Fidelis Capital Strengthens Team with Addition of Paul Trippe as Partner
Fidelis Capital Welcomes Paul Trippe as Partner
Fidelis Capital has today announced a significant addition to its roster of experienced professionals. Paul Trippe, a former investment executive from U.S. Trust and Bank of America Private Bank, has joined the firm as its newest Partner. With over 40 years of dedicated service in the private banking sector, Trippe brings a wealth of knowledge and is poised to enhance the firm’s offerings for ultra-high-net-worth clients.
Having directly managed client assets exceeding $2 billion, Trippe's extensive experience in the industry has made him a respected investment authority. His role at Fidelis will involve addressing the complex investment needs typical of generational wealth, leveraging the firm's personalized investment solutions which are integrated with clients' tax, retirement, asset accumulation, and long-term planning strategies.
Rick Simonetti, the Founding Partner and CEO of Fidelis Capital, expressed enthusiasm about Trippe's addition, highlighting the firm's commitment to intentional growth. “Adding professionals who exemplify work ethic, integrity, and dedication is fundamental to our operational philosophy,
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