Scott Antritt

Senior Executive Vice President and Director of Investments @Caldwell Trust Company

Sarasota, FL, US
EMAILS
s•••••••@ctrust.com
MOBILE NUMBERS
+19•••••••00

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WORK HISTORY

Nov 2011 — Present

Senior Executive Vice President and Director of Investments @Caldwell Trust Company

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Sarasota, FL, US

I work with a select group of individuals and business owners to help coordinate their investment, financial, and estate planning affairs as well as help to manage their risk exposures.

EDUCATION

1992 — 1994

Otterbein University

Business

1994 — 1996

Ohio University

Bachelor of Business Administration - BBA

SKILLS

Asset AllocationInvestmentsEstate PlanningMutual FundsWealth Accumulation and Preservation StrategiesPortfolio ManagementRisk ManagementRetirement PlanningSmall BusinessSecuritiesFinancial PlanningAsset ManagementWealth ManagementStrategic Financial PlanningFinanceSeries 7

ABOUT SCOTT ANTRITT

I\'m an experienced financial executive working with a dynamic leadership team where we guide the company\'s direction for our growth and our culture. With a comprehensive background in wealth management, trust administration, and leadership, my focus is on driving operational excellence and fostering client relationships. Caldwell Trust Company\'s commitment to innovation and a client-centric approach allows our team members to deliver the best solutions and services to all of our clients.

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