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CORAL GABLES TRUST APPOINTS TWO LEADING WEALTH ADVISORS IN THE COMMUNITY TO ITS INVESTMENT MANAGEMENT TEAM
CORAL GABLES, FL: Coral
Gables Trust Company (“CGTC”) announced
today the appointment of two of South
Florida’s most highly respected wealth
advisors to its investment management
team: Mr. Joseph Nader, and Mr. John W.
Harris.
Mr. Joseph Nader
– Chief Investment Officer
Joseph Nader brings over
20 years experience in investment
management and banking and provides
guidance and customized service to help
our clients meet their needs and goals.
Joe’s career has included senior
positions with Citicorp in both the
United States and Latin America; JP
Morgan Chase, where he managed over $1
Billion in high-net worth client assets;
and more recently a large Miami-based
family office with approximately $500
million in assets. He is recognized in
the industry as an expert, is often
quoted in the financial business
financial media and is frequently
invited as a guest speaker at industry
events and corporate roundtables. Joe
graduated with an MBA from American
University in Washington D.C. and is
devoted to Big Brothers Big sisters of
Greater Miami.
Mr. Nader brings to CGTC
a broad knowledge of investment products
and wealth building and preservation
strategies.
Mr. John W.
Harris – Chief Wealth Advisor
John Harris brings over
20 years experience in investment
management, private banking and
commercial lending. John’s career
includes positions as Senior Vice
President/ Managing Director, Broward
and Palm Beach Counties; Gibraltar
Private Bank and Trust; Senior Vice
President: Northern Trust; First Vice
President/ Broward County SunTrust Bank.
He brings a holistic and comprehensive
planning approach to assist Coral Gables
Trust’s clients and their families meet
not only their quantitative but also
their qualitative goals. He graduated
from Georgetown University, Washington,
D.C. with a B.S. in Business
Administration; Graduate Babson
Leadership Program and Omega ® Credit
Training Program. He is currently
enrolled in New York University CFP ®
Program.
Mr. Harris has extensive
involvement with South Florida based
community and charitable organizations
such as the Broward Estate Planning
Council, Board Member; Broward American
Heart Association; Ft. Lauderdale Museum
of Discovery and Sciences; Georgetown
Alumni Association Member; Riverwalk
Trust, Trustee Member; and Coral Ridge
Homeowners Association.
“Coral Gables Trust is
extremely pleased to have these two
outstanding leaders join our management
team. The expertise and relationships of
these impressive advisors significantly
enhance Coral Gables Trust’s ability to
continue its record of delivering solid
investment management results and
exceptional trust and estate planning
services to our clients and
shareholders,” said Jim Davidson,
Chairman of the Board of Coral Gables
Trust Company.
About Coral Gables
Trust
Coral Gables Trust is a leading provider
of wealth management and trust services
in South Florida. Founded in 2004 as a
locally owned and operated independent
trust company, CGTC services a client
base, ranging in size from $500,000 to
over $10 million; which includes
affluent individuals and families, small
to medium sized companies, foundations,
and pension and endowment funds. The
Firm strives to provide totally
conflict-free services to our clients,
combining personalized advice and
service, open-architecture (no
proprietary products), asset based fees,
and a culture totally devoted toward
putting our clients’ interests first.
Coral Gables Trust was voted Best of
Miami in 2007 by Miami Today, placing
The Company among the sector’s elite.
Quick Link
www.cgtrust.com
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