$760M trust firm appoints CFO

VENICE — Caldwell Trust Co., with more than $760 million in assets under management, named former Gulf Coast area Citigroup executive Marc Hanson chief financial officer.

Hanson was a vice president with Citigroup in Tampa for the past six years, according to a release, where he oversaw financial reporting, operations and balance sheet risk management. He also has 18 years experience in finance and securities, having held executive positions in the trust divisions and accounting departments of several prominent banks and securities management firms.

Caldwell Trust is an independent trust company with offices in Venice and Sarasota. It was founded in 1993 and has clients nationwide. The company offers a variety of fiduciary services to individuals and manages 401(k) and 403(b) qualified retirement plans for employers.