
Walter Abbott
Vice President - Investment Officer at Fiduciary Trust Co.
About
Walter Abbott is the Vice President and Investment Officer at Fiduciary Trust Company of New England, based in Merrimack, NH. In this role, he focuses on providing investment management, wealth planning, sustainable investing, and trust services primarily for high-net-worth families and individuals. Abbott works closely with clients to design tailored asset allocation strategies and meet complex financial goals, particularly leveraging New Hampshire's trust and estate planning advantages.
Abbott brings more than 18 years of experience in investment management and relationship management, including previous positions as Senior Director at a boutique investment firm in Boston and as a Senior Relationship Manager in Fidelity Investments' Private Client Group. His career has centered on serving both retail and institutional clients, with a special emphasis on high-net-worth clients, family offices, and multigenerational wealth planning.
He holds a BS in Financial Management from Quinnipiac University. Abbott is actively involved in his professional community as a board member of the New Hampshire Estate Planning Council and Opportunity Networks. Notably, he is a United States Navy veteran, with national commendations for his service, and is recognized for fostering long-term client relationships that contribute to clients' success and philanthropic objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Trust of New England | Vice President - Investment Officer | Sep 2015 to Present | Fiduciary Trust provides comprehensive investment management, corporate trustee and estate settlement services, and financial, estate and tax planning for families, trusts, foundations and endowments. |
| Boutique Investment Firm | Senior Director | May 2010 to Aug 2015 | Responsible for all aspects in the investment process from overall asset allocation down to the individual investments due dilligence. |
| Fidelity Investments | Senior Relationship Manager | Jan 2000 to Jan 2009 | Senior Relationship Manager with more than 15 years experience of outstanding financial service working with high net worth clients. For 8 years worked exclusively with Peter Lynch, The Lynch Foundati... |
| Fidelity Investments | Premium Services Team Leader | Jan 1999 to Jan 2000 | — |
| Fidelity Investments | Premium Services Representative | Jan 1998 to Jan 1999 | — |
| Fidelity Investments | Financial Services Representative | Jan 1997 to Jan 1998 | — |
| United States Navy | Electronics Service Technician | Jan 1990 to Jan 1996 | — |
Education
Quinnipiac University
BS, Financial Management
1985 — 1989
Norwell High School
1981 — 1985
Skills & Expertise
Others at Fiduciary Trust Co. (10)
| Name | Role | Location |
|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States |
| Investment Officer - Vice President | 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 | |
N Neal Hegge | Investment Officer | Boston, MA , United States |
| Vice President and Investment Officer | Boston, MA , United States |