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

Donald A. Kress
Director and Chairman, Trust Administrative Committee

Don retired from The Northern Trust Company in June of 2014. He joined the Miami office of Northern Trust in October of 1998, and was the Bank’s Fiduciary Practice Leader for Miami-Dade and Broward Counties, Florida. He also acted as a senior trust administrator for a select group of high net worth clients. Prior to joining Northern Trust, he managed various teams of trust and investment professionals for First Chicago Bank in Chicago, Illinois for approximately 12 years.

Don was Associate General Counsel of Miami Corporation, a private holding company based in Chicago, prior to his First Chicago experience. Don earned an A.B. in English Literature from Dartmouth College in 1967 and a J.D. from The University of Pennsylvania Law School in 1971. He also holds a CIMA designation.

Don is a member of the Board of Directors, and President, of the Estate Planning Council of Greater Miami and is a member of the University of Miami Estate and Gift Planning Advisory Board. He is a member of the faculty of the Florida Trust Schools and was on the board and faculty of the American Bankers Association National Trust School, where he taught courses in trust administration for 8 years ending in 2002.

Don is a director of the Vizcaya Museum & Gardens Trust, Inc. and is also a committee member of PhilanthropyMiami program (which is a program of the Partnership for Philanthropic Planning). Don is also a member of the board of directors, and President, of the Peacock Foundation. He has been admitted to the practice of law in the states of Illinois, Nebraska and New York.