Director Personal Trust Services
Peter Fletcher is Director of Personal Trust Services for Capital First Trust Company. Pete is responsible for ensuring that the work performed by his team of trust professionals meets the highest fiduciary standards. He also works directly with clients and professional advisors in achieving their financial goals through sound trust administration practices while keeping an eye on the human element of trust management. Peter has built strong relationships with beneficiaries and their families, helping plan, protect and distribute the trust’s assets. He continues to familiarize himself with changing regulations governing trusts.
Peter joins Capital First with over 20 years of experience in the financial industry. Peter was with BMO Wealth Management where he held the role of Relationship Manager before becoming Senior Manager for Regulatory Programs.
Peter earned his bachelor’s degree from the University of Wisconsin – Madison majoring in Finance, Economics and Human Resources. He has a master’s degree in Business Administration from Marquette University – Milwaukee.