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Ryan Valentine

President, Shareholder, Director

Background & Role

As President, Ryan is responsible for the overall management and direction of the company. In addition, he manages Fiduciary Partners’ finances, including internal budgeting, cash and risk management and related functions. Ryan also leads the firm’s senior management team. His broad background includes almost 20 years of trust experience, business and trust administration leadership, trust operations and service on multiple boards.

Ryan is well known in the trust industry for his commitment to providing independent, local and flexible trust administration services with integrity and superior customer service. This gives him a unique perspective to assist clients and their advisors to find solutions to a variety of planning goals.

Memberships & Associations

  • Board Member and President – ThedaCare Family of Foundations, Inc.
  • Board Member, ThedaCare Foundation – Appleton
  • Board Member, St. Mary Catholic Schools Foundation
  • Member, Fox Valley Estate Planning Council, Green Bay Estate Planning Forum, Estate Planning Council of Northeast Wisconsin (Board Member)
  • ACCREDITED ESTATE PLANNER® (AEP®)

Education

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

Contact

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