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, traditional country/western dancing and travel.\\\spectator spo
Randall S. Bond, JD
Executive Vice President, Chief Growth Officer & Head of Trust and Wealth Management Consulting
Randall S. “Randy” Bond serves as FiPar’s Executive Vice President, Chief Growth Officer and Head of Trust and Wealth Management Consulting.
Prior to joining FiPar, Randy was the Head of Trust and Wealth Strategy for Texas Capital Bank, with headquarters in Dallas. Randy led the bank’s fiduciary activities across its entire footprint and served as Chair of the Trust Administration Committee.
He also served as the Chief Fiduciary Officer and manager of the trust services team at Texas Capital Bank in its operational audits and its relationship with bank examiners and regulators. His responsibilities also included thought leadership and management of the wealth strategy and financial planning teams within Private Wealth Advisors.
Prior to joining Texas Capital Bank, Randy served as the Fiduciary Market Manager for Texas and Arizona for PNC Private Bank. In addition to leading a team of over 18 trust professionals across multiple metro markets, Randy served as a member of the PNC Special Assets Committee, the PNC Policy and Procedure Committee and as Chair of the Texas Administrative Review Committee.
His leadership included active participation in the integration advisory working group and a trust operating system conversion from BBVA USA to PNC Bank.
Prior to joining PNC, Randy was the Chief Fiduciary Officer at BBVA USA. He was responsible for the trust and estate services for BBVA in the United States and was also responsible for direct reporting of fiduciary activities to the Federal Reserve Bank in Atlanta and the Trust Committee of the Board of Directors of BBVA USA.
During his tenure with BBVA, Randy guided the team through a comprehensive trust systems conversion and the establishment of a trust middle office unit for account openings and closings.
Prior to leading the BBVA USA fiduciary team, Randy was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank.
Randy earned his Bachelor of Arts degree from Texas A&M University and his Juris Doctor from South Texas College of Law in Houston.
He is a member of the Real Estate, Probate & Trust Law Section of the State Bar of Texas, where he has been a licensed attorney since 1996.
Additionally, he serves on the Board of Directors of the World Affairs Council of Dallas/Fort Worth.
Randy is also a member of the Dallas Estate Planning Council.
In his time outside of work, he enjoys the outdoors, snow skiing, reading and baseball.
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.
Wealth Technology Consultant
Dataw Island, South Carolina
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.
Institutional Trust Consultant
Orange County, California
Dave Coffaro serves a strategic advisor, executive coach, author and speaker. Dave works with senior executives developing business models that bring their vision to life, implementing change, and getting results. Dave is principal of the Strategic Advisory Consulting Group, a management consultancy, and co-founder of Atticus, a fintech firm providing individuals and professional advisors with easy to use, do-it-yourself tools for fiduciary-based activities. His new book is "Leading from Zero: Seven Essential Elements of Earning Relevance" (February 2021).