Dubuque, IOWA –First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, announced the promotions of Kathleen Donnelly and Jim Liddle to executive vice presidents. As executive vice presidents, Donnelly and Liddle will be a part of the FCT Executive Management Committee.
FCT services include investment management, retirement planning and retirement income strategies, as well as trust and estate administration. In addition, FCT manages funds for endowments, foundations, non-profit organizations, and credit union investments.
Since first joining FCT in 2001, Donnelly has worked closely with trust clients in the areas of estate planning and risk-based investing. She also has experience in trust tax planning and returns. With more than 30 years of personal trust administration experience, Donnelly helped coordinate the tax reporting function for FCT. She is a graduate of the ABA National Trust School and Cannon Financial Institute for Personal Trust Administration.
Liddle joined FCT in 2013 after working at a regional accounting firm, where he supervised the income tax and estate planning departments. Liddle also worked closely with clients in the area of trust administration and estate planning, and brings additional expertise in taxation, retirement planning and investments. He is a life-long resident of Dubuque, graduating as valedictorian from Clarke University with degrees in accounting and business administration. He received his CPA designation in 2011.
“Kathleen and Jim have been key parts to our success at FCT,” said FCT CEO John Gonner. “I look forward to working with them within the executive team as they provide extensive expertise in many areas of trust management. With their help, we can continue to strengthen First Community Trust’s commitment to providing clients with the highest level of performance and service.”
For more information, please visit fctrust.com.
# # #
First Community Trust (FCT) is a nationally-chartered trust company offering trust, investment and retirement services, primarily through credit unions. FCT’s trust and investment professionals have more than 200 years of collective trust and financial experience. FCT manages over $1 billion in assets and services both individuals and businesses across the country. Founded in 2001, FCT helps clients achieve their personal financial and estate planning goals and objectives.