Mike Stephens

Mike Stephens is Vice President and Investment Officer at Fiduciary Trust Company, based in Boston, MA. In this capacity, he leads wealth and investment management relationships for individuals, families, and institutional clients, providing guidance on investments, financial planning, and generational wealth strategies. His responsibilities include coordinating trust and estate planning, philanthropy, and sustainable investing solutions, working closely with both internal investment teams and external legal, tax, and insurance experts.

Stephens’ professional focus spans multi-asset portfolio management, sustainable investing, and comprehensive wealth planning for high-net-worth individuals and families. He also works closely with endowments and foundations, advising on asset allocation, risk management, and long-term capital preservation. His sector experience is broad, covering US and global equities, fixed income, alternative strategies, and personalized responsible investment mandates.

With over 15 years in wealth management, Stephens began his career co-founding a wealth management firm in New York before relocating to Boston, where he held senior positions at Eaton Vance, Boston Financial Management, and Emerson Investment Management. He holds an MBA from Cornell University and a BA in Psychology from Columbia University, and maintains numerous professional certifications, including CFP, CTFA, and CIMA, reflecting deep expertise in trust, financial planning, and private wealth advisory.