Bringing you live news and features since 2006 

Fiduciary Trust expands estate planning team

RELATED TOPICS​

Fiduciary Trust Company, an advisor and investment management firm for high-net-worth individuals and non-profits, has expanded its estate planning team with the addition of attorney Patricia Schatzlein Smock as Vice President and Trust Counsel.

Smock joins Fiduciary Trust from Cambridge Associates where she advised investment teams on tax matters including gift, estate, partnership, and income tax. Prior to Cambridge Associates, Tricia operated her own estate planning practice. She began her career as an associate attorney with Ropes & Gray’s Private Client Group. At Fiduciary Trust, Smock will counsel clients in the areas of tax, trust, and estate planning.
 
“We are delighted to have Tricia join Fiduciary Trust. Her experience and insight across a range of tax-related matters, including gift, estate, limited partnership and income tax, will complement and expand our legal group,” says Stacy K Mullaney, Chief Fiduciary Officer of Fiduciary Trust. “She will be an important member of our professional team, which provides personal service and holistic advice to our clients.”
 
Smock earned a BA in Economics and Philosophy from Northwestern University and graduated magna cum laude with a JD degree from the Duke University School of Law.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by