PROVEN SUCCESS

Turned around

5 trust companies and 2 non-profits

"Dick is a fantastic business consultant who has actually lived the talk for 40+ years running both big and medium sized trust companies.  A great listener who is not afraid to tell you his opinion and not simply what you want to hear, his pragmatic approach to being a consultant combined with deep connections in the industry have been invaluable to our company's growth.  He is truly the first call I make when we need help – whether that is staffing challenges, growing pains, software upgrades, fee structures, or pitch documents!"

Greg Bowman, CPA

Chief Executive Officer

Northwest Trustee and Management Services

Spokane, WA

"Dick Trumpler never fails to offer well thought out advice delivered with honesty and authenticity, the key attributes of a good consultant.  His integrity combined with deep experience and knowledge as a leader in the trust industry have been valuable in providing us with solid, beneficial guidance and counsel."

                                                         

Ed Crooks, Chairman

 Brandon Crooks, President and CEO

 Counsel Trust Company, Nashville, TN

“It has been my distinct pleasure to work with Dick Trumpler over several years while he was with NY Private Trust Co, and most recently as a consultant. His business acumen, insight, diligence and professionalism make our relationship one of my most valued, and his personality has resulted in a friendship that transcends business.”

Louis W. Pierro, Esq

Founding Partner

Pierro, Connor & Strauss, LLC  Albany and New York City

"I have had the opportunity to work with Dick Trumpler for nearly a decade, first in his capacity as CEO of NewYork Private Trust and then as an independent consultant.  Dick has always been exceptional at serving our mutual clients and brings a wealth of professional and industry insights to bear in his consulting practice.  It is a pleasure to work with Dick and to call him a friend."

Diana L. Salter, Founding Partner, Northstar Capital Management, New York City

"Having worked for Dick, I know first hand that his industry knowledge is unmatched.  His application of that knowledge is efficient and precise.  He approaches every situation with professionalism and grace and a certain charm that is hard to come by these days."

Trust executive and former colleague, New York City

"I worked with Dick Trumpler for six years while he led our team by focusing on the strengths of each individual, creating a cohesive, goals-based group. We consistently met our goals and had fun in the process.  I recently had the opportunity to work with Dick on a project to analyze my current business to potentially expand the scope of the business.  He patiently guided me through the, planning and budgeting process, while pointing out many items I had not considered.  His approach to consulting is goals-oriented, professional and transparent.  I am delighted to have had the opportunity to work with Dick again and highly recommend his services to improve, enhance and grow a trust business."

 

Theresa L. Hughes, MBA, CTFA, AEP

Individual Delaware Trustee