Sarasota Private Trust Company offers wealth management, co-investing, trust services, and world-class advice in tax planning and philanthropy.

Finance

Sarasota Private Trust

Sarasota Private Trust's headquarters in Sarasota, FL, United States

John R. Hart

Gail Fagan

Brian Volner, AIF®, CTP®

Brian Volner

John V. Rindlaub

George J. Dickson Jr.

William M. Isaac

Eric Kaplan

The Management Team at Sarasota Private Trust oversees strategic direction, ensures operational efficiency, and provides leadership across various service lines including wealth management and trust services. Key responsibilities include corporate governance, client relationship management, and driving overall company growth and performance.

Management Team

The Leadership Team at Sarasota Private Trust is responsible for overseeing the strategic direction and operational effectiveness of the company. Comprised of experienced professionals, they guide the organization in delivering exceptional wealth management and trust services, ensuring alignment with client needs and industry standards while fostering innovation in tax planning and philanthropy.

Sarasota Private Trust

Org chart

Board & advisors

Teams

Management Team

Leadership Team

Offices

Sarasota Private Trust

Org chart

Board & advisors

Teams

Management Team

Leadership Team

Offices

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