ABOUT US

Board of Directors

William D. Pruitt

  • Chairman of the Board
  • Mr. Pruitt serves as the Company’s Chairman of the Board of Directors.

    Donald A. Kress

  • Board Member
  • President, Chief Executive Officer
  • Chairman of Trust Administrative Committee
  • Mr. Kress serves as the Company’s Chief Executive Officer, President and Chairman of the Trust Administrative Committee.

    Larry Riley, CFA®

  • Board Member
  • Secretary
  • Chairman of the Trust Investment Committee
  • Mr. Riley serves as the Company’s Senior Vice President, Secretary and Chairman of the Trust Investment Committee.

    Ramona (Lacy) Fowler

  • Treasurer
  • Chairman of the Audit Committee
  • Ms. Fowler serves as the Company's Treasurer, Chairman of the Company's Audit Committee and member of the Company's Executive Committee.

    Richard H. Wilson, Jr.

  • Board Member
  • Vice Chairman
  • Mr. Wilson is the Founder and President of Patrician Capital, a large single-family office. 

    Edward R. Blumberg, Esq.

  • Board Member
  • Mr. Blumberg is a Partner at the Law Firm of Deutsch, Blumberg & Caballero P.A.

    Alberto R. Cardenas

  • Board Member
  • Mr. Cardenas is President and CEO of VITAL, which was formed to educate and support the insurance needs of the undeserved Hispanic community.

    Dean C. Klevan

  • Board Member
  • Mr. Klevan was the first President of Coral Gables Trust Company, and founder of the Firm.

    Simon Levin, Esq.

  • Board Member
  • Mr. Levin, as a Partner of the law firm of Sills Cummis & Gross P.C., enjoyed over forty years of working experience.

    Adam J. Peck, CFA®

  • Board Member
  • Mr. Peck has worked in the investment industry for 25 years.

    Janet Risi Field

  • Board Member
  • Mrs. Risi Field is currently CEO of SFLA 305 Consulting Firm specializing in supply chain management and international distribution.

    Peggy Sapp

  • Board Member
  • Mrs. Sapp is Chief Executive Officer of Informed Families and the volunteer President of the National Family Partnership.

    Steven McKean

  • Board Member
  • Mr. McKean is a forward-thinking entrepreneur and executive with a strong focus on technology and finance.

    Frank Gonzalez

  • Board Member
  • Mr. Gonzalez has provided audit, business consulting, SEC compliance and advisory services to organizations in a wide range of industries.