Mitchell Peters Promoted to Assistant VP of Estate & Trust Settlement
Mitchell Peters Promoted to Assistant VP of Estate & Trust Settlement
April 16, 2024 (Appleton, Wisconsin) – Fiduciary Partners has named Mitchell Peters Assistant VP of Estate & Trust Settlement.
Peters has been with Fiduciary Partners since November of 2021 as a trust officer. He takes a thoughtful approach to guiding family members and beneficiaries through the complex process of trust and estate settlement. He has more than seven years of experience in trust administration. Peters earned his bachelor’s degree in Business Administration, Finance and Accounting from the University of Wisconsin Oshkosh.
“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,” said Ryan Valentine, president and shareholder.
Jan Grant, SVP of the estate & trust settlement team adds: “This recent promotion recognizes Mitch’s commitment not only to Fiduciary Partners, but also to his continued quest for subject-area expertise as demonstrated by his achieving his Certified Trust & Fiduciary Advisor designation in 2023. We are very proud to have Mitch on our team. Congratulations, Mitch!”
Peters works from Fiduciary Partners’ Appleton office.
Get to know Mitch and his professional background here.
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 nearly $2 billion in assets under administration. Fiduciary Partners does not manage money, instead partnering with financial and legal advisors to collectively care for shared clients.
Tuesday, April 16, 2024
Categories: Updates