| Name | Title | Contact Details |
|---|---|---|
Chase Clelland |
VP of Enterprise Risk (Risk Management, Fraud, BSA, Physical Security and Information Security) | Profile |
Chip Caddell |
CIO | Profile |
Esplanade Capital is a White Plains, NY-based company in the Financial Services sector.
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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.