Charles W. Ranson Jr.
Experience
Tiger 21 – Managing Director and Florida Chair, 2006-2010
Opened the Florida wealth market for Tiger 21, the nation’s premier peer- to- peer learning group for the ultra high net worth investor community. Chair two Tiger 21 groups every month.
Integritas Advisors Palm Beach, FL – Founder and CEO, 2004-2008
Provided asset allocation, money manager selection and reporting for investors with liquid net worth from $10 million+. Created a research process to uncover under-utilized managers with excellent long-term results in all asset categories. Suggested new managers that resulted in performance 9% over the benchmark.
Atlantic Trust Pell Rudman Palm Beach, FL – Senior Vice President, 2002-2003
Established new office facility and recruited Senior Investment Officer and office staff. Developed $40 million in new business assets in the first six months Created long term marketing plan and established qualified prospect list.
U S Trust Company of Florida Palm Beach, FL – Managing Director, 2001-2002
Newly created Director of Sales position overseeing state regional offices. Responsible for defining and developing proactive sales culture for Florida Private Bank. Responsible for eight business development vice-president level bankers. Developed off-site training program with a national consulting firm that has continued to have a positive impact on sales. Instrumental in implementing new client information program mandated by the Office of the Comptroller of the Currency and New York State Banking Commission.
J P Morgan Chase & Co. Palm Beach, FL – 1991-2001
Chase Manhattan Private Bank, Florida N.A. – President, 1998-2001
Built a high performance banking team in Florida that increased assets from $600 million to $5.5 billion over a period of seven years. Managed banking team of 45 officers with four Florida offices. Grew credit business from $25 million to $450 million in loan commitments. Met financial goals all three years resulting in fastest growing division of global private bank in year 2000.
Chase Manhattan Bank N.A. – Managing Director, 1997-2001
Responsible for managing the hub office in Palm Beach Florida, including private banking, trust administration, asset management, and loan origination.
Chase Manhattan Bank N.A. – Vice President, 1991-1997
Responsible for new business development of all products and services offered by Chase Manhattan Private.
Citizens & Southern Trust Company, Fort Lauderdale, FL – Vice President, 1990-1991
Headed sales effort for trust investment management group in Ft Lauderdale.
Oppenheimer & Co. Fort Lauderdale, FL / Merrill Lynch & Co. Washington, DC / Legg Mason, Washington, DC – Investment Advisor, 1983-1989
Focused on high net worth individuals and non-profits. Responsible for strategically placing client assets with private money managers to effectively execute asset allocation strategies.
Maryland Republican State Central Committee – Executive Director, 1979-1983
Managed Maryland Republican Party and all activity of State Central Committee including candidate recruitment and State Party political fundraising. Advised on Congressional and US Senatorial campaigns.
Education
Hope College Holland
BS in Political Science and Economics, 1975-1979
Chase Manhattan
Private Bank Management Training Program, 1993
Credit Training for Non-Credit Executives, 1994