Pat Fong

Patricia Fong, J.D., CTFA

Senior Trust Officer

Pat serves as a senior fiduciary officer for Midland Wealth Management. She has provided guidance and expertise to clients nationwide and has 35 years of experience in trust and estate administration. She is knowledgeable and skilled in assisting clients with fiduciary matters, as well as the administration of trust and investment services, and recognized as an expert in charitable gifting strategies. Pat is also the chair for Midland’s Trust Administration Committee. Prior to joining Midland in 2010, Pat was Senior Vice President and Senior Trust Relationship Officer for a major Midwestern regional bank holding company with more than $5.5 billion wealth management assets under management. She received her J.D. from the University of Iowa and her Bachelor of Science Degree in Mathematics from the University of Illinois at Urbana-Champaign, and holds a Certified Trust and Financial Advisor designation from Cannon Trust School Association.

 

pfong@midlandsb.com

(815) 312-5500