Gina Coletti brings over 10 years of experience in wealth management to her work with internal and external trustees, portfolio managers, accountants, and estate professionals in the administration of new and existing accounts. She is responsible for the administration of a large variety of accounts including an investment fund, revocable and irrevocable trusts, investment accounts, LLCS, GRATS, CRATS, and scholarship programs for high net worth families and institutions throughout the United States.
Gina has her Certified Trust and Financial Advisor designation from the American Bankers Association.
Professional and Community Involvement
- Board Chair of MediaGirls
Education & Credentials
- University of South Florida