About Me
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.