Taylor Oleary Portrait

Taylor O’Leary

Custody Account Manager


Lycoming College, BA in History

Focus Area

Taylor oversees relationship management for Fiduciary’s Custody clients. She has previously worked in multiple operations and client service roles and understands the criticality of cultivating strong client relationships. When a client and their custodian have a strong relationship, the two can seamlessly and efficiently focus on the high net worth individual or family.” She believes that Fiduciary’s customized custody and support services provides superior custodial services to clients through their hands-on approach and exceptional understanding of the client’s needs.


Prior to joining Fiduciary, Taylor spent six years with Hemenway & Barnes LLP where she successfully managed the implementation and administration of the firms’ online data portals. She also has onboarded and effectively serviced several accounts for high-net-worth individuals, families, and organizations. Taylor began her career with State Street Bank in the Wealth Management Services group.


Taylor lives in Braintree, MA and enjoys baking, the arts, and a good history podcast. She loves traveling to visit family and friends at home and abroad.


Lycoming College, BA in History

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