Arthur P. Sims

Arthur P. Sims

Art Sims is a fiduciary services expert and consultant for Bates Group, with expertise in account acceptance, administration and investment within the parameters of personal trust and estate administration, as well as aspects of the related employee benefit fields, such as IRA and 401k planning and distributions. 

During his career, Mr. Sims served as counsel to fiduciary service providers before transitioning to business development and administration services, ending with successive terms as President of different fiduciary organizations where he was broadly responsible for the creation, staffing and training, administration, financial accounting and regulatory compliance of the entire entity.  Mr. Sims’ experience included both start-up, full service fiduciary organizations, and mature businesses undertaking substantial changes to their business plans.  

Mr. Sims began his career as counsel to bank trust departments, primarily Mellon Bank in Pittsburgh.  He then joined Chase Manhattan Bank in New York City as division executive managing the employee benefit services group.  Subsequently, Mr. Sims moved to E. F. Hutton Trust as part of its original creation, then started the Legg Mason Trust Company in Baltimore, which he ran for over a decade.  After this, he moved to Montana to rebuild D. A. Davidson Trust Company services, where he served as President until his retirement in 2017.   During much of this time, Mr. Sims not only managed the company, but headed the fiduciary committees for these businesses as well. 

Mr. Sims graduated from the University of Texas in 1971 and received his J.D. from the Case Western Reserve University School of Law in 1974. Mr. Sims has been a member of the Ohio and Pennsylvania bar associations throughout most of his career and participated in various industry associations. 


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Arthur P. Sims

A Consultant and subject matter expert in these services:

Credentials

EXPERIENCE

Davidson Trust Co., fsb, Director and President, 2004-2017

Legg Mason Trust, fsb, Director and President, 1999-2004

Legg Mason Trust Company, Director, President, CEO, 1992-1999

American Capital Trust Company, Director, Executive Vice President, 1989-1992

Shearson Lehman Hutton Trust Company (formerly E.F. Hutton Trust Company), Director, President and National Product Manager, 1986-1986

Chase Manhattan Bank, New York, NY, Vice President and Division Executive, 1985-1986

Mellon Bank, Pittsburgh, PA, Assistant vice President and Associate Counsel, 1977-1985

Central National Bank of Cleveland, Cleveland, OH, Assistant Trust Officer, 1974-1977

EDUCATION

Case Western Reserve University, Cleveland, OH, Juris Doctor, 1974

University of Texas, Austin, TX, Bachelors of Art History, 1971

PROFESSIONAL MEMBERSHIPS

Ohio Bar Association

Pennsylvania Bar Association

Automat:ee