Scott S. Sumner

Head of Custody


University of Vermont, BA in History

Focus Areas

Scott oversees all custody related activities for Fiduciary, including sales and relationship management. What he enjoys most about his role is the ability to help advisors and family offices alike provide exceptional and distinctive client experiences through their partnerships with Fiduciary. He believes the greatest compliment is when a client says: “Only Fiduciary Trust can do that for me.”


Prior to joining Fiduciary in 2015, Scott spent 16 years with State Street Wealth Manager Services and predecessor firm Investors Bank & Trust in a variety of roles. Most recently, Scott served as a Vice President of relationship management. In this capacity he oversaw both an investment operations outsourcing business and custody for corporate cash clients. While at Investors Bank & Trust, Scott held positions in client service, with a focus on single and multi-family offices, registered investment advisors, trust companies, and private banks. Scott began his career with State Street in fund accounting.

Community Involvement

Phi Alpha Theta national honor society of history


Outside of work, Scott is both a foodie and a microbrew aficionado and enjoys spending time, particularly in Vermont, seeking out the newest farm-to-table restaurants and specialty breweries across the state. When not spending time amongst the Green Mountains, he calls Beverly, Massachusetts home with his wife, two children, and a very spirited and energetic yellow lab.


University of Vermont, BA in History

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