Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $2 billion in assets under management, is pleased to announce that Andre A. Hakkak have been named to the firm’s prestigious Board of Directors. With a growing presence in South Florida, CGTC continues to add to its Board, which is made up of revered industry professionals from the finance, legal, and real estate arenas.
Hakkak, Chief Executive Officer & Co-Founder of White Oak Global Advisors San Francisco, received a B.S. in Finance and Marketing from the Haas School of Business at the University of California at Berkeley and moved to Miami with his family in 2020. He currently works out of his office on Brickell Avenue.
Founded in 2007, White Oak Global Advisors, LLC is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing and treasury management. White Oak has deployed over $9 billion of capital since inception across over 500 companies throughout the U.S., Canada, and Europe.
Headquartered in San Francisco, White Oak and its affiliates have grown to over 500 professionals with offices worldwide including New York, London, Chicago, Los Angeles, Denver, Atlanta, Charlotte, Boca Raton, Maryland, Scotland, Wales, Southampton, and Manchester.
Coral Gables Trust’s local and highly personalized approach to trust and wealth management services continues to set the Firm apart and has propelled the company to one of the leading providers in the State. The Firm was founded in 2004 and has quickly developed into an industry leader – growing from a startup to a full-service trust and wealth management firm with 32 employees in four offices in Florida, including Coral Gables, Fort Lauderdale, Boca Raton and West Palm Beach. Privately-owned, the Firm has a significant and growing ownership by its employees. For more information about Coral Gables Trust Company, call 786.497.1212 x 124 or visit https://cgtrust.com/.
About Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with more than $2 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million – inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
