Board of Trustees
Brian D. Hall, Chair
Brian D. Hall is Senior Vice President and Sarasota Area Executive at CenterState Bank (formerly Gateway Bank of Southwest Florida), joining CenterState after serving as President, Chief Executive Officer, and Director of Sarasota-based Sabal Palm Bank. Before that, Brian was President and Chief Executive Officer for Sarasota’s SouthTrust, following a 22-year banking career in Indiana and Ohio.
He received his BS degree in Finance from Indiana University and an MBA in Management from the University of Cincinnati. Brian’s community involvement includes Director and Board Chair of Samaritan Counseling Services of the Gulf Coast, regional Board Director and past Sarasota Community Campaign Chair of United Way Suncoast, past Director and Treasurer of the Education Foundation of Sarasota, and volunteer youth basketball coach. Brian and his wife Betsy live in Lakewood Ranch and enjoy spending time with family.
Cindy Malkin, Vice Chair
Cindy Malkin is a psychiatric nurse who has been active in the community for many years. Her involvement has mainly been with human services. She has been Board Chair of the Consortium for Children and Youth, The Human Services Planning Association, and The Florida Center for Child and Family Development. She was President of the Junior League of Sarasota and recently Board Chair of the William G. and Marie Selby Foundation. She currently serves on the Board of the Women’s Resource Center.
Cindy received a BS and RN from Skidmore College and a Master’s Degree from Virginia Commonwealth University. Originally from Connecticut and a Sarasota resident since 1974, she has two sons and six grandsons. She and her husband Dr. Rick Malkin summer in Berkshire County, Massachusetts, where they enjoy tennis, golf, and the myriad of cultural activities the area offers.
Nora Patterson, Secretary
Nora Patterson has been serving as a Sarasota County Commissioner since 1998. Prior to that she served for eight years on the Sarasota City Commission. Nora grew up in New York City, obtained a BA in psychology from Duke University and a MEd from the University of Florida in Educational Psychology. She has been a small business owner, a teacher, and a real estate broker. She is married to a Sarasota County attorney and has lived in Sarasota County since 1970.
Nora has been very active in the community and served on numerous community boards. She also represents Sarasota County on several regional boards that deal with subjects such as the regional water supply of a four county area, the transportation planning organization advisory to the Florida Department of Transportation of Manatee and Sarasota counties, the maintenance of the Intracoastal Waterway in a four county area and TBARTA, a regional transportation authority.
William Woeltjen, Treasurer
Previously serving as interim CFO and Treasurer for Sarasota Memorial Hospital,
William “Bill” Woeltjen was named Chief Financial Officer in November 2010. As Chief Financial Officer, Bill is responsible for all financial matters related to the health care system, including financial reporting, financial planning, revenue cycle, reimbursement, debt management, and managed care contracting.
He has more than 25 years of experience in corporate health care finance. Before joining Sarasota Memorial’s Finance Department in 2007, Bill, a Certified Public Accountant, served as corporate treasurer and as corporate chief financial officer for University Community Health in Tampa. He has a bachelor’s degree in economics and management from Tulane University, and a bachelor’s degree in accounting and a Master of Business Administration from the University of South Florida.
G. Duncan Finlay, M.D., Immediate Past Chair
Dr. Duncan Finlay is President and CEO of the Florence A. Rothman Institute and Chief Medical Officer of Alive Sciences, LLC. He held several key appointments at Sarasota Memorial Hospital including Chief Medical Officer and culminated with five years as President and CEO. During his tenure, SMH was named one of America’s Best Hospitals by US News and World Report in seven medical specialties. In 2005, he was awarded the University of South Florida President’s Distinguished Citizen Award.
Dr. Finlay received his medical degree from University of Florida and is a specialist in sleep disorders and pulmonary medicine. He is a Fellow of the American College of Chest Physicians and the American Sleep Disorders Association, and co-founded the Florida Sleep Medicine Society. Dr. Finlay has served on the Boards of Directors of United Way of Sarasota, Inc., the Sarasota Chamber of Commerce, SCOPE (Sarasota County Openly Plans for Excellence), the Human Services Planning Association, Sarasota Memorial Healthcare Foundation and the Community Foundation of Sarasota County. In 2002, he received the American Jewish Committee’s Civic Achievement Award. In 2004, he was selected to be included in the Community Video Archives, and in 2005 was awarded the University of South Florida’s President’s Distinguished Citizen Award.
