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Fiduciary Trust Company expands investment team


Fiduciary Trust Company, a wealth advisor and investment management firm for high net worth families, individuals and charitable organisations, has appointed S Joel Mittelman (pictured) as a Vice President and Investment Officer.

Mittelman joins Fiduciary Trust from The Boston Company Asset Management, where he was an institutional portfolio manager for eight years and also served as a member of the asset allocation committee and editorial board. 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,” says 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,” says Mittelman. “I’m excited to join such a talented team and look forward to helping build upon the firm’s 130 year legacy.”
Mittelman holds a BS in Business Administration from the University of New Hampshire and an MBA with honours from Carnegie Mellon University. He is a member of the Boston Security Analyst Society and CFA institute.

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