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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. 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.
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