provided to The Santiva Chronicle
Andrew Vanderhorst, CFA, CAIA, CPWA®, CFP®, has been promoted to Chief Investment Officer (CIO) of The Sanibel Captiva Trust Company and its divisions: The Naples Trust Company and The Tampa Bay Trust Company. His responsibilities include leading the Asset Management Committee, while overseeing a deep bench of in-house senior-level portfolio managers and investment analysts. He will also continue to serve as a member of the Family Office Services team.
“Andrew has been an exceptional member of our investment management team since joining us in 2016,” said Terence M. Igo, Chief Executive Officer. “We are confident in his ability to lead our investment strategy as we are poised for significant growth over the coming years.”
Most recently, Vanderhorst held the position of senior vice president and senior portfolio manager for the company’s Tampa Bay offices managing $800 million of client portfolios. Prior to joining The Trust Company, he was vice president and portfolio manager at Northern Trust in Tampa where he managed the investments for approximately 100 client and nonprofit relationships and was responsible for over $600 million of investable assets across public and private markets.
Earlier he was with JPMorgan Chase & Co., in Chicago, as a Financial Education Consultant. He traveled throughout the US as a subject matter expert working with Fortune 1000 companies’ retirement plan participants.
Vanderhorst received his Bachelor of Arts in History at the University of Chicago, and his master’s in business administration from the University of Florida. He also obtained his Bachelor of Science in Mathematics at Indiana University. He holds the designations of Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor (CPWA®) and CAIA®.
The Sanibel Captiva Trust Company is an independent trust company with more than $3.5 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 and performance driven. 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, Marco Island, Tampa, Belleair Bluffs-Clearwater and Tarpon Springs.
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