Updates
Celebrating 20 Years
This week Fiduciary Partners Trust Company celebrates its 20th anniversary. What began as a unique idea between co-founders Kathy Perdzock and Pete Rogers has since bloomed into a successful firm comprised of 40 employees, 3 locations, and $1.5B in AUA. Throughout the decades, we have had the pleasure to work with thousands of clients, investment…
Tim Sugar Joins Fiduciary Partners
March 2, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Tim Sugar has joined the firm as Vice President. Tim will establish a new location for Fiduciary Partners in Madison, Wisconsin. Tim has almost 15 years of combined experience in trust administration and in practice as an estate planning attorney…
Bartel Promotion
February 25, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Kristi Bartel has been promoted to Trust Officer. Kristi, having over 10 years of investment industry experience joined Fiduciary Partners in January 2018. Since joining the firm in 2018, Kristi has exemplified the qualities necessary to continue our firm’s growth….
Nespodzany Retirement
October 30, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Bev Nespodzany will retire effective October 30, 2020. Bev has served the banking and trust industry in Northeast Wisconsin for 53 years, working side-by-side with Steve Truchinski for over 35 years. As a Trust Administration Specialist, Bev built a special relationship with…
Baumgartner Promotion
August 13, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Amber Baumgartner has been promoted to Vice President of Operations. Amber has been a vital team member since joining the firm in 2008. As Vice President of Operations, she will be overseeing and leading members of our operations department. Her…
New Shareholder Announcement
July 6, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce Mike Sessa, Vice President and Market Manager has become a shareholder for the firm. Mike made an immediate impact on the team when joining in 2018, adding almost 20 years of experience in trust administration, financial services and estate planning for…
Gamble Retirement
June 30, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Dick Gamble will retire effective June 30, 2020. Dick’s career in trust department management, estate planning, and estate and trust settlement spans over 30 years, as a practicing attorney and as a trust company manager. In the last 13 years with Fiduciary Partners,…
Stark Retirement
May 14, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Ann Stark, Vice President, will retire effective May 27. Ann’s career in trust services started more than 25 years ago and she joined Fiduciary Partners in 2009. During her tenure, Ann implemented Fiduciary Partners’ trust and estate settlement services and served as…
Kostka Retirement
April 23, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Nancy Kostka, Vice President, will retire at the end of April. Kostka joined Fiduciary Partners in 2015 as the second member of our Brookfield team and has been instrumental to our growth in Southern Wisconsin and Northern Illinois. During her tenure, the Brookfield…
Haworth and Mislinski Promotion
March 31, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Brennan Haworth and Melissa Mislinski have been promoted to Vice President. Brennan is a Shareholder and Director with the firm and is responsible for the administration of personal trust account relationships. Prior to joining Fiduciary Partners, he gained broad experience as a practicing…