• WisBusiness


First Business Trust & Investments: Announces succession plan
10/18/2018

Contact:
Jen Braico, Senior Content Strategist & Copywriter
First Business Financial Services, Inc.
608-232-5773
jbraico@firstbusiness.com

 

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Joan Burke Moves To Trust Committee Chair Position

Brendan Freeman Named President

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MADISON, WI – Oct. 18, 2018 – First Business Trust & Investments, a division of First Business Bank and a part of First Business Financial Services, Inc. (Nasdaq: FBIZ), announces a leadership succession transition.

Joan Burke, who led First Business Trust & Investments as President for 17 years, establishing and growing the division to more than $1.6 billion in assets under management, assumes the role of Chair of the Trust Committee. The reputation she built from the ground up for exceeding client expectations will endure with her continued involvement and the addition of a skilled private wealth leader.

“We greatly appreciate Joan’s dedication to building and leading such a highly regarded team of experts within First Business Trust & Investments,” says First Business Financial Services, Inc., CEO Corey Chambas. “Joan accepted nothing but the best for our clients, and our standards remain consistent as we welcome Brendan as President.”

Brendan Freeman joins First Business Trust & Investments as President with more than 20 years of experience in private wealth management and banking, including in previous leadership roles. He will oversee private wealth management services for First Business Trust & Investments in Madison, Milwaukee, Northeast Wisconsin, and Kansas City.

“I’m very pleased to join First Business Trust & Investments, and grateful for the opportunity to work with such high caliber clients and the experts on our team,” Freeman says. “It speaks volumes of Joan Burke’s leadership that our client satisfaction survey numbers are consistently near 100%. It’s an honor to earn the trust of our respected clients, and we plan to continue that tradition.”

Prior to joining First Business, Brendan served as a wealth executive overseeing a nine-state region and 200 associates for one of the largest financial institutions in the country. He previously led a team of 40 wealth associates primarily working with business owners and their families in achieving their financial goals.

Brendan is no stranger to Wisconsin, as he earned a bachelor’s degree in finance from Marquette. He earned an MBA from Washington University in St. Louis, Missouri.

About First Business 
First Business Financial Services, Inc., parent of First Business Trust & Investments, is a publicly traded bank holding company focused on the unique needs of businesses, business executives, and high net worth individuals. First Business offers company retirement plans, commercial banking, specialty finance, and private wealth management solutions, and, through its niche focus, provides clients with unmatched expertise, accessibility, and responsiveness.

Member FDIC, First Business’s corporate headquarters are at 401 Charmany Drive in Madison, WI. For additional information, visit http://www.firstbusiness.com/ or call 608-238-8008. The First Business logo is available at http://www.firstbusiness.com/logo/ .


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