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Janet
C. Kilkelly
Kathleen M. Elbert
Chad A. Fett
Supporting Staff
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Janet
C. Kilkelly, Sr. Vice President – Trust
Jan joined
our Trust Services Department in 1987, and held several positions
before being named department manager in December of 2000. Jan
oversees customer service and risk management. She also administers
individual fiduciary and employee benefit accounts. In addition
to Bachelor of Arts degrees in Mathematics and Sociology from
the University of Minnesota, Jan has completed numerous professional
education classes and seminars, including the ABA's National Trust
School and the Philadelphia Institute Pension Law and Administration
Program.
Phone:
651-351-3763
e-mail:
jan.kilkelly@bayportbank.com
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Kathleen
M. Elbert, Vice President – Trust
Kathy
is involved with all aspects of trust administration, including
investments and income tax. Kathy joined the Trust Services Department
in 1998, bringing with her over 10 years of previous trust experience.
Her professional designations include Certified Financial Planner,
Accredited Tax Preparer, and Accredited Asset Management Specialist.
She also holds a Bachelor of Applied Science Degree in Mathematics
from the University of Minnesota.
Phone:
651-351-3762
e-mail:
kathy.elbert@bayportbank.com
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Chad
A. Fett, Vice President – Trust
Chad works
with clients on asset allocation, retirement planning and trust
administration. A bank employee since 1987, Chad joined our Trust
Services Department in 2001. He completed rigorous coursework
and examination to receive his credentials as a Certified Trust
Financial Advisor. Chad also earned the designation Chartered
Mutual Fund Counselor. He attended the Colorado Graduate School
of Banking and Cannon Trust School, and holds degrees in Management
and Communications from Concordia College.
Phone:
651-351-3761
e-mail:
chad.fett@bayportbank.com
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Supporting
Staff
Vital
client services and account maintenance activities are handled
by our knowledgeable Trust Services Department staff members:
Barb Monteith, Head of Trust Operation, Mary Jo DiIoia and Debbie
Main. With between five and ten years of experience in Trust Services,
each of these staff members is an important factor in the successful
operation of the department.
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