Associated tags: Finance, Fiduciary Trust Company, Professional Services, Other Professional Services, Human Resources, Banking, Real estate, Consulting, Legal, Fiduciary, Communications
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Financial adviser Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered financial services firm, is pleased to announce the hiring of David Krall as a Vice President and Fiduciary Specialist.
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- Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered financial services firm, is pleased to announce the hiring of David Krall as a Vice President and Fiduciary Specialist.
- View the full release here: https://www.businesswire.com/news/home/20240430922025/en/
David Krall, Vice President and Fiduciary Specialist at Fiduciary Trust Company (Photo: Business Wire)
In this role, Krall will partner with third-party financial advisors to help them meet their clients’ trust needs and grow their practices through directed and delegated trusts.
- He will work closely with Fiduciary’s affiliate, Fiduciary Trust of New England, which provides advisors and their clients nationwide access to New Hampshire’s advantageous tax and trust laws .
- His previous experience includes roles at Wilmington Trust, Morgan Stanley Trust Company, and Merrill Lynch Trust Company.
Retrieved on:
Tuesday, October 10, 2023
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Management Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
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- Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
- Nonnweiler will report to Sidney Queler , Head of Wealth Management.
- View the full release here: https://www.businesswire.com/news/home/20231010191155/en/
Thomas Nonnweiler, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
- “His experience serving with high-net-worth families as well as his planning credentials will benefit our clients and complement our team.”
“I look forward to joining the talented group of professionals at Fiduciary,” said Nonnweiler.
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Fiduciary Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.
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- Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.
- View the full release here: https://www.businesswire.com/news/home/20230425005391/en/
Sidney Queler, Head of Wealth Management at Fiduciary Trust Company (Photo: Business Wire)
Queler is responsible for the strategic direction, oversight, and enhancement of Fiduciary’s distinctive client service and new business development activities.
- He brings more than 30 years of wealth management experience to Fiduciary, previously serving as the Chief Growth Officer for CIBC Private Wealth Management and National Director of Business Development of CIBC-Atlantic Trust.
- Earlier, Queler served in senior positions at Curian Capital, the Capital Management Group at Avatar Associates, and BTS Asset Management.
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Thursday, December 8, 2022
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Real estate Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, today announced the appointment of Anne Nolen as Chief People Officer and a member of the Senior Management Committee.
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- Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, today announced the appointment of Anne Nolen as Chief People Officer and a member of the Senior Management Committee.
- In this role, Nolen will oversee Fiduciarys Human Resources Department including its talent acquisition strategy and diversity, equity, and inclusion (DEI) initiatives.
- View the full release here: https://www.businesswire.com/news/home/20221208005218/en/
Anne Nolen, Chief People Officer at Fiduciary Trust Company (Photo: Business Wire)
We are thrilled to welcome Anne to Fiduciary, said Austin V. Shapard , Fiduciary Trust President and CEO.
- Prior to Fiduciary, Nolen was Head of People at Next Insurance.
Retrieved on:
Thursday, January 20, 2022
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Real estate Fiduciary Trust Company (Fiduciary), a Boston-headquartered private wealth management firm, is pleased to announce the hiring of Anne Katsas as a Vice President and Trust Counsel.
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- Fiduciary Trust Company (Fiduciary), a Boston-headquartered private wealth management firm, is pleased to announce the hiring of Anne Katsas as a Vice President and Trust Counsel.
- View the full release here: https://www.businesswire.com/news/home/20220120005264/en/
Anne Katsas, Vice President and Trust Counsel at Fiduciary Trust Company (Photo: Business Wire)
As a member of Fiduciarys trusts and estates legal team, Katsas will work with Fiduciarys investment officers on all aspects of our fiduciary activities, as well as with clients attorneys to help address their trust and estate planning needs.
- Anne will report to Suma V. Nair , Chief Fiduciary Officer, who heads the firms trusts and estates legal department.
