Charles W. Ranson

President, Charles W. Ranson Consulting, Inc.
Ft Lauderdale, FL 33306

Work: 5613717570

Experience in managing all aspects of personal and institutional trust services with OCC supervised institutions. Highly focused on claims of breach of fiduciary duty working with both trustees and beneficiaries counsel. Former principal SEC RIA working with plaintiff and defense counsel in breach of fiduciary duty claims with RIA's

Charles W. Ranson has 35+ years of experience in the financial services industry from which he draws his financial expertise. 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.

Ranson as a Financial Expert Witness -- Ranson has real world experience in dealing with the complex relationships between financial institutions, trustees, beneficiary and investors . In his role as senior officer at all of the above firms, Ranson was involved with investment management, trust services, estate administration, credit and banking, derivatives, alternative investments, and risk management products.