Experience

Mr. Ranson has more than 30 years of experience in financial services and wealth management. He held senior positions at Bank of America, J.P. Morgan Chase, U.S. Trust Co. and Atlantic Trust Co. where he was involved with investment management, trust services, estate administration, credit and banking, derivatives, alternative investments, and risk management products. He founded and managed Integritas Advisors, an SEC independent registered investment advisor, and was the founding chair of Tiger 21, a peer-to-peer learning network for high-net- worth investors. An FINRA-registered representative in securities, Mr. Ranson’s career started at Legg Mason, Washington, DC., and continued with positions at Merrill Lynch and Oppenheimer & Co. Currently, Mr. Ranson provides consulting services, specializing in cases related primarily to claims of breach of fiduciary duty, and disputes between trustees and beneficiaries or investment advisors and their clients.

Credentials

  • Registered FINRA representative, Financial Industry Regulatory Authority
  • BA, Political Science, Economics, Hope College, 1975 – 1979
  • Heckerling Institute on Estate Planning, 2013, 2015
  • Private Banking Management Training and Certification, Chase Manhattan Bank, N.A., 1993
  • Securities Investment Training Program, Legg Mason & Co., 1983

Affiliations/Awards

  • American Bar Association, Associate Member
  • Securities Expert Roundtable, Member

* Partial bio; contact Humatec for comprehensive CV