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, she 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 Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | 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., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Membre du Comité d'Investissement | 02/05/2019 |
Formation de Patricia Mary Schneider
| Wallace E Carroll School of Management | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |