MADISON, WI – February 8, 2024 – First Business Bank, part of a leading publicly traded financial services company for businesses, banks, and investors, announces today that it reached a new milestone of $3 billion in Private Wealth and Company Retirement Plans (“Private Wealth”) assets under management and administration at the close of 2023.

This achievement reflects the strong growth and performance of First Business Bank’s Company Retirement Plans and Private Wealth services, which include Financial Planning, Investment Management, Trust and Estate Management, Private Banking, Brokerage Services, and Retirement Planning.

“We are grateful for the trust and confidence that our clients have placed in us, and we are proud of the talented and dedicated team that serves them every day,” said Brendan Freeman, President - Private Wealth at First Business Bank. “We look forward to continuing to provide our clients with the best-in-class solutions and service that they deserve.”

First Business Bank launched its Company Retirement Plans services in 2000 and Private Wealth services in 2001 to help business leaders, investors, and families protect the legacy of their hard-earned wealth. Over the past two decades, the teams have expanded to include highly trained, experienced professionals holding designations such as Attorney (JD), Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA®), Chartered Financial Analyst (CFA), and Masters of Business Administration (MBA).

About First Business Bank
First Business Bank® specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC®. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc®. (Nasdaq: FBIZ). For additional information, visit Member FDIC