Our Experience

Through our professional experience we have assisted several Asset Management and Fiduciary organizations achieve increased performance. We have worked in numerous institutions, varying in size from less than $1 billion to greater than $100 billion. Through our partnership with these organizations, annual recurring revenues have increased 12 - 20%.

Donald F. Moore, Jr.

Chief Executive Officer
  • Oversaw the design and development of a Trust Consulting practice.
  • Identified and implemented Asset Management and Fiduciary profit enhancement opportunities at several institutions.
  • Provided both regulatory and strategic reviews of fiduciary oversight programs, including audit, compliance, and risk management.
  • Assisted in developing, drafting and implementing federal regulations, including the revision of 12 CFR 9 for fiduciary activities of financial institutions.
  • Developed and provided articles for inclusion in various trade publications.
  • Presented lectures and speeches on the topic of fiduciary activities to various groups, including state banking agencies and national organizations.
    • Senior Principal, Carreker Corporation
    • Fiduciary Fellow, Office of Thrift Supervision (US Treasury)
    • Senior Fiduciary Examiner, Comptroller of the Currency (US Treasury)

John N. Beard, Jr.

President
  • Designed and developed a Trust Consulting practice.
  • Performed research and presented business cases for revenue enhancement opportunities for Trust, Investment Management, Private Banking, and Brokerage.
  • Delivered numerous product profitability engagements addressing current product performance, competitive markets, customer retention and application usage.
  • Provided both regulatory and strategic reviews of fiduciary oversight programs, including audit, compliance, and risk management.
  • Demonstrated Extensive knowledge of operations, process improvement, and project management.
    • Principal Consultant, Carreker Corporation
    • Internal Consultant, Bank of America
    • Cannon Financial Trust School