Chief Financial Officer

Our client, Farmers and Merchants Trust Company, a high-touch corporate trust and investment management company, has retained us to identify their first non-family member Chief Financial Officer, to join their organization. This strategic leader will report directly to the President and will serve as the senior executive responsible for financial strategy, capital structure, risk oversight, and enterprise financial performance of Farmers and Merchants Trust Company and its parent holding company, Queen City Investments Inc.,

and all subsidiaries.

Farmers and Merchants Trust Company (FMTC) is a high-touch corporate trust and investment management company that has operated in California since 1920. FMTC has offices from Santa Barbara to Newport Beach and prides its operations on maintaining its premium service levels to its clients. The Company is run by the founding Walker family, which continue to prove their dedication to the conservative business practices that have stood the test of time.

Their website is

In this newly elevated CFO role, the organization is complementing its long-standing family leadership with an experienced strategic finance executive to support the next generation of stewardship and value creation.

The Chief Financial Officer (“CFO”) is the senior executive responsible for financial strategy, capital structure, risk oversight, and enterprise financial performance of the Farmers and Merchants Trust Company and its parent holding company, Queen City Investments Inc., and all subsidiaries.

The CFO serves as a principal advisor to the President, Chief Operating Officer, and the Board of Directors on all financial, capital, investment, and economic matters. The CFO has the ultimate accountability for the enterprise financial leadership, including capital planning, liquidity management, portfolio performance, investment governance, regulatory financial condition, and long-rang financial strategy across all business verticals.

The following information will provide more insight. After reviewing the details below our hope is that you may know someone who would be interested in this highly visible role. Feel free to distribute this document to others.

If you have any questions or require further information, please contact Adam Kaufman at  or

• Develop and execute the company-wide financial strategy aligned with the Board’s long-term objectives.
• Design and oversee the capital structure of the holding company and subsidiaries, including debt, equity, intercompany funding, and distributions.
• Lead enterprise liquidity planning, treasury strategy, and cash deployment across operating companies and investments.
• Oversee financing activities including credit facilities, real estate debt, acquisition leverage, ranch operating lines, and investment capitalization.

• Point of contact between all companies and third-party financial auditors.
• Report to Executive Management and Board of Directors on financial audits and present report.
• Complete the quarterly Call Reports for Farmers and Merchants Trust Company to regulatory agencies.
• Supervisor all movement of funds between companies, including capital calls, distributions, dividend payment to shareholders, etc.
• Calculate the estimated quarterly payments to the IRS.
• Verify and manage the payment of estimated quarterly tax payments to the IRS.
• Verify wires sent from the companies.
• Prepare financial reports for HNW clients, as needed.

• Provide senior financial leadership on:
• Real estate acquisitions, dispositions, and portfolio optimization.
• Private equity investments, valuations, and exits.
• Trust company profitability, margin management, and growth economics.
• Ranch and operating business expansion, land strategy, and capital investments.
• Establish and enforce investment underwriting standards, hurdle rates, and financial approval frameworks.
• Support Executive Committee financial review, including modeling, risk assessment, and capital allocation recommendations.
• Manage shares…