Deborah Izzi Joins Tampa Bay Trust Investment Team
Posted on September 24, 2024
The Tampa Bay Trust Company is pleased to announce the addition of Deborah Izzi, CFA, Senior Vice President, Senior Portfolio Manager to the investment management team and asset management committee. She is responsible for managing her clients’ portfolios to meet their financial goals by adjusting allocations, strategies and security selection to reflect market conditions and shifting investment opportunities.
Debbie joins The Trust Company from Northern Trust in Tampa, having served as Vice President, Portfolio Advisor, where she built and managed multi-asset portfolios for high-net worth individuals with an eye to broader macroeconomics and capital market developments. “Debbie’s deep knowledge base and experience in both domestic and international markets makes her an ideal complement to our existing portfolio management team,” said Michael R. Dreyer, President of Tampa Bay Trust. “Her ability to personally relate to clients is a key differentiator and well-received.”
Prior to relocating to Florida, Debbie served as Financial Advisor at Zuk Financial Group, Napa, California, known for a similar high-touch culture to The Trust Company’s. Earlier, she served for 12 years at Columbia Threadneedle (formerly Liberty Financial Group) as Senior Vice President, Senior Equity Portfolio Manager where she co-led the International Equity Team overseeing $2 billion invested in institutional and mutual funds. She also served at Queen of the Valley Hospital/Providence Health in Napa, as Senior Financial Analyst where she managed a $21 million annual capital budget for five nonprofit hospitals.
Debbie is a CHARTERED FINANCIAL ANALYST (CFA). She received her Master of Science in information systems at Golden Gate University, San Francisco, CA and her Bachelor of Science in finance with an economics minor at University of Delaware, Newark, DE. Her office is located at the Boy Scout Boulevard location of The Tampa Bay Trust Company. www.tampabaytrustcompany.com
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