The Sanibel Captiva Trust Company recently announced the addition of the firm’s new Director of Compliance Jenna Pruitt, CIA, CFIRS to oversee and implement compliance standards for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The Tampa Bay Trust Company. Pruitt’s compliance responsibilities include the monitoring of The Trust Company’s strength of internal controls and audits; adequacy of earnings, compliance with governing instruments, applicable laws, and sound fiduciary principles.
“Corporate safety and soundness is of the utmost importance to us for the benefit of our clients, employees, and shareholders,” said Founder and Chairman Al Hanser. “Jenna comes to us with a deep understanding of risk management and internal audit protocol and is a valuable addition to the team.”
Prior to joining the The Trust Company, Pruitt served on the Risk Consulting and Internal Audit team for several years at Crow LLP headquartered in Chicago, IL, a public accounting, consulting and technology firm that can serve as a third-party auditor for financial firms. Her most recent position was as Senior Manager where she managed several teams to execute consulting engagements, and co-led firm-wide trust and wealth management initiatives.
Pruitt is an experienced speaker in her industry, having presented at conferences for FIRMA (Fiduciary and Investment Risk Management Association), Crowe Financial Services, and Central Virginia Institute of Internal Auditors. She is a member of the Institute of Internal Auditors, Western Carolinas Chapter, and attended Ball State University, where she received a Bachelor of Science in Accountancy.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.6 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. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit SanCapTrustCo.com.