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.
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
Case Western Reserve University, Cleveland, OH, Juris Doctor, 1974
University of Texas, Austin, TX, Bachelors of Art History, 1971
Ohio Bar Association
Pennsylvania Bar Association
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