Coral Gables Trust

LEADERSHIP BIOS

Officers

Linda M. Haskins, CPA - Chief Operating Officer

Linda Haskins has over 34 years of business experience, including 9 years with KPMG Peat Marwick, 11 years in banking and 7 years in government.  Ms. Haskins served as Executive Vice President and Chief Financial Officer of American Savings of Florida.  During her tenure as CFO, the market capitalization of American Savings was increased from $1.8 million at the end of 1990 to $252 million in 1995.  At American Savings Ms. Haskins was charged with the responsibility for all finance functions including Treasury, Financial Planning, Corporate Taxes, Investor Relations, Controller’s Division and Secondary Marketing. She acted as chairman of American Savings’ Asset/Liability Management Committee and was a member of the bank’s Executive Management, Credit, Pension Investment, and Corporate Policy, IS Steering, Senior Human Resources and Compliance Committees.  She has worked with CGTC as a consultant since May 2007.  Ms. Haskins was the District 2 Commissioner of the City of Miami in 2006 and prior to that the Deputy City Manager and Chief Financial Officer of the City of Miami.  Ms. Haskins holds a Bachelor of Science degree from the University of Florida and is a certified public accountant.  Ms. Haskins resides in Coconut Grove, Florida.


John W. Harris - Managing Director, Chief Wealth Officer

John W. Harris has over 22 years of investment management, trust, private banking, commercial lending and financial planning experience. John’s career highlights include positions as Senior Vice President/ Senior Lender and Private Banking Manager with Northern Trust Bank; First Vice President and County Wide Group Manager with SunTrust Bank. John has worked with the full array of affluent, and high net worth individuals, families, foundations and institutions.  He has a very value based and collaborative approach to the business. John very much enjoys working closely with his clients and their  advisors in order to make sure that everyone’s collective efforts are aligned to meet the client’s over all objectives. John has extensive involvement with Florida based community and charitable organizations such as, The Real Property Probate Trust Law Section, The Elder Law Section and the Tax Section of the Florida Bar, The Florida Justice Association, The Dade Trial Lawyers, The Attorney Trust Officer Liaison, The Broward Estate Planning    Council, The Miami Estate Planning Counsel, The Society of Trust and Estate Practitioners, The Coral Gables Bar Association,  The Coral Gables Chamber, and the Georgetown Alumni Association. jharris@cgtrust.com


Mason WIlliams, Senior Vice Prsident, Chief Investment Officer
 
Mason Williams has over 12 years’ experience building investment strategies and managing institutional multi-asset class portfolios for high-net worth private clients, families and foundations. Mason’s recent experience has been in South Florida as the Chief Investment Officer for a Trust and Wealth Management division for a well-known community bank. In his capacity there Mr. Williams chaired the Asset Management Committee in charge of implementing portfolio strategy and allocation. Mason specializes in customizing portfolio solutions for high net worth individuals and families using an open architecture framework. Having a career fully dedicated to fiduciary investment services, Mason has extensive knowledge and experience in trust administration, compliance and business development. His academic training is in Finance with a Masters degree from the University of Miami and his B.S., from Arizona State University. Mason is an avid golfer has been involved with charitable organizations such as the Cystic Fibrosis Foundation and Susan G. Komen Foundation. mwilliams@cgtrust.com

 


 

Richard B. Conger, ESQ. - Senior Vice President, Chief Trust Officer

Richard Conger has nearly 45 years of senior-level experience, having managed trust services during tenures with Coconut Grove and SunTrust Banks in Miami, and banks in Kentucky, Ohio and Virginia, before joining Coral Gables Trust.  Mr. Conger holds bachelor’s and law degrees from the University of Louisville, and graduated from the National Trust School at Northwestern University with a Certified Trust and Financial Analyst designation.  Mr. Conger attended the Darden Graduate School of University of Virginia, Washington and Lee University, the University of Kentucky, and the U.S. Naval War College.  He has served as Chairman of the Kentucky Bankers Trust Council; the Executive Committee of the Virginia Bankers Trust Council; and the Legislative Committee of the Florida Bankers Trust Council. rconger@cgtrust.com
 

Michael S. Carris, J.D., CFP® - Senior Vice President, Relationship Manager/Client Advisor

