isabela Sanchez, CFP®

Asst. VP, Trust Officer

Coral Gables

Tel: (786) 693-6059

Fax: (786) 231-5404

Email: isanchez@cgtrust.com

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Ivan Shegota, CTFA

Sr. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (561) 820-4844

Fax: (561) 300-8592

Email: ishegota@cgtrust.com

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James W. Davidson

Chairman and CEO

Coral Gables

Tel: (786) 497-1212 ext 124

Fax: (786) 497-1217

Email: jdavidson@cgtrust.com

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Janet Risi Field

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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John Harris

Managing Director, Chief Wealth Advisor

Coral Gables

Tel: (305) 443-2544

Fax: (786) 955-2193

Email: jharris@cgtrust.com

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Larry Riley, CFA

Director and Chairman, Trust Investment Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: lriley@cgtrust.com

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Linda M. Haskins, CPA

Managing Director, Chief Financial Officer

Coral Gables

Tel: (786) 477-6380

Fax: (786) 955-2197

Email: lhaskins@cgtrust.com

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Liz Arza

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: Larza@cgtrust.com

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Maria Del Carmen Cordova

Asst. Relationship Manager

Coral Gables

Tel: (786) 671-2846

Fax: (786) 618-3345

Email: mcordova@cgtrust.com

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Maria E. Otero

VP, Relationship Manager

Coral Gables

Tel: (305) 443-2564

Fax: (786) 955-2194

Email: motero@cgtrust.com

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Marlin Castellon

Client Service

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: mcastellon@cgtrust.com

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Mason Williams

Managing Director, Chief Investment Officer

Coral Gables

Tel: (786) 497-1214

Fax: (786) 955-2196

Email: mwilliams@cgtrust.com

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Megan Kifer, MPA, J.D., LL.M.

Assoc. Relationship Manager and Assoc. Fiduciary Counsel

Fort Lauderdale

Tel: (954) 707-6894

Fax: (954) 400-5492

Email: mkifer@cgtrust.com

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Michelle Viteri

Trust Officer

Coral Gables

Tel: (786) 279-2241

Fax: (786) 955-2191

Email: mviteri@cgtrust.com

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Natalia Tarazona

Asst. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (786) 471-5725

Fax: (786) 471-5730

Email: ntarazona@cgtrust.com

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Nelson L. Hernandez

Wealth Advisor

Coral Gables

Tel: (305) 343-6802

Fax: (786) 497-1217

Email: nhernandez@cgtrust.com

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Peggy Sapp

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Ramona Lacy

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Richard DeNapoli, J.D., LL.M.,CFP®

Managing Director, Chief Trust Officer, Chief Fiduciary Counsel

Coral Gables

Tel: (786) 497-1216

Fax: (786) 955-2198

Email: rdenapoli@cgtrust.com

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Stephanie Ortiz

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: sortiz@cgtrust.com

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Willard L. Wheeler, Jr.

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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William Meyersohn

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Williams D. Pruitt

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Yuly Lopez

Asst. Marketing Manager

Coral Gables

Tel: (786) 618-3355

Fax: (786) 618-3345

Email: ylopez@cgtrust.com

Al Cardenas
Board Member

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Coral Gables

D: (786) 497-1212

Fax: (786) 497-1217

Listed in The Best Lawyers in America® 2017, an honor based on an exhaustive peer-review process.
 
Al (Alberto R.) Cardenas is nationally recognized for his leadership in the law, business and politics. He has served as an advisor to US Presidents, as counsel of record in a number of precedent-setting and published court decisions and as a commentator and writer on issues of national importance.
 
He is recognized in The Best Lawyers in America and has been named one of Washington DC's top lobbyists by The Hill. Al is rated AV by Martindale-Hubbell and was named one of “The Most Influential Leaders in the Latino Community Today” by a number of leading national publications. As a senior partner in the firm he chairs the Latin America and Florida Public Policy Practice Groups and is Deputy Practice Leader of the Public Policy Group.
 
Al is widely known in national and state political circles, including serving as Vice-Chairman of No-Labels, as a member of the International Republican Institute (IRI) International Advisory Board and formerly as Chairman of the American Conservative Union (ACU). He previously served two terms as Chairman of the Republican Party of Florida and  three consecutive terms as its Vice-Chairman. 
 
Ronald Reagan chose Al for his transition team, making him responsible for the transition of the United States Department of Commerce. President Reagan also appointed him to chair the President's Commission on Small and Minority Business Affairs in 1982 and later as Special Ambassador to St. Kitts-Nevis upon that nation's independence in 1983. Presidents Reagan and George H. W. Bush appointed Al to the Board of Directors of the Federal National Mortgage Association from 1985 to 1990. He also served on the President's Trade Policy Commission.
 
Governor Jeb Bush appointed Al as a member of the Board of Trustees of Florida Agriculture and Mechanical University (FAMU). He is a former Trustee of Miami Dade College and was named to its “Hall of Fame”. 
 
Al has frequently appeared on network television, including NBC, CNN, FOX, MSNBC, Telemundo and Univision, and is an opinion writer for a number of national publications.