- Anne brings years of experience in providing comprehensive, personalized estate planning solutions to families and individuals across multiple generations.
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Wednesday, September 29, 2021
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Real estate Fiduciary Trust Company , an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler , CFA, as a Vice President & Investment Officer.
Key Points:
- Fiduciary Trust Company , an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler , CFA, as a Vice President & Investment Officer.
- View the full release here: https://www.businesswire.com/news/home/20210929005147/en/
Chris Shepler, Vice President and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
- Shepler previously led a client-facing team for quantitative solutions at MSCI, Inc., and raised capital as the CFO of tech start-up Porticus Technologies.
- We are very pleased to have Chris join our team at Fiduciary Trust, said John Morey , Head of Client Service and Business Development.
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Wednesday, September 15, 2021
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Management Fiduciary Trust Company (FTC) , an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Greg OConnell as Vice President & Investment Officer.
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- Fiduciary Trust Company (FTC) , an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Greg OConnell as Vice President & Investment Officer.
- View the full release here: https://www.businesswire.com/news/home/20210915005249/en/
Greg O'Connell, Vice President and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
OConnell brings over a decade of wealth management experience to FTC.
- He joins the firm from Mainstone Capital Management, where he served as Managing Director, Head of Relationship Management.
- We are delighted to have Greg join our team at Fiduciary Trust, said John Morey , Head of Client Service and Business Development.
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Companies b'Fiduciary Trust Company (FTC) , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of two new officers.
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- b'Fiduciary Trust Company (FTC) , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of two new officers.
- Michael Stephens, CFP\xc2\xae , has joined as Vice President and Investment Officer and Sarah Grandfield, JD , as Vice President and Trust Counsel.\nThis press release features multimedia.
- View the full release here: https://www.businesswire.com/news/home/20210505005196/en/\nMichael\xc2\xa0Stephens, CFP\xc2\xae, VP and Investment Officer, and Sarah Grandfield, JD, VP and Trust Counsel at Fiduciary Trust Company (Photo: Business Wire)\nEarly in his career, Stephens co-founded a New York wealth management firm and later served in senior roles at Boston area institutions including Eaton Vance, Boston Financial Management, and Emerson Investment Management.
- Grandfield is a member of the American Bar Association\xe2\x80\x99s Private Clients Division, the Boston Estate Planning Council, and the Boston Trust & Estates Consortium.\nFiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.
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Trust law Fiduciary Trust Company , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the expansion of its client service team with the hiring of Emily D. Griset as a Vice President and Investment Officer.
Key Points:
- Fiduciary Trust Company , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the expansion of its client service team with the hiring of Emily D. Griset as a Vice President and Investment Officer.
- View the full release here: https://www.businesswire.com/news/home/20200618005094/en/
Emily D. Griset, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
Emily joins Fiduciary Trust from Citi Private Bank, where she served as Director, Wealth Planner.
- Prior to Citi, Emily was a Trust Officer at Fiduciary Trust International and a Trusts and Estates Associate with Fried, Frank, Harris, Shriver & Jacobson LLP.
- Fiduciary Trust has been named Best Wealth Manager by Massachusetts Lawyers Weekly readers and Best Independent Trust Company by Family Wealth Report.
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Fiduciary Trust Company Fiduciary Trust , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the expansion of its client service team with the hiring of Colleen M. Bartling as Vice President and Investment Officer.
Key Points:
- Fiduciary Trust , a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the expansion of its client service team with the hiring of Colleen M. Bartling as Vice President and Investment Officer.
- View the full release here: https://www.businesswire.com/news/home/20200416005104/en/
Bartling joins Fiduciary Trust as VP and Investment Officer (Photo: Business Wire)
Colleen joins Fiduciary Trust from BNY Mellon, where she was a Vice President and Senior Wealth Manager.
- 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.
- Fiduciary Trust has been named Best Wealth Manager by Massachusetts Lawyers Weekly readers and Best Independent Trust Company by Family Wealth Report.
