provided to The Santiva Chronicle
Florida Trust Wealth Management is pleased to announce the appointment of Logan S. Webb, CFA, CFP®, to chief investment officer. As an accomplished senior portfolio manager and investment analyst with 20 years of experience, he has served as investment team lead over the Tampa Bay portfolio management team, while working with clients to tailor their investment strategies to best meet their financial goals and estate planning needs.
“Logan is highly respected in his field and has been an exceptional asset on the investment management team during his years at Florida Trust,” said Terence M. Igo, CEO of Florida Trust. “We could not be more pleased he has accepted this critical role for the benefit of our clients and growing company.”
Prior to joining Florida Trust, Webb served at Bank of America Private Bank, formerly U.S. Trust, as a senior portfolio manager in Dallas and later in Austin, Texas, managing both individual and institutional client accounts valued at more than $1 billion. In his role as designated institutional portfolio manager, he was responsible for managing endowments, foundations and other philanthropic relationships.
Webb holds the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER (CFP®) designations. He is a graduate of Florida State University with a bachelor’s degree in economics. He is based in Florida Trust Wealth Management’s Tampa office on Boy Scout Boulevard.