Richard D. Olney, CTFA

Vice President & Investment Officer

Professional Memberships

Certified Trust Financial Advisor

Education

Boston University, MBA
Denison, BA in History with a Political Science minor

Designations

Certified Trust and Fiduciary Advisor

Focus Areas

Rick works with multi-generation families to help them manage their assets, plan for life events, and meet their goals and needs. He enjoys the long-term relationships he forms with clients and the positive impacts he makes in their lives.

Experience

Rick has over two decades of financial services experience. Before joining Fiduciary Trust, he was trust officer at U.S. Trust, where he advised individuals and families. Previously, he worked at BNY Mellon Bank as a relationship officer with charitable organizations.

Community Involvement

Trinitarian Congregational Church – Member of Diaconate Committee
Gore Place – Board of Governors

Personal

Rick and his wife live in Concord, MA with their three daughters. As a family, they enjoy skiing and vacationing in Maine. He also spends time playing golf, sailing and fly-fishing.

Professional Memberships

Certified Trust Financial Advisor

Education

Boston University, MBA
Denison, BA in History with a Political Science minor

Designations

Certified Trust and Fiduciary Advisor

Talk to a Fiduciary Trust Advisor