AllonesearchJacksonville Investing
Jacksonville Investing
The Allonesearch Investing category, also known as capital management, includes companies offering mutual investment services, investment strategy services, asset management, investment securities, and stock and trading services.
There are 131 companies listed in our Investing category for Jacksonville. This page shows listings 1 to 20.
If you'd like to check the Investing category for other cities in Florida click a link on the left.
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- Investment Securities
- 5354 Shorecrest Dr
Jacksonville
Florida
32210
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Phone and Map available
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- Investments
- One Independent Drive
20th Floor
Jacksonville
FL
32202
Learn more about Abbot Downing -
Phone and Map available
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- Investments
- 8130 Baymeadows Way W
Jacksonville
FL
32256
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Phone and Map available
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- Investment Securities
- 1 Independent Dr # 2050
Jacksonville
FL
32202
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- Investments
- 50 N Laura St Ste 3625
Jacksonville
FL
32202
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- Investments
- 4190 Belfort Rd Ste 150
Jacksonville
FL
32216
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- Investments
- 904 Margaret Street
Suite 202
Jacksonville
FL
32204
Financial services firm in Jacksonville, FL -
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- Investments
- 50 N Laura St FL 9
Jacksonville
FL
32202
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- Investments
- 11526 Halethorpe Dr
Jacksonville
FL
32223
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- Investment Securities
- 7791 Belfort Pkwy
Jacksonville
FL
32256
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- Investment Securities
- 11245 Portside Dr
Jacksonville
FL
32225
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Brandy Boone - Ameriprise Financial Services, Inc.
- Investments
- 6817 Southpoint Pkwy
Ste 1103
Jacksonville
FL
32216
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Phone and Map available
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- Investments
- 1229 Romney St # 2
Jacksonville
FL
32211
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- Investments
- 7406 Fullerton St
Jacksonville
FL
32256
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- Investments
- 8101 Southside Blvd Ste 9
Jacksonville
FL
32256
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Christian Investments Advisory
- Investments
- 2931 Plummer Cove Rd
Jacksonville
FL
32223
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- Investments
- 1301 Riverplace Blvd
Jacksonville
FL
32207
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- Investments
- 12095 Beach Blvd
Jacksonville
FL
32246
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- Investments
- 6921 Blanding Blvd
Jacksonville
FL
32244
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- Investments
- 1234 King St
Jacksonville
FL
32204
Preserve and Protect your wealth for generations.- Bios
- Products and Services
Bios
Senior Management
Dr. Jayaram Chigurupati
Dr. Jayaram (Jay) Chigurupati joined the Board of Directors of Cypress Capital Group, Inc. and Cypress Trust Company in August, 2009 and currently serves as President & CEO and Chairman, respectively. Dr. Chigurupati is an entrepreneurial, interdisciplinary businessman with interests primarily in healthcare and financial services. He was an Executive Vice President of Dr. Reddy’s Laboratories Limited (1997 to 2003). In that position, he started and managed its biotechnology and oncology strategic business units as well as managed marketing in emerging markets around the world, including Russia, China and Brazil. All of the units became critical assets of Dr. Reddy’s Laboratories. Dr. Chigurupati has a Ph.D. in genetics and an MBA from Cornell.
Url: https://www.cypresstrust.com/about/Brian Skarbek
Brian Skarbek, Chief Investment Officer, directs research and strategy for Cypress Trust Company’s team of portfolio managers, Mr. Skarbek has more than 20 years of industry experience and joined the company in 2003 as a Senior Investment Officer. Prior to his service at Cypress, he worked in various investment roles with Harris Bank, Barnett Bank, NationsBanc, and Bank of America, all in the state of Florida. He holds a B.S., degree in Business Administration with a Concentration in Finance from Florida Southern College in Lakeland, FL, and is a graduate of Southeastern Trust School. Mr. Skarbek has been a Board Member of The Boys & Girls Clubs of Sarasota Foundation for 15 years, was Chairman of the Board, and is the current Chair of the Investment Committee.
