FIDUCIARY TRUST - Key Persons
Job Titles:
- Chief Financial Officer
- Head of Finance
As Head of Finance, Adam is responsible for the oversight and direction of the corporate finance function of the company. This role includes enhancing the firm's corporate finance capabilities with an emphasis on financial reporting, internal procedures and policies, financial forecasting, and strategic planning.
Job Titles:
- Vice President & Trust Counsel
Job Titles:
- Member of the Board
- Chairman of Banking at Barclays Investment Bank
Anne K. Trinque - Chief Legal Officer, Secretary
Job Titles:
- Corporate Secretary
- General Counsel
Anne Trinque is General Counsel of Fiduciary Trust Company. In this role, she oversees the Company's legal, regulatory, risk management and corporate governance activities. She also handles strategic corporate projects for the firm. She serves on the Company's Trust Committee, is a Director of Fiduciary Trust of New England, our New Hampshire affiliate, and serves as the Company's corporate secretary.
Experience
Anne joined Fiduciary Trust as General Counsel in 2015. Prior to joining Fiduciary, she was Legal Counsel at Grantham, Mayo, Van Otterloo & Co. LLC, an institutional asset management firm located in Boston. At GMO, she was responsible for a variety of legal areas, including global corporate governance, investment advisory regulation, emerging market investment, real estate, intellectual property and human resources. Anne began her legal career at Goodwin Procter in its Financial Services Group where she advised financial institutions and investment advisors on investment and bank regulatory, corporate governance and transactional matters.
Job Titles:
- Chairman
- Member of the Board
Job Titles:
- Chief Executive Officer
- President
- Our President & CEO
Austin is the eighth President & CEO of Fiduciary Trust. He is responsible for the strategic direction and operations of the Company. Most importantly, he is accountable for maintaining and enhancing Fiduciary's distinctiveness and ensuring its values-based culture. Active among both colleagues and clients, he works to achieve the Company's commitment to clients, professionals and its private shareholders. Austin is the chairman of the company's New Hampshire affiliate, Fiduciary Trust Company of New England, and the firm's holding company, Fiduciary Company Incorporated.
Austin V. Shapard joined Fiduciary Trust in 2014. Prior to joining Fiduciary, he held several senior leadership positions at Rockefeller & Co., the global wealth management firm, including President & COO and Vice Chairman & Managing Director. Before Rockefeller & Co., Mr. Shapard was an Associate Principal at McKinsey & Co. within its financial institutions group.
Our President & CEO, Austin V. Shapard, publishes an annual letter to shareholders summarizing the past year's achievements as well as highlighting priorities for the coming year and beyond. For those seeking to learn more about Fiduciary Trust, these notes provide additional insight into the accomplishments and strategy of the firm.
Benjamin Taylor is a former publisher of The Boston Globe where he worked for 28 years as a reporter, editor and in various executive capacities. After leaving the Globe in 1999, Mr. Taylor has served on several non-profit boards for organizations developing new ways to produce and deliver high quality journalism. He chairs the board of the Emerald Necklace Conservancy, a group that supports Frederick Law Olmsted's historic park system in Boston. He also tutors students in writing at the Jeremiah E. Burke high school in Boston and is on the Board of Discovering Justice, a civic education non-profit program that works with K-12 school children.
Job Titles:
- Association - Treasurer, Executive Committee
Brent Henry is a member of the law firm of Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P.C. He joined Mintz Levin after retiring from Partners HealthCare, where he served for 15 years as Vice President and General Counsel. Prior to Partners, Mr. Henry served as Vice President and General Counsel of MedStar Health, a healthcare organization serving the Baltimore-Washington area. Mr. Henry is Vice Chair of the Princeton University Board of Trustees, a Trustee of the Boston Symphony Orchestra and a past President of the American Health Lawyers Association.
