BOSTON--(BUSINESS WIRE)--Fiduciary Trust, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the expansion of its client service team with the hiring of Colleen M. Bartling as Vice President and Investment Officer.
Colleen joins Fiduciary Trust from BNY Mellon, where she was a Vice President and Senior Wealth Manager. Previously, she worked at Northern Trust Company analyzing portfolio performance and asset allocation.
“Colleen brings more than 18 years of experience working with multi-generational families, business owners, and high-net-worth individuals,” said John P. Morey, Head of Client Service and Business Development at Fiduciary Trust. “Her deep knowledge and personal approach enhances our team of experts who provide clients with customized wealth planning and investment management services.”
Colleen is actively involved in the Norfolk & Plymouth (Mass.) Estate and Business Planning Council. She is also a dedicated member of her community and volunteers for a collection of nonprofit organizations including the Boys & Girls Clubs of Boston, Citizen Schools, Girls on the Run as an associate board member, Girl Scouts of Eastern Massachusetts, Health Care Without Walls, and Thompson Island Outward Bound.
She earned her bachelor’s degree and MBA from Northeastern University.
About Fiduciary Trust Company
Fiduciary Trust is a privately-owned wealth management firm focused on 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, and family office, tax and custody services.
Fiduciary Trust has been named “Best Wealth Manager” by Massachusetts Lawyers Weekly readers and “Best Independent Trust Company” by Family Wealth Report.
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 a 98% annual client retention rate for over a decade.