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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James W. Davidson

Chairman and CEO

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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John Harris

Managing Director

Coral Gables

Tel: (305) 443-2544

Fax: (786) 955-2193

Email: jharris@cgtrust.com

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Mason Williams

Chief Investment Officer

Coral Gables

Tel: (786) 497-1214

Fax: (786) 955-2196

Email: mwilliams@cgtrust.com

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Richard DeNapoli, J.D., LL.M.,CFP®

Chief Trust Officer, Chief Fiduciary Counsel

Coral Gables

Tel: (786) 497-1216

Fax: (786) 955-2198

Email: rdenapoli@cgtrust.com

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Linda M. Haskins, CPA

Chief Financial Officer

Coral Gables

Tel: (786) 477-6380

Fax: (786) 955-2197

Email: lhaskins@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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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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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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Ivan Shegota, CTFA®

Sr. VP, Relationship Manager & Client Advisor

West Palm Beach

Tel: (561) 820-4844

Fax: (561) 300-8592

Email: ishegota@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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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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Gerardo Rodriguez

VP, Investment Officer

Coral Gables

Tel: (786) 292-0310

Fax: (786) 209-0199

Email: grodriguez@cgtrust.com

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Denise Nuñez Casale

VP, Sr. Wealth Advisor

Fort Lauderdale

Tel: (954) 562-8518

Fax: (786) 209-0535

Email: dcasale@cgtrust.com

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Nelson L. Hernandez

Wealth Advisor

Coral Gables

Tel: (305) 343-6802

Fax: (786) 384-6504

Email: nhernandez@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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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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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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Michelle Viteri

Trust Officer

Coral Gables

Tel: (786) 279-2241

Fax: (786) 955-2191

Email: mviteri@cgtrust.com

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Stephanie Ortiz

Trust Officer

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: sortiz@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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Yuly Lopez

Asst. Marketing Manager

Coral Gables

Tel: (786) 618-3355

Fax: (786) 618-3345

Email: ylopez@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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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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Marlin Castellon

Client Service

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

Email: mcastellon@cgtrust.com

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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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William D. Pruitt

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Peggy Sapp

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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Janet Risi Field

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Alberto R. Cardenas

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Dean C. Klevan

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Edward R. Blumberg

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Carlos Palomares

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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Adam J. Peck, CFA®

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

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Willard L. Wheeler, Jr.

Board Member

Coral Gables

Tel: (786) 497-1212

Fax: (786) 497-1217

James W. Davidson
Chairman and CEO

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Coral Gables

D: (786) 497-1212

Fax: (786) 497-1217

James W. Davidson is a founder of Coral Gables Trust Company and has served as its Chairman since its inception. He is also a founding general partner of Banyan Investment Partners (2003), Miami, FL, which currently has over $400 million under management. He was a general partner of South Atlantic Private Equity IV, L.P. and became affiliated with this fund group in 1993. Prior to that time, he was an investment banker for 20 years with Goldman, Sachs & Co. in New York.

Mr. Davidson moved to Miami in 1991 and established Davidson Capital Partners, an NASD member firm that provided corporate finance and management advisory services to emerging growth companies and family-owned businesses. He has previously served as a Director of two public companies, American Savings & Loan Association of Florida, Miami and Equinox Systems, Inc., Ft. Lauderdale; as well as three private companies. He is currently a director of several private portfolio companies of Banyan, including American Biosurgical, CareFinders, CodeMantra, Decton Group, MMD-Squadron, Sure Shot Drilling and Vology.

He is a member of the Board of Overseers, Hoover Institution, Stanford University, Palo Alto, CA, Board of Directors of the Plymouth Congregational Church Foundation, Inc. Miami, and the Board of Trustees and Advisors, Marion Military Institute, Marion, AL. He also served as a director of the Florida Venture Capital Forum from 1995 to 2000, and as its Chairman in 1998. In addition, he also served as a trustee and member of the Executive Committee of Palmer Trinity School, Miami; and as board member of Informed Families, Miami. Mr. Davidson holds a B.A. degree from Vanderbilt University and an MBA from the Wharton School, University of Pennsylvania. He served in the U.S. Army as a First Lieutenant, including a tour in Vietnam. He and his wife Deborah reside in Pinecrest, Florida.