Job Titles:
- American Ancestors President and CEO
Job Titles:
- CEPA Vice President & Investment Officer
Chris works with families, business owners and nonprofit institutions to help them achieve their personal, financial and charitable goals. He is a memb...Read More
Ellen Zane is the former President and CEO of Tufts Medical Center and the Floating Hospital for Children, where she was the first woman to run the organization. Ms. Zane is currently a Director at Boston Scientific Corp, Brooks Automation, Parexel International, and serves as Vice Chairman and Trustee of George Washington University. Ellen has received numerous awards and distinguished honors, including The Lifetime Achievement Award from Tufts Medical Center & Floating Hospital for Children, The Heroes in Health Care Award from the Visiting Nurse Association of Boston & Affiliates, and The Lifetime Achievement Award from the American College of Healthcare Executives of Massachusetts. Boston magazine has also named Ms. Zane one of Boston's Top 100 Most Powerful Women.
Job Titles:
- Member of the Board
- President
- President of Grace Fey Advisors
Grace Fey, CFA, is President of Grace Fey Advisors. For 20 years, Ms. Fey was a partner at Frontier Capital Management Co., LLC, serving as Executive Vice President and Director of the investment management firm located in Boston, Massachusetts. Ms. Fey currently serves as a Trustee of the John Hancock Financial Services Funds and of the Mabel Louise Riley Foundation. Ms. Fey is also on the Board of Directors of WGBH and the Boston Foundation, where she chairs both organizations' Investment Committees. Ms. Fey is the recipient of the David Knapp award for Trusteeship from the New England Board of Higher Education and the Big Sister Association of Boston Leadership Award. She is a member of the Massachusetts Women's Forum and the Boston Club.
Job Titles:
- Endowment Committee Member
Personal
Outside of work, Todd is passionate about education and youth development, volunteering to support youth in under resourced communities and Boy Scouts in his local community. He also enjoys the outdoors, spending time in New Hampshire mountain biking, skiing and sailing. He and his wife reside in Lexington, MA and they have two young adult sons.
Education
Harvard Business School, MBA
Dartmouth College, AB in Economics, Phi Beta Kappa
Hans F. Olsen - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Our CIO
As Chief Investment Officer, Hans is responsible for the strategic direction of Fiduciary Trust's multi-asset class investment philosophy, which includes: investment strategy, strategic and tactical asset allocation, portfolio construction, and manager due diligence and selection in both public and private markets. His goal is to ensure the firm's clients have access to a compelling global opportunity set. He is also responsible for the creation and communication of thought leadership on topics of relevance to clients.
Before arriving at Fiduciary Trust, Hans was Global Head of Investment Strategy and Asset Allocation for the wealth management unit of Stifel Nicolaus and Chief Investment Officer of its Delaware Trust Company. He also served in these roles at Barclays, before Stifel's acquisition of Barclays' U.S. wealth management business in 2015. At Barclays, he was responsible for the firm's investment strategies, portfolio construction, and behavioral and quantitative finance teams embedded across Europe, Asia, the Middle East, and the U.S. Previously, Hans served as Chief Investment Officer for J.P. Morgan's Private Wealth Management business in the U.S., and as Chief Investment Officer of Bingham Legg Advisers in Boston.
Our CIO, Hans Olsen, CFA, comments on the banking crisis, inflation, the likelihood of a recession, and the potential future direction of financial markets.
CIO Hans Olsen discusses how a rising rate environment upended easy money also offers our outlook on inflation, interest rates, and debt and equity markets.
Chief Investment Officer Hans F. Olsen, CFA shares our latest views on the economy and markets in our quarterly market outlook podcasts.
Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets, the likelihood of another material near-term stock market drop, and our views on the pace of economic recovery.
Fiduciary Trust Chief Investment Officer Hans Olsen, CFA discusses the current state of the coronavirus epidemic, the potential impact on the markets for the remainder of the year, and the implications for investment portfolios.
Job Titles:
- Director of Wealth Planning
Job Titles:
- Vice President & Trust Counsel
Hans and his wife, Caroline, have a special place in their hearts for coastal Maine, where Hans raised his family and where he is deeply involved in advocating for the rights of people with disabilities. When time allows, Hans can be found fishing for Atlantic Salmon, chasing a white ball around verdant pastures, or engrossed in books of financial and economic history.
Job Titles:
- Member of the Board
- Principal in the Boston Law Firm of Lourie
Leslie Crane Slavin, a Principal in the Boston law firm of Lourie and Cutler, PC, is a recognized expert in employee benefit law as well as estate planning and estate and trust administration. She has been listed repeatedly in both Massachusetts Super Lawyers and in Best Lawyers in America. She is a graduate of Radcliffe College and Harvard Law School and has been Treasurer of the Harvard/Radcliffe chapter of Phi Beta Kappa for many years.
