Sabal Trust Company
Justin Wai, CFA, has extensive experience in finance, currently serving as Portfolio Manager and Principal at Sabal Trust Company since May 2017, where management includes a $1.6 billion Dividend Growth Strategy. Prior experience includes roles at Raymond James Financial Inc. from August 2011 to May 2017, where responsibilities included acting as an Equity Research Liaison and assessing credit risk as a Risk Analyst. Justin played a pivotal role in a Student Managed Investment Fund, contributing to the management of $186,000 and successfully pitching equity investments. Additional experience encompasses positions in investment banking and financial analysis during internships at Hyde Park Capital Partners, Prudential Commercial Real Estate, alongside leadership as Vice President of Finance for Alpha Kappa Psi. Educational qualifications include a Bachelor of Science in Finance and Economics from the University of South Florida.
Sabal Trust Company
At Sabal Trust, we take the long view on client wealth and prosperity. Protecting our clients' interests, while growing and preserving assets for future generations, is of paramount importance. As the largest, employee-owned trust company in Florida, Sabal Trust has been providing trusted wealth advice to affluent individuals and families throughout the state for over 30 years. Our professional and dedicated advisors provide customized trust administration, investment management, family office services and estate settlement for individuals, corporations and nonprofits. We work to preserve the life and legacy our clients work so hard to build. Our strategic and measured approach to investment management means they'll enjoy the continued freedom to focus on family, philanthropy and everything else that is important in their world. Your Life. Your Legacy.