Family Fiduciary Services, Inc.

Cameron O'Neill is a financial advisor at Family Fiduciary Services, Inc. with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Citigroup and Fidelity Investments. Family Fiduciary Services, Inc. provides discretionary investment management to individuals, corporations, trusts, and foundations, managing approximately $205 million across around 80 client relationships. The firm uses a committee-driven investment process with model allocations tailored to client risk profiles and offers additional services such as trustee duties and family-style bill-paying and tax organization.

David Grey is a Series 65-licensed financial advisor with over 21 years of industry experience. He has served as president of Family Fiduciary Services, Inc. since 2007 and is also involved with Grey Investments, where he has been active since 2003. Grey manages the day-to-day operations of Family Fiduciary Services, including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management and trustee services to individuals, corporations, trusts, and foundations. The firm employs a committee-driven investment process using model portfolios tailored by client risk profiles and offers additional operational support such as bill-paying and tax organization.

Stephen Wilchins is a financial advisor with Family Fiduciary Services, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Wilchins is also a partner and director at Seegel, Lipshutz & Wilchins, LLP, a law firm specializing in complex corporate and estate planning matters. Family Fiduciary Services, Inc. provides discretionary investment management to individuals, corporations, trusts, and foundations, managing approximately $205 million across about 80 client relationships. The firm uses a committee-driven investment process with model portfolios tailored by client risk profiles and offers trustee services along with operational support such as bill-paying and tax organization.

Matthew Soucy is a financial advisor at Family Fiduciary Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and several insurance and financial services firms. Outside of finance, he has experience in the hospitality industry, having worked at Daniellas Ristorante. Family Fiduciary Services, Inc. provides discretionary investment management to individuals, corporations, trusts, and foundations, managing approximately $205 million across around 80 client relationships. The firm uses a committee-driven investment process with model allocations based on client profiles and risk scores, offering additional trustee and operational support services.

Beatrice Tiberii is a financial advisor with Family Fiduciary Services, Inc. She holds a Series 65 designation and has been involved in the wine retail business through Cellar Door Wine and Beer LLC since 2015. Family Fiduciary Services, Inc. provides discretionary investment management to individuals, corporations, trusts, and foundations, managing approximately $205 million across about 80 client relationships. The firm uses a committee-driven investment process with model portfolios and offers trustee services along with family-style bill-paying and record organization.

Lawrence Miller is a Series 65-licensed advisor at Family Fiduciary Services, Inc. in Newton, MA, with 16 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services provides discretionary investment management to individuals, corporations, trusts, and foundations, managing approximately $205 million across about 80 client relationships. The firm uses a committee-driven investment process with model allocations based on client risk profiles and offers additional trustee and operational support services.