Sonoma County Bar Association
The Prudent Investor Rule: Investing for Continuing Trusts
John Mackey
Senior Vice President and Managing Director of Investment & Fiduciary Services, Exchange Bank
Mr. Mackey manages one of the oldest and most respected Trust and Investment Management Departments in Northern California. Exchange Bank’s fiduciary services include investment management, qualified plan administration, personal trust administration, estate settlement and institutional trust services which aggregate to approximately $1.2B in assets. Mr. Mackey is responsible for growing the department’s net revenue and for trust and investment compliance and risk controls. As a senior executive of Exchange Bank, Mr. Mackey is responsible for key components of the strategic plan related to client services, sales and marketing, career and staff development and business initiatives.
Mr. Mackey has an extensive background working with professionals from securities, financial and business succession planning, private banking, investment management, trust administration and estate planning. Mr. Mackey was the Senior Executive of Wealth Management at Comerica Bank in the Silicon Valley region, the President of the Greater Bay Private Capital Bank in Palo Alto and a founding member of the Family Wealth Group at Wells Fargo Bank.
Mr. Mackey received a bachelor’s degree in Business Administration from CSU Sacramento and an MBA from Golden Gate University. He holds various FINRA securities licenses and a principal license. Mr. Mackey serves on the board of advisors of the Green Music Center at Sonoma State University.
Carmen D. Sinigiani
Attorney/Of Counsel
Spaulding McCullough & Tansil
Ms. Sinigiani is certified by the State Bar as a specialist in Estate Planning, Trust & Probate Law. Her practice includes estate planning, family wealth management, planned charitable giving, probate, and trust administration and accountings. Ms. Sinigiani handles all aspects of trust and estate litigation including trust and will contests, trustee and fiduciary disputes, heirship proceedings, and other beneficiary disputes. Her extensive estate litigation experience provides her a wealth of knowledge to counsel her estate planning clients on litigation prevention and family relationship preservation.
Ms. Sinigiani’s practice also includes general real property matters ranging from purchase and sale agreements to commercial leases. Her business practice includes non-profit formation, partnerships, LLCs, and Family Business Succession Planning.
Ms. Sinigiani is a native Sonoma County resident and is active in the local community. She is a Professor of Law at Empire College School of Law, teaching Wills & Trusts. She also serves on the Board of the Sonoma County Bar Association and is the Chair of the Trust & Estates Section of the Sonoma County Bar Association. In addition, she serves on the Board of Sebastopol Little League and is an active member of the Rotary Club of Santa Rosa.
Date: Tuesday, October 30, 2018
Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm
Presenter(s):
John Mackey, Senior Vice President and Managing Director of Investment & Fiduciary Services, Exchange Bank
Carmen D. Sinigiani, Attorney/Of Counsel, Spaulding McCullough & Tansil
Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street.
Do not park in the parking lot at 111 Santa Rosa Avenue.
MCLE: 1 Unit Participatory MCLE Credit in General Law
Registration Fee: $60–SCBA Members; $75–Public;
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)
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