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Walter Abbott

Walter Abbott

Vice President - Investment Officer at Fiduciary Trust Co.

Merrimack, NH , United States

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

OrganizationRoleDate RangeDetails
Fiduciary Trust of New EnglandVice President - Investment OfficerSep 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 FirmSenior DirectorMay 2010 to Aug 2015
Responsible for all aspects in the investment process from overall asset allocation down to the individual investments due dilligence.
Fidelity InvestmentsSenior Relationship ManagerJan 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 InvestmentsPremium Services Team LeaderJan 1999 to Jan 2000
Fidelity InvestmentsPremium Services RepresentativeJan 1998 to Jan 1999
Fidelity InvestmentsFinancial Services RepresentativeJan 1997 to Jan 1998
United States NavyElectronics Service TechnicianJan 1990 to Jan 1996

Education

Quinnipiac University

BS, Financial Management

1985 1989

Norwell High School

1981 1985

Skills & Expertise

Alternative Investments
Estate Planning
Series 63
Financial Advisory
Leadership
Consultative Selling
Cash Management
Customer Relations
Fixed Income
Retirement Planning
Financial Planning
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Investments
Bloomberg
Finance
Process Improvement
Investment Advisory
Asset Allocation
Fund of Funds
Asset Managment
Financial Services
Equities
Wealth Management
Mutual Funds
Compliance
Equity Research
Strategic Financial Planning
Operations Management
Investment Strategies
Risk Management
Asset Management
New Business Development
Financial Analysis
Wealth
Private Equity
Management
Investment Banking
Due Diligence
ETFs
Trading
Financial Management
Retirement
Series 7
Securities
Hedge Funds
Investment Management
Financial Markets

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
N
Neal Hegge
Investment OfficerBoston, MA , United States
Thomas Nonnweiler
Thomas Nonnweiler
Vice President and Investment OfficerBoston, MA , United States