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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 o 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 President, St. Francis Xavier Catholic School System Foundation

Education

  • B.B.A., Finance, Iowa State University
  • J.D., University of Iowa

 

Contact

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