So, Aunt Sally Wants to be Trustee…
CHARLOTTE K. RAY
Charlotte K. Ray is Managing Director for JPMorgan Chase Bank, N.A. Private Bank. At JPMorgan, Charlotte has served in a number of roles including Regional Fiduciary Executive for the South and West Regions and currently serves as Fiduciary Executive for the Specialty Asset Group and New Business Review Officer for J.P. Morgan Trust Company of Delaware. She serves as chairman of the National Trust Loan Committee and is the past chairman of the South & West Regional Trust Committee. She is a native of Baton Rouge and a graduate of Louisiana State University and the Louisiana State University Law Center. Charlotte began her career thirty three years ago as a trust officer at Fidelity National Bank of Baton Rouge (now Capital One Bank, N.A.). Prior to joining Premier Bank, N.A. a predecessor to JPMorgan, in 1989, she served as Vice President and Trust Officer at Hibernia National Bank (formerly Fidelity National Bank and now Capital One Bank, N.A.) and then practiced law specializing in the area of trusts and estate planning. Charlotte is an Honor Graduate of the American Bankers Association National Graduate Trust School. She is a member of the Louisiana State Bar Association and the Trust Code Committee of the Louisiana State Law Institute. Charlotte is a member and Past President of the Estate and Business Planning Council of Baton Rouge. She is a board member and past president of the Board of Roselawn Development Association, Inc. and a member of the board of the LSU Rural Life Museum.
Charlotte will talk about Fiduciary risk - including new business parameters and what to look for and what to watch out for in her presentation “So, Aunt Sally Wants to be Trustee…”.
