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Matthew Adam Katz

Fiduciary Trust International, LLC

Lincoln, MA

CRD 5069216

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Employer firm

Fiduciary Trust International, LLC CRD 124062

$7.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Trust International, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
  • Chartered Financial Analyst

View on SEC IAPD

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PEAR TREE ADVISORS, INC. · LINCOLN, MA
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