Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States.

Finance

Fiduciary Trust

Fiduciary Trust's headquarters in Boston, MA, United States

Austin V. Shapard

Puneet Nevatia

Sid Queler

Rick Olney

Douglas Burden

Mike Mullaney

Todd Eckler

Sidney F. Queler

Michael N. Costa

Anne K. Trinque

Todd H. Eckler

Adam D. Thompson

Suma V. Nair

The Leadership Team at Fiduciary Trust Company is responsible for setting the strategic direction, overseeing critical functions, and ensuring the effective management of the firm. This team, composed of high-level executives including the President & CEO, Chief Investment Officer, and other key vice presidents, collaborates to drive the company's growth, maintain fiduciary standards, and enhance client and charitable services. Their combined expertise ensures the firm meets its goals while providing exceptional wealth management solutions.

Leadership Team

The Investment and Wealth Management team at Fiduciary Trust Company is responsible for providing personalized investment strategies and wealth planning services to clients. Their expertise includes portfolio management, financial planning, and trading solutions, aimed at optimizing asset growth and ensuring long-term financial security for high-net-worth individuals and families.

Investment and Wealth Management

The Operations team at Fiduciary Trust is responsible for ensuring seamless day-to-day functionality of the firm's financial and administrative processes. This includes overseeing custody and account management, facilitating corporate services, managing cash flow, and ensuring compliance with regulatory standards to provide efficient support for client wealth management activities.

Operations

The Finance and Investment Team at Fiduciary Trust Company specializes in managing and optimizing client portfolios through strategic investment planning and analysis. Led by the Chief Investment Officer, this team ensures the fiduciary responsibilities and performance metrics meet the high standards required, employing quantitative research and tailored portfolio solutions to achieve clients' wealth management goals.

Finance and Investment Team

The Finance and Tax team at Fiduciary Trust Company manages complex tax planning and compliance for high-net-worth clients, optimizing financial strategies and ensuring regulatory adherence. They provide tailored tax advice, oversee tax returns, and develop comprehensive financial plans to safeguard and grow clients' wealth.

Fiduciary Trust

Org chart

Teams

Leadership Team

Investment and Wealth Management

Operations

Finance and Investment Team

Finance and Tax

Offices

Fiduciary Trust

Org chart

Teams

Leadership Team

Investment and Wealth Management

Operations

Finance and Investment Team

Finance and Tax

Offices

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