Fiduciary Trust Charitable lowers the minimum to open an advisor-managed donor-advised fund to $50,000. ▸
Jody King is promoted to the newly-created position of Vice President and Director of Financial Planning. ▸
John Morey has joined Fiduciary Trust in the newly-created position of Vice President, Head of Client Service and Business Development. ▸
Hans Olsen has joined FTC as Chief Investment Officer, responsible for the strategic direction of the firm's multi-asset class investment program. ▸
Over the past year, Fiduciary Trust and its officers have been recognized for excellence in the industry over a dozen times. ▸
Patricia Schatzlein Smock will counsel FTC clients in the areas of tax, trust, and estate planning. ▸
Fiduciary Trust is honored to have received the 2018 award for Best Fiduciary or Trust Services from Family Wealth Report. ▸
Fiduciary Trust recognized for Best Trustee Service in the 2018 Private Asset Management Awards ▸
Chief Fiduciary Officer Stacy Mullaney has been recognized by Massachusetts Lawyers Weekly as a 2018 In-House Leader in the Law. ▸
Fiduciary Trust of New England was named one of the Best Advisor-Friendly Trust Company by Wealth Advisor for the third consecutive year. ▸
