Peer Groups

FIRMA peer groups are comprised of FIRMA members who are interested in networking with other members.  The groups are organized in some cases by geography (eg: east coast), discipline (eg: audit), business covered (eg: personal trust), or randomly.  Most of the peer groups meet by phone several times per year.   FIRMA began offering peer groups to members in 2016 as a benefit of membership.  Peer groups range in size from five or six members to 15 or 20.  The peer group leaders decide how they wish to organize and how many members they would like to have.  FIRMA populates the peer groups with members who express interest in joining.  If you would like to join a FIRMA peer group either as a leader or a member, please contact the FIRMA office at (770) 790-8355 or

Committee Members


Cattie Fujisaki, CTFA, CFIRS
Bank of Hawaii
Honolulu, HI


Peer Group Leaders:

Holly A. Bailey, JD
BMO Private Bank
Chicago, IL

Kimberly D. Briethaupt, CFIRS
Argent Fiduciary Consulting Services
Ruston, LA

David A. Charvat, CPA
Fifth Third Bank
Toledo, OH

Raymond Hrin, CFIRS
South State Wealth
Columbia, SC

Valerie E. Nielsen, CTA
Lincolnshire, IL

Patrick Renaud
The Glenmede Trust Company
Philadelphia, PA

Machelle Rinko, CIA, CFIRS, CPA
Crowe Horwath LLP
New York, NY

Alise Robinson-Camacho, CFIRS
The Glenmede Trust Company
Philadelphia, PA

Timothy Umfleet
The First National Bank in Sioux Falls
Sioux Falls, SD

Ronald Wert, CICA, CRP
Federal Reserve Bank of Atlanta, Miami Branch
Miami, FL