Trusts & Estates / Investment & Fiduciary Disputes Expert Witness
Charles W. Ranson provides services in arbitration, mediation, pre-litigation case evaluation, and litigation support in wealth management disputes involving financial institutions, trustees, beneficiaries and investors,
Among the issues Ranson addresses are breach of fiduciary obligation or duty, private banking, asset management, investment suitability, due diligence, trusts & estates, alternative investments, and private equity.
Areas of Expertise
Bank Cross-selling; Alternative Investments, Trustee Breach of Fiduciary Duty, Trustee Breach of Duty of Loyalty, Breach of Trustee Duty of Impartiality.
Charles W. Ranson serves as a consulting and testifying expert in wealth management cases involving financial institutions, trustees, beneficiaries and investors. Having worked with some of the wealthiest investors in the country provided him with a unique perspective on the relationships between fiduciaries and investors.
In 1983, Ranson became a registered representative at Legg Mason in Washington, DC, where he worked exclusively with ultra high net worth investors, entrepreneurs and family offices. He held positions at Merrill Lynch and Oppenheimer between 1986 and 1990. Ranson entered the banking industry in 1990, working at the Trust Department of Citizens and Southern Trust Company— now Bank of America.
He joined the Chase Manhattan Private Bank in 1991 in Palm Beach, where he rose quickly through the organization from VP for business development and marketing to Managing Director at Chase Manhattan Bank NA, ultimately becoming President and CEO of the Chase Manhattan Private Bank in Florida in 1998. In his role as President, Ranson was responsible for the banking, credit, trust and investment businesses and worked with OCC regulators in all aspects of the bank’s audits and compliance with regulators. He also sat on the management committee of the private bank’s US markets group.
In 2001 Ranson became Managing Director of US Trust Company of Florida, and in 2002 he was recruited to open the Florida offices of Atlantic Trust Company. He formed Integritas Advisors, an independent investment advisory firm, in 2004. From 2006-2010, he was Founding Chair of Tiger 21, the nation’s leading peer-to-peer learning group for ultra high net worth investors.
Financial Services Expert Witness
Robert Rauschenberg Trustee Fee Determination
Disclosure of Cases as a Testifying Expert Witness
Financial Industry Resources
Contact Charles W. Ranson Jr. - Expert Witness
Charles W. Ranson Consulting, Inc. in the Social NetworksLinkedIn
Expert Financial Experience
Tiger 21, Managing Director and Chair
Integritas Advisors, Founder and CEO
Atlantic Trust Pell Rudman, Senior Vice President
US Trust Company of Florida, Managing Director
JP Morgan Global Private Bank (Chase Manhattan Bank N.A., Florida), President, Managing Director & Vice President
Bank of America (Citizens & Southern Trust Company), Vice President
Oppenheimer & Co., Merrill Lynch & Co., and Legg Mason, Investment Advisor
Hope College Holland, MI
Bachelor of Arts, Political Science and Economics
Private Bank Management Training Program
Credit Training for Non-Credit Executives