Job Titles:
- President and CEO of Our New Hampshire
- President, Fiduciary Trust of New England
Mike is the President and CEO of our New Hampshire affiliate, Fiduciary Trust of New England, where he also serves as a director of the Company and member of the Trust and Investment Committee. Mike is responsible for the management and oversight of our New Hampshire business and for allocating appropriate Fiduciary resources to meet each client's unique needs. Mike has more than three decades of investment management, wealth planning and trust administration experience, and enjoys working with families and partnering with outside advisors to develop creative solutions to meet a variety complex investment, trust and planning needs.
Job Titles:
- Investment Officer
- Vice President
Job Titles:
- Member of the Board
- Partner at the Boston Law Firm
- President of Tedesco Country Club
Rick Breed is a Partner at the Boston law firm of Tarlow, Breed, Hart & Rodgers. Mr. Breed is the President of Tedesco Country Club, Vice Chair of the Board at Judge Baker Children's Center and serves on the Estate Planning Curriculum Committee of Massachusetts Continuing Legal Education. He has been named Massachusetts Super Lawyer by Boston magazine and U.S. News' Best Lawyer for Trusts & Estates, and has been included in several editions of Best Lawyers in America.
Fiduciary Trust Company's Chief Operating Officer Rob Jeffers discusses key steps to protect your identity and personal information.
Job Titles:
- Head of Wealth Management
As Head of Wealth Management, Sid is responsible for the strategic direction, oversight, and enhancement of Fiduciary's distinctive client service. In this role, he manages Fiduciary's industry-leading client professionals who bring the best that the company has to offer to each client relationship in a personalized manner. He is also responsible for the company's new business development activities and for raising the awareness of Fiduciary's uniqueness in the marketplace. Sid serves on Fiduciary's Senior Management and Investment Committees and is a director of its New Hampshire affiliate.
Suma oversees Fiduciary Services for Fiduciary Trust Company and our New Hampshire affiliate, Fiduciary Trust of New England. She also leads the firm's trust and estates legal department, which received the 2021 Best Estate Planning Advisory Services Award from Private Asset Management. She enjoys using her and the broader firm's extensive trust and estates expertise to effectively protect and serve clients' interests today as well as across generations.
Prior to joining Fiduciary, Suma was a Director in the Private Client and Trust practice group of Goulston & Storrs PC, where she began her legal career, and served as a member of its Executive Committee. During her sixteen years at G&S, she focused on providing sophisticated estate and tax planning advice to high-net-worth individuals and families, including counseling clients on charitable giving and family and tax matters involving business and wealth succession planning. Suma also served as trustee of clients' trusts and as personal representative of their estates, in addition to advising outside trustees on best practices in managing their fiduciary obligations, and advocating on behalf of beneficiaries of trusts.
She has been named by Massachusetts Lawyers Weekly in 2021 as one of the "Top Women of Law," and Chambers High Net Worth has recognized her for the past five years. She is a frequent speaker and panelist for Massachusetts Continuing Legal Education, the Boston Bar Association and other organizations.
Job Titles:
- Chief Marketing Officer
- Chief Marketing Officer President, Fiduciary Trust Charitable
- Member of the Firm
Todd is a member of the firm's Senior Management Committee and responsible for FTC's strategy, marketing, and corporate development activities. He also serves as President of Fiduciary Trust Charitable, an independent nonprofit that sponsors donor-advised funds.
In addition to his roles at Fiduciary Trust, Todd serves on nonprofit and corporate boards. Before arriving at Fiduciary, Todd was a Senior Vice President at Bank of America. There he served as Chief Operating Officer of wealth management and global banking marketing, which included Merrill Lynch and U.S. Trust, and led marketing for the institutional retirement and investments businesses. Prior to Bank of America, Todd was a Senior Vice President in product management at Fidelity Investments' Workplace Investing division. He began his career at the global strategy consulting firm Monitor Group (now Monitor Deloitte), where he was a Partner and leader in the financial services practice.