Profile
Ms. Carol Valenti is Office Manager at Trust & Fiduciary Management Services, Inc. since 2011.
Ms. Valenti re- joined TFMS following nearly a decade of industry experience at Family Capital Trust Co. in Boston.
Prior to her work there, she served as an Operations and Client Ser vices Associate at TFMS from 1999 until 2001.
Former positions of Carol Valenti
| Companies | Position | End |
|---|---|---|
Family Capital Trust Co. (Investment Management)
 Family Capital Trust Co. (Investment Management) Investment ManagersFinance Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations. | Corporate Officer/Principal | 2010-12-30 |
Trust & Fiduciary Management Services, Inc.
 Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Corporate Officer/Principal | 2000-12-12 |
Trust & Fiduciary Management Services, Inc.
Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Trust & Fiduciary Management Services, Inc.
Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Finance |
Family Capital Trust Co. (Investment Management)
Family Capital Trust Co. (Investment Management) Investment ManagersFinance Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations. | Finance |
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