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February 12, 2016 1:28 PM ET

Capital Markets

Company Overview of Fiduciary Trust Company

Company Overview

Fiduciary Trust Company is an employee owned investment manager. The firm also provides trust services, financial planning, estate planning, family office advisory, philanthropic planning, tax planning, retirement planning, and estate settlement. It primarily provides its services to individuals, families, high net worth individuals, endowments, foundations, and trusts. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity, fixed income, and real estate markets across the globe. The firm makes its investments in private real estate, private equity, hedge funds, timberland, commodities and managed futures, and exchange-traded funds. It in...

175 Federal Street

Boston, MA 02110

United States

Founded in 1885





Key Executives for Fiduciary Trust Company

President, Chief Executive Officer, and Director
Vice President, Treasurer and Chief Financial Officer
Vice President and Chief Marketing Officer
Vice President
Vice President and Trust Counsel
Compensation as of Fiscal Year 2015.

Fiduciary Trust Company Key Developments

Fiduciary Trust Company Appoints Scott Sumner as Vice President, Head of Custody

Fiduciary Trust Company announced that Scott Sumner has joined as Vice President, Head of Custody. In this newly created position, Mr. Sumner is overseeing all custody sales and relationship management activities as the firm expands its custody business. Mr. Sumner joined from State Street Wealth Manager Services. In his previous roles at State Street and predecessor firm Investors Financial (which was acquired by State Street), he was responsible for the oversight of custody for a significant number of clients. Most recently, he served as head of relationship management for Wealth Manager Services’ investment management outsourcing platform.

S. Joel Mittelman Joins Fiduciary Trust Company as Vice President and Investment Officer

Fiduciary Trust Company announced that S. Joel Mittelman, CFA, has joined the organization as a Vice President and Investment Officer. Mr. Mittelman joins Fiduciary Trust from The Boston Company Asset Management, LLC, where he was an institutional portfolio manager for eight years and also served as a member of the asset allocation committee and editorial board. Mr. Mittelman, who will serve in Fiduciary Trust’s Boston office, previously spent time at Fidelity Investments, Wellington Management and McKinsey & Company.

Fiduciary Trust Company Appoints Todd Eckler as Chief Marketing Officer

Fiduciary Trust Company announced that Todd Eckler has recently joined the firm as Chief Marketing Officer, a newly created position. Eckler’s role will be to enhance the distinctive client experience that has become a defining characteristic of the company, as well as raise brand awareness of the firm and lead several other strategic initiatives. Eckler reports to Chief Executive Officer Austin Shapard and is a member of the senior management committee. Before joining Fiduciary Trust, Eckler was a Senior Vice President at Bank of America, focusing largely on the Merrill Lynch and U. S. Trust subsidiaries.

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