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Patricia Mary Schneider
Gestionnaire de Portefeuille-Actions chez
Fiduciary Trust Co.
Profil
Ms. Patricia M.
Schneider, CFA, is a Vice President & Investment Officer at Fiduciary Trust Co. She has over more than twenty years of experience helping clients manage and structure their investment portfolios to meet their financial and broader long-term goals such as income preservation, lifestyle, family governance, charitable interests, and wealth transition.
Her clients include individuals, families and charitable organizations.
She also has a strong interest in the area of Sustainable and Responsible Investing.
Prior to Fiduciary, Ms. Schneider was a Senior Portfolio Manager at Middleton & Company where she worked with multi-generational families, individuals, foundations and endowments.
Previously, she was a Senior Portfolio Manager for BNY Mellon Wealth Management.
She received her BS in Accounting and Organizational Behavior degree from Wallace E Carroll School of Management.
Postes actifs de Patricia Mary Schneider
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies. | Gestionnaire de Portefeuille-Actions | 01/04/2019 |
Anciens postes connus de Patricia Mary Schneider
| Sociétés | Poste | Fin |
|---|---|---|
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Membre du Comité d'Investissement | 02/05/2019 |
Formation de Patricia Mary Schneider
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies. | Finance |
Wallace E Carroll School of Management
 Wallace E Carroll School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
