Libby is charged with the oversight of the Trust & Wealth Management Team.  Empowered with more than three decades of Wealth Management experience, Libby leads a group of highly dedicated and talented individuals providing advice and financial solutions with a relentless commitment to unrivaled excellence.

Prior to joining Grove Bank & Trust, Witherspoon served as Senior Director Portfolio Manager, and Team Leader at BNY Mellon Wealth Management.  Witherspoon began her career at the Northern Trust Company. Witherspoon has a lifelong and notable dedication to her community. She is a graduate of Gulliver Prep and has served on its Board of Directors. She is currently a Trustee for the Florida House on Capitol Hill. Her contributions to the American Red Cross are numerous. She is a member of the National Philanthropy Board, the immediate past Board Chair for the Greater Miami and the Keys Chapter, and a longstanding member and past chapter Chair of Miami's Tiffany Circle.  She has also actively participated in many other philanthropic endeavors for the betterment of our communities. 

Witherspoon holds a Master’s in Business Administration from the University of Miami and a Bachelor of Science in Business Administration from Georgetown University.

Esther is a CPA with over thirty years of experience in wealth management and fiduciary services, including trust, estate, and charitable planning and taxation of high-net-worth individuals.  She has dedicated her career to assisting clients with complex tax and wealth structures to achieve their financial and legacy goals.  Esther has a Bachelor of Accounting from Florida International University and a Master of Science in Taxation from the University of Miami.

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.

Marta is Managing Director and Fiduciary Wealth Advisor for the Bank responsible for developing and implementing investment strategies, complex family wealth planning, estate planning, tax planning, and charitable giving solutions that address the issues of family governance. Marta has devoted her career to managing all aspects of her clients’ investment and fiduciary needs. 

Marta has a well-earned reputation for providing highly personalized service while providing custom investment strategies, complex family wealth planning, tax planning and insurance solutions. Marta has over thirty years of Wealth Management experience in the South Florida marketplace. She was previously employed by BNY Mellon Wealth Management for the past sixteen years where she served as Senior Vice President and Director of Portfolio Management.

Marta is currently a Board Member of both the South Florida Committee of the Weizmann Institute of Science and the Victory Center. Marta holds a Bachelor of Science in Business Administration with Honors from the University of Florida and a Juris Doctorate from South Texas College of Law.

Edith is a seasoned fiduciary professional with over twenty years of experience in all areas of domestic and international trust administration and is very knowledgeable about the tax issues involved.  As a personal trust specialist, she has vast knowledge in the administration of revocable and irrevocable trusts, guardianships, special needs trusts, investment management accounts, business entities, and NRA relationships.  Edith attended American Intercontinental University and the American Bankers Association Trust School.

Laura is a Managing Director and Head of Portfolio Management and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner for Grove Bank & Trust, with extensive experience in the wealth management industry. She advises and helps individuals, business owners, families, trusts, company benefit plans, and investors of all ages, from young professionals to retirees.

Prior to joining Grove Bank & Trust, Laura worked as a Financial Advisor for two Miami-based wealth management firms, where she gained significant experience in investment strategy, portfolio construction, financial planning and asset protection. The core of her philosophy is to always put the clients’ interests first and have no conflicts of interest. Her clients appreciate her attention to detail and support. Laura began her career at UBS Private Wealth Management, where she gained knowledge and experience addressing the needs of ultra-high net-worth families.

Laura holds an M.B.A. from the University of Virginia – Darden School of Business with a concentration in Asset Management/Sales & Trading. She graduated summa cum laude from Embry-Riddle Aeronautical University where she received a B.S. in Business Administration. Laura also earned a 2-year Diploma in Mathematics, Physics and Computer Science in France, after doing the very rigorous and prestigious Maths Sup/Maths Spé classes préparatoires.

Laura is bilingual in English and French. She advises U.S. investors as well as international clients. She is active in the Financial Planning Association and the Miami French Chamber of Commerce.

Kenneth Bierman has dedicated his career to helping families and businesses in the areas of financial planning, asset allocation, portfolio construction, and philanthropy. Ken joins us from BNY Mellon where he held the position of Market Leader for Broward County and previously Northern Trust, as VP of New Business. Ken is a Tocqueville Society Member and past Tocqueville Society Chair of the United Way of Broward County, Board Member and Immediate past Chair of Memorial Hospital Foundation/Joe DiMaggio Foundation, and Washington Club Member of the AIPAC. 

Lupe joined Grove Bank & Trust in March 2023 as a Senior Director, Senior Wealth Management Advisor working with high-net-worth individuals and manages a wide range of fiduciary and investment management relationships. Lupe has over 35 years of experience in the financial services industry. Prior to joining Grove Bank & Trust, Lupe was a Vice President at The Northern Trust Company where she worked for 30 years and held several positions over the course of her career primarily as a Trust Advisor working with high-net-worth individuals and most recently as the East Region Trust Discipline Manager for the National Client Support Services Team.

Lupe has extensive experience in all aspects of fiduciary administration and operations. She attended St.John's University and the Cannon Trust School.

Matt is a Portfolio Manager for Grove Bank & Trust. In this role, he works to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. Prior to joining Grove Bank & Trust Matt worked in the asset servicing division of BNY Mellon as a Performance Analyst providing back and middle office operational support for the largest hedge fund in North America. Matt eventually transitioned into Wealth Management where he held roles as a Portfolio and Wealth Analyst. In these roles, he collaborated with Wealth Managers

and Client Strategists throughout the Southeast to provide advanced analytics on current and prospective client investment portfolios. Matt then took on the role of Associate Wealth Manager where he assisted Senior Portfolio Managers while managing his own book of clients. Matt graduated from the University of Central Florida where he received a Bachelor of Science in Finance. He currently resides in Miami where he enjoys spending time with family, playing sports, art, and photography.

Osagie is a Senior Director and Portfolio Manager at Grove Bank & Trust, bringing over 12 years of expertise in financial services, retirement planning, and investment management. His role encompasses a broad spectrum of responsibilities including investment policy formulation, portfolio construction, investment strategy development/implementation, and on-going portfolio management.

 

Prior to joining Grove Bank & Trust, Osagie held the position of Vice President Investment Manager at Truist where he developed, monitored, and refined investment strategies and solutions tailored to portfolios of High-Net-Worth clients. His career path is underscored by a robust academic foundation, having earned Bachelor’s and Master of Science degrees in Finance from Florida Atlantic University. Furthermore, Osagie has distinguished himself as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), reflecting his commitment to adhering to the highest standards of financial planning and client service. Beyond his professional achievements, Osagie is a member of The Estate Planning Council of Greater Miami and The Nicklaus Children’s Hospital Foundation Ambassador Legacy Council.