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. 

Search by:
Your search for people with last name starting with "letter" returned 0 results.

Contact-image

Adam J. Peck, CFA

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Al Cardenas

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Allan J. Pekor

Vice Chairman

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: info@cgtrust.com

Contact-image

Carlos Palomares

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

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

Contact-image

Cindi Perantoni

Kreps DeMaria

Sr. Vice President

Tel: (305) 663-3543

Email: cperantoni@krepspr.com

Contact-image

Dean C. Klevan

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Denise Nuñez Casale

VP, Sr. Wealth Advisor

Fort Lauderdale

Tel: (786) 749-7065

Fax: (786) 209-0535

Email: dcasale@cgtrust.com

Contact-image

Diana Batchelor

VP, Relationship Manager & Client Advisor

Fort Lauderdale

Tel: (786) 693-6060

Fax: (954) 707-6897

Email: dbatchelor@cgtrust.com

Contact-image

Dominique Alexander, CPA

VP, Controller, HR Manager

Coral Gables

Tel: (786) 693-6060

Fax: (786) 955-2205

Email: dalexander@cgtrust.com

Contact-image

Donald A. Kress

Director and Chairman, Trust Administrative Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: dkress@cgtrust.com

Contact-image

Edward R. Blumberg

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Eileen Santana, CFP®

Sr. VP, Sr. Relationship Manager

Coral Gables

Tel: (786) 497-1213

Fax: (786) 955-2195

Email: esantana@cgtrust.com

Contact-image

Gerardo Rodriguez

VP, Investment Officer

Coral Gables

Tel: (786) 292-0310

Fax: (786) 209-0199

Email: grodriguez@cgtrust.com

Contact-image

Isabela Sanchez, CFP®

Asst. VP, Trust Officer

Coral Gables

Tel: (786) 693-6059

Fax: (786) 231-5404

Email: isanchez@cgtrust.com

Contact-image

Ivan Shegota, CTFA

Sr. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (561) 820-4844

Fax: (561) 300-8592

Email: ishegota@cgtrust.com

Contact-image

James W. Davidson

Chairman and CEO

Coral Gables

Tel: (786) 497-1212 ext 124

Fax: (786) 497-1217

Email: jdavidson@cgtrust.com

Contact-image

Janet Risi Field

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

John Harris

Managing Director, Chief Wealth Advisor

Coral Gables

Tel: (305) 443-2544

Fax: (786) 955-2193

Email: jharris@cgtrust.com

Contact-image

Larry Riley, CFA

Director and Chairman, Trust Investment Committee

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: lriley@cgtrust.com

Contact-image

Linda M. Haskins, CPA

Managing Director, Chief Financial Officer

Coral Gables

Tel: (786) 477-6380

Fax: (786) 955-2197

Email: lhaskins@cgtrust.com

Contact-image

Liz Arza

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: Larza@cgtrust.com

Contact-image

Maria Del Carmen Cordova

Asst. Relationship Manager

Coral Gables

Tel: (786) 671-2846

Fax: (786) 618-3345

Email: mcordova@cgtrust.com

Contact-image

Maria E. Otero

VP, Relationship Manager

Coral Gables

Tel: (305) 443-2564

Fax: (786) 955-2194

Email: motero@cgtrust.com

Contact-image

Marlin Castellon

Client Service

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: mcastellon@cgtrust.com

Contact-image

Mason Williams

Managing Director, Chief Investment Officer

Coral Gables

Tel: (786) 497-1214

Fax: (786) 955-2196

Email: mwilliams@cgtrust.com

Contact-image

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

Contact-image

Michelle Viteri

Trust Officer

Coral Gables

Tel: (786) 279-2241

Fax: (786) 955-2191

Email: mviteri@cgtrust.com

Contact-image

Natalia Tarazona

Asst. VP, Relationship Manager & Client Advisor

Coral Gables

Tel: (786) 471-5725

Fax: (786) 471-5730

Email: ntarazona@cgtrust.com

Contact-image

Nelson L. Hernandez

Wealth Advisor

Coral Gables

Tel: (305) 343-6802

Fax: (786) 497-1217

Email: nhernandez@cgtrust.com

Contact-image

Peggy Sapp

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Ramona Lacy

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

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

Contact-image

Stephanie Ortiz

Assoc. Relationship Manager

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: sortiz@cgtrust.com

Contact-image

Willard L. Wheeler, Jr.

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

William Meyersohn

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Williams D. Pruitt

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Contact-image

Yuly Lopez

Asst. Marketing Manager

Coral Gables

Tel: (786) 618-3355

Fax: (786) 618-3345

Email: ylopez@cgtrust.com

Dean C. Klevan
Board Member

Contact-image

Coral Gables

D: (786) 497-1212

Fax: (786) 497-1217

Mr. Klevan was the first President of the Coral Gables Trust Company, which together with James Davidson he helped to found.  He continues to be on the board, and active in the Trust Committee of the Board.
 
In his distinguished career, he also served in senior positions with Morgan Stanley, Merrill Lynch, and Citicorp in the United States and abroad.
Following his career in banking, Mr. Klevan was the President and CEO of the International SeaKeepers Society, a Miami based not-for-profit focused on ocean issues. He has also served as faculty at the University of Miami in the Department of Finance teaching at the undergraduate level.
 
Mr. Klevan is an active advocate for Ocean preservation. He currently serves on the Board of Trustees of the Guy Harvey Ocean Foundation. He has previously served on the advisory committee of the Pew Institute of Ocean Science and the School of Ocean Science at Nova Southeastern University. An avid sports fisherman and diver, he is keenly aware of the crises faced by oceans today. 
 
Mr. Klevan has a history of philanthropic involvement. He has served on the Planned Giving Council at the University of Miami, the Board of Trustees of the Historical Museum of Southern Florida and Plymouth Congregational Church, and has been a mentor at the University of Miami. Mr. Klevan is an Eagle Scout and served in the U.S. Army, obtaining the rank of Captain. He is a graduate of the University of Pennsylvania and the Wharton School of Business. He resides with his wife in Coconut Grove, Florida.