• Daniel Prohaska, Chairman/CEO
• Thomas Prohaska, President
• Phillip D. Bratton, Executive Vice President, Banking
• Robert L. Nokes, Chief Trust Officer
• Kenneth D. Lamson, CFA, Chief Investment Officer
• Stanley K. Fornander, Vice President/Senior Trust Officer

Daniel Prohaska founded Idaho Trust National Bank along with his brother Thomas, and has served as the bank's Chairman of the Board since 1999 and as CEO since 1998. He formerly practiced law as a trust, tax and estate specialist in partnership with his brother and received B.A. and J.D. degrees from University of Idaho.

Daniel's role as CEO is to ensure that Idaho Trust fulfills its objectives of offering a ‘total solution’ to its clients' banking needs and to maintain the bank's focus on their success. “Our bank has clients, other banks have customers. That is a subtle but very important distinction. We listen to our clients and give them what they want and need to be successful in business and in their personal lives. That's the essence of private business banking.”

In addition to his legal background, Daniel is a graduate of the American Bankers Association Trust School at Northwestern University. He has been active in drafting trust legislation in Idaho through the Real Property, Trust and Probate Section of the Idaho State Bar, the Public Affairs Committee and the Trust Committee of the Idaho Bankers Association and Trust and Estate Professionals of Idaho—all of which he is a member. Daniel also serves as a Director of the Downtown Boise Association.

Daniel's legal experience colors his perspective on Idaho Trust's mission and culture. “A trust lawyer is trained to always put the best interests of the client first, and this orientation carries over to the relationships we build with our banking clients. That means we are always listening and responding to their needs.”

Tom Prohaska is a co-founder of Idaho Trust National Bank, and in addition to bank president he also serves as secretary and treasurer. Tom and his brother and co-founder Daniel Prohaska formerly shared a legal practice specializing in trust, tax and estate law. Tom received his B.S. and J.D. degrees from the University of Idaho, where he served on the Idaho Law Review. He remains a member of the Idaho State Bar and serves in its Taxation, Probate and Trust Law Section and Corporate and Securities Law Section. He has also participated in the Idaho State Treasurer's Investment Policy Consortium and is a regular guest lecturer on trustee duties at Gonzaga University School of Law.

Tom has given hundreds of presentations on trust-related topics to the public and to professional organizations, including local estate planning councils, the Idaho State Bar Association, the Conference of State Banking Supervisors and the Idaho Trial Lawyers Association. He has been featured in the Spokane Business Journal, Bloomberg Wealth Manager Magazine, Lawyer's Weekly, Trusts and Estates Magazine and ABA Law Practice Management Journal.

As president of Idaho Trust, Tom reviews all fiduciary accounts and sees his primary responsibility as evaluating the quality of the service and solutions that the bank's front line officers deliver. As a former attorney, Tom approaches his banking clients with the same sense of advocacy that characterized his relationship with his legal clients. “I have engaged in hundreds of initial consultations with clients during which we ask probing questions related to their personal goals and objectives. When I'm brought in to consult with any of our bank officers I want to be able to judge the quality of what we are doing based on my knowledge of our clients and their needs.”

Tom's vision for Idaho Trust National Bank has been shaped by feedback he received through years of estate planning. “As an attorney I did about 200 estate plans per year and conducted more than 500 seminars where I listened to literally thousands of questions. If you were to put all of these questions into broad categories of concern, they would define the continuum of services that we want to address as a bank—and everything you would need to know about investment management.”

Phillip Bratton joined Idaho Trust National Bank in December 2005 as Executive Vice President of Banking, Chief Credit Officer and Secretary of the Bank. Behind these titles is the responsibility for nothing less than the launch of Idaho Trust's full-service business and personal banking operations. As the acknowledged “facilitator” of the start-up operation's five-year business plan, Phil brings with him nearly 30 years of banking experience that encompasses numerous acquisition, sale and merger transactions.

Phil began his banking career following his graduation from Montana State University, and became a bank president at the age of 34. Since then he has served continuously as a bank president or bank holding company chief executive officer and bank director. Prior to joining Idaho Trust, Phil served as president and a director of Magic Valley Bank in Twin Falls, Idaho, which he co-founded in October 1996. Following the bank's acquisition by Panhandle State Bank he served as its Regional President. He also served as president and director of Snake River Bancorp, Magic Valley Bank's holding company, from its inception in 2001 until 2004.

Phil has also held many leadership positions in banking organizations, including president and director of the Idaho Community Bankers Association, director of the Idaho Bankers Association, Membership Chairman to the American Bankers Association for Idaho, Ida Bank Pac Chairman and has served on the ABA Community Banks Council for Idaho.

Resisting the lure of retirement, Phil sees his role at Idaho Trust as the culminating event in a long and illustrious banking career. “There are no other bankers in town that I know of who have ever started a bank. The opportunity to do this with a virtual industry ‘A-team’ of wealth and investment management professionals is a once-in-a-lifetime opportunity.”

As the head of Idaho Trust's business and personal banking operations, his primary focus will be on businesses with $500,000 to $5 million in annual revenue. “The strength of our business plan and capital base allows us to work with the top tier of lenders in town, and as a result we can service an entirely different type of clientele. While most new banks are lucky to start up with $5 million in capital, Idaho Trust is starting with five times this amount—an unparalleled feat in the history of Idaho banking. We have an unprecedented opportunity to apply the right amount of money to the right business model.”

