BOSTON – September 16, 2024 – 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.
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 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.