CLOs on the Move

Fiduciary Trust

www.fiduciary-trust.com

 
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s 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 its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Jill Mastroianni
 Vice President and Trust Counsel Profile
Aimee Bryant
 Vice President and Trust Counsel Profile
Anne Katsas
 Vice President and Trust Counsel Profile

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