Florida Trust Wealth Management is pleased to announce the appointment of Logan S. Webb, CFA, CFP\u00ae, 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.<\/p>\n
\u201cLogan is highly respected in his field and has been an exceptional asset on the investment management team during his years at Florida Trust,\u201d said Terence M. Igo, CEO of Florida Trust. \u201cWe could not be more pleased he has accepted this critical role for the benefit of our clients and growing company.\u201d<\/p>\n
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.<\/p>\n
Webb holds the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER (CFP\u00ae) designations. He is a graduate of Florida State University with a bachelor\u2019s degree in economics. He is based in Florida Trust Wealth Management\u2019s Tampa office on Boy Scout Boulevard.<\/p>\n
About Florida Trust Wealth Management<\/p>\n
Florida Trust Wealth Management is an independent state-chartered trust company with nearly $6 billion in assets under management that provides\u00a0Family Office<\/a>\u00a0and\u00a0Wealth Management<\/a>\u00a0Services, including\u00a0investment management<\/a>,\u00a0trust administration<\/a>\u00a0and 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.\u00a0floridatrust.com<\/a><\/p>\n 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. \u00a0Readers, 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<\/p>\n","protected":false},"excerpt":{"rendered":"Florida Trust Wealth Management is pleased to announce the appointment of Logan S. Webb, CFA, CFP\u00ae, to chief…\n","protected":false},"author":2,"featured_media":310424,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[135,137,136],"class_list":["post-310924","post","type-post","status-publish","format-standard","has-post-thumbnail","category-tampa","tag-tampa","tag-tampa-headlines","tag-tampa-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/310924","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/comments?post=310924"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/310924\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media\/310424"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media?parent=310924"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/categories?post=310924"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/tags?post=310924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}