Ezra Group names Sharon Watson trust and fiduciary lead

Ezra Group on Sept. 29, 2026, named Sharon Watson as Executive in Residence and Trust/Fiduciary Domain Lead to expand its trust and fiduciary consulting practice. Watson will advise clients on strategy, technology modernization, operations and AI as demand grows across trust businesses inside wealth management firms.

Why it matters: - Ezra Group is building a dedicated trust and fiduciary services offering as more wealth firms, trust companies and financial institutions look for help modernizing legacy systems and operating models. - The move gives Ezra Group a senior industry leader focused on trust administration, automation and AI, which are becoming more important in high-net-worth servicing.

What happened: - Ezra Group announced that Sharon Watson joined the firm as Executive in Residence and Trust/Fiduciary Domain Lead. - The announcement was made Sept. 29, 2026, from Cherry Hill, New Jersey. - Watson will advise Ezra Group clients on trust and fiduciary matters and help shape the firm’s Trust & Fiduciary Services capability. - Ezra Group is a WealthTech-focused technology consulting firm.

The details: - Watson will serve as Ezra Group’s senior trust and fiduciary advisor on client engagements. - Watson will advise on trust and fiduciary strategy, operating models and technology. - Watson will also lead the firm’s work across trust strategy, operating models, technology modernization, operations and process optimization, automation and AI, and fiduciary service models. - Before joining Ezra Group, Watson was Senior Vice President of Wealth Management & Trust Services at First Command Financial Planning. - At First Command, Watson led a team of credentialed professionals overseeing high-net-worth client services. - Watson chaired the Board Trust Investment Committee and represented Wealth Management at the Board of Directors level. - Watson also directed product strategy for First Command’s Asset Management Solutions program. - Watson served as a strategic consultant to a 400+ advisor field force across the US and Europe. - Watson’s background includes vendor management, digital experience strategy and investment oversight. - Earlier in her career, Watson held leadership roles in nonprofit financial management and senior trust and brokerage oversight at Los Alamos National Bank. - Watson holds the CFP® designation and is an honors graduate of the Stonier Graduate School of Banking. - Ezra Group serves wealth management, trust and fiduciary organizations with expertise in technology, operations, data, integrations, automation, AI, vendor evaluation and transformation. - The company is seeing increased demand from organizations that operate trust and fiduciary businesses, including firms where trust operations coexist with RIAs, broker-dealers and retirement businesses. - Those organizations are confronting legacy technology modernization, automation and AI adoption, and the need for a more integrated high-net-worth client experience. - Ezra Group said Watson will also help amplify its point of view through podcasts, articles, research and industry events. - Watson will bring market perspective and relationships into Ezra Group’s network. - Craig Iskowitz, Ezra Group CEO, said Watson’s experience in wealth management and trust services will complement the firm’s technology, data and consulting capabilities. - Watson said the role lets her stay close to the industry while helping build something new.

Between the lines: - Ezra Group is signaling that trust and fiduciary services are a growth area, not just a niche add-on, as client needs spread across technology, operations and governance. - Hiring a practitioner with board-level and product-strategy experience suggests the firm wants deeper credibility with institutions facing complex operating changes.

What's next: - Watson is expected to work on client engagements while building out Ezra Group’s trust and fiduciary practice. - Ezra Group will use Watson’s expertise to expand its market presence through research, content and industry events. - The firm appears positioned to pursue more work with trust businesses that are modernizing systems and adding automation and AI. - More information is available in Ezra Group’s company announcement