The Sanibel Captiva Trust Company announced that senior portfolio manager, Kristian R. Jhamb, CFA, has been promoted to Chief Investment Officer. He leads the company’s team of portfolio managers and the firm’s investment committee that directs overall firm portfolio strategy and analysis. He continues to be responsible for monitoring client portfolios, analyzing investment opportunities, and advising his clients on strategies that will help them meet their financial goals.

“Kristian has exceptional abilities in this field and has demonstrated true leadership among the team. We have every confidence that he will do an outstanding job for the benefit of our clients,” said Terence M. Igo, Chief Executive Officer, Sanibel Captiva Trust Company.

Jhamb is an experienced financial professional with more than 20 years of diverse domestic and international investment expertise, conducting deep fundamental research across sectors, cycles, asset classes, and geographies.  Prior to joining The Trust Company, he served as portfolio manager and senior strategist for Lone Star Capital, a macro fund based in Hong Kong, and an equity analyst researching large cap banks at Keefe, Bruyette & Woods of San Francisco and New York. Earlier, he was an equity research analyst responsible for the consumer and media sectors at J.P. Morgan. He began his career in fixed income research and proprietary trading at Bank of America in New York on the high yield desk.

Throughout his career, Jhamb has also been an expert mountaineer having summited five of the world’s seven continental summits, including Mt. Everest. He holds an MBA in Finance, Accounting, and Economics from the University of Chicago’s Booth School, a B.A. in Economics following studies at Dartmouth College, and the Chartered Financial Analyst designation.  Jhamb’s office is in Naples at The Naples Trust Company, a division of The Sanibel Captiva Trust Company.

 

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The Sanibel Captiva Trust Company is an independent trust company with $4.5 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered, independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs.  www.sancaptrustco.com