J. Robert Ellis
Senior Vice President - Personal Trust Administration, Shareholder, Director
Background & Role
Bob is responsible for the overall development and delivery of personal trust services and manages our personal trust administration team. He has over 25 years of experience in the administration of complex trusts and estates for individuals, and related offerings for institutional clients. Bob calls on a background that includes bank trust department oversight to lead our team of experienced trust administrators and specialists. His wealth of experience and emphasis on building relationships to provide compassionate service make Bob a valued member of the senior management team.
A legal education with an emphasis in estate planning and several years of charitable gift planning offer Bob a unique perspective to assist clients and their professional advisors implement practical solutions for a wide range of planning goals.
Memberships & Associations
- Member and Past President, Fox Valley Estate Planning Council
- Member, St. Norbert College Gift Planning Advisory Council
- Member, YMCA of the Fox Cities Heritage Club Committee
- Board Member and President, St. Francis Xavier Catholic School System Foundation
- Board Member, Ascension St. Elizabeth Hospital Foundation
Education
- B.B.A., Finance, Iowa State University
- J.D., University of Iowa
Contact
Information sent via this contact form is not confidential. Please do not use this form to send sensitive or confidential information.