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Neal Hegge

Investment Officer at Fiduciary Trust Co.

Boston, MA , United States

About

Neal Hegge is Vice President and Investment Officer at Fiduciary Trust Company in Boston, Massachusetts, where he oversees discretionary portfolio management and delivers tailored investment strategies for high-net-worth individuals, families, and institutions. His primary focus areas include public and private markets, with a particular emphasis on fixed income, high yield credit, and alternative investments, drawing on deep expertise from his prior roles in sales and portfolio advisory for hedge funds and institutional investors.

Prior to joining Fiduciary Trust Company in 2017, Neal spent over a decade at Credit Suisse, where he held progressive roles as Director of High Yield Sales and Vice President of Hedge Fund Sales, specializing in complex credit products and institutional client relationships. Throughout his career, he has developed significant expertise in identifying opportunities and managing risks across high yield, leveraged finance, and multi-asset portfolios.

Neal earned his AB in Economics from Harvard University and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. He is recognized for his contributions to portfolio construction and asset allocation in the private wealth and institutional advisory space, as well as his active engagement in professional and alumni communities.

Career History

OrganizationRoleDate RangeDetails
Fiduciary Trust CompanyInvestment OfficerMay 2017 to Present
Credit SuisseDirector, High Yield SalesJan 2010 to Jan 2016
● Senior salesperson covering the largest Leveraged Finance asset managers in Scandinavia, the Netherlands, Germany, in addition to UK and US. ● Raised an average of $9b annually in the Europea...
Credit SuisseVice President, Hedge Fund SalesJan 2005 to Jan 2010
Member of 4 person sales team covering Europe’s largest Hedge Funds, Banks, and CDO managers across the credit spectrum (credit derivatives, options, bonds, loans, ● Generated an average of $18mm an...
Merced Capital (formerly EBF & Associates)AnalystJan 2004 to Jan 2005
Trader on the European Convertible Bond team ● Evaluated and executed European trading strategies at $3 billion global hedge fund firm, working closely with two senior portfolio managers in the Volat...

Education

Harvard University

1999 2003

Fargo North High School

1996 1999

Skills & Expertise

Leveraged Finance
Alternative Investments
Private Equity
Financial Modeling
Capital Markets
Investment Banking
Relationship Building
Investments
Sales
Asset Management
Education
Credit
Capital
Fixed Income
Corporate Finance
Financial Analysis
High Yield Bonds
Strategy
Valuation
Hedge Funds

Others at Fiduciary Trust Co. (10)

NameRoleLocation
A
Anthony Hong
Research AnalystBoston, MA , United States
Colleen Bartling
Colleen Bartling
Investment Officer - Vice PresidentBoston, 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
Thomas Nonnweiler
Thomas Nonnweiler
Vice President and Investment OfficerBoston, MA , United States