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.
John R. Hart
Mr. Hart is President and CEO of Sarasota Private Trust Company and is Vice Chairman of New York Private Bank & Trust Company. He also serves as a Director of the Board of Cleveland Private Trust Company. Mr. Hart has over 40 years of experience in the banking sector, primarily in Investments and Private Wealth Management. He is responsible for the Private Banking Division and the Capital Markets Division of Emigrant Bank which oversees investments in private equity funds, hedge funds, common stocks, municipal and corporate bonds, and other fixed income instruments. Mr. Hart also oversees New York Private Finance which provides credit to finance strategic investments for private investors. Additionally, he oversees Aperture Media Partners, a specialty finance business in the film and television industry.
In civic and philanthropic activities, Mr. Hart is a Board Member of Opportunity International, a past Chairman of the Tanenbaum Center for Interreligious Understanding, the Christian Heritage School and Hope Church. He is also currently a National Advisor to Rev. Tim Keller, an American theologian, author and pastor.
Mr. Hart holds an MBA in Finance from Saint Joseph’s University and a B.A. 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.
George J. Dickson, Jr.
Executive Vice President of New York Private Bank & Trust. Mr. Dickson has been an executive officer of Emigrant Bank since 1988. He is a founding member of the Bank’s Asset/Liability Committee, managing and advising nearly $5 billion of mortgage-backed securities, corporate bonds, preferred stocks, U.S. Government Securities, and municipal bonds. Mr. Dickson also advises separately managed accounts for New York Private Bank & Trust clients and reviews alternative investment allocations for suitability. For more than 30 years, he has been integrally involved with all of the Bank’s Capital Markets initiatives, ranging from operating the wholesale money market desk to the highly successful U.S. Treasury, GNMA MBS, and municipal bond trading programs. He created and managed the NYPB&T Municipal Liquidity Fund (MF-1 LP), a special purpose hedge fund designed to capitalize on unique opportunities that arose during the financial crisis. Prior to joining Emigrant Bank, he was an Investment Strategist at Meritor (PSFS) Bank in Philadelphia. Mr. Dickson holds a B.S. degree from Drexel University, with a dual major in Finance and Economics, and an M.S. from the University of Pennsylvania.