Daniel Mello

Daniel Mello is an experienced finance professional currently serving as a Custody Account Manager at Fiduciary Trust Company since October 2024. Prior to this role, Daniel worked as an Associate Wealth Manager at Boston Financial Management, LLC from December 2022 to October 2024. Daniel's extensive background includes over a decade as a Portfolio Manager and Trader, as well as a Senior Trust Operations Audit & Compliance Specialist & Relationship Manager at Nixon Peabody LLP, where responsibilities included advising high-net-worth clients, implementing asset allocation strategies, and leading audits to mitigate risk. Earlier experience at State Street included serving as a Client Service Manager, Senior Associate, where Daniel managed departmental projects and trained new staff. Daniel holds a Bachelor's degree in Finance and Financial Management Services from Johnson & Wales University.