Focus Areas
Molly has over 25 years of investment and portfolio management experience with a particular expertise in fixed income. She enjoys working with individuals, families, and charitable organizations managing their investment portfolios and providing a variety of wealth management advice. Molly spearheaded, and continues to shepherd Fiduciary’s ESG efforts. Integrating environment, social, and governance factors into the portfolio management process enables clients to invest their wealth in a way that aligns with their values.
Experience
Prior to joining Fiduciary Trust in 2003, Molly was a Vice President and Portfolio Manager & Strategist at Standish Mellon Asset Management where she worked extensively with Standish’s University, Pension, Endowment, and Insurance clients. She also played an integral part in establishing Standish’s Insurance Asset Management Division.
Community Involvement
Cape Abilities – Chair of Board of Directors; Chair of Investment Committee
Association to Preserve Cape Cod (APCC) – Board of Directors, Executive Committee Member, Chair of Investment Committee
CFA Institute – Practice Analysis Working Body member
Social Innovation Forum – Supporter, Former member of the Community Outreach Committee
Needham Historical Society – Former Chair of Investment Committee
Personal
Molly enjoys spending her free time participating in her family’s activities, gardening, beekeeping, and volunteering at a variety of nonprofit organizations.