Tom Belcher (Resident)
Tom is a former Vice President of Aetna International. After four years in the Air Force, he earned a degree in business from San Francisco State College, with a concentration in insurance. He then joined Aetna Life & Casualty’s San Francisco Marketing Department and was subsequently promoted to the company’s head office in Hartford, CT, where he earned the Chartered Property-Casualty Underwriter designation. Tom’s 35-year career with the company spanned a variety of domestic and international assignments, including residencies in Canada and Spain. After Aetna, Tom joined his wife, Marie, in her executive search firm specializing in senior financial management.
He finally retired in 2001. He has served on a number of Boards of Directors of international insurance companies, was Chairman of the Greater Connecticut Chapter of the National Multiple Sclerosis Society and volunteered with the American Red Cross and Sarasota Memorial Hospital. He has been a resident of Plymouth Harbor since 2013, where he most recently chaired the Residents’ Association Gratuity Committee. Tom is the Vice President of the Residents Association.
Kathryn Angell Carr
Kathryn Angell Carr is a partner at Shumaker, Loop & Kendrick, LLP where she is Board Certified in Real Estate Law. She has been involved in the representation of both purchasers and sellers in residential and commercial real estate, including several shopping centers, hotels, apartment complexes, restaurants, and office buildings. Kathryn also has experience in the leasing and financing of both residential and commercial projects, including securitized financing and bond financing.
Kathryn has represented developers of residential projects in all stages of development, including acquisition, financing of the land, and platting of the property, and has advised clients as to the effects of the Interstate Land Sales Full Disclosure Act and the Florida Land Sales Act. Kathryn received a BS degree in Political Science from Iowa State University and earned her law degree from the University of Florida. In addition to Plymouth Harbor, Kathryn previously served on several community Boards, including, but not limited to, The Argus Foundation and the Animal Rescue Coalition. She has three stepchildren and six grandchildren, ranging in age from three to 27. In her spare time, Kathryn enjoys cooking, having learned much from her husband who was a page boy in the Ringling Hotel in the 1940s, while his father was the manager.
John M. Cranor, III
Former President and CEO for the New College Foundation, John Cranor has over 30 years of management experience in the food service and retail industries including senior executive positions with Pepsi-Cola North America, Taco Bell Corporation, Wilson Sporting Goods and Frito-Lay Company.
John holds a Bachelor’s of Arts Degree from New College of Florida and a Master’s of Business Administration from Harvard University Graduate School of Business. He also received an honorary Doctorate from Bellarmine University. In addition to serving on the Plymouth Harbor, Inc. Board of Trustees, John currently serves as the non-executive Chair of the Board of Directors of Popeyes Louisiana Kitchen, Inc.
Lee DeLieto, Sr.
Lee DeLieto, Sr. joined the Commercial Group at Michael Saunders & Company more than 15 years ago and has repeatedly received “Top Commercial Real Estate Producer” recognition. Lee is a member of The Greater Sarasota County Economic Development Council, The Sarasota Chamber of Commerce, a member and past president of The Commercial Investment Division (CID) of the Sarasota Association of Realtors, and a founder and board member of Insignia Bank.
An active member of the Sarasota community, Lee is past president of the Downtown Sarasota Kiwanis Club, a former chairman of the board of the Sarasota County Boys & Girls Clubs, past board chair of the Sarasota University Club, and past president of the Sarasota Alumni Club of Phi Delta Theta. Lee can converse in Italian, and in his spare time enjoys sport fishing and reading.
Tom Elliott (Resident)
Tom Elliott is the former President/CEO of Applied Science Associates (ASA) – a multi-faceted organization involving behavioral science, ergonomics, personnel management, software development, printing, and training for government and industrial organizations. When Tom began at ASA, there were only three employees; upon his retirement, there were over 150.
Tom is a graduate of Alma College with a degree in biology. He served in the United States Army, and earned his master’s degree at Michigan State University. Throughout his career, Tom has remained an active member of his community, serving as president of the Butler County Library Board in Pennsylvania; a member of the Butler City Library Board; and a member of the Butler County Community College faculty. At Plymouth Harbor, he has served on the Health and Wellness Committee. Tom and his wife, Sue, are third generation residents of Plymouth Harbor, and Tom is the Immediate Past President of the Residents Association.
Ambassador James D. McGee (Retired)
Ambassador James D. McGee spent the majority of his 30-year Foreign Service career overseas working in support of U.S. Government policy. His professional skills include political-military affairs, crisis management, and international negotiation and management. He was nominated and confirmed as Ambassador to the Kingdom of Swaziland 2002-2004, Madagascar and the Comoros Islands 2004-2007, and Zimbabwe 2007-2009. He then returned to the National War College in Washington, D.C., as the senior advisor to the Director of the Africa Center for Strategic Studies. At his last assignment, Ambassador McGee opened the first political-military office to provide diplomatic advice and guidance to the Commander of U.S. naval forces in Europe, Africa, and the 6th Fleet. Ambassador McGee served in the U.S. Air Force for five and a half years during the Vietnam War and earned three Distinguished Flying Crosses and 16 Air Medals while flying on 471 combat missions.
