Sabal Trust
About Sabal Trust
Sabal Trust is a Financial Services company, and was acquired by Hancock and Whitney in January 2025. Investment management services are provided by Sabal Trust to clients. Sabal Trust offers products and services including Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services. Its focus areas include Asset Management and Diversified. Its legal entity is Sabal Trust Company.
Company details
Investment management services are offered by Sabal Trust within the financial sector. Portfolio oversight and asset allocation are handled for institutional and individual investors. Operations are managed through the domain sabaltrust.com, with a focus on regulatory compliance and risk assessment. Expertise in diversified investment strategies is applied across various asset classes. The firm is established as a dedicated provider in the investment industry, supporting long-term financial objectives for clients.
- Stage Acquired
- SectorsFinancial Services
- Website sabaltrust.com
- Social LinkedIn
- Acquired by Hancock and Whitney (Jan 2025)
- Legal Name Sabal Trust Company
- Investors
- Acquired byHancock and Whitney
(Jan 2025)
Products & Services of Sabal Trust
Sabal Trust offers a comprehensive portfolio of products and services, including Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services.
Manages accounts and protects client assets effectively.
Constructs portfolios to achieve personalized investment goals.
Provides strategies for long-term retirement financial security.
Handles administration and safeguarding of estates during transitions.
Coordinates advisors for comprehensive family financial management.
Investors in Sabal Trust
Sabal Trust has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Hancock and Whitney.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are offered across the United States. | 1899 | hancockwhitney.com | Gulfport, United States |
Investor details for Sabal Trust
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Sabal Trust
18 people are tracked at Sabal Trust (4 in leadership, 14 in team).
| Name | Role | Group |
|---|---|---|
Lucas Devicente | Family Office - Managing Principal | Leadership |
Laurence Fasan (Larry) | Retired Managing Principal | Leadership |
Andrew Aiello | Managing Principal | Leadership |
Diane Herman | Managing Principal | Leadership |
Lee Schielka | Relationship Manager | Team |
Wesley Stem | Relationship Manager | Team |
Alex Turner | Trust And Investment Associate | Team |
Michael Legge | Trust & Investment Associate | Team |
Randi Riley Esq. | Principal, Senior Fiduciary | Team |
Sandy Perry | Relationship Manager | Team |
Christina Barrett | Principal & Senior Fiduciary | Team |
Iris Ferrara | Compliance Officer | Team |
Cima Tom Wright Aif | Principal | Team |
Kim Early | Manager Of Human Resources | Team |
Alisa Baty | Relationship Manager | Team |
Brent Prudhomme | Principal | Team |
Ron Koepsel | Principal | Team |
Justin Wai | Portfolio Manager / Principal | Team |
Complete people profiles for Sabal Trust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Sabal Trust
Complete news archive for Sabal Trust
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Sabal Trust
Investment management services are offered by Sabal Trust within the financial sector. Portfolio oversight and asset allocation are handled for institutional and individual investors. Operations are managed through the domain sabaltrust.com, with a focus on regulatory compliance and risk assessment. Expertise in diversified investment strategies is applied across various asset classes. The firm is established as a dedicated provider in the investment industry, supporting long-term financial objectives for clients.
Sabal Trust offers Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services.
Sabal Trust has 1 investor. Key investors include Hancock and Whitney.
Sabal Trust operates through Sabal Trust Company.
Yes. Sabal Trust was acquired by Hancock and Whitney in January 2025.