Building Wealth I Preserving Legacy
APRIL 2023 Newsletter | VOLUME LXXIV
NEW HIRE
GRAND OPENING
Caldwell Trust Company held its grand opening of the renovated historic, iconic downtown Sarasota building
Kendall Peacock, CFA, CAIA, joins Caldwell Trust Company as Senior Portfolio Manager
INVESTMENT LETTER
HONOREE
Focus on Fixed Income
Rita Lowman, Board Member, Recognized in List of Most Influential Business Leaders by Tampa Bay Business Journal
NEW MEMBER
Melissa Caldwell Joins Caldwell Trust Company Board of Directors
The Way It’s Meant To Be