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Todd Stoller — Regional Managing Director, Florida · Fiduciary Trust · Palm Beach, Florida, United States.
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About
Wealth management executive with expertise in the areas of portfolio management, private wealth management, institutional asset management, relationship management, business development, financial planning, financial analysis, estate planning, philanthropy, endowments and foundations, taxation, legacy planning and family governance.
Extensive experience managing equities, bonds, hedge funds, private equity, alternative investments, currencies, commodities, derivatives, and real estate.
Specialties: Portfolio Management, Institutional Asset Management, Sales, Marketing, and Business Development, Hedge Funds, Private Equity, Private Wealth Management, Ultra-High Net Worth, Family Office Management, Portfolio Relationship Management, Corporate Finance, Accounting and Analysis, and Taxation.
Experience
Managing Director, Regional Managing Director and Senior Portfolio Manager
Fiduciary Trust International · Palm Beach, Florida, United States
Jun 2020 – Present
I am the region head for the Palm Beach market and a Senior Portfolio Manager at Fiduciary Trust International, a global wealth management firm headquartered in New York, NY. We have been serving individuals, families, endowments and foundations since 1931. With over $103 billion in assets under management and administration as of December 31, 2024 the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. We are a New York-based firm with subsidiary office locations in West Palm Beach, FL, Boca Raton, FL, Coral Gables, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.
Education
Skills
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