Schneider Joins Fiduciary Trust as VP and Investment Officer

  • People Moves
  • 07.05.2019 12:39 pm

Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, continues to expand its client service team with the hiring of Patricia M. Schneider, CFA, as Vice President and Investment Officer.

Patricia joins Fiduciary Trust from Middleton & Company in Boston, where she was a Senior Portfolio Manager. Previously, she was a Senior Portfolio Manager for BNY Mellon Wealth Management, also in Boston.

“We are delighted to have Patricia join our team of experienced professionals,” said John P. Morey, Head of Client Service and Business Development. “Her more than 20 years of experience helping clients customize their investments and address their broader needs fits well with Fiduciary Trust’s offering of personalized wealth planning and investment advice.”

Patricia is a CFA® charterholder and is as a member of the CFA Society Boston, CFA Institute, the Boston Economic Club and the Boston Committee on Foreign Relations. She earned her B.S. in Accounting and Organizational Behavior from Boston College.

 

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