Monday, September 21, 2020

Holston and Breusch Promoted 

 

 

The Sanibel Captiva Trust Company announced today the promotions among its management leaders, also positively affecting their divisions of The Naples Trust Company and The Tampa Bay Trust Company.  Craig J. Holston has been named Chief Operations Officer and Ian N. Breusch, CFA has been named Chief Investment Officer.

“Our company has experienced significant growth over the last few years initiating strategic changes within the firm,” explained Al Hanser, Founder and Chairman, Sanibel Captiva Holdings, Inc.  “We are leveraging Craig’s investment experience and corporate wisdom to oversee the alignment of our specialties, while we leverage Ian’s investment analytics and management skills to lead the investment team.”

Craig Holston has been with The Trust Company since 2005.  For the past three years he has served as CIO leading the portfolio management

Craig J. Holston, Chief Operations Officer

Craig J. Holston, Chief Operations Officer

team from Tampa Bay to Marco Island.  His move into the position of Chief Operations Officer (COO) is due to his acute knowledge and understanding of the cohesive nature across investment management, fiduciary services, client service operations and compliance.  Holston will partner with these discipline heads to monitor and continuously improve efficiencies as the company grows.  Holston joined the company in its infancy, serving as Senior Portfolio Manager following an extensive career on Wall Street as an institutional equities trader.  He earned a Bachelor of Arts degree from Temple University and has attended New York University for continuing courses in Portfolio Management.

Ian Breusch has assumed the role of Chief Investment Officer (CIO) responsible for the overall management of the firm’s daily investment process and directs a robust and

Ian N. Breusch, CFA - Chief Investment Officer.

Ian N. Breusch, CFA – Chief Investment Officer.

seasoned portfolio management team.  Breusch is a keen investment analyst, as well as portfolio manager with particular strengths in the real estate and energy sectors.  He participates as a host on The Trust Company’s Quarterly Investment Call and leads the Asset Management Committee.  His earlier career included a position at Private Capital Management in Naples, Florida, where he served as a Relationship Manager and conducted investment research. He was also an Asset Strategist at Nationwide Financial where he evaluated, constructed, and monitored asset allocation programs, third party funds, and multi-managed products across the Nationwide Funds Group complex. Breusch obtained his Bachelor of Science degree in Finance from Florida Gulf Coast University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Naples.

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