People On the Move at FineMark

10/17/2013

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Adria D. Starkey - Collier County President
Adria has 3 decades of experience in financial services. Prior to joining FineMark, she was Chief Operating Officer of The Sanibel Captiva Trust Company and President of Naples Trust Company (a division of The Sanibel Captiva Trust). Throughout her career, Starkey held executive positions at other major banking institutions. Adria has a degree in Finance from University of Florida and has done post graduate work at Florida International University and University of Miami. Her community involvement is extensive. She’s served on a number of boards including as board chair of the Shelter for Abused Women and Children and the Economic Development Council. Starkey was also a board member of the Education Foundation, the University of Florida Harn Museum and Artis Naples. She is currently an NCEF (Naples Children and Education Foundation) trustee and served on the NCEF grant committee for four years. Starkey is currently Co-Chairing the 2014 Naples Winter Wine Festival. In 2008, she received the Edison College Leadership in Fostering Education Award. And in 2000, Starkey was recognized by Gulfshore Life as Woman of the Year. The Community Foundation named her a Woman of Achievement that same year.

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Jim Johannsen - Senior Vice President & Private Wealth Advisor
Jim has spent the past 4 decades in the investment industry in a variety of management roles, most recently as Managing Director at Cypress Trust in Naples. Prior to that, Jim was President of U.S. Trust Naples. Jim received a Bachelor of Business Administration from the University of Iowa and his Juris Doctorate from Drake University. Jim is very involved in the Naples community where he has lived since 2002. He served on the board of directors of the Naples Botanical Garden for nine years, he’s on the Foundation Committee of NCH Healthcare Systems in Naples and he’s a member of the Greater Naples Leadership, Forum Club and Naples Council on World Affairs. Jim has been married to his wife Andrea for 32 years. They have one son.

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Bruce Berkinshaw - Senior Vice President & Private Wealth Advisor
Bruce, a native of Canada, has been in Naples for the past 21 years and has more than 40 years of experience in wealth management and trust administration. Most recently Bruce was the Senior Trust Officer at Cypress Trust. Prior to that, Bruce served as Managing Director and Senior Vice President for U.S. Trust in Naples. Bruce holds a Bachelor of Science in Business Administration and a Juris Doctorate from the University of Tulsa. He is a member of the Estate Planning Council of Naples and he lends his time to the American Cancer Society as a member of the ACS Florida Division Estate Planning Committee and ACS Collier Unit board. Bruce has been married to his wife Cathy for 26 years. The couple has 5 children and 7 grandchildren.

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David Smith - Senior Vice Present & Private Wealth Advisor
David joins FineMark with 25 years of experience in the investment industry, primarily working with Trust Companies. David has spent nearly 20 years in Naples working for U.S. Trust and Cypress Trust. Born in Wisconsin, David graduated from Princeton University in 1988 and earned his CFA (Chartered Financial Analyst) designation in 1993. David is a member of the CFA Society of Southwest Florida, the Princeton Club of Southwest Florida and is on the wait-list for the Forum Club of Southwest Florida. In his spare time David likes to golf and travel with his wife, Winifred.

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Peggy Lindenberg - Investment Associate and Bank Officer
Peggy has more than 30 years of experience in the trust and investment industry, working 28 years in Naples. Peggy is a graduate of the Cannon Financial Institution Trust Investment School at the University of North Carolina. She also attended the ABA Trust Administration School at the University of South Florida, Tampa.

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Joseph Charles - Associate Vice President & Private Wealth Advisor
Joe has been working in the financial services industry in Naples for nearly 17 years. Most recently he was Vice President, Trust Administrator at Cypress Trust Company. Prior to that, he spent 9 years at U.S. Trust in Naples as a Trust Administrator. Joe received a Bachelor of Art Degree from Miami University in Oxford, Ohio. He also attended the Florida Bankers Association Graduate Trust School. Joe is active in the Naples community. He’s a Director (Former President) of the Naples Planned Giving Council, a Director and Vice President of the Naples Estate Planning Council, a member of the Professional Advisors Committee for the Community Foundation of Collier County and a member of the Next Generation Committee for the Shelter for Abused Women and Children.

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Patricia Luppy - Trust Associate and Bank Officer
Patty has spent the past 12 years in Naples, working for Cypress Trust and U.S. Trust Company. Most recently she acted as an Administrative Officer, but she also has marketing experience. Patty holds a liberal arts degree from Buffalo State College in Buffalo, NY. Prior to moving to Southwest Florida, Patty ran her own catering and events business for 14 years in Long Island, New York. Patty works with the Estate Planning Council of Naples. She’s been married to her husband John for 10 years.

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