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

Mason Williams
Managing Director, Chief Investment Officer

Mason Williams has more than 12 years’ experience building investment strategies and managing institutional multi-asset class portfolios for high-net worth private clients, families and foundations. Mason’s recent experience has been in South Florida as the Chief Investment Officer for a Trust and Wealth Management division for a well-known community bank. In his capacity there, Mason chaired the Asset Management Committee, which handled implementing portfolio strategy and allocation.

Mason specializes in customizing portfolio solutions for high net worth individuals and families by using an open architecture framework. Having a career fully dedicated to fiduciary investment services, Mason has extensive knowledge and experience in trust administration, compliance and business development.

His academic training is in finance, with a Master’s degree from the University of Miami and a B.S. from Arizona State University. Mason is an avid golfer and has been involved with charitable organizations such as the Cystic Fibrosis Foundation and the Susan G. Komen Foundation.