Ron Miller is Co-Managing Principal of Select Fiduciary Group, Inc. and has over 30 years of experience serving as a corporate and private trustee, probate estate executor and administrator, conservator, and agent under a durable power of attorney for both finances and health care. He also serves as trustee for individuals who are unable to or do not wish to serve as their own trustee, as successor trustee for elderly individuals who have no one willing or able to serve as successor trustee and as conservator of estates and persons. He also serves as case manager for clients’ personal healthcare needs, including Alzheimer’s, dementia, memory loss, cancer, physical and mental impairments, and other complex health challenges.
Ron is respected by clients and peers for his deep fiduciary expertise, high level of integrity and ability to meet fiduciary responsibilities in an unbiased fashion. Ron is well qualified to work with clients who have a family-owned business, significant real estate holdings and other complex investments. His administrative experience and attention to detail make him ideally suited to manage trusts and estates of all sizes and levels of complexity.
During his career, Ron has served in a variety of roles related to trusts and estates. His formative experience as a trust officer at Bank of America included managing over $20 billion in equity, fixed-income and real estate assets under management and more than 400 trusts and estates ranging in size between $500,000 and $100 million. He also managed and supervised real estate acquisition, investment, finance, development, property management and disposition for hundreds of residential and commercial properties throughout the U.S., and investments in oil and gas, timber, minerals and mining, and various private and public business interests. During this time, in addition to managing the investment, accounting and client relationship management responsibilities, he also administered over 20 bankruptcy/workout situations, including numerous environmental remediation trusts, and was integral to the acquisition and integration of Sanwa Trust, Security Pacific Bank’s trust department, and the eventual divestiture of Bank of America’s trust department to First Bank System. Ron also has significant litigation support and conflict management experience, and an ability to help clients navigate stressful family dynamics.
Ron spent a number of years as a business management consultant serving Fortune 1000 clients and, later, an investment banker providing merger & acquisition, capital raise and strategy engagement services to companies in over 30 industries. Ron led and participated in over 80 engagements, including mergers, growth initiatives, acquisitions, capital spending analyses, restructurings, senior executive compensation studies and content-driven digital asset management, and he managed a small private equity fund investing in businesses in the technology and real estate industries.
Following this, he served as the Chief Financial Officer of a technology manufacturing company, where he was responsible for all strategic and financial management, accounting, SEC reporting and M&A activities.
Ron later accepted an opportunity as division Chief Operating Officer with Mellon Financial Corporation’s trust and investment accounting division, where he served as a member of the senior management team that led a successful turnaround. He was instrumental in anticipating, evaluating, preparing for and implementing the Bank of New York acquisition.
Ron later accepted an opportunity as a Financial Advisor with Merrill Lynch, where he provided fiduciary investing and accounting, financial planning and business advisory services to business owners, executives, high net worth families and institutional clients.
Ron is a California Licensed Professional Fiduciary and a National Certified Guardian. He earned his certificate in Professional Fiduciary Management from California State University-Fullerton. He is a graduate of the University of Southern California and USC’s Marshall Business School, where he studied Electrical Engineering and Business Administration (Honors Corporate Finance and Investment Management). He is a Chartered Financial Analyst® and a Certified Corporate Trust Specialist®, and holds a California Real Estate Salesperson license.
An active participant in continuing education, Ron completed required accounting coursework at UCLA and sat for the Uniform CPA exams; completed required Business Valuation coursework of the American Society of Appraisers and sat for the ASA Business Valuation exams; completed the Effective Board Leadership Program at UC Irvine; and completed training in Six Sigma, Project Management, Mortgage Underwriting and Advanced Credit Analysis as well as dozens of trust and estate-related courses and workshops. Previously, he held the FINRA Series 7 and 66 licenses (investment advisor) and Series 79 license (investment banker).
Ron is a member of South Bay Estate Planning Council Board of Directors, Professional Fiduciary Association of California and PFAC Communications Committee, National Guardianship Association, CalCPA Estate Planning Group and CFA Society of Los Angeles. He also serves as Treasurer, Finance Committee Chair and Board Director of Bob Hope USO, having previously served as Audit Committee Chair and Investment Committee Chair.