Webb Joins Tampa Bay Trust
Posted on August 5, 2022
Michael R. Dreyer, President, The Tampa Bay Trust Company is pleased to announce new investment team member, Logan S. Webb, CFA, CFP® as Senior Vice President, Senior Portfolio Manager. Webb has more than 15 years of experience as a portfolio manager and investment analyst. He works with clients to tailor their investment strategies to their financial goals and estate planning needs.
Prior to joining The Trust Company, he served for several years at Bank of America Private Bank (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 dollars. In his role as Designated Institutional Portfolio Manager, he was responsible for managing endowments, foundations, and other philanthropic relationships. “We are extremely pleased to have a professional of Logan’s skill set join The Trust Company,” said Dreyer. “His depth of knowledge across both individual and corporate arenas is a benefit to us and our clients as the company continues to grow.”
Earlier Webb was positioned at Merrill Lynch in Jacksonville, Florida and later in Dallas, Texas. He served as not only a financial advisor assisting clients with their investment, banking, and credit solutions, but as the Retirement Education Specialist – partnering with the Merrill Lynch Institutional Group to educate 401k and pension plan participants on retirement planning strategies.
Webb holds the Chartered Financial Analyst and the Certified Financial Planner (CFP®) designations. He is a graduate of Florida State University, Tallahassee, Florida with a Bachelor of Science in Economics and a double minor in Business and Communications. His office is in the Boy Scout Boulevard office of The Tampa Bay Trust Company. www.tampabaytrustcompany.com
About The Tampa Bay Trust Company
The Tampa Bay Trust Company and The Naples Trust Company are divisions of The Sanibel Captiva Trust Company of Sanibel, Florida; an independent firm with more than $3.6 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. Offices in Sanibel-Captiva, Naples, Marco Island, Tampa Bay, Belleair Bluffs and Tarpon Springs. www.tampabaytrustcompany.com
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