PRESS RELEASE

Michael Unger joins Coral Gables Trust Company

Coral Gables Trust Company Appoints Michael Unger As Assistant VP And Investment Officer
Coral Gables Trust Company Continues to Add Top Talent to its Growing Team

SOUTH FLORIDA CITYBIZLIST
FEBRUARY 2019 - PEOPLE


Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion in assets under management, is pleased to announce the addition of Michael Unger, Assistant Vice President and Investment Officer, to its seasoned financial team. Based in the firm’s Coral Gables office, Unger will assist the investment committee in evaluating and recommending optimum asset allocations for clients and in maintaining and rebalancing client portfolios.

Prior to joining Coral Gables Trust, Unger worked for a boutique investment firm in South Florida, providing comprehensive financial planning and investment management for high-net-worth individuals, retirement plan sponsors, and retirement plan participants. A CERTIFIED FINANCIAL PLANNER™ practitioner, Unger holds a bachelor’s degree in psychology with a double minor in economics and business administration from the University of Miami.

“We are pleased to have Michael join our growing investment management team,” said John W. Harris, Managing Director of Coral Gables Trust Company. “As we expand throughout South Florida, we will seek top talent to enhance our overall client experience so that we can continue to deliver the highest level of investment advice and wealth management services.”

Founded in 2004 by Chairman and CEO James W. Davidson and Director Dean Klevan, Coral Gables Trust Company has developed quickly to become an industry leader – growing from a startup to an independent, privately-owned firm with 25 employees in three offices across Miami-Dade, Broward and Palm Beach counties. A leading provider of wealth management, trust and financial planning services throughout the State, Coral Gables Trust Company’s success is evidenced by its significant increase from $150 million in assets under management to more than $1.4 billion in the past seven years.

View article on South Florida citybizlist


Web Leads Quarterly Commentary Subscribers

Important Cookie Information

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. Please read our cookie policy for more information.

I understand