RIC Adds Fiduciary Professional to Senior Management Team

Joseph Kizer

Chairman & CEO


I am pleased to announce that effective July 1st, Patrick Alyward is joining RIC in a newly created position as Senior Vice President to help support our growth, as we continue to advocate and serve the fiduciary industry.  Patrick will lead marketing, business development and strategic planning.  He will also serve as a member on the RIC Executive Committee.

Patrick has over 26 years within the fiduciary and compliance industry.  Most recently Patrick was with CCH (a Wolters Kluwer division) for 6 years where he founded and led a fiduciary tax reporting solution for banks and trust companies nationwide.  He was an Executive Vice President at PNC and National City for 14 years, most recently as Director of Client Services and also served as Chief Fiduciary Officer and in various other positions during his tenure.  Patrick is a frequent speaker at wealth management conferences on fiduciary related topics, holds an MBA from Pepperdine University and a BA in Economics from the University of Rhode Island.  He is also an Executive Board member of the Trust Education Foundation, serving since 2004.

RIC continues to invest in products and infrastructure to help provide superior service in the trust marketplace and differentiate us from our competitors.  The addition of Patrick furthers my goals of solidifying our reputation as a service provider and leader with expertise, experience and industry competence.  Patrick’s email will be patrick.alyward@ricomaha.com.

Patrick Alyward, Senior Vice President, RIC

About RIC:

RIC is a fully licensed and accredited consulting agency, Registered Investment Advisor and an independent risk manager serving the fiduciary industry.  We have the specialized expertise and technology required to manage, analyze, value and administer trust own life insurance, annuities, variable invested assets, closely held businesses and other unique assets.


Unique Asset Exam Survey Results Regarding Closely Held Assets

We have received feedback from numerous clients that examiners at all levels have an increased focus on “unique assets” during their fiduciary exams.  Administering these asset types can pose significant cha......


Taxation on life settlements has always been a grey area for fiduciaries who decide to sell their client’s life insurance policy for a lump sum payment versus merely letting the policy lapse or be surrendered f......



Learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients. Contact us today to request information or schedule a WebEx demo.