Colleen Bartling
Investment Officer - Vice President at Fiduciary Trust Co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Trust Company | Investment Officer - Vice President | Apr 2020 to Present | — |
| BNY Mellon Wealth Management | Senior Wealth Manager, Vice President | Jan 2013 to Apr 2020 | — |
| Income Research & Management | Senior Client Portfolio Associate | May 2012 to Aug 2013 | — |
| Northern Trust | Investment Officer | Jun 2007 to May 2012 | — |
Education
Northeastern University
Master Of Business Administration
Skills & Expertise
Others at Fiduciary Trust Co. (10)
| Name | Role | Location |
|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States |
D Derek Johnston | Vice President - Investment Officer | Boston, MA , United States |
| Investment Research Analyst | Boston, MA , United States | |
E Emily Griset | Vice President and Investment Officer | Boston, MA , United States |
| Lead Trader, Portfolio Solutions Analyst | Boston, MA , United States | |
| Vice President and Investment Officer | Boston, MA , United States | |
| Vice President - Investment Officer | Boston, MA , United States | |
| Vice President - Investment Officer | Merrimack, NH , United States | |
N Neal Hegge | Investment Officer | Boston, MA , United States |
| Vice President and Investment Officer | Boston, MA , United States |