Patricia M. Schneider, CFA

Vice President & Investment Officer

Professional Memberships

Boston Economic Club – Board Member and Vice President
Boston Committee on Foreign Relations
CFA Society Boston – Education and Advisory Committee
CFA Society Boston – Sustainable Investors Steering Committee, Chair
Chartered Financial Analyst Institute
New Hampshire Estate Planning Council


Designations

Chartered Financial Analyst® charterholder

Education

Boston College, BS in Accounting and Organizational Behavior
New England School of Banking at Williams College

Focus Areas

Patricia has more than twenty years of experience helping clients manage and structure their investment portfolios to meet their financial and broader long-term goals such as income preservation, lifestyle, family governance, charitable interests, and wealth transition. Her clients include individuals, families and charitable organizations. Patricia serves on Fiduciary’s Investment Committee, and Diversity, Equity, and Inclusion Committee.

Experience

Prior to Fiduciary, Patricia was a Senior Portfolio Manager at Middleton & Company where she worked with multi-generational families, individuals, foundations and endowments. Previously, she was a Senior Portfolio Manager for BNY Mellon Wealth Management.

Community Involvement

BASCP – Board Member, Treasurer
CFA Society Boston Mentorship Program – Volunteer
Newton at Home – Former Board Member



Personal

Patricia lives outside of Boston with her family. She enjoys reading, riding horses, volunteering, and being involved in her children’s activities.

I am so appreciative of Fiduciary Trust’s culture of shared commitment to the success of our clients, our colleagues and our company. It’s a wonderful place to work and grow!

Professional Memberships

Boston Economic Club – Board Member and Vice President
Boston Committee on Foreign Relations
CFA Society Boston – Education and Advisory Committee
CFA Society Boston – Sustainable Investors Steering Committee, Chair
Chartered Financial Analyst Institute
New Hampshire Estate Planning Council


Designations

Chartered Financial Analyst® charterholder

Education

Boston College, BS in Accounting and Organizational Behavior
New England School of Banking at Williams College

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