Sanibel Trust Company's 2024 Shareholders' Meeting: Focus is on people

By: Sanibel Captiva Trust Company
 
FORT MYERS, Fla. - April 10, 2024 - PRLog -- SanCap Group Inc., the holding company of The Sanibel Captiva Trust Company and its divisions, held the 23rd Annual Shareholders' Meeting Wednesday, March 20 at the Mariott Sanibel Harbor Resort & Spa in Fort Myers. The meeting attracted nearly 100 guests consisting of clients, employees and board members, and the company's legal and insurance advisors.

The meeting covered economics, investing and other broad financial issues, as well as strategic new hires and company news. SanCap Group's Founder and Chairman S. Albert D. Hanser opened the meeting by emphasizing the importance of client services and client satisfaction demonstrated by the company's exceptional client retention rate of 98%. He also lauded the work of longtime employees Cherry Smith and Steve Greenstein in Wealth Services and in-house fiduciary counsel, David Port, J.D., all of whom recently retired.

Chief Executive Officer, Terence M. Igo applauded the organization's nearly 60 employees for an outstanding job in 2023 of serving both clients and community organizations while navigating a "bumpy" market and keeping expenses in line.

Chief Operating Officer, Ian Breusch, CFA, spoke about several projects undertaken in 2023 to scale efficiencies across the company, including profitability, marketing efforts and service delivery, additional fiduciary services, and clarity of roles and responsibilities across the team. Breusch introduced several new strategic hires and an equal number of team members who were recently promoted.

CFO Beth Weigel spoke about the approximately 500 client relationships and related accounts that The Trust Company services. She also touched on meeting client needs through the remodeling and expansion of existing offices.

Guests also heard several heart-felt stories provided by four local market presidents.

These market leaders spoke about the connections their teams have made with clients, not just with wealth management, but on a personal level.

Dreyer talked about how gratifying it is to witness first-hand the generosity of team members who will come together across the company to help a client.

Presidents Muddell and Marquardt both expounded on the strength and character of their teams, while working out of temporary offices for 18 months until their new buildings on Sanibel and in Fort Myers were ready for business.

Naples President West McCann announced he is stepping down from his role effective April 1 to serve as Naples Market Executive to focus on business development and portfolio management. Billie Ann Porter, CFP, CTFA, is assuming the leadership role in Naples. Porter had served as senior vice president, senior trust officer in Naples with significant experience in the trust industry.

Board member and former Tampa Mayor Pam Iorio spoke about the consistent growth of the company, which she attributes to the company's strong culture and always doing the right thing.

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Source:Sanibel Captiva Trust Company
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Industry:Financial
Location:Fort Myers - Florida - United States
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