Scott Sumner

Scott Sumner serves as Vice President at Fiduciary Trust Company, where he leverages his extensive background in financial services to enhance client relationships and streamline investment operations. With a strong focus on superior client service, Scott plays a pivotal role in delivering specialized custody services tailored to the unique needs of individuals, professional investors, corporations, institutions, and family offices. His expertise in fixed income investments, coupled with a deep understanding of portfolio accounting and trust accounting systems, positions him as a trusted advisor in the industry.

At Fiduciary Trust, Scott is actively involved in key projects that aim to optimize operational efficiency and improve the accuracy of recordkeeping and reporting. He utilizes advanced technologies such as Advent Portfolio Exchange and SEI Trust 3000 to ensure that clients receive timely and precise information regarding their investments. His proficiency in global custody and middle office functions enables him to effectively manage account reconciliation processes, ensuring that all transactions are accurately reflected in client portfolios.

Scott’s commitment to excellence is evident in his ability to navigate complex financial landscapes while maintaining a client-centric approach. By fostering strong relationships and employing industry-leading practices, he not only enhances the overall client experience but also contributes to the firm’s reputation as a leader in the financial services sector. As Fiduciary Trust continues to evolve, Scott remains dedicated to driving innovation and delivering exceptional value to clients through his comprehensive understanding of investment operations and client services.