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ABA Trust & Investments
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Institute of Certified Bankers
Board of Directors
Mark P. Bensabat (Chair)
President, Baton Rouge Market
JPMorgan Chase Bank
Baton Rouge, Louisiana
Dianne E. Kolb, CFSSP
Vice President & Director of Security
Fulton Financial Corporation
Lancaster, Pennsylvania
J. Douglas Adamson
Executive Director
American Bankers Association
Washington, D.C.
Leslie Callaway, CRCM
Compliance Analyst
American Bankers Association
Washington, D.C.
Peter Crosby
President & CEO
Passumpsic Savings Bank
St. Johnsbury, Vermont
Elisa R. Legg
Senior Vice President, Education
New York Bankers Association
New York, N. Y.
David R. McCune, CTFA
Market Trust Executive
Bank of America, NA
San Antonio, Texas
Editorial Advisory Board
Charles D. “Skip” Fox IV (Chair)
Partner
McGuire Woods LLP
Charlottesville, Virginia
Tom Abendroth
Partner
Schiff Hardin LLP
Chicago, Illinois
Thomas W. Bright, CTFA
Vice President and Wealth
Management Officer
Chittenden Bank
Burlington, Vermont
Michael Daly, CSOP
Vice President
Union Bank of California
San Francisco, California
Raymond I. Hand, CTFA, CISP
Wealth Management Group Director
BB& T Corp. Wealth Management Division
Louisville, Kentucky
Harold L. Kaplan
Foley & Lardner, LLP
Chicago, Illinois
Thomas J. Kleptz, CTFA
Senior Vice President and Trust Officer
US Bank, N.A. Private Client Group
Troy, Ohio
James E. “Gene” Lewis III, CRSP
Senior Vice President
Manager Institutional Advisory Services
First Citizens Bank & Trust Company
Raleigh, North Carolina
Michael O’Brien, CISP
Principal
Integrated Retirement Initiatives
Brainerd, Minnesota
Romano I. Peluso, CCTS
New York, New York
Barbara L. Rogers, CSOP
Vice President, Wealth & Investment
Management - Securities Operations -
Quality Assurance
Bank of America
Dallas, Texas
Lin J. Rostrom, CRSP, FLMI
Customer Advocate
Quality Control Division
Plan Administrator, Inc.
De Pere, Wisconsin
