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Pacific Premier Trust Blog

Pacific Premier Trust Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

Richard Immesberger


As President, Richard (Rich) is responsible for leading all of PENSCO in setting and executing strategy aimed at innovation and growth. 

Previously, he was National Head of Trust and Estate Services, BMO Private Bank. In addition, he was Chair of the Board and CEO of BMO Delaware Trust Company since 2016.  Rich has 30 plus years of experience in financial services including senior executive roles at UBS Trust Company and WSFS Bank.  He has also served as a Private Client Advisor at Bank of America and founded a multi-client family office and an open architecture investment firm focused on managing private client assets.

Rich is an active not-for-profit volunteer and has served on many not-for-profit boards including McCarter Theatre Associates, Young Audiences of NJ, The Charlotte Trolley, Providence Day School Board of Advisors, The Delaware Art Museum, Westminster Presbyterian Church, Laguna Art Museum, and the Luminarts Cultural Foundation. 

Rich earned his Bachelor of Business Administration Degree in Finance and Investments from the City University of New York’s Baruch College.   He is also an honors graduate of the Stonier Graduate School of Banking at the University of Delaware.

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How The CARES Act (Coronavirus Relief Law) Helps Retirement Savers

  |  By Richard Immesberger

After much wrangling and delay, Congress passed a bill and the President signed into law a $2 trillion coronavirus relief law that offers sweepin... Read this article »

A Letter From Our President About COVID-19 and Our Business

  |  By Richard Immesberger

EDITORS NOTE: This is an update to the letter we originally published on March 17. We will continue to update it as more developments unfold. Fo... Read this article »

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Coronavirus: IRA Owners Can Help via Qualified Charitable Distributions

  |  By Richard Immesberger

Wondering if there is a way to help others during this coronavirus outbreak?  If you own an IRA, you may be able to use your retirement account... Read this article »