BOSTON–(BUSINESS WIRE)–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. Collins will report to John Morey, Head of Client Service & Business Development.
Collins will serve as a key client relationship manager, providing customized wealth management services to her clients and leveraging Fiduciary’s 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. “We are confident that her years of experience providing families with valuable guidance as well as her extensive philanthropic expertise will greatly benefit our clients.”
“I look forward to joining Fiduciary and providing a high level of personal attention to my clients to help them achieve their goals,” said Collins.
Collins previously advised high-net-worth clients as a Director and Philanthropic Strategist in the Private Donor Group at Fidelity Charitable. She is a member of the Advisory Committee for the Work Force Program at the Cambridge Housing Authority and a member of the Board of Advisors at Community Servings. She also currently serves as a member of The Philanthropy Connection and on the Gift Planning Council for the Boston Public Library Fund. Collins earned her BA in History from the College of the Holy Cross.
About Fiduciary Trust Company
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, a donor-advised fund program, 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 rate for over a decade.
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