People On the Move at FineMark

08/15/2013

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Christina (Christi) Lunsford joined FineMark's Naples office as a Relationship Banker. Christi brings a wealth of banking experience to FineMark. Most recently, she was a VP at Gibraltar Private Bank & Trust in Naples. She has also been a Private Banking Officer for Northern Trust Bank of Florida as well as SunTrust Bank. Christi has her Certified Financial Planner designation and a Bachelor of Business Administration from Florida International University. She is a member of the Financial Planning Association and a board member of the Collier County Bar Association Foundation. Christi enjoys spending time with her husband and 14 month old daughter, cooking and playing tennis.

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Terri Caple has also begun working with our Naples team as a Relationship Banker. She comes to FineMark with more than 25 years’ experience in the Naples market. Most recently, Terri was Private Banking Manager and Senior Vice President at M&I Bank. While there she cultivated an extensive client base and grew a loan portfolio and deposit base. She also worked at First National Bank of Naples and Barnett Banks in Naples. Terri has been involved with the United Way of Collier County since 1995 and currently serves as the Budget Review Panel Co-Chair. She’s currently on the Board for The Naples Players as Treasurer.

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Patrick Kellard has joined FineMark’s Naples office as an Administrative Trust Officer. Patrick is a veteran in the field with more than two decades of financial services experience. Most recently, he was Director of Trust and Estate Services at Bank of Montreal (BMO) Harris, in Naples. Patrick holds a Bachelor of Arts in Business Management from Assumption College in Worcester, MA. He is also a Certified Trust and Investment Advisor (CTFA) and a graduate of the ABA National Trust School. When he’s not working, Patrick gets involved in the community, working with the Multiple Sclerosis Walk Committee and was recently on the Ronald McDonald Care Mobile Golf Committee.

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