Esteemed Finance Professionals Simon Levin and Gary Trief Joins CGTC’s Board

Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.5 billion in assets under management, is pleased to announce that Simon Levin Esq, and Gary C. Trief, have been named to the firm’s prestigious Board of Directors. With a growing presence in South Florida, CGTC continues to add to its Board, which is made up of revered industry professionals from the finance, legal, and real estate arenas.

Levin, as a partner at the New Jersey-based law firm Sills Cummis & Gross P.C., enjoyed more than 40 years creating, conserving and preserving wealth for businesses and high-net worth individuals. Now, a resident of Miami Beach, he continues to serve as Co-Chair of the Tax and Financial Planning Practice Group for the law firm. He is a member of the New York and New Jersey State Bar Associations and received his B.S. Degree, Cum Laude, from Lehigh University and his law degree and LL.M. from New York University. A former captain in the U.S. Army, Levin served with the 11th Armored Cavalry Regiment in Vietnam and USARV, and as a Civilian Aide to the Secretary of the Army. He was appointed by former New Jersey Governor Christine Todd Whitman to her Department of Treasury Transition Team, and served as a member of her State Treasurer's Advisory Group shortly after.

With an extensive history serving public and private charitable organizations, Levin has held numerous leadership roles, including President of the Jewish Community Foundation of MetroWest; Chairman of Israel Bonds of Metropolitan New Jersey; and Founder and President of American Friends of Whistler. Currently, Levin and his wife have undertaken the formation and Chairmanship of the “Photography and Video Arts Council” at the Perez Art Museum Miami (“PAMM”).

Trief is currently a Partner at Miami-based Crane Capital, a long/short investment fund. Prior, he served years as President/General Manager of Arrow Chemical, Inc., a leading importer and distributor of active pharmaceutical ingredients, before being acquired by Univar in 2015. He also worked at JP Morgan in both London and New York, where he traded European corporate and emerging markets debt and derivatives and marketed equity derivatives products to hedge funds. Trief earned his B.A. from the University of Pennsylvania.

“It is an honor to welcome these two distinguished gentlemen to our Board of Directors,” said James Davidson, Co-Founder and CEO of Coral Gables Trust Company. “Both are respected professionals who have made significant strides within their industries and whose insights and expertise will be invaluable in our ongoing growth. Our Board of Directors, which is second to no other in the state, along with our dedicated employees, have played a significant role in our success and we will continue to invite leading professionals to join our exceptional team.”

Coral Gables Trust’s local and highly personalized approach to trust and wealth management services continues to set the Firm apart and has propelled the company to one of the leading providers in the State. The Firm was founded in 2004 and has quickly developed into an industry leader – growing from a startup to a full service trust and wealth management firm with 31 employees in four offices in Florida, including Coral Gables, Fort Lauderdale, Boca Raton and West Palm Beach. Privately-owned, the Firm has a significant and growing ownership by its employees and prominent Board of Directors. For more information about Coral Gables Trust Company, call 786.497.1212 or visit https://cgtrust.com/.

About Coral Gables Trust Company

Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with more than $1.5 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.

Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million – inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.

Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.