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First Santa Fe Advisors brings together a group of seasoned and talented professionals to protect and perpetuate our clients' financial well-being. The experience and dedication of our team ensures that all of our clients receive outstanding service and a meaningful amount of value. We take great pride in our ability to spend quality time with each client.
Managing Director, First Santa Fe Advisors
Chief Fiduciary Officer & Trust Manager, First National Bank of Santa Fe
Bill Zaleski is the Managing Director at First Santa Fe Advisors and Trust Manager at First National Bank of Santa Fe. His long career is rich with fiduciary and wealth management experience. Bill has managed trust departments for leading financial institutions across the nation, including Citizens Trust, the $2.2 billion Trust Department of Citizens Business Bank in California. He also developed two trust companies for New York Life, where he served as President, CEO and Director for New York Life Trust Company and New York Life Trust Company, FSB. As Chief Compliance Officer for Merrill Lynch's five trust companies, he was instrumental in helping to grow a robust national presence.
Bill's areas of expertise include trust administration, operations, compliance, employee benefits, and business development. He has served on a variety of industry committees and has been a speaker for numerous organizations, including the American Bankers Association and the Massachusetts Bankers Association.
Bill holds a Bachelor of Business Administration degree in Finance from American International College in MA, where he was selected to Alpha Sigma Lambda National Honor Society. Additionally, he was an honor graduate of the BAI National Trust School at the University of Wisconsin and he graduated from the New England School of Banking at Williams College.
Bill enjoys community involvement and has been on the boards of The Boy Scouts of America, community humane societies, community symphonies, community elder care agencies, and state and local Trust & Estate planning councils.
Senior Trust and Investment Officer, First National Bank of Santa Fe
First National Bank of Santa Fe is pleased to welcome Eric J. Letendre, CFA, as Senior Trust and Investment Officer based at the bank's Hospital Drive location in Santa Fe. Eric brings over 25 years of experience in trust and financial services to First National Bank’s already strong and growing team of trust and estate planning professionals.
Eric received his BA with a double major in History and Modern Languages from the Virginia Military Institute and earned an MBA in Business from the University of Notre Dame's Mendoza College of Business. Eric is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute. He is a retired United States Army Reserve Lieutenant Colonel.
At First National Bank of Santa Fe, Eric is primarily responsible for providing trust administration, financial planning advice and solutions for high-net worth clients, trusts, entrepreneurs, retirees and endowments with the Bank’s customary high level of expertise and personal attention. In commenting on his new role at First National, Eric states that, "I am excited about a new venture with a venerable trust company that has a great deal to offer. I look forward to becoming immersed in the Santa Fe community and the New Mexico market and providing clients with assistance in establishing a plan for their financial future."
Kristin Varela, Investment Analyst, is responsible for maintaining investment research and client reporting.
Prior to joining First Santa Fe Advisors, Kristin was a Trust Securities Specialist at First National Bank of Santa Fe. She graduated from Cannon Financial Institute Securities Operations School in May of 2010. She is designated as a Certified Securities Operations Professional (CSOP) through the Institute of Certified Bankers. Kristin is currently a student at New Mexico Highlands University, completing her B.A. in Business Finance.
Lesley Adams, the Client Relations Associate at First Santa Fe Advisors, is responsible for overall administrative account relations. She also supports the Operations Manager and Chief Compliance Officer in the areas of finance and compliance.
Prior to joining First Santa Fe Advisors, she worked for three years as a Personal Banking Representative at the First National Bank of Santa Fe and IronStone Bank. Previously, Lesley spent 25 years in mortgage and commercial lending at Los Alamos National Bank, First Community Bank, Bankers Mutual and Washington Mutual. Lesley is a true "people person" who enjoys forming long term client relationships and delivering exceptional customer service.
Lesley has a great deal of community service experience and serves as Board Secretary for Assistance Dogs of the West, a non-profit organization that provides trained service dogs to people with disabilities in order to increase self-reliance and independance.
Danan Kirby, Investment Analyst, is responsible for investment research and client support.
Prior to joining First Santa Fe Advisors, Danan worked at the Federal Deposit Insurance Corporation as a Financial Institution Specialist. Before joining the FDIC, he served in the United States Army Cavalry specializing in strategic combat operations. In May 2011 he completed his Bachelors of Business Administration, concentrating in Finance and graduating summa cum laude. His degree was awarded from the Anderson School of Management at the University of New Mexico. During his studies he served as a student portfolio manager, managing over $7 million dollars for the Anderson's Regents Portfolio.
|William "Bill" Zaleski||Eric J. Letendre, CFA|
|Kristin Varela||Lesley Adams||Danan Kirby|