Ryan Valentine

 


Vice President, Chief Financial Officer, Shareholder, Director


Background & Role

Ryan is responsible for the company’s internal budgeting, cash and risk management and related functions, and also administers several personal trust relationships. He is a member of the company’s Board of Directors and Senior Management Team and has more than 15 years of trust experience.

With a broad background that includes business and trust administration and trust operations, as well as service on multiple boards, Ryan is well-suited to manage Fiduciary Partners’ finances and to guide clients and their advisors through the important decisions associated with trust administration.


Memberships & Associations

• Board Member and Vice Chair- ThedaCare Family of Foundations, Inc.
• Board Member, ThedaCare Foundation- Appleton
• Member, Fox Valley Estate Planning Council, Green Bay Estate Planning Forum, Estate Planning Council of Northeast Wisconsin (Board Member)


Education
• B.B.A., Finance, University of Wisconsin – Oshkosh
• Graduate – Cannon Trust School
• Certified Trust and Financial Advisor (CTFA)
• Master of Business Administration, University of Wisconsin – Oshkosh (in process)


Contact

rvalentine@fiduciarypartners.com