Pierre Schutte, CFA

Pierre brings more than 37 years of experience in portfolio management, investments and wealth management to his role as Senior Portfolio Manager.

As a Senior Portfolio Manager, Pierre maintains a hands-on approach when working with high-net-worth individuals, businesses and families. In his first meeting with clients, he and his team of experts gain a thorough understanding of the clients’ financial position, family dynamic, and their investment goals. His next step is to construct a portfolio that assists in achieving those goals, while incorporating tax efficiencies and planning for income needs.

Prior to joining First American Trust, Pierre worked as a portfolio manager and wealth advisor at Charles Schwab in their private client program for nearly a decade. He also spent a decade at Osprey Partners managing portfolios for institutions as an equity analyst and a head trader.

Pierre earned a Bachelor of Commerce degree from the University of Pretoria and a Bachelor of Commerce Honors degree in financial and marketing management from the University of South Africa. He is a Chartered Financial Analyst^® (CFA^®) Charterholder and is a member of the CFA Society Tampa Bay. He has held securities licenses Series 7 and Series 66, as well as the Life, Health and Variable Annuity Insurance licenses.

Pierre resides with his spouse, Catherine in Bradenton, Florida and they enjoy boating, traveling and outdoor activities.