Fiduciary Trust Company

Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer

Retrieved on: 
Tuesday, October 10, 2023
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Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
  • Nonnweiler will report to Sidney Queler , Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20231010191155/en/
    Thomas Nonnweiler, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
  • “His experience serving with high-net-worth families as well as his planning credentials will benefit our clients and complement our team.”
    “I look forward to joining the talented group of professionals at Fiduciary,” said Nonnweiler.

Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients

Retrieved on: 
Tuesday, May 23, 2023
Personal Finance, Finance, Public Relations, Investor Relations, Banking, Accounting, Communications, Business, Professional Services, Asset Management, Fiduciary Trust Company International, Certification, Advisory board, Savoy Hotel, Fiduciary Trust Company, Apostle, Property, Trust, Head, MBA, Trustee, Providence College, Habitat for Humanity, Economics, Real property, Boston College Law School, Fiduciary, Emotion, Fiduciary trust, Franklin Templeton Investments, JD, Greater New York, Humanity, Growth, Acid Survivors Trust International, United Bank, Certified Financial Planner Board of Standards, BA, Sacred Heart, Management, Northern Trust, New York University, U.S. Bancorp, Boston College

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.
  • Paulina Mejia, who previously managed the New York office, will transition into a new role as national fiduciary counsel, where she will serve the firm’s largest clients, as well as clients with the most complex needs.
  • Ms. Mejia will report to Gail E. Cohen, chair of Fiduciary Trust International’s board of directors and general trust counsel, and will also be responsible for attorney outreach.
  • Prior to Northern Trust, Ms. Donahue was senior vice president and regional manager of People’s United Bank in New York.

Fiduciary Trust Names Sidney Queler as Head of Wealth Management

Retrieved on: 
Tuesday, April 25, 2023
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Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20230425005391/en/
    Sidney Queler, Head of Wealth Management at Fiduciary Trust Company (Photo: Business Wire)
    Queler is responsible for the strategic direction, oversight, and enhancement of Fiduciary’s distinctive client service and new business development activities.
  • He brings more than 30 years of wealth management experience to Fiduciary, previously serving as the Chief Growth Officer for CIBC Private Wealth Management and National Director of Business Development of CIBC-Atlantic Trust.
  • Earlier, Queler served in senior positions at Curian Capital, the Capital Management Group at Avatar Associates, and BTS Asset Management.

F.L.Putnam Announces Expansion of Atrato Consulting Team

Retrieved on: 
Friday, February 17, 2023
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WELLESLEY, Mass. and NEW YORK, Feb. 17, 2023 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced the expansion of its Atrato Consulting ("Atrato") practice with three new hires. Tully Ross, CFA® has joined as a research analyst; Alexander Havens has been hired as due diligence analyst; and Timothy Quach has joined as a quantitative analyst.

Key Points: 
  • and NEW YORK, Feb. 17, 2023 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced the expansion of its Atrato Consulting ("Atrato") practice with three new hires.
  • We hope and expect all three of them to grow into leadership roles here alongside the rest of the senior team."
  • He supports the entire Atrato research team on quantitative data research, manager risk analysis, and portfolio construction.
  • Atrato's 11-person team delivers tailored investment consulting solutions across the entire range of public and private investment strategies including alternative (private equity, private real estate, private credit, venture capital, hedge funds), traditional, and impact-related opportunities.

Anne Nolen Joins Fiduciary Trust as Chief People Officer

Retrieved on: 
Thursday, December 8, 2022
Finance, Consulting, Professional Services, Asset Management, Human Resources, Fiduciary trust, Fiduciary Trust Company, DEI, HR, Investment, Society for Human Resource Management, Multimedia, Culture, Education, St. Lawrence University, Boston University, Human, Acquisition, Management, Real estate

Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, today announced the appointment of Anne Nolen as Chief People Officer and a member of the Senior Management Committee.

Key Points: 
  • Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, today announced the appointment of Anne Nolen as Chief People Officer and a member of the Senior Management Committee.
  • In this role, Nolen will oversee Fiduciarys Human Resources Department including its talent acquisition strategy and diversity, equity, and inclusion (DEI) initiatives.
  • View the full release here: https://www.businesswire.com/news/home/20221208005218/en/
    Anne Nolen, Chief People Officer at Fiduciary Trust Company (Photo: Business Wire)
    We are thrilled to welcome Anne to Fiduciary, said Austin V. Shapard , Fiduciary Trust President and CEO.
  • Prior to Fiduciary, Nolen was Head of People at Next Insurance.

Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor

Retrieved on: 
Wednesday, September 21, 2022
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Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, is pleased to announce the hiring of Nadi Son, JD, LLM , as Vice President and Senior Wealth Advisor.

Key Points: 
  • Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, is pleased to announce the hiring of Nadi Son, JD, LLM , as Vice President and Senior Wealth Advisor.
  • View the full release here: https://www.businesswire.com/news/home/20220921005277/en/
    Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor.
  • About Fiduciary Trust of New England:
    Fiduciary Trust of New England is a New Hampshire-chartered trust company.
  • FTNE has been named a Best Trust Company and a Most Advisor-Friendly Trust Company by Wealth Advisor.

Katie Collins Joins Fiduciary Trust as VP and Investment Officer

Retrieved on: 
Tuesday, June 7, 2022
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Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Katie Collins as Vice President and Investment Officer.

Key Points: 
  • Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Katie Collins as Vice President and Investment Officer.
  • View the full release here: https://www.businesswire.com/news/home/20220607005351/en/
    Katie Collins, Vice President and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    Collins will serve as a key client relationship manager, providing customized wealth management services to her clients and leveraging Fiduciarys teams of experts.
  • She will also join the Advisory Board at Fiduciary Trust Charitable , an independent donor-advised fund sponsor for which Fiduciary provides administrative services and is an investment manager.
  • We are delighted to welcome Katie to the Fiduciary Trust team, comments Morey.

Aimee Bryant Joins Fiduciary Trust as VP and Trust Counsel

Retrieved on: 
Thursday, June 2, 2022
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Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Aimee Fukuchi Bryant, JD , as Vice President and Trust Counsel.

Key Points: 
  • Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Aimee Fukuchi Bryant, JD , as Vice President and Trust Counsel.
  • As a member of Fiduciarys Trust & Estates Legal Team, Bryant will work with Fiduciarys investment officers to assist clients with estate planning, wealth transfer and charitable giving strategies, as well as on Fiduciarys estate settlement and family trust administration matters.
  • View the full release here: https://www.businesswire.com/news/home/20220602005147/en/
    Aimee Bryant, Vice President and Trust Counsel at Fiduciary Trust Company (Photo: Business Wire)
    Aimees extensive estate planning and trust experience will further expand our teams capabilities, said Nair.
  • Prior to joining Fiduciary, Bryant was a partner in the Private Client Group at Nutter McClennen & Fish LLP, where she began her legal career.

Axos Advisor Services Provides Financial Advisors With Access to Customized Estate Planning Tools From Trust & Will

Retrieved on: 
Tuesday, May 3, 2022
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Through step-by-step questions, Trust & Will enables an advisors clients to create a secure estate plan to safeguard their financial plans.

Key Points: 
  • Through step-by-step questions, Trust & Will enables an advisors clients to create a secure estate plan to safeguard their financial plans.
  • Trust & Wills documents are designed to be valid in all 50 states by attorneys with decades of estate planning experience.
  • Axos financial advisors now have additional tools to provide a comprehensive estate plan to their clients, powered by Trust & Wills digital platform.
  • We believe providing access to these estate planning tools from Trust & Will supports the advisors ability to deliver the holistic financial support their clients need.

American Homes 4 Rent Named to Newsweek's 2022 List of America's Most Trusted Companies

Retrieved on: 
Thursday, March 24, 2022
American Homes 4 Rent, NYSE, Culture, Trust, AMH, Fiduciary Trust Company, Certification, REIT, Property management, American, Newsweek

CALABASAS, Calif., March 24, 2022 /PRNewswire/ --American Homes 4 Rent (NYSE: AMH) ("American Homes 4 Rent"), a leading provider of high-quality single-family homes for rent, today announced that it has been named to Newsweek's 2022 List of America's Most Trusted Companies.

Key Points: 
  • CALABASAS, Calif., March 24, 2022 /PRNewswire/ --American Homes 4 Rent (NYSE: AMH) ("American Homes 4 Rent"), a leading provider of high-quality single-family homes for rent, today announced that it has been named to Newsweek's 2022 List of America's Most Trusted Companies.
  • A total of 110,000 evaluations were submitted, resulting in a list of the top 400 Most Trusted Companies across 22 industries.
  • The recognition is the latest for AMH, which was most recently named to Newsweek's 2022 list of America's Most Responsible Companies, a distinction it also earned in 2021.
  • American Homes 4 Rent (NYSE: AMH) is a leader in the single-family home rental industry and "American Homes 4 Rent" is a nationally recognized brand for rental homes, known for high-quality, good value and resident satisfaction.