Inactive

Matthew Adam Katz

Fiduciary Trust International, LLC

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Current Employers

Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2014-03-04

MA RA
APPROVED

Since 2014-03-04

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Athena Capital Advisors	Lincoln	MA	01/2014	02/2017
Athena Capital Advisors	Lincoln	MA	02/2017	02/2019
Athena Capital Advisors	Lincoln	MA	02/2019	06/2020
Fiduciary Trust International, Llc	Lincoln	MA	06/2020	Present

01/2014 → 02/2017

Athena Capital Advisors

Lincoln, MA
02/2017 → 02/2019

Athena Capital Advisors

Lincoln, MA
02/2019 → 06/2020

Athena Capital Advisors

Lincoln, MA
06/2020 → Present

Fiduciary Trust International, Llc

Lincoln, MA

Designations

View on SEC IAPD

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