FAMILY FIDUCIARY SERVICES, INC. of BEVERLY, MA is an SEC-registered investment adviser (CRD 146339). Regulatory assets under management: $254.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Lawrence Grey | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHAIRMAN OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Stephen Niles Wilchins | SHAREHOLDER; TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | — |
| Lawrence Goodall Miller | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Dan Rea Iii | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | — |
| Cameron Daniel O'Neill | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE, V.P. SENIOR WEALTH ADVISOR | — |
| GREY DAVID LAWRENCE | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | — |
| O'NEILL JOHN DANIEL | DIRECTOR | — |
| WILCHINS STEPHEN NILES | DIRECTOR, CHAIRMAN AND SHAREHOLDER; TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024; TRUSTEE TO THE RICHARD D. PONN REVOCABLE TRUST | — |
| MILLER LAWRENCE GOODALL | DIRECTOR AND SHAREHOLDER | — |
| REA III DAN | DIRECTOR | — |
| Cosentino Michael B | SHAREHOLDER | — |