provided to Santiva Chronicle
The Sanibel Captiva Trust Company announced today that Joel Johnson, Vice President, has been promoted to Portfolio Manager after successfully completing the extensive curriculum and testing to become a Chartered Financial Analyst (CFA). The professional distinction of CFA measures and certifies the competence and integrity of financial analysts.
Johnson has been a member of the investment management team for four years. His work focuses on researching specific sectors in information technology and telecommunications for client portfolios. He has also been heavily involved in the day to day trading of client accounts, working alongside senior team members while earning his designation.
“Joel has demonstrated an outstanding level of commitment to his role since the day he joined us, and that is reflected in the satisfaction of the clients who have come to know him,” said Al Hanser, Founder and Chairman of The Sanibel Captiva Trust Company. “He embodies leadership qualities and has a promising future with The Trust Company.”
Prior to joining the firm, Johnson worked as a personal banker at Fifth Third Bancorp, where he was responsible for customer account maintenance, customer relations and sales. He obtained his degree in finance from Florida Gulf Coast University, Fort Myers, Florida and was awarded a financial analyst internship with TerraCap Management in Bonita Springs followed by an investment associate internship at Moors and Cabot Investments in Naples.
The Sanibel Captiva Trust Company is an independent, privately held trust company with $2.2 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high net worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Naples, Tampa, Belleair-Clearwater and Tarpon Springs. www.sancaptrustco.com