Fiduciary Investment Officers average 22 years experience with an average tenure at Fiduciary Trust of 14 years. Our goal is to provide each client with advice and counsel from seasoned officers who have perspective and maturity, as well as superior expertise. Because turnover at our firm is very low, typical client relationships with their investment officers are measured in years, and in many instances, extend over a decade or more.
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Douglas R. Smith-Petersen, CFAPresident and Chief Executive Officer Douglas Smith-Petersen has been with Fiduciary Trust since 1973. He became Chief Operating Officer in 2000 and was named President and Chief Executive Officer in 2002. Mr. Smith-Petersen holds a B.A. from Baldwin-Wallace College, an M.B.A.
from Boston University and has earned the Chartered Financial Analyst
designation. He is an Overseer for the Boys and Girls Clubs of Boston
and a Trustee of Simmons College. |
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Grenville AndersonVice President Grenville Anderson has been with Fiduciary Trust since 1998. Prior to joining Fiduciary, he was Vice President in the Investment Division of Adams Harkness and Hill from 1992-1998. His experience also includes serving as Vice President and Director of Marketing at Cunningham, Henderson and Papin from 1987-1991. Mr. Anderson holds an A.B. from Harvard College. He is Trustee/Treasurer
of the William P. Anderson Foundation and a Trustee of the Hull Lifesaving
Museum. |
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Thanda Fields BrassardVice President Thanda Fields Brassard joined Fiduciary Trust in April, 2006. Prior to joining Fiduciary, Ms. Brassard was an Associate at Ropes & Gray LLP in the Private Client Group from 2003-2006, an Associate at Hill & Barlow, P.C. in the Trust and Estates Department from 1998-2003, and a Law Clerk to Magistrate Judge Zachary R. Karol, U.S. District Court, District of Massachusetts from 1997-1998. Ms. Brassard earned her B.A. from Boston College and her J.D. from Boston College Law School. She is on the Board of Trustees of the Volunteer Lawyers for the Arts of Massachusetts and is a member of the American Bar Association, Massachusetts Bar Association, and the Boston Bar Association. |
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W. Douglas Burden, CFAVice President Douglas Burden joined Fiduciary Trust in 1997. Prior to joining Fiduciary Trust, he was a member of the U.S. Olympic Rowing Team from 1988-1996 and was employed by the Student Loan Marketing Association from 1991-1993. Mr. Burden holds a B.A. from Princeton University and an M.B.A. from
IESE in Barcelona, Spain. He is Fund-raising Chair for Roxbury Youthwork's
Ride for Kids Committee and a member of the Business Associates Club. |
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Jill I. CabittVice President Jill Cabitt has been with Fiduciary Trust since 1992. Prior to joining Fiduciary, Ms. Cabitt was an associate with Friedman & Atherton from 1989-1992. She also held positions at Arthur Young & Company from 1987-1989 and Boston Safe Deposit and Trust Company from 1986-1987. Ms. Cabitt holds a B.S. from Tufts University and a J.D. from Suffolk
University Law School. She is a member of the Boston Estate Planning
Council, American Bar Association, Boston Bar Association, Probate Section,
Massachusetts Bankers Association Trust Counsel and Legislative Council
and Legislative Committee, and the Suffolk University Estate Planning
Council. |
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Christopher D. Cabral, CFAVice President Chris Cabral joined Fiduciary Trust in May, 2005. Prior to joining Fiduciary Trust, he was a Senior Investment Consultant at Pillar Financial Advisors from 1997-2005. Mr. Cabral holds a B.S. from Babson College and has earned the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society and the CFA Institute. |
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Michael N. Costa, CFAVice President Michael N. Costa has been with Fiduciary Trust since 1990. Mr. Costa holds a B.S. from Northeastern University and is a graduate
of the ABA National Trust School at Northwestern University. He has
earned the Chartered Financial Analyst designation and is a member of
the Boston Security Analysts Society and the CFA Institute. He is also a member of the Investment Committee for the Crittenton Women's Union. |
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Howard S. Cowan CFP®Senior Account Officer Howard Cowan has been with Fiduciary Trust since 1989. Mr. Cowan holds a B.S. in finance from Northeastern University and is a CERTIFIED FINANCIAL PLANNERTM professional. He is also the coordinator for Fiduciary Trust Company's participation in the United Way of Massachusetts Bay Community Care Day. |
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Paul G. Curtis, CFAVice President Paul Curtis has been with Fiduciary Trust since 1990. Prior to joining Fiduciary Trust, he held positions at Kidder Peabody & Co., Inc. from 1983-1990, and Merrill Lynch Pierce Fenner & Smith Inc. from 1982-1983. Mr. Curtis holds a B.A. from Colby College, an M.B.A. from Babson College,
and has earned the Chartered Financial Analyst designation. He is a
member of the Boston Security Analysts Society and is Chairman of the
Board of Directors for South Shore Mental Health. |
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MaryElizabeth R. Drake, CFAVice President Molly Drake has been with Fiduciary Trust since March, 2003. Prior to joining Fiduciary Trust, she was a Vice President and Portfolio Strategist/Manager at Standish Mellon Asset Management within the Insurance Asset Management Division. She was at Standish from 1987-2003. Mrs. Drake holds a B.A. from Framingham State College, an M.B.A. from
Babson College, and has earned the Chartered Financial Analyst designation.
