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.
James (Jim) R. Miller
Financial Engineering Consultant
Las Vegas, Nevada
Jim's credentials are anchored by a wealth of diverse, forty-plus years experience in securities and investment management including bank and trust valuations and qualified opinions relating to capital raise and events and merger/acquisition activities via private placement.
Among his career positions, Jim has served as CEO of a full service B/D which was the subsidiary of publicly traded bank, Director of Research for a regional NYSE member firm, RIA Senior Analyst/Trader, stock option strategist and bank appraiser.
Jim earned his BA in Finance and Public Administration from San Diego State University, San Diego, California. Professional credentials have included multiple FINRA licenses; Certified Hedge Fund Professional (CHFP) with emphasis in Portfolio Analytics; and, Certified Exchange Traded Fund Advisor (CETF).
Additional milestone achievements have included creation of the US patented trademark rights to "Miller Valuation Ratio"--a tool designed for use in valuating banks and trust companies along with development of an alternative bank financial instrument (ABFI) representing a unique security enabling banks to cost-effectively raise small levels of capital.
Jim's life-long activities have included earning national acclaim as a amateur-ranked golf and tennis champion, plus coaching both sports at the college level. Additionally, Jim is a veteran US Marine and performing folk singer.
Catherine (Cathy) McDonald
Director of Public Relations
Las Vegas, Nevada
As Director of Public Relations and Marketing Strategist, Cathy is responsible for business communications, brand-building, event coordination and advertising initiatives.
Cathy's diverse career experience includes office management, financial records and budgeting, training, professional writing, marketing and public relations, business communications, organizational and operational management and regulatory compliance.
Cathy earned her Bachelor of Science in Business Administration from University of Phoenix, Las Vegas, Nevada and her Bachelor of Fine Arts in Music from University of Nevada, Las Vegas, Nevada.
Community activities have included serving as a member of both the Las Vegas Symphony Orchestra and the Las Vegas Philharmonic Orchestra, church and community bands and enjoys supporting local live bands. In addition to her musical talents as a flutist,
Cathy's pastime passion is ballroom dancing and mind-body Pilates exercise classes. Her philosophy is, "Why walk your way through life when you could DANCE, DANCE, DANCE!
Richard (Rich) Stanislaw
Wealth Management Technology Consultant
Westlake, Ohio (Cleveland Area)
With twenty-five years of experience in the Wealth Management area, specializing in Trust Accounting Systems, Trust Tax Systems, Payment Systems and Financial System, Rich is responsible for conducting trust accounting systems evaluations in a practical and useful fashion without the often unnecessary time-commitment, expense and hassle.
With a prominent background in technology and trust tax systems, Rich works with trust organizations to create enhanced efficiencies and compliance that involve needs assessments, systems evaluations, vendor searches, vendor recommendations, contract provisions, price negotiations and conversion management.
Rich received his Bachelor of Science Degree in Business Administration and Accounting, from Baldwin-Wallace College, Berea, Ohio.
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.
Robert (Bob) H. Franke
Institutional Trust Consultant
Bob represents our industry as a renowned veteran bank trust consultant and serves FiPar as an Institutional Trust Consultant to share broad-based intellectual resources--offering diverse perspectives, visionary concepts, creative solutions, management tools and problem-solving techniques--with trust organizations seeking to achieve superior business performance by creating a differentiating advantage.
He began his trust career with the distinguished educational trust publisher Kennedy Sinclaire and later founded his own bank trust consulting firm Robert H. Franke & Associates for which he has served as CEO for forty-five years.
Bob received his Bachelor of Arts degree in History from North Park University, Chicago, Illinois. Career activities and societies include the prestigious American Mensa, division of Mensa International, Ltd., Lincolnshire, England, since 1971.
Bob's vast trust experience over nearly fifty years serves to enrich FiPar's trust culture of out-of-the-box thinkers and doers. His problem-solving capabilities and his decision-critical advice serves the industry well in helping to overcome inherent industry challenges.
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.
Jennifer (Jen) Fletcher
Trust Sales Strategist
Las Colinas, Texas (Dallas Area)
As Trust Sales Strategist, Jen assists trust organizations develop and execute rewarding sales programs.
Specific offerings include sales process improvement, forecasting, coaching, pipeline management, relationship management, CRM optimization, project management and strategic planning.
Additional solutions include client communications, intelligence gathering, knowledge management, team building, sales support, RFP assessment, corporate/client presentations, cross-functional teamwork, analytical forecasting and bench-marking analysis.
