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- FSB is overseen by a Board of Directors
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- Louis S. Harvey, President. Mr. Harvey is also the President and founder of DALBAR, Inc.
- Timothy O’Brien, Director. Mr. O’Brien is the Chief Operating Officer of Centurian Group, an NRP Member Firm.
- Robert Rafter, Director
- Timothy Nihill, Director
- FSB independence
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- FSB is independent of any ties to the investment community and therefore positioned
to be a crucible for advancing registered fiduciary standards throughout the industry
and to the public.
- FSB Community
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- FSB is a not-for-profit (501(c)(3)) organization established in September of 2000
to develop and advance registered standards for investment fiduciaries, which include
trustees, investment committee members, brokers, bankers, investment advisers, and
money managers. The registered standards are designed to provide the details of
a procedurally prudent process based on existing fiduciary legislation, regulations,
regulatory opinion letters and bulletins, and case law.
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