Michael S. Carris has over 44 years of fiduciary/trust advisor and investment/wealth management experience including, development and management of Special Needs Trusts, Trust and Estate Planning, and Trust, Credit and Investment Management services. Michael’s career highlights include positions as Sr. VP, Senior Trust Advisor and Wealth Strategist for Regions Private Wealth Management, Sr. VP & Sr. Special Needs Trust Advisor for Wachovia Trust, and VP, Relationship Manager/Fiduciary Specialist for NationsBank Private Client Group. Michael has worked with the full array of affluent, and high net worth individuals, families, foundations and endowments. He understands our client’s needs and works closely with our CGT team to help ensure our training and continued education of our Relationship Management Team meets and exceeds the highest standards. Michael has extensive involvement with Florida based community and charitable organizations such as, Corporate Fiduciary Association of Southeast Florida, Broward Estate Planning Council, West Broward Estate Planning Council, Greater Boca Raton Estate Planning Council, The Financial Planning Association™ and the Estate and Gift Planning Advisory Board/University of Miami.mcarris@cgtrust.com
 

Diana Batchelor - Vice President, Relationship Manager/Client Advisor

Diana Batchelor has over 16 years of trust administrative and trust advisor experience including, Special Needs Trusts, Personal Trusts, Individual Retirement Accounts, Investment Agency Accounts and Estates. Diane’s career highlights include positions as Vice President and Trust Officer at Regions Bank and Trust Officer and Trust Administrator at Wachovia Bank. Diana has worked with the full array of affluent, and high net worth individuals, families, foundations and endowments. She has a very value based and collaborative approach to working with Private Wealth Managers. Diana works closely with our clients to meet their overall objectives and our Coral Gables Trust team always ensuring proper implementation and a smooth work flow. Diana has extensive involvement with Florida based community and charitable organizations such as, the Broward Estate Planning Council and Florida Voice for Development Disabilities. She graduated from the University of Sarajevo in 1984 with a Bachelor’s degree in Architecture. Diana also completed the CFP program at Barry University. dbatchelor@cgtrust.com
 

Eileen Santana, CFP ® - Vice President, Senior Relationship Manager

Eileen Santana is a Certified Financial PlannerTM with more than 15 years experience in the financial industry.  Eileen comes from the International Trust department of Northern Trust Bank of Florida.  She is an active member of the Financial Planning Association and serves on the United Way’s Young Leaders Executive Board.  A Miami resident, Eileen holds BBA and MBA degrees from the University of Miami.


Ivan Shegota, CTFA® - AVP, Relationship Manager & Client Wealth Advisor

Ivan Shegota, CTFA® brings to Coral Gables Trust over 10 years of ongoing trust administration and estate settlement experience having worked for some of the larger service providers in the industry. Most recently, he served as Assistant Vice President and Trust Officer for Citigroup’s Trust Administration Group, in Palm Beach, FL. Ivan has also served as Senior Trust Administrator for Merrill Lynch Trust Company, and as Trust Associate in Wachovia’s Legacy Management Advisors Group. He is very active in the communities in which he has worked. His present affiliation includes the East Coast Estate Planning Council, in West Palm Beach, FL; He holds a Bachelor of Science degree from the University of Florida and has also completed the educational portion of the Certified Financial Planning Program at Florida State University. He was an honors graduate in Cannon Financial Institute’s Trust School I, II & III Programs and obtained his Certified Trust and Financial Advisor designation through the American Bankers Association in 2008. Ivan resides with his wife, Jodi and 3 children in Boca Raton FL.


Maria E. Otero, VP, Relationship Manager  

Maria Otero has 15 years of trust administration experience, having previously worked as Assistant Vice President and Trust Officer at Gibraltar Private Bank. A Miami resident, Maria graduated from Florida International University with a certification in Paralegal and from the University of South Florida, Florida Graduate Trust School. motero@cgtrust.com
 
               

Susan C. Vetcher Office Manager (Accounting, Administration & IT)

Susan Vetcher has been a part of the Coral Gables Trust team since 2006.  She has over 20 years experience in finance, auto industry, trade and development industries.  Her range of service includes customer service training, and systems & accounting management.  She is a dual national, originally from Montreal, Canada.  Fluent in English, French and Spanish.  For the last 14 years she has maintained her Florida Real Estate license.  She is also a Notary Public for the State of Florida and has been a resident of Miami since 1979.


 

 
 

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Fort Lauderdale
401 E. Las Olas Blvd, Suite 1400
Ft. Lauderdale, FL 33301
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Coral Gables
255 Alhambra Circle, Suite 333
Coral Gables, FL 33134
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