McAuliffe Joins Fiduciary Trust as VP and Client Development Officer
September 17 2024 - 6:00AM
Business Wire
Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered
financial services firm, is pleased to announce the hiring of Kevin
McAuliffe as a Vice President and Client Development Officer.
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Kevin McAuliffe, Vice President and
Client Development Officer at Fiduciary Trust Company (Photo:
Business Wire)
McAuliffe brings over 15 years of experience in client
development to the Fiduciary team, where he will focus on meeting
unique client needs and enhancing business development efforts. He
will report to Sidney Queler, Head of Wealth Management.
“Kevin’s deep knowledge and expertise in satisfying complex
client needs will enhance our team and help our clients meet their
long-term goals and objectives,” said Sidney Queler, Head of Wealth
Management. “We are pleased to welcome Kevin to the Fiduciary
team.”
McAuliffe joins Fiduciary from Bernstein Private Wealth where he
served as a Private Wealth Advisor. He previously worked as a
Managing Regional Director for Natixis Investment Management, and
holds a B.A. in finance from Providence College. He has also served
as a volunteer for St. Francis House and Team IMPACT, inc. for many
years.
“I am excited to work with a talented, dedicated, client-focused
group of professionals,” said McAuliffe. “I am proud to join the
team at Fiduciary and look forward to serving our clients and their
families.”
About Fiduciary Trust Company
Fiduciary Trust Company is a privately owned wealth management
firm that serves 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, a donor-advised fund program, 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 an average 98% annual client
retention rate for over a decade.
For additional information about Fiduciary’s services, please
visit www.fiduciary-trust.com, or contact Sidney Queler at
617-292-6799 or queler@fiduciary-trust.com.
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Emily Stoermer BackBay Communications 617-391-0801
Emily.stoermer@backbaycommunications.com