Focus Areas

Bud focuses on helping families manage wealth. He brings over 18 years of investment management and wealth planning experience for high net worth clients and their families both in retail and institutional capacities. What he enjoys most about his role is the long-term client relationships he has developed, and feeling that he is making a meaningful difference in assisting clients achieve their goals.

Experience

Before joining Fiduciary Trust Company of New England in 2015, he spent the prior five years designing asset allocation strategies for a private boutique investment firm in Boston.  Previously, he was at Fidelity Investments in the Fidelity Private Client Group.

Community Involvement

Upon graduating from college, Bud enlisted and proudly served in the United States Navy for six years and was an active participant in Operation Desert Storm during the Gulf War. During his time in service, he earned seven national medals and three Letters of Commendation.

Personal

Bud and his family have lived for over 30 years in Merrimack, New Hampshire. When not at work, Bud enjoys anything outdoors, especially hiking the White Mountains.