She is a member of the Boston Security Analysts Society and the Association
for Investment Management. |
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Thomas A. DeMarco IIIVice President Thomas DeMarco joined Fiduciary Trust in 1996. Prior to joining Fiduciary, Mr. DeMarco was a Vice President at Eaton Vance Management from 1989-1996. He has also held positions as President of Norman L. Barnett & Company (1987-1989) and Vice President at David L. Babson & Co. (1979-1987). Mr. DeMarco holds a B.S. from the University of Florida and an M.B.A.
from Babson College. He is a Director of the Boston Chapter of the American
Association of Individual Investors, Council member of the Massachusetts
Audubon Society, Corporator of the New England Forestry Foundation, Member of the Corporation for the Massachusetts Congregational Fund
and a member of the Boston Security Analysts Society. |
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Charles R. Eddy, Jr.Vice President Charles Eddy has been with Fiduciary Trust since 1981. Prior to joining Fiduciary, he was a Trust Officer at State Street Bank & Trust Company from 1970-1981 and Assistant Director of Student Financial Aid at the University of Pennsylvania from 1963-1966. Mr. Eddy holds an A.B. from the University of Pennsylvania and an M.B.A.
from the Wharton School, University of Pennsylvania. He is a Trustee
for Sailors Snug Harbor of Boston and Treasurer of the Paul Revere Memorial
Association. |
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Susanne H. EnglertVice President Susanne H. Englert joined Fiduciary Trust Company in April 2007. Prior to joining Fiduciary, Ms. Englert was Vice President at Mellon Financial from 2000-2007 and Investment Officer at Bank of Boston from 1990-2000. While at both organizations, she worked with high net worth individuals and families specializing in investment management and trust administration. She also managed accounts for foundations and endowments. Ms. Englert holds a B.A. from Boston College. She is Chair of the Crittenton Women's Union Investment Committee and a member of its Finance Committee. |
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Susan R. GundersonVice President Susan Gunderson joined Fiduciary in 1976. Ms. Gunderson holds a B.A.
from Skidmore College, an M.A. from Columbia University, and an M.B.A.
from Simmons Graduate School of Management. She is on the Board of Directors
for the Planned Parenthood League of Massachusetts, is Treasurer of
the Dedham Temporary Home for Women and Children, serves on the Board
of Directors for the Grimes King Foundation and is a member of The Boston
Club.
