David Breitwieser

Managing Director and Chief Investment Officer

David is Managing Director and Chief Investment Officer for the Bank responsible for assisting clients in asset allocation decisions, as well as the development, management and implementation of investment strategies.  He is a member of the Firm’s Asset Management Committee which is charged with formulating investment strategy, as well as performing the due diligence, selection and monitoring of investment solutions. 

David has made a career of delivering exceptional client service built on his deep understanding of the practice of wealth management together with his commitment to understanding and managing his clients’ financial affairs. David has over twenty-five years of Wealth Management experience in the South Florida marketplace. David was previously employed by BNY Mellon Wealth Management for the past nineteen years where he led the firm’s Fort Lauderdale office, served as Senior Director of Portfolio Management managing some of the largest and most sensitive client relationships in the region and served on a number of the firms’ national investment committees. 

David is currently a member of the CFA Institute and a member of the Miami Society of Financial Analysts. David earned his Bachelor’s of Science in Finance from the University of South Florida.