William M. Isaac
William M. Isaac headed the Federal Deposit Insurance Corporation during the banking crisis of the 1980s, serving under Presidents Carter and Reagan from 1978 through 1985. Mr. Isaac founded The Secura Group, a leading consulting firm, in 1986. Secura was acquired by FTI Consulting in 2011, where Mr. Isaac served as senior managing director through 2019 when Mr. Isaac partnered with Howard Milstein in the financial services business, serving on the boards of New York Private Bank & Trust and Emigrant Bank, as well as serving as non-executive Chairman of Sarasota Private Trust and Cleveland Private Trust. The Isaac-Milstein Group is their financial consulting arm.
Mr. Isaac is 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
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 35 years of experience in banking, primarily in Investments and Private Wealth Management. Mr. Hart is responsible for the Capital Markets and Banking 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.
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.
Mr. Hart received his MBA in Finance and Banking from Saint Joseph’s University and a BA in Accounting from Pennsylvania State University.
Timothy B. Carroll
Timothy B. Carroll is Senior Trust Officer and a Director of the Board 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.
Neal E. Neilinger
Neal Neilinger is Advisor to the CEO of Sarasota Private Trust Company and an Advisor to the Chairman of New York Private Bank & Trust. He is responsible for new business development for both SPTC and all divisions and affiliates of Emigrant Bank. Prior to joining New York Private Bank & Trust, Mr. Neilinger held senior roles in the global financial markets spanning the last 30 years. As an Executive Director for Lehman Brothers based in London, Mr. Neilinger was responsible for the trading of all credit including credit derivatives products throughout Europe. In 1997, Mr. Neilinger joined Deutsche Bank as a Managing Director and an Operating Committee Member of their investment bank responsible for the global trading of credit. In 2001, Mr. Neilinger joined Dresdner Bank as Deputy Head of the New York office and later Head of their European Corporate Syndicate. Most recently, he was Chief Investment Officer and Vice Chairman of Aladdin Capital, a $20 billion alternative funds manager based in Stamford, CT.
Mr. Neilinger currently serves on the Board of Directors of Sabal Palm Bank in Sarasota, Florida. He is a former Co-Chair of The National Advisory Council for Colonial Williamsburg, former Board Member of the Greenwich United Way and past President and Service Member of The Cos Cob Fire Police Patrol.
Renee Armbruster is a Senior Trust Officer with 20 years of experience in Southwest Florida working with high net worth families and individuals providing fiduciary expertise for their wealth and estate plans. Mrs. Armbruster’s specialty is helping families ensure that their legal documents align with their needs and goals while maintaining family harmony. Working with hundreds of families at the largest trust companies over the years, Mrs. Armbruster has the necessary perspective and knowledge. She understands the importance of identifying potential pitfalls and areas of improvement to help her clients customize their estate plan and avoid family conflict.
Prior to working in the financial services industry, Mrs. Armbruster was a practicing attorney in Sarasota and she is also a Certified Trust and Financial Advisor. She earned a Bachelor of Science in Finance from the University of Central Florida and a Juris Doctor from the University of Akron School of Law.
Mrs. Armbruster is a member of the Florida Bar Association, the Sarasota County Bar Association, and the Southwest Florida Estate Planning Council. She has been an active volunteer in the community serving for Boy Scouts of America, Southwest Florida Estate Planning Council, a member of Easterseals of Southwest Florida Board of Directors, and a member of the Board of Directors for the American Cancer Society, and a mentor and board member for Take Stock in Children of Sarasota County.
Bradley D. Gayheart
Bradley D. Gayheart is a Managing Director at Sarasota Private Trust Company. Mr. Gayheart has over 20 years of experience in the Wealth Management and Insurance industries advising high net worth clients on portfolio management, planning and insurance services. He is responsible for strategizing and aligning financial goals for high net worth individuals and families. Taking a consultative approach to advising clients and managing relationships, his focus includes wealth preservation and planning, investment strategies and philanthropy.
Mr. Gayheart’s career accelerated after joining the flagship Los Angeles office of Merrill Lynch. This offered him the opportunity to work with high net worth families on all aspects of wealth management. He later moved to Checchi Capital Advisors in Beverly Hills, a boutique asset management firm, which specialized in bespoke portfolio management for ultra-high net worth families and family offices. Here he established their Florida presence where he enhanced their financial planning capabilities along with creating their Private Placement Life and Annuity offering.
Recognizing deficits in the approach taken by most advisors, Mr. Gayheart founded The LTC Plan which utilizes planning-based analysis of a client’s traditional insurance/risk management brokerage services along with non-traditional insurance services. He confers with accountants, attorneys and wealth bankers to assess a client’s needs and objectives to create a plan that incorporates the expertise of product manufacturers, reinsures and other professionals. This holistic approach results in a custom plan for each client ensuring protection for today and adaptability for future needs.
Mr. Gayheart attended the University of Kentucky studying Finance and received a Bachelor of Science in Computer Science from Life University.
Brian Volner is a Managing Director with Sarasota Private Trust Company. His responsibilities include client relationship management and new business development. Mr. Volner has over 20 years of financial services experience, having held leadership roles in managing teams responsible for commercial lending, asset and liability management, private banking and treasury management. He has developed new markets via loan production offices and “de novo” branches. Most recently he led business development efforts in Southwest Florida, helping to grow a $220 million privately owned company into a $1.7 billion public company traded on the NYSE in less than five years.
Mr. Volner is past Chairman of the Board of the Lakewood Ranch Business Alliance. He has served on the Board of Manatee Sarasota SOLVE and the Bradenton Area Economic Development Corporation, where he is currently on the Board’s Executive Committee as Treasurer. Mr. Volner holds a BS degree in Financial Economics from Carson Newman University. He is a graduate of Leadership Manatee and the Florida School of Banking, through the University of Florida’s Warrington College of Business.