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Fidelis Capital adds former U.S. Trust strategist Herb Achey as partner

PUBT·07/28/2026 16:12:55
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Fidelis Capital adds former U.S. Trust strategist Herb Achey as partner
  • Fidelis Capital named Herb Achey as a partner in a management addition announced during the week ended July 24.
  • Achey joins from U.S. Trust/Bank of America Private Bank, where he spent 30 years focused on consumer equity research and portfolio construction.
  • His work also specialized in managing equity concentrations, a key issue for high-net-worth portfolios.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fidelis Capital LLC published the original content used to generate this news brief on July 24, 2026, and is solely responsible for the information contained therein.