William M. Isaac
William M. Isaac is non-executive Chairman of Sarasota Private Trust Company. He is also a Senior Managing Director at FTI Consulting. Mr. Isaac is a Sarasotan and brings substantial experience in the financial services industry. Prior to joining FTI Consulting, Mr. Isaac founded The Secura Group, a leading financial institutions consulting firm, in 1986. Secura was acquired by FTI Consulting in 2011. Mr. Isaac headed the FDIC during the banking crisis of the 1980s, serving under Presidents Carter and Reagan from 1978 through 1985. He was appointed Chairman of the FDIC by President Reagan at the age of 34, making him the youngest FDIC Chairman in history.
Mr. Isaac was formerly a senior partner of Arnold & Porter and is a Member of the Kentucky, Wisconsin, District of Columbia and American Bar Associations. Mr. Isaac is also Member, Board of Directors of the Ringling College of Art & Design, Sarasota, Florida; Member, Board of Directors, Total System Services (TSYS); Former Chairman of the Board of Directors of Fifth Third Bancorp; Chairman of the Isaac Family Property Companies; Life Member of the Board of Directors of The Ohio State University Foundation; Member of the Board of Directors of BankCap Investment Fund; and Member, of the Bretton Woods Committee.
Mr. Isaac received an honorary LLD from Miami University, Oxford, Ohio, a JD, summa cum laude, from the College of Law at The Ohio State University and a BS in Business Administration and Economics from Miami University.
Timothy B. Carroll
Timothy B. Carroll is a Director of the Board and Senior Trust Officer of Sarasota Private Trust Company. He is also the President & Chief Executive Officer of New York Private Trust Company, a Delaware chartered trust company administering over 1,200 trusts representing in excess of $5 billion of trust assets. Mr. Carroll possesses over twenty years of experience within the banking and financial services industry.
Prior to joining New York Private Trust Company, he was the Chief Trust Officer at UBS Trust Company in Wilmington, DE where he was responsible for all fiduciary services and new business development for the trust company with over 400 client relationships/1,000 trusts, and supporting over 300 Client Advisors. Previously, Mr. Carroll worked at Citi Private Bank where he held the role of Wealth Planner and Head of the Delaware Citi Private Trust office. He also worked as a Senior Investment Officer at Wilmington Trust Wealth Advisory Services, where he was an estate planner and investment officer serving trust clients. Prior to Wilmington Trust, Mr. Carroll served in several roles, including Senior Wealth Planner for PNC Bank, Portfolio Manager for Wachovia Corporation, and Senior Estate Planning Advisor at Leesport Bank.
Mr. Carroll received a B.A. degree in Accountancy from Villanova University and his Masters in Taxation from Villanova University School of Law. Mr. Carroll is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and is a member of Delaware Estate Planning Council.
John R. Hart
John Hart is President and CEO of Sarasota Private Trust Company. He also serves as Vice Chairman of New York Private Bank & Trust Company. Mr. Hart has over 40 years of experience in banking, primarily in Investments and Private Wealth Management. Mr. Hart is responsible for the Private Banking and Capital Markets divisions of Emigrant Bank. He serves as a Director of Emigrant Mortgage Company, Inc., Emigrant Funding Corporation and Emigrant Agency Inc. Prior to New York Private Bank & Trust, he was a Senior Director of Capital Markets at Meritor Savings Bank. He also is a Director of CoupleWise.
Mr. Hart’s charitable interests include serving on the Board of Opportunity International, a global micro-finance organization. He is a Director and past Chairman of the Tanenbaum Center for Interreligious Understanding and also former Chairman of the Board of Hope Church in Wilton, Connecticut and of the Christian Heritage School in Trumbull, Connecticut. He is also a member of the Economic Club of New York.
Mr. Hart received his MBA in Finance and Banking from Saint Joseph’s University and a BA in Accounting from Pennsylvania State University.
Karl H. Heckenberg
Karl H. Heckenberg is a Director of the Board of Sarasota Private Trust Company. He is currently CEO of Fiduciary Network, an Emigrant Bank-owned RIA aggregator whose partner firms total $40 billion in AUM and Special Advisor To The Chairman of Emigrant Bank, focused on the company’s wealth management related businesses.
Prior to joining Emigrant Bank, Mr. Heckenberg was an Executive Vice President and member of the Board of Managers of Lyons Capital Partners. Lyons Capital Partners was a division of JJB Hilliard, WL Lyons, LLC and specialized in making equity investments into wealth and asset management firms. Mr. Heckenberg was also responsible for Hilliard Lyons strategy office, overall M&A efforts and its business analytics group.
Prior to Lyons Capital Partners, Mr. Heckenberg held positions at Charles Schwab, where he had responsibility for the firm’s retail branch offices in the Great Lakes Region, TD Ameritrade, where he was responsible for the brands joint venture with TD Bank, Wells Fargo Private Bank where he was Managing Director and Southwest Division Leader, AG Edwards and Merrill Lynch.
Mr. Heckenberg currently serves on the board of the Kentucky Museum of Arts & Craft where he chairs the finance committee, the Louisville Ballet, the Olmstead Parks Conservancy and has been active with SIFMA through his career. Mr. Heckenberg holds a degree in finance from Saint Joseph’s University.
Eric Kaplan
Eric Kaplan has, since 2003, been a senior financial consultant with Bristol Consultants, LLC and with predecessor companies since 1985. Mr. Kaplan provides consulting services to high net worth investors and has particular expertise in real estate development and operation. Prior to joining Bristol’s predecessor companies, Mr. Kaplan worked for International Financial Group between 1983 and 1995 and later worked as a manager in the tax consulting services division of Arthur Young & Company (a predecessor of Ernst & Young) during 1980 through 1983. Mr. Kaplan is a CPA and is a member of the New York, Florida and New Jersey bars. He graduated with honors from Bernard M. Baruch College in 1978 where he received a B.B.A. He also graduated from New York Law School where he earned a J.D. in 1983 and later earned his LLM in tax in 2013.
Eric Kaplan serves on the board of the Sarasota Memorial Healthcare Foundation and the Boys and Girls Club of Sarasota. In addition he is Vice Chair of the Jewish Family & Children’s’ Service (“JFCS”) of the Suncoast which is based in Sarasota, Florida. Mr. Kaplan also serves on the Board of Directors as the representative of the Louis and Gloria Milstein Flanzer Trusts.