Full Name
Ann Rosevear
Job Title
President and Chief Trust Officer
Company
Dunham Trust Company
Speaker Bio
Ann Rosevear serves as President and Chief Trust Officer (CTO) for Dunham Trust Company (DTC), providing expert structuring and administration of trusts to DTC's most complex clients. As President, Ms. Rosevear contributes comprehensive knowledge in trust and estate administration, asset protection and Nevada business planning, as well as overseeing the firm's adherence to fiduciary, regulatory and compliance requirements. As CTO, Ms. Rosevear provides highly attentive trustee services, paying particular attention to risk management issues, discretionary actions, on-going tax planning, communication with co-trustees, beneficiary needs, and professional advisor performance and dedication. She has a demonstrated understanding of trust and wealth management maintaining a well-rounded ability to work in partnership with attorneys, financial advisors and accountants in order to best serve DTC's trust clients.
Prior to joining Dunham Trust Company, Ms. Rosevear spent 14 years as a principal attorney at Walsh, Baker, Rosevear & Loomis, P.C. in Reno, focused primarily on estate and business planning, probate, and investment and annuity transfer and underwriting, managing a multi-state practice. Ms. Rosevear also acted for several years as General Counsel for two Nevada-based organizations managing their corporate affairs, contracting, asset acquisition and shareholder relations. She was fortunate to begin her legal career with excellent mentorship at Marsh, Higgins, Beatty and Hatch, P.C. in Vancouver, Washington.
Ms. Rosevear is a graduate of the University of Nevada, Las Vegas (BA. 1992) Honors College and Gonzaga University School of Law (J.D. 1996), Dean's List, Cum Laude distinction. She is also a member in good standing before the State Bar of Nevada and is licensed to practice law in Nevada, Oregon and Washington. Ms. Rosevear was raised in Reno and Elko, Nevada and makes her home in Reno with her husband and daughter.
Ann Rosevear