20 Years experience in wealth & investment planning
May 07, 2019 — 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.