Appleton, Wis. — Fiduciary Partners, Inc., the only independent and privately owned trust company of its kind in the state of Wisconsin, today announced Alan R. Blake has joined the firm as Vice President. Blake brings 25 years of trust and financial services experience to Fiduciary Partners, where he will manage and enhance the company’s rapid growth throughout the Upper Midwest.
“We are excited about our company’s continued growth during our first 8 years and our ability to add strong players to our team in a challenging economy. Our clients appreciate the personal and professional service that comes from an independent trust company and Alan has embodied that his entire career,” said Pete Rogers, President of Fiduciary Partners.
Blake is a graduate of UW – Madison and a Certified Financial Planner. He was previously Northeast Wisconsin Market Director for JPMorgan Private Client Services and Senior Vice President and Managing Trust Officer for Thrivent Financial Bank, where he led the national growth of Thrivent’s trust business.
“I am delighted to join the Fiduciary Partners team providing experienced, flexible personal trust services to our clients and their advisors,” Blake said. “The firm’s unique business model is perfectly suited to these rapidly changing times and I look forward to working with Pete and his team to continue to grow this outstanding business.”
Fiduciary Partners provides trust services to individuals, families, charities and retirement plans, and custody services to independent investment managers. Founded in 2001 and headquartered in Appleton, Wis., the firm’s trust assets now exceed $400 million. Fiduciary Partners does not manage money, instead partnering with investment managers to provide unbiased, personalized trust services to its clients.
For more information about Fiduciary Partners, Inc., visit the company’s website at http://www.fiduciarypartners.com.
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Contact: Pete Rogers at 920-380-9960 or call 866-380-9969 toll free.
