Peter H. Whitlock, CIMA, CTFA

Vice President & Investment Officer

Professional Memberships

Certified Investment Management Analyst®
Certified Trust and Financial Advisor®
Boston Estate Planning Council

Education

Boston University Questrom School of Management, MBA
Lake Forest College, BA in Economics

Designations

Certified Trust and Fiduciary Advisor

Focus Areas

With over 25 years of experience in the investment field, Pete focuses on growing and preserving family wealth across generations. He also enjoys understanding the unique goals and objectives of his clients.

Experience

Pete joined Fiduciary Trust in 2017. Previously, he managed Century Capital’s Institutional business where he worked closely with a variety of clients in North America. His additional professional experiences include AllianceBernstein, Fidelity Investments, and Eaton Vance.

Community

Dover-Sherborn Youth Lacrosse, former President and Coach
Sherborn Cub Scouts, former Pack Leader

Personal

Outside of work, Pete enjoys playing tennis and paddle tennis, golfing, skiing, biking and spending time with his wife and two children in Sherborn, MA.

Professional Memberships

Certified Investment Management Analyst®
Certified Trust and Financial Advisor®
Boston Estate Planning Council

Education

Boston University Questrom School of Management, MBA
Lake Forest College, BA in Economics

Designations

Certified Trust and Fiduciary Advisor

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