Url: https://www.cypresstrust.com/about/Patrick Dillon
Patrick Dillon, Chief Financial Officer and Chief Operations Officer, joined Cypress Trust Company in 2009, and also serves as Secretary of the Board of Directors. Prior to Cypress Trust Company and over the course of fifteen years, Mr. Dillon was responsible for financial reporting and financial planning & analysis at several multinational entities, including Grupo Grifols and Knowledge Integrated Marketing. He attended the Business School of the Universidad de Belgrano in Buenos Aires, Argentina, and received his B.A. in Physics with a concentration in Business from Florida Atlantic University.
Url: https://www.cypresstrust.com/about/Local Leadership
Joseph C. Pauldine
Joseph C. Pauldine, Market Executive – Palm Beach, joined Cypress Trust Company in 2004. Mr. Pauldine has served in various roles with the company including Vice President of Marketing and Sales, Channel Marketing Specialist, and as a member of the Management Team. Prior to joining Cypress Trust Company, he spent thirteen years in sales and marketing positions with MCI, now part of Verizon. Mr. Pauldine is a graduate of Old Dominion University, where he holds a B.S. degree in Marketing Management, with additional course work in Mathematics and Statistics. He is an avid golf historian and holds several championship titles at the Wanderers Club in Wellington, FL where he is a founding member.
Url: https://www.cypresstrust.com/about/Allen Reid
Allen Reid, Senior Vice President and Senior Trust Officer, has over thirty-five years’ experience in personal and corporate trust administration, including management of administrative groups. He is responsible for administration of personal trust relationships, including revocable and irrevocable trusts, investment agency relationships, individual retirement accounts and estate administration, as well as business development with the professional community. Prior to joining Cypress Trust Company in 2017, Mr. Reid was with CenterState Bank as well as U.S. Trust/Bank of America, N.A. (successor-by-merger to Barnett Bank, N.A.) with responsibility for five estate settlement officers and five relationship associates. He is a graduate of the American Bankers Association’s National Graduate Trust School, Jacksonville University and Emory University School of Law. Mr. Reid is a member of The Florida Bar, The Jacksonville Bar Association and the Estate Planning Council of Northeast Florida.
Url: https://www.cypresstrust.com/about/Mary Lou Kalisz
Mary Louise Kalisz, Vice President & Senior Trust Officer joined Cypress Trust Company in 2007 as a Trust Administrator. Ms. Kalisz began her trust career in 1972. Since 1998 she has worked principally with high net worth individuals and families, doing so for fifteen years at SunTrust and for four years with Citrus and Chemical Bank. Ms. Kalisz is a graduate of both the Florida Trust School and the National Trust School. She is a member of the Polk County Estate Planning Council.
Url: https://www.cypresstrust.com/about/W. Charles Weir
W. Charles Weir, Senior Vice President and Senior Trust Officer, joined Cypress Trust Company in November 2005 from U.S. Trust Company in Vero Beach where he held the position of Senior Trust Officer. Mr. Weir entered the trust business in 1980 with First National Bank of Atlanta, GA, and then in 1981 moved to St. Louis Union Trust Company, St. Louis, MO which through a series of mergers and name changes evolved from St. Louis Union Trust, to Centerre Trust, to Boatmen’s Trust and then to Bank of America Private Bank. He departed Bank of America to join U.S. Trust Company in 2000. Mr. Weir graduated from The Citadel in 1973 and earned a JD from the University of South Carolina School of Law in 1979. He served on active duty as a commissioned officer in the U.S. Army from 1973 to 1976. Mr. Weir also has an MA in Theology and is active in his church.
