BOSTON–(BUSINESS WIRE)–Fiduciary Trust Company, a wealth advisor and investment management firm
for high-net-worth individuals and nonprofits, continues to expand its
client service team with the hiring of Patricia
M. Schneider, CFA, as Vice President and Investment Officer.
Patricia joins Fiduciary Trust from Middleton & Company in Boston, where
she was a Senior Portfolio Manager. Previously, she was a Senior
Portfolio Manager for BNY Mellon Wealth Management, also in Boston.
“We are delighted to have Patricia join our team of experienced
professionals,” said John P. Morey, Head of Client Service and Business
Development. “Her more than 20 years of experience helping clients
customize their investments and address their broader needs fits well
with Fiduciary Trust’s offering of personalized wealth planning and
investment advice.”
Patricia is a CFA® charterholder and is as a member of the
CFA Society Boston, CFA Institute, the Boston Economic Club and the
Boston Committee on Foreign Relations. She earned her B.S. in Accounting
and Organizational Behavior from Boston College.
About Fiduciary Trust Company
Fiduciary
Trust is a privately-owned wealth management firm focused on
families, individuals and nonprofits seeking objective advice to help
grow and protect their investments. The firm also provides a range of
services to professional financial advisors and single-family offices.
Fiduciary’s capabilities include customized wealth planning, investment
management, trustee and estate services, and family office, tax and
custody services.
Fiduciary Trust has been named “Best Wealth Manager” by Massachusetts
Lawyers Weekly readers and “Best Independent Trust Company” by
Family Wealth Report.
Founded in 1885 as a family office, Fiduciary takes a personal approach
based on expertise, strong performance and a genuine commitment to act
in its clients’ best interests. The firm’s client focus has enabled it
to achieve a 98% annual client retention rate for decades.
For additional information about Fiduciary’s services, please visit www.fiduciary-trust.com,
or contact John Morey at 617-292-6799 or [email protected].
Contacts
BackBay Communications
Emily Stoermer, 617-391-0801
[email protected]
