2022 Apogee Awards Honoree: James Davidson

James W. Davidson is a co-founder of Coral Gables Trust Company and has served as its Chairman since its inception. Under Davidson’s leadership, the company has grown to become one of the top trust and wealth management firms headquartered in Florida, and recently surpassed $2 billion in assets under management (AUM). The firm’s latest milestone stems from a record year when assets rose from client portfolio gains and the South Florida-based institution benefitted from a wave of new customers from the communities where they operate, as well as new residents from California and New York who domiciled to the region and sought to grow and preserve their portfolios with the highly respected wealth management firm.