Mitchell Peters Earns CTFA Designation
Mitchell Peters Earns CTFA Designation
February update, 2023 (Appleton, Wisconsin) – Fiduciary Partners Trust Company today announced Mitchell Peters has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. Mitch has B.S. degrees in Finance & Accounting from UW-Oshkosh and is a valued Trust Officer within our Estate and Trust Settlement department.
Jan Grant, Senior Vice President of the Estate and Trust Settlement team said, “Mitch brings education and experience to his current role, and his obtaining his CTFA designation demonstrates his continued drive for knowledge and subject matter expertise. Mitch quickly became an integral part of our team, and his successful settlements and increasing responsibilities are a direct result of his personable demeanor, dedication to excellence, and diligence in carrying out all aspects of settlement administration.”
Ryan Valentine, President and Shareholder said, “Since Mitch joined Fiduciary Partners in 2021, he has consistently worked to build strong relationships with our clients through his compassionate and knowledgeable approach to estate and trust settlement. His commitment to continuous improvement shows in this most recent accomplishment. Congratulations Mitch!”
To learn more about Mitchell Peters please click here for a link to his professional biography.
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 nearly $2 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 www.fiduciarypartners.com.
Wednesday, February 15, 2023
Categories: Updates