“People do not care how much you know until they know how much you care.”
Wealth Management Executive
of perfecting professional skills,
enhancing trade knowledge
and building Resource Network
in all disciplines:
Trust Accounting Systems
Trust Custody and Operations
Trust and RIA Compliance
Marketing and Sales
Trust M & A and Due Diligence
US Navy pilot and retired Navy Captain
void of fatal mistakes
System analyst and programmer
5 trust companies and 2 non-profits
"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 leader in the trust industry have been valuable in providing us with solid,
beneficial guidance and counsel."
Ed Crooks, Chairman
Brandon Crooks, President/CEO
Counsel Trust Company
“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
"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
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
Manage by Inclusion
high level of communications to ensure everyone feels valued and can "buy in" to pending changes
Thrive on a Positive Attitude
always kindness and respect. A positive attitude exceeds any other trait for achieving success and fulfillment.
in an age of multi-tasking and constant distractions, focus is a rare commodity which is essential to success
Treat Everyone Equally
regardless of position or role,
with respect and kindness
yet balance patience with the need
to meet goals and objectives
avoid multiple agendas and duplicity