Charles W. Ranson

Expert Witness Wealth Management and Trust & Estates
"Expect the best. Prepare for the worst. Capitalize on what comes."
Zig Ziglar

Biography

After leaving Hope College (Holland, MI) as Bachelor of Arts, Political Science and Economics, Charles started his career as MD for the Maryland Republican State Central Committee in 1981.

Two years later, Charles launched a Securities Brokerage Services and ran this successfully for six years. As an investment representative, he developed new client relationships offering stocks, bonds, mutual funds, unit investment trusts, tax shelters and insurance products.

Back in corporate life, and after one year as VP Citizens and Southern Trust (Bank of America) in Fort Lauderdale, Florida, Charles accepted a position in 1991 as VP New Business Development and Marketing at Chase Manhattan Bank (Palm Beach, Florida), to become MD six years later in 1997 and consequently CEO and President of the Private Bank division in 1998.

After 10 years at Chase Manhattan bank in Florida, Charles worked as MD for both US Trust and Atlantic Trust, serving multi-generational families and affluent individuals with wealth management solutions.

He then joined Integritas Advisors in 2004 (Palm Beach, Florida) as investment advisor providing wealthy families with asset allocation, money manager selection and aggregated financial reporting. During that same period, Charles joined Tiger21, a peer to peer learning network for high net worth investors as MD and Chair.

In 2011 Charles founded his own company, Charles W. Ranson Consulting.

Offering litigation consulting/expert witness services in connection with trials, arbitration and regulatory proceedings relating to legal disputes involving national and state banking corporations with personal fiduciaries, investment advisories, securities broker-dealer services, and credit and derivative structuring products and services.

For pre-litigation evaluation as well as expert witness services in arbitration, mediation and lawsuits regarding investment portfolio management disputes, from private banking to alternative investments and structured products, including issues of investment suitability, due diligence, and breach of fiduciary obligation, contact:

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