Focus Areas

As Chief Marketing Officer, Todd is responsible for increasing the awareness of Fiduciary’s unique capabilities, as well as enhancing the firm’s distinctive client experience. Under his leadership, Fiduciary Trust has been recognized several times in the industry for the effectiveness of its marketing programs. A member of the Senior Management Team, Todd also leads a number of strategic corporate initiatives, contributing his expertise in a variety of areas beyond marketing. After working at large institutions, he appreciates the nimbleness of Fiduciary and enjoys the collegial environment.

In addition to his role at Fiduciary Trust Company, Todd is Executive Director of Fiduciary Trust Charitable, an independent public charity that offers donor-advised funds and other services to support philanthropic causes.

Experience

Before arriving at Fiduciary Trust Company in 2015, Todd was a senior vice president at Bank of America. There he served as Chief Operating Officer of wealth management and global banking marketing, which included Merrill Lynch and U. S. Trust, and led marketing for the institutional retirement and investments businesses. Prior to Bank of America, Todd was a senior vice president at Fidelity Investments and a partner at the global strategy consulting firm Monitor Group, which is now part of Deloitte, where he was a leader in the financial services practice.

Thought Leadership

Using Donor-Advised Funds to Achieve Charitable Goals
Donor-Advised Fund or Private Foundation?

Community Involvement

Citizen Schools – Massachusetts Board of Advisors
Boy Scouts of America – former Scoutmaster and Eagle Scout
Deerfield Academy – Boyden Society Advisory Board member
Hancock Church – former Endowment Committee member

Personal

Outside of work, Todd is passionate about education and youth development, volunteering to support inner city students and Boy Scouts in his local community. He also enjoys the outdoors, spending time in New Hampshire mountain biking, skiing and sailing, as well as visiting his sons who’ve been attending St. Paul’s School in Concord, NH. He and his wife reside in Lexington, MA.