Bob has worked in the trust business for his entire career, and has been serving the needs of trust and investment clients for over 30 years. He earned his undergraduate degree in International Business from the University of Washington, and his law degree from Gonzaga. He has a deep understanding of the legal and regulatory environments in which fiduciaries offer their services to the public. Although he has never practiced law, has found that his legal training has provided a good foundation for understanding the issues that must be addressed to properly serve fiduciary and trust clients.

Bob started his career at a large national bank where he managed a unit devoted to providing investment and trust services to corporations, and corporate retirement plans. During his tenure at this institution he developed an expertise in ERISA, master custody services, corporate trust, securities lending, and investment services. He was recruited from that position to form and manage a group of trust companies, for a large regional bank, in the states of Washington, Alaska, Oregon, Idaho, Utah and Wyoming. At that point in his career he refocused his efforts on serving the investment and trust needs of families and individuals.

Bob enjoys not only serving the needs of clients, but also managing the business of a fiduciary enterprise. He has been responsible for the formation of two separate trust companies, and is quick to point out that he has a passion for this business because “it is a business that demands a high level of ethics, and you are able to work with families and individuals in a positive way to help them achieve their financial and legacy goals.” He has indicated that he enjoys the complex nature of the fiduciary business. All trust officers, to be successful, must develop an understanding of fiduciary law, investment alternatives, accounting, and taxes, and then be able to combine and explain those issues in an understandable way to client.

Idaho Trust National Bank, according to Bob, is a “great place to practice my chosen profession.” It was built on providing high quality trust services to corporations, retirement plans, families and individuals. After building a successful trust business, the organization secured a national bank charter to better serve its fiduciary clients. It is difficult, according to Bob, “to find an organization that values fiduciary clients.”

Kenneth D. Lamson, CFA is the Chief Investment Officer of Idaho Trust National Bank, responsible for strategic oversight and management of over $325 million of client and Bank assets. Prior to joining Idaho Trust, he was a Senior Portfolio Manager with US Bank's Private Asset Management division, where he managed approximately $250 million in client assets in several Western states. Kenn relocated to Boise from Cincinnati, where he was Senior Analyst for a financial industry focused hedge fund. Prior to that position he managed mutual funds and separate accounts totaling about $1.5 billion and was a research analyst specializing in the financial services industries. Early in his career he assisted with the management of a $2 billion bond portfolio for a commercial bank, and traded bonds and money market instruments. He earned his Bachelor of Science degree in Business Management with emphases in Finance and English from Jacksonville State University and was awarded the Chartered Financial Analyst designation in 1997.

Kenn is founder and past President of the CFA Society of Idaho, a local affiliate of the CFA Institute. He is or has been a member of the Boards of Directors of the Boise Philharmonic Association, Junior Achievement of Idaho, the Idaho Shakespeare Festival, the Nigel Foundation, the North End Neighborhood Association, and the finance committee of the Treasure Valley Family YMCA; is a member of Rotary International; completed the Boise Chamber of Commerce's Leadership Boise program; and has advised the Idaho Humanities Council, Preservation Idaho and the ACLU of Idaho on financial and fundraising issues. He also is a volunteer teacher of economics and investments to elementary and high school students. Kenn was named to Idaho Business Review's 2004 list of “Accomplished Under 40” Idahoans.

Stanley K. Fornander brings 35 years of experience in trust administration to his position as Vice President and Senior Trust Officer for Idaho Trust National Bank. During his career he has managed assets totaling in the several billions of dollars across multi-state banking operations. This experience has led to a profound knowledge of administrative processes and best practices that were honed at U.S. Bank, where he was responsible for directing the activities of Personal Trust Administrators and Trust Support Services throughout the Intermountain Region. Stan left U.S. Bank as that company's Senior Vice President and Regional Trust Manager for operations in Idaho, Utah, Oregon and Washington.

Since joining Idaho Trust in April 2004, Stan has overseen the Bank's trust administration. His decision to leave the world of corporate banking was driven by the need he perceived for more personalized trust management services—a need that was created as merged banks moved their trust business out of state. “It was dismaying to see the consolidation of trust management services into administrative groups with as many as 1,000 accounts being handled by as few as three to four account managers. At Idaho Trust our clients deal directly with people who are focused on quick decision turnaround and not on interstate policies.”

Stan's banking career began in 1969 at the Trust Division of Idaho First National Bank. He received a BBA at Idaho State University in 1966, an MBA at Idaho State University in 1969 and completed the Advanced Estate Planning Course at the American College in 1974. He graduated with honors from the University of Washington's Pacific Coast Banking School in 1978. Stan currently holds a Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, which is sponsored by the American Banking Association. He is also a past member of the ABA's Planning Committee for the Advanced Program for Trust Professionals.

Stan takes immense pride in Idaho Trust's ability to balance asset volume with individualized service. “The larger the institution the more of a tendency there is to sell pre-packaged solutions. We start by understanding the needs of each individual client and then spend the time to guide them through the trust process rather than simply ‘warehouse’ agreements. Trust operations and investment management are what this bank was built on.”

Stan is well known within the wider Idaho business and civic community. He is a past president of the Boise Estate Planning Council and the Idaho Bankers Association's Trust Committee and serves on the Idaho State University Foundation Board, the Esther Simplot Performing Arts Academy Board, the Opera Idaho Board of Directors and the Boise State University Bronco Athletic Association Endowment Committee.