Charles Porter, CFA

Trust and Wealth Management

Charles is the head of trust and wealth management for Grove Bank & Trust and has more than 30 years of experience in the industry. Prior to Grove Bank & Trust, Charles spent 16 years with BNY Mellon where he was president of the Florida region.

In addition to directly managing client portfolios he oversaw the expansion of the region from two offices to seven and growth of client assets under management from under $500 million to more than $3.5 billion. He also served on numerous national asset management committees for BNY Mellon’s Wealth Management unit.  Charles started in the banking industry in 1983 with formal credit training and spent the first 15 years of his career in corporate and investment banking.

He has been active in the community as well serving on boards such as New World Symphony, Florida Grand Opera and Coral Reef Yacht Club. He is a graduate of the Florida State University and holds the Chartered Financial Analyst (CFA) designation.