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Logan Webb appointed chief investment officer at Florida Trust Wealth Management
S For Story/10695440
TAMPA, Fla. - s4story -- 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.
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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.
About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with nearly $6 billion in assets under management that provides Family Office (https://floridatrust.com/family-office-services/) and Wealth Management (https://floridatrust.com/wealth-management-a-holistic-coordinated-approach/) Services, including investment management (https://floridatrust.com/investment-services/), trust administration (https://floridatrust.com/trust-services/) and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return oriented and performance driven. Offices in Tampa, St. Petersburg, Belleair Bluffs, Tarpon Springs, Sanibel-Captiva, Fort Myers, Naples, Marco Island. Celebrating 25 years in business. floridatrust.com
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LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. Not FDIC Insured | No Guarantee | May Lose Value
"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.
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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.
About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent state-chartered trust company with nearly $6 billion in assets under management that provides Family Office (https://floridatrust.com/family-office-services/) and Wealth Management (https://floridatrust.com/wealth-management-a-holistic-coordinated-approach/) Services, including investment management (https://floridatrust.com/investment-services/), trust administration (https://floridatrust.com/trust-services/) and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. The firm is focused on wealth management services that are absolute-return oriented and performance driven. Offices in Tampa, St. Petersburg, Belleair Bluffs, Tarpon Springs, Sanibel-Captiva, Fort Myers, Naples, Marco Island. Celebrating 25 years in business. floridatrust.com
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LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. Not FDIC Insured | No Guarantee | May Lose Value
Source: Florida Trust Wealth Management
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