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Robert G. HoldwayVice President Robert Holdway joined Fiduciary Trust in 1995. Previously he was an Associate and Partner at Palmer & Dodge from 1983-1995, a Law Clerk to Hon. Hugh H. Bownes, U.S. Court of Appeals for the First Circuit from 1982-1983, and was a CPA with Price Waterhouse from 1975-1979. Mr. Holdway holds an A.B. from Rutgers College, an M.S. from the Wharton
School, University of Pennsylvania, and a J.D. from Boston University
School of Law. He is a member of the American Bar Association, the Boston
Bar Association, the Boston Estate Planning Council, and serves as a
Trustee for the Judge Baker Children's Center. |
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Robert W. IrwinVice President and Director of Client Services Robert Irwin joined Fiduciary Trust in 1995. Prior to joining Fiduciary, he was a Vice President at Boston Safe Deposit & Trust Company from 1985-1994. Mr. Irwin holds an A.B. from Harvard College and a J.D. from Fordham
University School of Law. He is a member of the New York Bar Association,
the Budget Committee for North Shore United Way, and a Trustee of the
Ipswich Historical Society. |
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Robert N. KarelitzVice President, General Counsel and Corporate Secretary Robert Karelitz has been with Fiduciary Trust since 1973. Mr. Karelitz holds a B.S. in Economics from the University of Pennsylvania
and a J.D. from Harvard Law School. He is a Director of Royal Street
Corporation, and a member of the American Bankers Association Trust
Counsel Committee, the Boston Bar Trusts and Estates Section, and the
National Conference of Lawyers and Corporate Fiduciaries. He also is
a Fellow of the American Bar Foundation. |
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Donald A. KeyserVice President and Treasurer Donald Keyser has been with Fiduciary Trust since 1998. Prior to joining Fiduciary, he was an Assistant Director at Baring Securities (HK) Ltd. from 1991-1995. He holds an A.B. from Princeton University and an M.B.A. from New York
University. He is a member of the Corporation, Quebec-Labrador Foundation,
Trustee Emeritus of the Cambridge Montessori School, and a Trustee of
Kieve Affective Education, Inc. |
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Randy E. KinardVice President Randy Kinard joined Fiduciary Trust in May, 2005. Prior to joining Fiduciary, Mr. Kinard was with JP Morgan from 1989-2005, most recently as Vice President, serving the firm's high net worth individuals and families in Boston. Other experience includes positions with Salomon Brothers from 1987-1989 and City Federal Savings from 1983-1986. Mr. Kinard holds a B.S.E. in Geological Engineering from Princeton
University and an M.B.A. from New York University Graduate School of
Business Administration. He currently serves on the Isabella Stewart
Gardner Museum, Board of Overseers and is a member of the Boston Estate
Planning Council. |
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Jody R. King, CPAVice President Jody King joined Fiduciary Trust in June, 2005. Prior to joining Fiduciary, Ms. King was a Director at Northstar Advisors LLC from 2001-2005 and a Senior Manager in Ernst & Young LLP's Personal Financial Counseling group from 1993-2000. Other experience includes positions in the title insurance industry from 1986-1993. Ms. King holds a B.A. from Doane College and a J.D. from New England School of Law. She is a Certified Public Accountant (CPA). Ms. King is a Trustee of the Glen Urquhart School in Beverly Farms.
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Donald P. LeeVice President Donald Lee joined Fiduciary Trust in 1986. His experience includes positions at Scudder, Stevens & Clark from 1984-1986 and at Prudential Bache Securities from 1980-1984. Mr. Lee holds a B.A. from Ohio Wesleyan University and an M.A. from
Marshall University. He is Treasurer of the Massachusetts Congregational
Fund and Trustee of Jaffna College Funds. |
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Alecia F. ManningVice President Alecia Manning joined Fiduciary Trust in 1987. Ms. Manning holds a B.A. from George Washington University and an M.B.A.
from Simmons Graduate School of Management. She is a Trustee for the
Family Service of Greater Boston, Coordinator for the Pinkney Street
Neighbors, and a member of the Commonwealth School Investment Committee. |
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Mary Ann ManningVice President Mary Ann joined Fiduciary Trust in February, 2005. Prior to joining Fiduciary, she served as an independent marketing consultant from 2004-2005 and worked at Atlantic Trust Pell Rudman from 1985-2002, most recently as Vice President, Marketing and Communications. Ms. Manning holds a B.S. from Lesley College and an M.B.A. from Suffolk University, Sawyer School of Management. She is a member of the Financial Women's Association of Boston and the Downtown Women's Club. |
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Joseph A. McOsker IIIVice President Joseph McOsker joined Fiduciary Trust in 1999. Prior to joining Fiduciary, Mr. McOsker was an Associate and Partner with Steffensen, Herman, McOsker & Doggett, LLC from 1986-1999. Mr. McOsker holds a B.A. from Brown University and a J.D. from Suffolk
University Law School where he was a member of the Moot Court Board.
Mr. McOsker is a member of the Boston and Massachusetts Bar Associations.
