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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.9 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and is a fee only advisor. -
James W. Davidson
Chairman, President & CEO
Office: 786.497.1212
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: rdenapoli@cgtrust.com -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: jharris@cgtrust.comMason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: mwilliams@cgtrust.com
In the news
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6/21/2021Citybiz Interview with James Davidson, Chairman & CEO of Coral Gables Trust Company James W. Davison is a co-founder of Coral Gables Trust Company, the largest independent and privately held trust company headquartered in South Florida. He began leading the management team following the financial crisis increasing Assets Under Management from $200 million in 2011 to over $1.7 billion today. |
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06/6/2021When Ivan Shegota joined Coral Gables Trust Company (CGTC) in March 2012 he had three long-term goals: To be a shareholder; to reach $1 billion of assets under management; and to open an office in Boca Raton. |
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5/25/2021
U.S. News & World Report "7 Best IRA Accounts for 2021" features Mason Williams, Managing Director & Chief Investment Officer |
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4/13/2021"With social-distancing restrictions easing, fresh fiscal stimulus measures from Congress, combined with a new vaccine entrant in the battle againts Covid, the path to a broader reopening is becoming clearer. As the economy recovers from the effects of the pandemic; economically sensitive stocks stand to benefit." |
