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Patricia M. Schneider
Vice President And Investment Officer at Fiduciary Trust
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Work Experience
Vice President And Investment Officer
Apr 2019 - Present · 5 years and 9 months
Senior Portfolio Manager
2015 - Apr 2019 · 4 years and 3 months
Senior Portfolio Manager
1996 - 2015 · 19 years
Company Details
51-200 Employees
Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.
Year Founded
1885
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
53 State St Boston, Massachusetts 02109, US
Keywords
Investment ManagementTrust ServicesWealth PlanningCustodyFamily Office ServicesDonor-Advised FundsTax
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