Url: https://www.cypresstrust.com/about/Jack R. Kuhn
Jack R. Kuhn, MBA, CFP®, ARM, Senior Vice President and Market Executive-Naples, joined Cypress Trust Company in July 2015. Mr. Kuhn is a 25 year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. Previous positions include: President of First National Investment Services Company, Naples; Senior Vice President and Affiliate Sales Manager of Investment Advisors for Fifth Third’s securities division, Naples and Fort Myers; Senior Vice President and Florida Regional Manager of Marshall and Ilsley Trust Company, Naples; Senior Managing Director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently as a Senior Vice President and Client Advisor with SunTrust Private Wealth Management, Naples and Fort Myers. Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA in Finance from the University of St. Thomas. He serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and has been active in the Sanibel-Captiva Rotary Club. Mr. Kuhn is a native of Tonka Bay, Minnesota, and resides in Fort Myers.
Url: https://www.cypresstrust.com/about/Products and Services
Wealth Management Services
MANAGING ASSETS AND PRESERVING LEGACIES. Cypress Trust Company is a boutique corporate fiduciary that focuses exclusively on providing customized trust and investment management services for successful individuals and their families, non-profit organizations, foundations and endowments.
Trust & Estate Services
Providing for the financial future of those that survive us is an intrinsic value for many, one that creates a sense of fulfillment and accomplishment. Trust and estate plans form the foundation for preserving and protecting wealth for generations. Determining who will execute your wishes and intentions during your life and after is important for the successful implementation of your plan. This person or entity should not only be qualified and experienced, but be able and willing to provide emotional support and direction to you and your loved ones. At Cypress Trust Company, we embrace these attributes through our Core Values, guiding our attitude and decision-making in our relationships with our clients, our communities, and with each other.
Services include -
i. Trust services - Revocable Living Trusts, Irrevocable Living Trusts, Testamentary
Trusts, Charitable Trusts, IRA's, Administrative Trustee, Agent for Trustee.
ii. Estate Settlement- Individuals & Families, Professionals.
iii. Personalized Services
Trust and Estate services
Probate Estates
Charitable trusts
IRA's
Url: https://www.cypresstrust.com/services/Investment Management
At Cypress Trust Company, we meet with our clients to understand their investment objectives, risk tolerance, income and cash flow requirements, tax considerations and other unique circumstances.
We ensure that accounts are managed according to the investment objectives of the client and expect those objectives to evolve over time as their financial situation and goals change. We believe that the only way to deserve client trust is by earning it through enduring, long-term relationships.
We believe asset allocation is the main determinant of portfolio returns. The centrality of asset allocation stems from its role in determining the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. We periodically re-balance the portfolio to the pre-determined long-term asset allocation target and review the asset policy mix in conjunction with investor’s changing needs, expected returns and type and availability of investment instruments.
Our flexible approach allows us to dynamically manage the asset allocation mix within pre-determined bands to position portfolios in relation to changing market conditions.
Services include-
i. Equity Management
ii. Customized Portfolios
iii. Separately Managed Accounts
iv. Fixed Income Management
Customized & Personalized Portfolios
Flexible & Tailored to Clients needs and goals
Url: https://www.cypresstrust.com/management/Non-Profit Organizations
To support the non-profit organizations that make our communities better, Cypress Trust Company has created a specialty practice devoted to the investment needs of non-profit organizations, foundations, and endowments.
Cypress Trust Company’s Separately Managed Accounts are based upon a disciplined, consistent, transparent, and repeatable portfolio management process and are ideally suited for non profit organizations. These distinct strategies are presented and serviced by our local teams who are available to assist in developing customized solutions that meet the specific investment objectives of the individual organization.
In addition to our professional investment management services for non-profit accounts, Cypress Trust Company also offers investment education for non-profit organization board members and investment committees. These topics may be beneficial to those who want to become more familiar with the principles of investment management in an effort to help them fulfill their responsibilities to their respective organizations. This is a FREE community service, and it can be tailored to the needs of a particular organization.
Free Community Service
Free Investment Education service
Separately Managed Accounts
Url: https://www.cypresstrust.com/organizations/ -
Phone and Map available
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