Fiduciary Trust Company (“Fiduciary”) a Boston-based private wealth management firm, is pleased to announce that Jacqui Smith has joined the firm as Vice President and Investment Officer. Smith will report to Sid Queler, Head of Wealth Management.
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Jacqui Smith, VP and Investment Officer at Fiduciary Trust Company
Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.
“Jacqui brings a thoughtful and well-rounded perspective to advising clients,” said Queler. “Her depth of experience in portfolio management as well as special expertise in values-based investing further strengthens our team and enhances our services to clients.”
Prior to joining Fiduciary, Smith was a Portfolio Manager and Sustainability Strategist at Reynders, McVeigh Capital Management where she advised clients, helped guide the firm’s sustainability strategy, and participated in shareholder engagement efforts. More broadly, her experience spans finance, sustainability and energy roles in financial services. She began her career in the energy industry, which sparked her interest in sustainable investing.
Smith is actively involved in professional and community organizations supporting sustainable investing and education. She serves on the Steering Committee of the Intentional Endowments Network and has held leadership roles with Women Investing for a Sustainable Economy (WISE) and Invest for Better. She has earned the Chartered SRI Counselor designation as well as a BA from the University of Massachusetts Amherst and an MBA from Bentley University.
The hiring of Smith reflects the continued investments Fiduciary is making in its capabilities and talent with the support of its new capital partner, GTCR—investments designed to benefit clients by enhancing capabilities and service offerings, technology and operational platforms and overall client experience.
About Fiduciary Trust Company
Fiduciary Trust Company is a private 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.
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% average annual client retention rate.
For additional information about Fiduciary’s services, please visit www.fiduciary-trust.com, or contact Sidney Queler at (617) 741-9343 or queler@fiduciary-trust.com.
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