Paul G. Curtis, CFA

Vice President & Investment Officer

Professional Memberships

Boston Security Analysts Society

Designations

Chartered Financial Analyst ® charterholder

Education

Babson College, MBA
Colby College, BA in Psychology

Focus Areas

Paul enjoys the relationships that he has developed with clients and their families over his 25+ years at Fiduciary Trust. He values the opportunity to be viewed as an important financial counselor to families. Furthermore, in his work managing charitable endowments, he enjoys working with a variety of volunteer boards to support their charitable missions.

Experience

Paul has been with Fiduciary Trust since 1990. Prior to joining Fiduciary Trust, he held positions at Kidder Peabody & Co., Inc. and at Merrill Lynch Pierce Fenner & Smith, Inc.

Community Involvement

Aspire Health Alliance – Board member
Boston College High School – Investment Committee member
John F. Kennedy Library Foundation – Investment Committee member

Personal

Paul and his wife have raised five children in Milton. He enjoys staying active, participating in a variety of sports.

I've worked at Fiduciary for over 30 years, while the firm has continually evolved, what has remained consistent is a collegial environment where co-workers are able to focus on getting the best results for our clients.

Professional Memberships

Boston Security Analysts Society

Designations

Chartered Financial Analyst ® charterholder

Education

Babson College, MBA
Colby College, BA in Psychology

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