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Coral Gables Trust, one of the fastest-growing trust and wealth management firms headquartered in Florida and a leading provider of Wealth Management, Trust and Estate, and Financial Planning services, has announced five key appointments to its board of directors.
William D. Pruitt, president of Pruitt Enterprises LP, Pruitt Ventures Inc., and founder of Ocean Azul Partners, has been appointed as chair of the board of directors. He previously served as vice chair and assumes the position following the passing of chair Allan Pekor in January.
Pruitt has had a distinguished career, having retired from Arthur Andersen & Co. as the managing partner for Florida, the Caribbean, and Venezuela. Additionally, he has served as an independent director on multiple corporate boards and actively engages with charitable and educational organizations, including the University of Miami and the National Association of Corporate Directors. Pruitt has been a dedicated member of the board of directors since October 2009.
Richard H. Wilson Jr. has been appointed as vice chair of the board of directors. He was appointed to Coral Gables Trust’s board in 2023.
Wilson is the founder and president of Patrician Capital, managing diverse portfolios encompassing real estate, agriculture, art, and investments. His experience includes serving as a vice president at Citi Trust and as an assistant vice president at Grand Bank and Trust of Florida.
Wilson is dedicated to charitable causes, holding the position of trustee for the CAR Foundation and serving on the boards of Alterna Equity Partners and the University of North Carolina Greensboro-Bryan School of Business.
Frank Gonzalez has been named as a member of the board of directors. He is a licensed Certified Public Accountant with significant experience providing audit, business consulting, SEC compliance and advisory services to organizations in a wide range of industries including real estate, financial institutions, technology, and telecommunications. He is highly experienced in the rigorous regulatory and compliance standards applied to these industries and works with both domestic and international banking organizations.
Gonzalez is the board chair of United Way Miami, past chair and president of the Orange Bowl Committee and currently serves on the boards of the Greater Miami Chamber of Commerce, Breakthrough Miami, and Center for Financial Training.
Steven McKean, an entrepreneur and executive with a strong focus on technology and finance, has been appointed as a member of the board of directors.
As founder and chair of ApexEdge (aka Billshark), he integrates AI and machine learning to revolutionize subscription management services. As the CEO of Acceller Inc., he led the company to be recognized on the INC 500 list and as the South Florida Business Journal’s “Best Place to Work.” McKean is dedicated to community service, serving on boards and mentoring with organizations including Nicklaus Children’s Hospital and Endeavor.
Jeffrey A. Pfleger has been named as a member of the board of directors. As managing principal of Pfleger Financial, he heads the private client division specializing in tax and financial planning strategies for high-net-worth individuals in the U.S. and abroad.
Prior to Pfleger Financial, he was a senior vice president at Bessemer Trust, delivering investment and fiduciary services to its ultra-high net worth clients. His primary responsibilities were expanding client relationships in the Southeast region and delivering unique and customized tax and financial strategies to individuals and families. He began his career with KPMG as a CPA in Miami.
Pfleger is active with many professional groups and civic boards including the Orange Bowl Committee, and the Estate Planning Council.
“Coral Gables Trust is extremely fortunate to have such distinguished and experienced professionals lead our Board of Directors,” said Donald A. Kress, CEO and president of Coral Gables Trust. “We value highly the insights and experience they bring to our board and management team that will be invaluable in our ongoing growth.”
This esteemed group of individuals brings a wealth of experience and expertise to the board of directors, further strengthening Coral Gables Trust’s commitment to providing exceptional financial services and stewardship for its clients.
For more information, visit https://cgtrust.com.
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