BOSTON--(BUSINESS WIRE)--Fiduciary Trust Company, a wealth advisor and investment management firm for high net worth families, individuals and charitable organizations, announced today 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.
“We are excited to have Joel join our team,” said Fiduciary's President and CEO, Austin V. Shapard. “He has a long track record of success and his expertise will benefit our clients. We are committed to providing clients with distinctive service and sophisticated investment advice through direct engagement with seasoned professionals like Joel.”
“The Fiduciary Trust name is synonymous with exceptional service, disciplined investing and an unwavering focus on clients’ best interests,” said Mr. Mittelman. “I’m excited to join such a talented team and look forward to helping build upon the firm’s 130 year legacy,” he said.
Mr. Mittelman holds a BS in Business Administration from the University of New Hampshire and an MBA with honors from Carnegie Mellon University. He is a member of the Boston Security Analyst Society and CFA institute.
About Fiduciary Trust Company
Fiduciary Trust specializes in investment management, estate and financial planning, and trust services for high net worth families and charitable organizations. The firm supervises $11 billion of assets for clients located throughout the U.S. and abroad. As an independent company with a 130 year history, Fiduciary Trust provides investors with stability and sophisticated investment advice uncompromised by the demands of Wall Street or a parent company. The company’s steadfast approach results in client relationships that last for decades and financial security that lasts for generations. For additional information, please visit www.fiduciary-trust.com, or contact Randy Kinard, Head of Client Development, at 617-574-3432.