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July 30, 2015 10:17 AM 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

Phone:

617-482-5270

Fax:

617-482-3774

Key Executives for Fiduciary Trust Company

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

Fiduciary Trust Company Key Developments

Fiduciary Trust Company Appoints Anne K. Trinque as General Counsel and Corporate Secretary

Fiduciary Trust Company announced the appointment of Anne K. Trinque as General Counsel and Corporate Secretary. Ms. Trinque succeeds Robert N. Karelitz, who retired at the end of March after 41 years with the company. She will report directly to Austin V. Shapard, Fiduciary's President & CEO, and will be responsible for managing the company's corporate legal affairs and compliance obligations. Ms. Trinque joins Fiduciary Trust from Grantham, Mayo, Van Otterloo & Co. LLC.

Fiduciary Trust Company Announces Executive Changes

Fiduciary Trust Company announced that Stacy K. Mullaney has been promoted to the new position of Chief Fiduciary Officer. She will assume this new role effective immediately and will report directly to Austin V. Shapard, Fiduciary's President & CEO. Ms. Mullaney will be the first Chief Fiduciary Officer in Fiduciary Trust company's 130 year history. The position was created following the announced retirement of Robert N. Karelitz, Fiduciary's General Counsel who has overseen these activities and is retiring after 41 years at the company. In this role, Ms. Mullaney will oversee the company's fiduciary responsibilities to its clients and their families. She will also be responsible for the delivery of comprehensive estate planning and settlement services. Ms. Mullaney has more than 20 years of experience in the private wealth management industry. She joined Fiduciary Trust Company in 2004, serving as Vice President, Trust Counsel and, most recently, as Director of Estate Administration. She is a member of the company's Board of Directors, Management Committee and Trust Committee. Ms. Mullaney held previous positions in the wealth management industry at Bank of America, and its predecessors Fleet Bank and Bank of Boston. Ms. Mullaney is co-chair of the Boston Bar Association Trusts and Estates Continuing Legal Education Committee, a member of the Boston and American Bar Associations, and a member of the Boston Estate Planning Council. She is a frequent lecturer on the topics of estate planning, estate administration, trust administration and taxation.

Fiduciary Trust Company and Fiduciary Company Incorporated Announce Management Changes, Effective from September 2, 2014

Fiduciary Trust Company announced that Austin V. Shapard will succeed Douglas R. Smith-Petersen as its President and Chief Executive Officer. Mr. Shapard will assume office on September 2, 2014. He also will serve as the President and Chief Executive Officer of Fiduciary Company Incorporated, and as a Director on the Boards of both corporations. Mr. Shapard follows Mr. Smith-Petersen, who is retiring after 41 years with the company. Prior to joining Fiduciary, Mr. Shapard spent more than eight years with Rockefeller & Co., in various leadership positions, including President & COO and most recently Vice Chairman & Managing Director.

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