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Kathy Perdzock to Retire

Kathy Perdzock to Retire

December 1, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Kathy Perdzock will retire effective December 31, 2021.

As one of the founders and original shareholders of Fiduciary Partners Trust Company, Kathy’s role within the organization always stretched far beyond her duties as leader of the Trust Operations team.  Kathy’s career in trust administration and operations management spans over 30 years.  For the past 20 years, Kathy’s achievements and contributions at Fiduciary Partners have played an instrumental role in the growth of the company.  During her tenure, Kathy has witnessed record growth year after year, assets under administration grow to nearly $1.7 billion, offices open in Appleton, Brookfield and Madison, and staff members grow from two to more than 40. 

Kathy has filled many roles at Fiduciary Partners, including operations manager, a member of the senior management team, roles within human resources and marketing, corporate Secretary, and trainer/mentor for dozens of employees.  Through her kind and caring way, Kathy has spent several years sharing her extensive knowledge of trust operations with her team, setting the path for continued success in the future.

“It has been a pleasure and a privilege to have worked alongside Kathy for the past 14 years. Our operations team has always gone above and beyond to help our clients, partners and staff accomplish their objectives.  Kathy’s influences will be felt for years and have undoubtedly helped Fiduciary Partners grow to what it is today.  For that, we thank her,” stated Ryan Valentine, President and Shareholder of Fiduciary Partners.

Amber Baumgartner, Vice President – Operations and Shareholder expressed her appreciation for Kathy’s work: “It has been a genuine privilege to work alongside Kathy on the Operations team for the last 13 years. Her love and passion for taking care of our clients and partners was always evident.  Kathy’s willingness to go above and beyond, always with a smile on her face, brought us to where we are today. Her knowledge and experience will be greatly missed, but even more-so, her friendship.”

About Fiduciary Partners

Fiduciary Partners Trust Company provides trust services to individuals, families, and charities.  Founded in 2001, with offices in Appleton, Brookfield, and Madison Wisconsin, it is a privately owned and independent trust company with assets under administration of over $1.6 billion. Fiduciary Partners does not manage money and truly partners with financial and legal advisors to collectively care for shared clients. For more information about Fiduciary Partners Trust Company please visit our website at

Thursday, December 2, 2021
Categories: Updates

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