For immediate release:
RACINE, WI. September 19, 2014. Daniel L. Kaminski, Executive Vice President of Wealth for Johnson Financial Group today announced the appointment of Tracy Dalton as Senior Vice President, Wealth Fiduciary Services Manager.
“Fiduciary services, which encompasses estate planning, trustee and financial planning services, is an important part of our overall Wealth offerings,” said Kaminski. “With Tracy’s extensive experience in this area, we feel confident our clients and prospects will benefit from the addition of Tracy to our team.”
Dalton brings with her more than 23 years of combined legal and financial services experience. Formerly Vice President and US Fiduciary Manager of Personal Trust Services with BMO Harris Bank in Chicago, she will focus on growing our fiduciary business including assets under management, estate planning and post-death administration. Working closely with Private Banking, Insurance and Brokerage, Dalton will also lead the bank’s financial planning initiative.
A Certified Public Accountant, Dalton holds her Juris Doctorate and her MBA from DePaul University. She also has her Master of Laws (LL.M.) from John Marshall Law School.