David Breitwieser, a seasoned wealth management professional recently joined Grove Bank & Trust as Managing Director and Senior Portfolio Manager. In this role, David is responsible for portfolio management, new business development, and strategic marketing targeting highly affluent investors.

“David has made a career delivering exceptional client service built on his extensive investment expertise and his deep understanding of the practice of wealth management. His dedication and commitment to managing his clients’ financial affairs extends from developing custom investment strategies to estate and tax planning advice to best practices advice around family governance. We are privileged to have someone with David’s experience and knowledge on our team.” said Charles E. Porter, Executive Managing Director, Head of Trust and Wealth Management, Grove Bank & Trust

“Grove Bank & Trust is profoundly committed to building a first class team of wealth advisors. We are elated to have David Breitwieser join our Wealth Management team led by industry veteran, Charles E. Porter, Executive Managing Director, Head of Trust and Wealth Management,” said Rick Kuci, President & CEO, Grove Bank & Trust.

David has over twenty-five years of Wealth Management and Corporate Banking experience in the South Florida marketplace. David was previously employed by BNY Mellon Wealth Management for the past twenty years where he served as Senior Vice President and Senior Director of Portfolio Management leading a team of seven wealth management professionals.

David is currently a member of the CFA Institute and a member of the Miami Society of Financial Analysts. David holds a Chartered Financial Analyst (CFA) designation and a Bachelor’s of Science in Finance from the University of South Florida.

About Grove Bank & Trust

Grove Bank & Trust was founded on July 12, 1926 and is the longest-running bank in Miami-Dade County. Grove Bank & Trust provides boutique banking, commercial and wealth management services to individuals, families, businesses, endowments and foundations. Grove Bank & Trust has five offices in Miami-Dade County including: Aventura, Coconut Grove, Coral Gables, Palmetto Bay, and South Miami. For more information, contact Grove Bank & Trust’s corporate headquarters at 2701 South Bayshore Drive, Miami, Florida 33133 by telephone at 305.858.6666 or visit our website at www.grovebankandtrust.com.