Fidelis Capital names Herb Achey partner after career supervising $2 billion in client assets
TAMPA, Fla., July 22. Fidelis Capital has appointed equity strategist Herb Achey as partner, the Tampa-based firm disclosed. Achey supervised client assets exceeding $2 billion during his time at U.S. Trust and Bank of America Private Bank, and he brings more than 45 years of experience advising ultra-high-net-worth families and institutions.
Key takeaways
- Fidelis Capital, a Tampa, Florida-based firm, appointed equity strategist Herb Achey as partner.
- Achey supervised client assets exceeding $2 billion during his time at U.S. Trust and Bank of America Private Bank.
- Achey brings more than 45 years of experience advising ultra-high-net-worth families and institutions.
- The firm disclosed no financial terms tied to the appointment.
- The release provided no detail on Achey's specific investment strategies or the breakdown of assets he oversaw.
TAMPA, Fla., July 22. Fidelis Capital has appointed equity strategist Herb Achey as partner, the Tampa-based firm disclosed. Achey supervised client assets exceeding $2 billion during his time at U.S. Trust and Bank of America Private Bank, and he brings more than 45 years of experience advising ultra-high-net-worth families and institutions.
Achey's record at U.S. Trust and Bank of America Private Bank
Achey built his career at U.S. Trust, which later operated under the Bank of America Private Bank name. He advised multi-billion-dollar families and institutions, with supervised client assets reaching above $2 billion, according to the firm's announcement. His work centered on serving ultra-high-net-worth clients across more than four decades in the business.
The release gave no detail on specific investment strategies he employed or the breakdown of assets he oversaw.
Fidelis Capital's appointment
Fidelis Capital is headquartered in Tampa, Florida, according to the release. The firm disclosed no financial terms connected to the appointment. The announcement identified Achey by the title of equity strategist and confirmed his incoming role as partner.
No further information about Fidelis Capital's total assets under management, its existing partner roster, or the scope of Achey's responsibilities at the firm appeared in the release.