BOSTON, February 28, 2017 – Fiduciary Trust Company, a private wealth advisor and investment management firm for high-net-worth families, individuals and non-profits, announced today the expansion of its client service team with the hires of Richard Olney and Peter Whitlock, both of whom are joining the firm as Vice Presidents and Investment Officers.
Olney is arriving at Fiduciary Trust with two decades of experience in financial and client services, most recently serving as Trust Officer at U.S. Trust. Previously, Olney worked with charitable organizations as a Relationship Officer at BNY Mellon. He has also held various positions at George Beram & Co., John Hancock Funds, and Keystone Investments.
Whitlock also brings over 20 years of industry experience. Most recently, he was at Century Capital Management, where he spent 10 years as a Partner, Head of Institutional Business, and worked closely with clients across North America. Prior to Century Capital, Whitlock worked in various roles at AllianceBernstein, Fidelity Investments, and Eaton Vance.
“We are excited to welcome both Rick and Peter to our client team,” said Austin V. Shapard, President & CEO of Fiduciary Trust. “Given their history of advising clients across a variety of needs and market cycles, they augment our team of experienced professionals who provide personal service to our clients.”
Olney and Whitlock will be responsible for developing and executing customized investment strategies that seek to meet the diverse needs of our clients, including high-net worth individuals, families and institutions.
Mr. Olney is a graduate of Denison University where he received a Bachelor of Arts in History and holds an MBA from Boston University.
Mr. Whitlock received a Bachelor of Arts in Economics from Lake Forest College and completed his MBA at Boston University.
About Fiduciary Trust Company
Fiduciary Trust is a privately-owned wealth management firm focused on families, individuals and non-profits seeking objective expertise to grow and protect their investments. The firm also provides a range of services to single family offices and professional advisors. Fiduciary’s capabilities include customized financial planning, investment management, trust and estate administration, and family office and custody services.
Fiduciary Trust takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s unique, private ownership and unconflicted investment approach align its interests with clients’ and provide the stability and permanence its clients seek.
For additional information about Fiduciary Trusts’ services, please visit www.fiduciary-trust.com, or contact Randy Kinard at 617-574-3432 or firstname.lastname@example.org.
Hayley Reissfelder, 617-391-0764