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Colleen Bartling

Colleen Bartling

Investment Officer - Vice President at Fiduciary Trust Co.

Boston, MA , United States

About

Colleen Bartling is Vice President and Investment Officer at Fiduciary Trust Company in Boston, Massachusetts, where she leads portfolio management and investment strategy for high-net-worth individuals and institutional clients. In her role, she provides oversight on asset allocation, risk management, and the integration of tailored investment solutions to meet complex client objectives.

Ms. Bartling focuses primarily on multi-asset class portfolios, with particular expertise in equities, fixed income, and alternative investments. She is known for designing diversified strategies that incorporate both traditional and alternative asset classes, and for managing wealth preservation and growth in volatile markets.

Her career includes senior investment positions at BNY Mellon Wealth Management, where she served as Vice President and Senior Wealth Manager, and at Income Research & Management as a Senior Client Portfolio Associate. Colleen holds a Master of Business Administration from Northeastern University, and is recognized for her strong analytical skills and commitment to fiduciary excellence, contributing meaningfully to the investment management industry through her work with complex family and institutional portfolios.

Career History

OrganizationRoleDate RangeDetails
Fiduciary Trust CompanyInvestment Officer - Vice PresidentApr 2020 to Present
BNY Mellon Wealth ManagementSenior Wealth Manager, Vice PresidentJan 2013 to Apr 2020
Income Research & ManagementSenior Client Portfolio AssociateMay 2012 to Aug 2013
Northern TrustInvestment OfficerJun 2007 to May 2012

Education

Northeastern University

Master Of Business Administration

Skills & Expertise

Investment Strategies
Asset Management
Asset Allocation
Investment Management
Wealth Management
Fixed Income
Financial Services
Mutual Funds
Portfolio Management
Relationship Management
Finance
Alternative Investments
Hedge Funds
Trading
Investments
Equities
Securities
Retirement Planning
Financial Planning
Bloomberg
High Net Worth Individuals
Microsoft Excel
Thomson Reuters Eikon
Axioma

Others at Fiduciary Trust Co. (10)

NameRoleLocation
A
Anthony Hong
Research AnalystBoston, MA , United States
D
Derek Johnston
Vice President - Investment OfficerBoston, MA , United States
Devon Pearson
Devon Pearson
Investment Research AnalystBoston, MA , United States
E
Emily Griset
Vice President and Investment OfficerBoston, MA , United States
Justin Kelly
Justin Kelly
Lead Trader, Portfolio Solutions AnalystBoston, MA , United States
Mike Stephens
Mike Stephens
Vice President and Investment OfficerBoston, MA , United States
Shannon Sullivan
Shannon Sullivan
Vice President - Investment OfficerBoston, MA , United States
Walter Abbott
Walter Abbott
Vice President - Investment OfficerMerrimack, NH , United States
N
Neal Hegge
Investment OfficerBoston, MA , United States
Thomas Nonnweiler
Thomas Nonnweiler
Vice President and Investment OfficerBoston, MA , United States