News

The Compass – Third Quarter 2018 – Read Report Here

The Compass – Second Quarter 2018 – Read Report Here

The Compass – First Quarter 2018 – Read Report Here

Estate Planning – Directed and delegated trusts: Embracing vision in a pragmatic environment

Read the article Here

Cypress Trust Company Acquires CenterState Bank Personal Trust Business – Read Report Here

The Compass – Fourth Quarter 2017 – Read Report Here

Cypress Trust Company Announces New Board of Directors Member – Read Report Here

The Compass – Third Quarter 2017 – Read Report Here

The Compass – Second Quarter 2017
Read Report Here

Estate Planning – Two Decades of Keeping Up With Change
Read the article Here

Two Decades of Keeping Up with Change
Read the article here

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including serving as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals, as well as Administrative Trustee and Agent for Trustee. Visit the Trust & Estate Services page for more information. www.cypresstrust.com/services.

Cypress Trust Company announced today that Jack R. Kuhn, MBA, CFP®, ARM has been named Senior Vice President and Market Executive for its Naples office located at 5150 Tamiami Trail N., Suite 401, Naples, FL 34103. Mr. Kuhn is a 25 year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. His former positions include: President of First National Investment Services Company, Naples; Senior Vice President and Affiliate Sales Manager of Investment Advisors for Fifth Third’s securities division, Naples and Fort Myers; Senior Vice President and Florida Regional Manager of Marshall and Ilsley Trust Company, Naples; Senior Managing Director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently as a Senior Vice President and Client Advisor with SunTrust Private Wealth Management, Naples and Fort Myers.

 

Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA in Finance from the University of St. Thomas. He serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and has been active in the Sanibel-Captiva Rotary Club. Mr. Kuhn is a native of Tonka Bay, Minnesota, and resides in Fort Myers.

 

For more information, please call 239.449.6930 or visit www.cypresstrust.com.

 

Cypress-Trust-Jack-Kuhn

The Officers and Directors of Cypress Trust Company hosted a Luncheon and Investment Forum for clients and professionals on January 28, 2014 at Top of the Point in West Palm Beach, Florida. Special guest speaker Jason Trennert, Managing Partner, Strategas Research Partners & Chairman and CEO, Strategas Securities, New York, presented “Equity Markets & the T.I.N.A. Factor – (There Is No Alternative to Equities).”

 

 

News

The Compass – Third Quarter 2018 – Read Report Here

The Compass – Second Quarter 2018 – Read Report Here

The Compass – First Quarter 2018 – Read Report Here

Estate Planning – Directed and delegated trusts: Embracing vision in a pragmatic environment

Read the article Here

Cypress Trust Company Acquires CenterState Bank Personal Trust Business – Read Report Here

The Compass – Fourth Quarter 2017 – Read Report Here

Cypress Trust Company Announces New Board of Directors Member – Read Report Here

The Compass – Third Quarter 2017 – Read Report Here

The Compass – Second Quarter 2017
Read Report Here

Estate Planning – Two Decades of Keeping Up With Change
Read the article Here

Two Decades of Keeping Up with Change
Read the article here

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including serving as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals, as well as Administrative Trustee and Agent for Trustee. Visit the Trust & Estate Services page for more information. www.cypresstrust.com/services.

Cypress Trust Company announced today that Jack R. Kuhn, MBA, CFP®, ARM has been named Senior Vice President and Market Executive for its Naples office located at 5150 Tamiami Trail N., Suite 401, Naples, FL 34103. Mr. Kuhn is a 25 year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. His former positions include: President of First National Investment Services Company, Naples; Senior Vice President and Affiliate Sales Manager of Investment Advisors for Fifth Third’s securities division, Naples and Fort Myers; Senior Vice President and Florida Regional Manager of Marshall and Ilsley Trust Company, Naples; Senior Managing Director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently as a Senior Vice President and Client Advisor with SunTrust Private Wealth Management, Naples and Fort Myers.

 

Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA in Finance from the University of St. Thomas. He serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and has been active in the Sanibel-Captiva Rotary Club. Mr. Kuhn is a native of Tonka Bay, Minnesota, and resides in Fort Myers.

 

For more information, please call 239.449.6930 or visit www.cypresstrust.com.

 

Cypress-Trust-Jack-Kuhn

The Officers and Directors of Cypress Trust Company hosted a Luncheon and Investment Forum for clients and professionals on January 28, 2014 at Top of the Point in West Palm Beach, Florida. Special guest speaker Jason Trennert, Managing Partner, Strategas Research Partners & Chairman and CEO, Strategas Securities, New York, presented “Equity Markets & the T.I.N.A. Factor – (There Is No Alternative to Equities).”

 

 

News

The Compass – Third Quarter 2018 – Read Report Here

The Compass – Second Quarter 2018 – Read Report Here

The Compass – First Quarter 2018 – Read Report Here

Estate Planning – Directed and delegated trusts: Embracing vision in a pragmatic environment

Read the article Here

Cypress Trust Company Acquires CenterState Bank Personal Trust Business – Read Report Here

The Compass – Fourth Quarter 2017 – Read Report Here

Cypress Trust Company Announces New Board of Directors Member – Read Report Here

Estate Planning – Two Decades of Keeping Up With Change
Read the article Here

The Compass – Third Quarter 2017 – Read Report Here

The Compass – Second Quarter 2017
Read Report Here

Two Decades of Keeping Up with Change
Read the article here

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including serving as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals, as well as Administrative Trustee and Agent for Trustee. Visit the Trust & Estate Services page for more information. www.cypresstrust.com/services.

Cypress Trust Company announced today that Jack R. Kuhn, MBA, CFP®, ARM has been named Senior Vice President and Market Executive for its Naples office located at 5150 Tamiami Trail N., Suite 401, Naples, FL 34103. Mr. Kuhn is a 25 year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. His former positions include: President of First National Investment Services Company, Naples; Senior Vice President and Affiliate Sales Manager of Investment Advisors for Fifth Third’s securities division, Naples and Fort Myers; Senior Vice President and Florida Regional Manager of Marshall and Ilsley Trust Company, Naples; Senior Managing Director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently as a Senior Vice President and Client Advisor with SunTrust Private Wealth Management, Naples and Fort Myers.

 

Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA in Finance from the University of St. Thomas. He serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and has been active in the Sanibel-Captiva Rotary Club. Mr. Kuhn is a native of Tonka Bay, Minnesota, and resides in Fort Myers.

 

For more information, please call 239.449.6930 or visit www.cypresstrust.com.

 

Cypress-Trust-Jack-Kuhn

The Officers and Directors of Cypress Trust Company hosted a Luncheon and Investment Forum for clients and professionals on January 28, 2014 at Top of the Point in West Palm Beach, Florida. Special guest speaker Jason Trennert, Managing Partner, Strategas Research Partners & Chairman and CEO, Strategas Securities, New York, presented “Equity Markets & the T.I.N.A. Factor – (There Is No Alternative to Equities).”