Raymond R (Bob) Fletcher, CTFA, CISP, CFMP
Founder, Chairman & CEO--Institutional Trust Consultant
San Antonio, Texas
Bob is a seasoned trust professional with over forty-five years experience in the trust industry, having served as a personal trust officer, trust manager of two Texas banks, president of an independent trust company and as a nationally recognized institutional trust consultant. Bob's trust positions included forming and managing a bank trust department while his trust consulting responsibilities have ranged from start-ups to closings and from turnarounds to expansions with special emphasis on crisis management.
Bob earned his Bachelor of Business Administration degree from Southwest Texas State College (now Texas State University), San Marcos, Texas and graduated with a Trust Major from Southern Methodist University's Southwestern Graduate School of Banking, Dallas, Texas. He holds three professional designations conferred by the Institute of Certified Bankers, affiliate of the American Bankers Association: Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP) and Certified Financial Marketing Professional (CFMP).
Bob's passions are music and traditional country/western dancing, travel, jogging and spectator sports.
Wealth Management Technology Consultant
Dataw Island, South Carolina (Hilton Head Area)
Steve, a nationally-recognized and industry-leading trust accounting technology specialist, serves as Wealth Management Technology Consultant.
Steve has over twenty-five years of business development and technology experience in the trust and wealth management arena, including leadership roles at both SunGard and FIS/Metavante. His experience spans the full breadth of wealth management providers from community banks to large money center banks to boutique investment firms.
Steve's career has spanned several leading trust accounting vendors, primarily with SunGard and for shorter periods with Metavante, Innovest and Fi-Tek. He received his Bachelor's Degree in Business Administration and Management from University of Illinois at Urbana-Champaign and his Masters in Business Administration from Northwestern University. Steve resides on Dataw Island, South Carolina.
Trust Investment Management Consultant
James' experience includes serving as a senior trust investment manager and equity analyst and now serves as a Trust Investment Management Consultant to provide client guidance in effective supervision of asset management activities and core asset management operations functions and internal controls, including Reg-9 reviews.
James' career--spanning securities, mutual funds, RIAs and the trust industry--has included employment with Merrill Lynch, Morgan Stanley, Van Campen American Capital and National Fiduciary Services, NA, as well as being the founder and CEO of his own RIA firm.
Portfolio management responsibilities have included serving as equity manager of an $800 million CTF along with equity and fixed-income management responsibilities of individual HNW trust relationships.
James graduated with honors from University of Houston, Houston, Texas with a Bachelor of Science in Economics and a Masters of Strategy. Additionally, his professional credentials have included Series 7, 63 & 65 SEC licenses.
M. J. (Mick) Trusty
Expert Witness Consultant
Sulphur Springs, Texas (Dallas Area)
Mick serves as a prominent Dallas area trust attorney, adjunct professor of business graduate studies, former executive trust officer at several preeminent banks and trust companies and former federal trust examiner.
Mick represents FiPar as an Expert Witness Consultant to assist bank trust departments and trust companies in adhering to principles of sound fiduciary risk management and serving as expert witness in defending claims of breaches of fiduciary duty.
His career path has spanned multiple business, educational, government and community leadership positions. He serves as a Trust, Estate, Gift, Tax and Fiduciary Risk Management attorney and is a former Adjunct Professor in the College of Business at Texas A&M University--Commerce. Additionally, Mick is a former executive Trust Officer, including president of Merrill Lynch Trust Company of Texas, and a former Trust Examination Specialist and Sub-Region Manager with the Office of the Comptroller of the Currency.
Mick serves as Of Counsel to the law practice of Horton & Archibald Law Firm, P.C., specializing in complex trust and estate drafting, planning and trust administration, philanthropic planned giving, asset protection and tax matters. Additional related legal matters he addresses include fiduciary risk management, entity creation and administration, various management issues involving surface and sub-surface property interests and fiduciary defense expert witness engagements, along with pro bono historic cemetery representations.
Mick also serves Texas A&M University--Commerce as Chairman of its Foundation Board and as a member of its College of Business Leadership Council. He received his Bachelor of Business Administration degree in Marketing & Finance from Texas A&M University--Commerce and his JD from South Texas College of Law--Houston. Additionally, Mick earned his Certified Trust and Financial Advisor designation (CTFA) through the American Banker's Association at the National Graduate Trust School, Northwestern University, Evanston, Illinois.
Mick's broad-based and in-depth knowledge, experience and insight serves to support FiPar's mission of helping trust departments and trust companies properly manage fiduciary risk to avoid unnecessary business and fiduciary exposure to liability. Mick's business acumen complements and enriches FiPar's reputation and superior record of achievement of successfully tackling extreme challenges in addressing and redressing crisis management situations.