Don Moore

Biography

Don Moore offers a wealth of knowledge accumulated over 25 years in asset management and fiduciary services, holding leadership roles in U.S. Treasury agencies and a renowned consulting firm. As CEO of Bearnoor, LLC, he leads the firm in enhancing risk-adjusted revenue for asset management and fiduciary businesses.

Professional Background and Industry Impact

Don began his career as a Trust Examiner at the Office of the Comptroller of the Currency, critically evaluating over 60 trust divisions and leading fiduciary examinations for major trust institutions. His contributions extend to national policy development, and he served as a key fiduciary expert in complex cases, including the high-profile Madoff litigation. A respected figure in the industry, Don is an active member of the Fiduciary Investment Risk Management Association (FIRMA) and regularly contributes as the Editor of the FIRMA Forum's Regulatory Update. His crucial insights have enriched Trust & Estates Magazine, and he is a recognized speaker at industry conferences.

Educational Background and Professional Credentials

Don graduated with honors from Cannon Personal Trust Administration and Trust Audit and Compliance programs, reflecting his profound knowledge and skills. His academic foundation is solidified with a B.B.A. in Finance and Accounting from New Mexico State University. His expertise is recognized with certifications such as a Certified Trust Financial Advisor™ and Certified Fiduciary Investment Risk Specialist, in addition to receiving multiple Special Act Awards from the OCC.