Beth Kmiec, JD

Elizabeth "Beth" Kmiec, JD, Senior Vice President - Director of Wealth and Fiduciary Services, is a seasoned executive and a distinguished leader in the trust and estate planning industry. With close to 20 years of experience, Beth has demonstrated a consistent track record of driving business growth and excelling in client service. Her expertise encompasses Trust Administration, both personal and corporate, Asset Management, Estate Planning, and Investments. At ClearPoint Federal Bank & Trust, she served as Chief Fiduciary Officer and Executive Vice President, contributing significantly to the company's success. Prior to that, Beth honed her skills at J.P. Morgan, where her roles included Senior Trust Officer and Vice President, showcasing her ability to manage complex client needs with finesse and professionalism. 

Beth holds a law degree with a focus on Tax Law/Estate Planning from Loyola University Chicago School of Law and a Bachelor of Arts degree in Political Science and Psychology from the University of Notre Dame. She also shares her expertise as an adjunct professor at the University of Wisconsin Law School. Her commitment to community service is evident through her volunteer work, notably as a Board Member for the Boys & Girls Clubs of Dane County.