J. Robert Ellis
Vice President, Shareholder, Director
Background & Role
Bob is responsible for the overall development and delivery of services for personal trust administration, and the settlement of trusts and estates. He has nearly 25 years of experience in administering complex trusts and estates for individuals, and related offerings for institutional clients. With a trust department leadership background, Bob is well qualified to lead the delivery of trust administration and estate settlement services. His wealth of experience and emphasis on providing compassionate service make Bob a valued member of the senior management team.
A legal education with an emphasis in estate planning plus 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 Past President, St. Francis Xavier Catholic School System Foundation
Education
- B.B.A., Finance, Iowa State University
- J.D., University of Iowa