The FBA has a dedicated Trust & Wealth Management Division for institutions providing private banking, asset management, and trust banking services. Owing to the specialized needs of these banks, the FBA has assigned the Division its own Executive Committee. The committee is made up trust and wealth management professionals who, along with FBA staff, seek to create value for trust and wealth management members, their clients and their communities. 

For more information about the Trust Executive Committee, please contact Pamela Ricco at (850) 224-2265. 

2024-2025

Chair
Carlos Batlle 
Managing Director 
JPMorgan Chase Bank, NA. 
Miami

​1st Immediate Past Chairman
​Mark R. Parthemer
Florida Regional Director
The Glenmede Trust
West Palm Beach

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Melissa Brown, CFP
​SVP, Senior Trust Manager
Truist Wealth Management
​Jacksonville

Kelly Caldwell
Chairman and CEO
Caldwell Trust Company
Venice
​
Richard DeNapoli, JD., LL.M.,CFP
Chief Trust Officer
Coral Gables Trust
Coral Gables

Burns A. Dobbins, IV, JD, LL.M.
VP, Senior Trust Officer
Bessemer Trust Company
Palm Beach

Willem H. Erwich
SVP, Wealth Management
The Northern Trust
Miami

​Todd Feintuch
EVP, Wealth Management
Seacoast National Bank
​Stuart

​Alex Gonzalez
SVP, Regional Wealth Executive
Regions Private Wealth Management
Orlando

Sasha A. Klein, JD, LLM
Partner
PriceWaterhouseCoopers LLC
Ft. Lauderdale

Candace Marshall
VP, Lead Fiduciary Advisory Specialist, Southern Region
Wells Fargo Private Bank
Orlando

Jennifer S. Williams
SVP, Senior Trust Officer
Bank of America N.A.
Pointe Vedra Beach

William L. Moor Jr.
President
Capital City Trust Company
Tallahassee

Joseph Weaver
President
Raymond James Trust, N.A
St. Petersburg

Lory R. Weisensee
Executive Vice President
Charlotte State Bank & Trust
Port Charlotte