The latest moves in wealth management across North America.

Fiduciary Trust Company
Fiduciary Trust Company, an advisor and investment management firm for high net worth individuals, has appointed Patricia Schatzlein Smock as vice president and trust counsel of its estate planning team.

Smock joins Fiduciary Trust from Cambridge Associates, where she advised investment teams on tax matters including gift, estate, partnership, and income tax.

Prior to Cambridge Associates, Smock operated her own estate planning practice. She began her career as an associate attorney with Ropes & Gray’s Private Client Group.

At Fiduciary Trust, Smock will counsel clients in the areas of tax, trust, and estate planning.

Edelman Financial Services
Edelman Financial Services, US-based independent financial planning and investment management firm, has appointed Letha Steffey as chief marketing officer.

Steffey joins Edelman Financial Services with more than 20 years of experience at consumer brands like Hallmark, AMC Theatres and most recently ADT Security.

Ledyard National Bank
New Hampshire-based Ledyard National Bank, which has a wealth management operation, has appointed Teresa Rhodes Rosenberger to its board of directors.

Rhodes is the president of Devine Strategies, and the former President of FairPoint Communications in New Hampshire.

State Street
Financial services firm State Street Corporation has appointment of Sara Mathew and William Meaney to its board of directors.

Mathew most recently served as chairman and chief executive of Dun & Bradstreet, a company that provides commercial data, analytics and insights for businesses. Prior to this role she served as president and chief operating officer. Before Dun & Bradstreet, Mathew had an 18-year career at Procter & Gamble within finance, technology, investor relations and brand management. 

Meaney is the president and CEO of Iron Mountain Incorporated, a global provider of storage and information management services. Prior to Iron Mountain, Meaney served as CEO of The Zuellig Group, where he was responsible for a diverse portfolio of businesses that spanned a variety of heavily regulated and consumer-based industries including healthcare, agriculture, pharmaceuticals and materials handling.