Lowe Morrison

• Founded the Sarasota, Florida office for Sabal Trust, an Independent, Employee Owned Trust and Investment Services Company based in St. Petersburg, Fl. Leased space, hired four other trust professionals and brought the Sabal business model to the Sarasota market. Successfully grew the business from the newest of the four offices to the second largest office today. Served as both the Managing Principal and Portfolio Manager

Responsible for a group of client portfolios of over $1 billion. Implemented the firms investment strategy for high net worth individuals and institutions and had sales and revenue responsibility for those clients. Worked closely with the Wealth Strategists to generate new revenues. Active in the Sarasota community and non-profits to raise companies profile. Developed investment strategies with the Sarasota and Florida portfolio management teams. Responsible for leading one half of the Sarasota Market portfolio managers

Relationship and investment manager for key high net worth individuals and institutional clients including the banks largest shareholders and the banks pension fund. Senior equity portfolio manager for the commingled and collective equity funds Managed a portfolio management team and participated in creation of banks overall investment strategy.