Five Questions with Portfolio Manager Colleen Silver

05.13.2021 - Colleen Silver, Portfolio Manager

We recently sat down with Managing Director, Portfolio Manager, Colleen Silver, to learn more about her background. Colleen joined Fiduciary Trust International as part of the Futures Associate program in 2008.

Q. What do you find particularly interesting about building portfolios for clients?

Colleen: While there are so many aspects about my job that I find interesting and fulfilling, there are two facets that rise to the top. The first is understanding the range of roles wealth plays for each client. When I meet with a client for the first time, it is impossible to prejudge what the right investment solution will be. Each and every client—individuals and institutions—have personal relationships with and expectations for their wealth. That psychology plays deeply into what investments will be the best fit, both in meeting their goals and earning their long-term confidence.

Second is keeping pace with the breakneck speed of change in the composition of markets. Innovation and change are the only certainties in the investment world. I have managed portfolios through trends such as the growth of private markets, increased privacy regulations, and the quest for zero cost investments. Today’s trends include understanding the implications of blockchain technology, the impact of “special purpose acquisition companies” and opportunities in sustainable fintech. Filtering out the fleeting and taking advantage of the genuine is always interesting and challenging.

Q. What led to your career in investment management?

Colleen: I love math! When I took my first finance class in college, I had no knowledge about investing but the strong connection to math drew me in. I learned early in this class, and it has been reinforced throughout my career and continuing education in the space, that math is the foundation of investment analysis.

But it is not the whole picture. I am also fascinated by the fact that absolutely everything is interconnected in the investment industry. Push one button here and another pops up elsewhere in the world. The opportunity to couple my passion for math with a profession that plays an essential role in our society has been key for me to choose to build my career in the industry.

Q. As a senior member of the firm’s sustainable investing team, what do you enjoy most about this segment of the industry?

Colleen: The scope of the structural issues many sustainable investments seek to improve can be very wide. It is a commonly held belief among sustainable investors that real systems change is needed to succeed, necessitating collaboration with policy makers, public advocates, philanthropists, company managements, and industry colleagues.

It is refreshing and encouraging to work alongside such ready collaboration, and I believe it results in more creative and successful investment and social outcomes than if we all went it alone.

Q. What are you most proud of during your career?

Colleen: I have had a number of opportunities to serve as an educator on investments, including presenting to children, young adults, early professionals, and women’s groups. This is by far my favorite role to play, and I love contributing to building confidence in others to participate in investing. What can feel like an exclusive industry is and should be accessible to everyone. We all play a role in shaping what the investment world looks like, and we should all feel empowered to participate.

I am also proud of the relationships I have built with my colleagues during my career at Fiduciary Trust. We all work hard but also take the time to get to know one another and support each other personally. With so much of our time spent at work, I am particularly proud to have participated in this part of our culture.

Q. What advice would you give to a young professional who is entering the investment management profession?

Colleen: Know that you serve a purpose in whatever meeting/Zoom call you’re in. The conversation that happens will be different because you are there, and anyone can contribute good ideas at any stage in their career.

The information provided is intended solely to provide general information. The information and opinions stated may change without notice. The information and opinions do not represent a complete analysis of every material fact regarding any market, industry, sector or security. Statements of fact have been obtained from sources deemed reliable, but no representation is made as to their completeness or accuracy. The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy, or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you. This information is provided solely for insight into our general management philosophy and process. Historical performance does not guarantee future results and results may differ over future time periods.


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