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Michael A. MullaneyVice President Michael Mullaney joined Fiduciary Trust Company in 2001. Prior to joining Fiduciary, he was Principal and the Director of Fixed Income Management at Boston Partners Asset Management from 1997-2001. His experience also includes serving as Managing Director and Senior Investment Strategist at Putnam Investments from 1984-1997. Mr. Mullaney has a B.S. from Boston University and an MBA from Babson
College. He is a board member of the Fixed Income Management Society
and the Christmas in the City Foundation. |
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Stacy K. MullaneyVice President Stacy joined Fiduciary Trust in 2004. Prior to joining Fiduciary, Ms. Mullaney was Senior Counsel at FleetBoston Financial Corporation from 1997-2004 and an Associate with Ropes & Gray from 1995-1997. Ms. Mullaney holds a B.A. from Simmons College, a graduate degree in
Economics from University of Sussex, in England, and a J.D. from Stanford
University Law School. She is a member of the Boston Bar Association,
Trusts and Estates Section, and the American Bar Association. |
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Alan L. Newton, Jr.Vice President Alan Newton joined Fiduciary Trust in 2001. Prior to joining Fiduciary, he was a Principal at State Street Bank and Trust Company from 1987-2001. Mr. Newton holds a B.A. degree from Hobart College and is a graduate
of the New England School of Banking and the ABA National Graduate Trust
School. He has earned the Certified Trust and Financial Advisor (CTFA)
designation and is a member of the Boston Estate Planning Council. |
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Charles C. J. PlattVice President and Director of Client Services Charles Platt joined Fiduciary Trust in 1981. Mr. Platt holds an LL.B. from Exeter University in England and an LL.M.
from Boston University. He is a Trustee of Miss Hall's School, Treasurer
of the Perkins School for the Blind, the Boston Episcopal Charitable
Society, the British Charitable Society, the American Friends of Sherborne
and the Alliance for Children Foundation. |
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J. Brian PottsVice President Brian Potts has been with Fiduciary Trust since 1981. Mr. Potts holds a B.A. from the University of North Carolina, an A.B.
from Benjamin Franklin University School of Accounting, a J.D. from
Vermont Law School, and an LL.M. from Boston University. He has held
Directorships with Northern Bakers, Inc. and Tenebraex Corp. and serves
as Treasurer for the Samaritans, American Memorial Hospital and EL NET
Corporation. He also serves as President of the Michael Anagnos Schools. |
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Linn T. Spalding, CFP®Vice President Linn Spalding joined Fiduciary Trust in 1999. Prior to joining Fiduciary, she was a Vice President with Mellon Trust/Boston Safe Deposit and Trust Company from 1981-1999 and with Scudder, Stevens and Clark from 1976-1980. Linn holds a BA from Rollins College. She graduated from the New England
School of Banking at Williams College and has earned the CERTIFIED FINANCIAL PLANNERTM
designation. She is a Trustee of the Roxbury Home for
Aged Women and a Director of the Alumni Board of Rollins College in
Winter Park, FL. |
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Mark W. SpencerVice President Mark Spencer joined Fiduciary Trust in 1999. Prior to joining Fiduciary, he was a Tax Manager and Assistant Vice President with The Boston Company from 1996-1999 and Vice President with BayBank from 1989-1996. Mr. Spencer holds a B.A. from Westfield State College, a M.S. in Taxation
from Bentley College and is a member of the Massachusetts Bankers Trust
Tax committee. |
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Christopher M. White, CFAVice President and Chief Investment Officer Christopher M. White joined Fiduciary Trust Company in 2000. Prior to joining Fiduciary, he was Senior Vice President and Chairman of the Investment Policy Committee at Boston Private Bank & Trust Co. Other experience includes positions with Shawmut National Bank from 1993-1997 and CIGNA Investments from 1989-1993. Mr. White holds an A.B. from Washington University in St. Louis, an
M.S. in geology from the University of Massachusetts at Amherst and
an M.B.A. from Columbia Business School. He has earned the Chartered
Financial Analyst designation and is a member of the Boston Security
Analysts Society, the Boston Economics Club, the Boston Episcopal Charitable
Society and the Council of the Society of Colonial Wars in the Commonwealth
of Massachusetts. |