J. Robert Ellis
Senior Vice President @Fiduciary Partners Trust Company
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WORK HISTORY
Senior Vice President @Fiduciary Partners Trust Company
EDUCATION
University of Iowa
Doctor of Law (J.D.)
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance
ABOUT J. ROBERT ELLIS
Fiduciary Partners Trust Company is an independent regional trust company, serving more than personal trust clients in Wisconsin, Illinois, Michigan and many other states. We are proud to be privately owned, and are regulated by the State of Wisconsin. Since our founding in 2001, we have strategically chosen not to provide investment management services. We instead partner with our clients\' investment advisers, attorneys, accountants and other professionals to provide a full complement of fiduciary services to individuals, families and organizations.The core services offered by Fiduciary Partners include personal trust administration and trust & estate settlement. Related fiduciary services include serving as agent under a durable power of attorney, bill-paying agent and court-appointed guardian of the estate. The professionalism, commitment to service, and flexibility of our staff have led to rewarding relationships and steady growth. Our team of 44 trust professionals oversees assets of more than $2.0 billion from offices in Appleton, Brookfield, and Madison.Please visit our website at or contact us to learn more.
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