In addition to his military honors, Ambassador McGee was presented the Palmer Award for Diplomatic Excellence in 2011, the Diplomacy for Freedom Award in 2008, and numerous Presidential Pay and Superior Honor Awards. He is a member of the American Academy of Diplomacy and serves on the Board of Directors for the Global Alliance for Zimbabwe and the Committee for the Community of Democracies. He is a graduate of Indiana University and the Defense Language Institute, and speaks French and Vietnamese.
She is familiar with Plymouth Harbor, where her father (and late mother) has resided for more than 15 years. Cade and her husband are both members of the Bird Key Yacht Club, where she serves on the Board of Governors, and they are active with the club’s cruising fleet. Cade currently serves as the Chair of the Plymouth Harbor Foundation Board of Trustees.
Myron also has a multi-faceted volunteer career. He served on numerous boards in Cleveland including John Carroll University, Key Bank, and University Hospitals. He is past Chair of the Board of Directors for Doctors Hospital of Sarasota and is currently serving on the boards of Manatee County Library and the Greater Sarasota Chamber of Commerce.
Myron serves on the Plymouth Harbor Board of Trustees as the designated representative of the First Congregational United Church of Christ (UCC) of Sarasota, the church that founded Plymouth Harbor. Myron has been a member of the First Congregational UCC for seven years. He has served as a Deacon, Vice Moderator, Moderator, and Past Moderator of the Church Council. He is married to Brenda K. Robinson. They have two adult children and four grandchildren.
Jon F. Swift
An Ohio native, Jon Swift attended Miami University at Oxford, Ohio, studying Industrial Technology. He started his own construction company in 1969 and moved his organization to Sarasota ten years later. He is currently the CEO of Jon F. Swift, Inc.
Jon is past president of the Argus Foundation of Southwest Florida, the Education Foundation of Sarasota County, Inc., and the Police Athletic League of Sarasota County. He has served on the Board of Directors of the Gulf Coast Builders Exchange and is currently on the Board of Directors of Sabal Palm Bank. Jon has a passion for woodworking and enjoys spending time in the shop. He and his wife Janey have five children and seven grandchildren.
Marie E. Underwood (Resident)
Marie “Wendy” Underwood is a graduate of Rosemont College in Pennsylvania, where she earned a bachelor’s degree in mathematics and did graduate work in statistics and finance. She previously worked for C&P Telephone, which later became Bell Atlantic and now Verizon. While there, she worked in various capacities, including finance, accounting, auditing, and marketing. Upon retirement, Wendy served as member and chair of the St. Mary’s County Board of Zoning Appeals in Maryland.
Wendy has remained an active member of the community, managing local art exhibits, serving as secretary of the resident Finance Committee, and as Associate Director of the North Garden Colony. Wendy and her husband, Jim, moved to Siesta Key in 2007, and have been residents of Plymouth Harbor since 2011. Wendy is the current President of the Residents Association.
Dale N. Woodling, Colonel, U.S. Army (Retired)
Dale N. Woodling, is a native of northeast Ohio and received his Bachelor’s Degree in Economics from Miami University in Oxford, Ohio. After receiving his law degree from the University of Akron School of Law, Dale entered the U.S. Army Judge Advocate General’s Corps, where he served for nearly 28 years in various legal positions around the country and overseas, including as Staff Judge Advocate (senior legal officer) for U.S. Forces in Somalia during the U.N.-led operation to restore order in that country, Staff Judge Advocate of the 25th Infantry Division (Light) in Hawaii, and Staff Judge Advocate of I Corps in Tacoma, Washington. Dale’s career culminated with his assignments as the Executive Officer to the Judge Advocate General in the Pentagon and then as the Commander of the U.S. Army Claims Service. He also holds a Master’s Degree in National Resource Strategy from the National Defense University.
Since retiring from the Army in 2006 and moving to Sarasota, Dale has served on a number of volunteer boards, including the Advisory Board for the Salvation Army of Sarasota; the board of Orchard Place, a 40-unit apartment complex for physically disabled adults; and the Alumni Board of the University of Akron School of Law. He has also worked with Family Promise of Sarasota, Inc., an inter-faith program for homeless families. Dale is married to Colonel Cynthia Woodling, U.S. Army (Retired), who served with the Army Nurse Corps. The Woodlings have two sons: Dr. Nathaniel Woodling who is doing his post-doctorate research in neuroscience at University College London, and Matthew Woodling, a vaccine researcher and developer for Merck Pharmaceutical in Philadelphia.