Jen's fifteen years of experience include serving as Executive Director of Accounts at VIRA Insight, LLC, Coppell, Texas, a worldwide leader in creating leading-edge, innovative, brand-building solutions for retail sales and marketing. Additionally, she served as Senior Manager of Business Development & Marketing Communications at Tysons Corner, Virginia-based Computer Sciences Corporation (now DXC), a global leader in information technology, business consulting and outsourcing. Jen has also worked with the U.S. District Court, Dallas, Texas as Organizational Development Leader in public relations.
Jen earned her Bachelor of Arts in Political Science and Government with a Minor in Business from the The University of Texas at Austin, Austin, Texas and her Master of Public Administration, Public Relations, Advertising and Applied Communications from The University of Texas at Dallas, Dallas, Texas.
Overall, Jen offers robust strategies to help trust organizations improve their sales process and maximize efficiencies throughout the sales life cycle.
Trust Real Estate Legacy Consultant
David Aaronson, a native Houstonian who attended the University of Texas in Austin, got his start in commercial real estate in 1981. As an investment analyst in the Houston branch office of a national commercial mortgage banking firm, he spent two years focusing on underwriting and learning the basics of commercial real estate mortgage brokerage. In 1983, David was asked to join a local savings and loan company that wanted to start a commercial mortgage banking division where he quickly became the group’s top producer. As the savings and loan industry faced increasing regulatory pressures from the Federal Government, David and a few others formed a Houston based boutique commercial mortgage banking firm. After 5 years, David merged his business with Stockton, Luedemann, and French, a large, Houston based commercial mortgage banking firm.
In 1992, David was asked to join the flagship office of Holliday Fenoglio, (predecessor of HFF, Inc), where he quickly became one of the top producers and a leader of the office. After the Russian Debt Crisis in 1998, the parent company of HFF encountered financial difficulties and in early 2000, David decided to start a boutique, commercial mortgage banking firm in partnership with John Fenoglio. The business grew to arrange over $1 billion a year in commercial debt and equity transactions, had a servicing portfolio in excess of $1.6 billion and a staff of 40. In 2009, the Financial Crisis required the partners to rethink the business plan and it was determined that the company should be sold to a national bank who wanted a presence in the Houston commercial mortgage banking industry. In 2012, David and his team moved to CBRE to be the leadership of the Houston Debt and Structured finance group.
In the early 2000’s, David starting investing in commercial real estate. Most investments were as a limited partner, but occasionally he would serve as a co-general partner, or even a general partner. He received his Series 63 license in 2004 which allows him to sell real estate limited partnership interests in Texas for compensation. Over the last 15 years, David has personally invested in commercial real estate and has enjoyed excellent success. In addition, he currently serves as a board member on KM Realty, a private real estate investment trust that owns 31 strip retail centers in Texas and Arizona.
Trust Real Estate Legacy Consultant
Adrienne Collins is a native Texan, a University of Texas at Austin graduate, and a licensed attorney. In law school, Adrienne clerked for Harris County Probate Court No. 2 and the 14th Court of Appeals. Through her career, Adrienne’s law practice has included transactional work in the areas of estate planning, commercial real estate, oil and gas, and business formations.
After graduating from UT with a degree in Magazine Journalism in 2000, Adrienne went directly to South Texas College of Law where she earned her degree in 2003. She began her law practice in the areas of estate planning, trusts, wills, probate, and estate administration, and she made the jump to commercial real estate in 2006 when she joined a boutique law firm located in the Galleria area. While at this firm, Adrienne had the opportunity to work with David on the complex acquisition of a large real estate portfolio. Throughout the years that followed, Adrienne maintained her commercial real estate practice, expanding into oil and gas and business formations.
When David reached out to Adrienne to partner in the formation of RELP, Adrienne immediately saw the need. It is clear attorneys provide valuable assistance, whether that be in transactional matters and negotiations, estate and wealth planning, business formations, or a whole host of other advisory services; however, an attorney is not there to provide market experience to a client. The role is left to those who have the knowledge and day to day experience. Just as traditional/liquid assets are monitored, advised upon, and stewarded through ownership by multiple experts, RELP sees the need for real estate assets, whether held outright or via an entity, to be marshalled the same way.
While Adrienne will not be acting as an attorney and will not be providing legal advice to clients of RELP, her knowledge, experience, and compassion for individuals and the complex issues surrounding their desires to plan for today and provide for tomorrow proves invaluable in a situation where loved ones are left to sort through and understand the complexities of alternative investments.