Coral Gables Trust Company (“CGTC”), a leading provider of wealth management and trust services in South Florida, is pleased to announce that William “Bill” Meyersohn and Adam J. Peck, CFA, have been named to the firm’s prestigious Board of Directors.
Meyersohn is a top-performing broker with Avatar Real Estate Services and a well-recognized expert within South Florida’s real estate industry. With a career spanning more than 40 years, Meyersohn has brokered countless transactions – from single-family residences and condominiums to commercial properties -- including the nationally-recognized sale of the Deering estate to the State of Florida. His portfolio of local, national and international high-profile clients, business leaders and Fortune 500 corporations has earned him a coveted record of award-winning results. Meyerson consistently ranks among the nation’s top real estate sales professionals, having achieved a career sales volume of nearly $5 billion. And for several years during his previous 33-year-stint with Coldwell Banker, Meyerson was the company’s highest-producing agent nationwide.
Mr. Peck, a Wisconsin native who has been in the investment industry for nearly two decades, is the founder and chief investment officer of Milwaukee-based Riverwater Partners, LLC. The depth and breadth of his industry insight runs deep, having previously been a partner with Heartland Advisors, a multi-billion-dollar boutique asset manager – also located in Milwaukee. During his time there, Peck co-managed two small cap mutual funds. And Peck’s appreciation for South Florida – as well as Coral Gables Trust Company -- is inherent. Prior to his current work in Milwaukee, Peck lived in Miami where he was in investment management for both Coral Gables Trust Company and Northern Trust. Peck earned his MBA from the University of Wisconsin in the Applied Security Analysis Program as well as a Bachelor of Science in International Relations. He currently serves on the board of the Applied Security Analysis Program for his alma mater and on the investment committee for the Milwaukee Repertory Theater.
“It is an honor to welcome these two distinguished gentlemen to our Board of Directors,” said James Davison, Chairman and President of Coral Gables Trust Company. “Both are revered industry professionals who have made significant strides within their respective communities and whose insights and inimitable skill-sets have left lasting impacts on their clients and peers. (Bill) Meyerson brings a superb level of expertise to our firm and a diverse background that will be invaluable in our ongoing growth. (Adam) Peck and his history in investment management -- as well as with Coral Gables Trust Company -- gives him a distinctive edge and fervor that will be a propellant for our firm’s future endeavors.”
About Coral Gables Trust Company
As the largest independent and privately held trust company headquartered in South Florida, Coral Gables Trust Company is a leading provider of wealth management and trust services throughout the state of Florida. Founded in 2004, Coral Gables Trust Company services clients with assets ranging from $1 million to more than $75 million, including affluent individuals and families, small- to medium-sized companies, foundations, and pension and endowment funds. For more information, visit www.cgtrust.com.
