Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and non-profits, has expanded its leadership team with the addition of John P Morey, in the newly-created position of Vice President, Head of Client Service and Business Development.
Morey will report to President & CEO Austin V. Shapard, and will be a member of the firm’s senior management team.
Morey joins Fiduciary Trust from GMO, an institutional asset management firm, where he was a Partner and served as Head of Client Relations, North America, for the past 15 years. Prior to GMO, Morey was a Senior Manager at Putnam, and previously spent a decade as a Managing Director at BankBoston in its Private Client and Business Banking groups.
“This new position represents our continued investment in exceptional, personal client service,” says Shapard. “John’s expertise will benefit our officers and their service to clients. He will also assist our growth with families seeking investment and estate advice from a firm aligned with their best interests.”
“I am thrilled to be joining such a dedicated team of investment and wealth management professionals who are committed to providing the highest level of client service,” says Morey.
Morey earned his undergraduate degree in economics from Saint Anselm College and a graduate certificate in Organizational Leadership from Boston College. He is currently a trustee of Thayer Academy and a board member of Save Our Sports Foundation.