PN

Puneet Nevatia

Chief Operating Officer

Fiduciary Trust Company

Boston, Massachusetts


Contact Information

Email
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Company Information

Company
Fiduciary Trust Company
Industry
financial services
Employees
200.0
Seniority
C suite
Annual Revenue
28737000.0

Professional Summary

Puneet Nevatia serves as Chief Operating Officer at Fiduciary Trust Company. Fiduciary Trust Company operates in the financial services sector with approximately 200.0 employees. The company is headquartered in Boston, Massachusetts. Fiduciary Trust Company generates annual revenue of 28737000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 3,781 executive contacts are available in Massachusetts.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

investment management trust services wealth planning custody family office services donoradvised funds tax sustainable investing estate services donor-advised funds custody services financial planning fiduciary trust client retention tax minimization customized investment asset protection new hampshire trusts philanthropy planning charitable giving integrated financial advice multi-asset investment high-net-worth clients nonprofit investment trustee services investment policy statement retirement planning next generation wealth client success stories legacy planning personalized service expert advisors comprehensive financial services tax optimization cash flow management environmental sustainability socially responsible investing investment strategy risk management diversification investment returns financial transparency charitable entities tax return preparation customized portfolios trust law advantages liquidity management impact investing growth investments client-centric approach holistic wealth management financial advisors proactive wealth strategies financial services

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Outreach Guidance — financial services Sector

Financial services executives like Puneet Nevatia prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Puneet Nevatia's Position in the MessageCEO Database

  • Puneet Nevatia is 1 of 1 verified executive contact we track at Fiduciary Trust Company.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 3,577 verified executive contacts in Massachusetts are in the database.
  • 170 verified contacts work at financial services companies in the 200.0 employee range (same size as Fiduciary Trust Company).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Puneet Nevatia directly?

Puneet Nevatia's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Operating Officer at Fiduciary Trust Company. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Puneet Nevatia work for?

Puneet Nevatia is Chief Operating Officer at Fiduciary Trust Company, a company in the financial services sector with 200.0 employees. The company is based in Boston, Massachusetts.

Can I pitch or sell to Puneet Nevatia?

As Chief Operating Officer at Fiduciary Trust Company, Puneet Nevatia is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Puneet Nevatia directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Puneet Nevatia in?

Puneet Nevatia works in the financial services industry as Chief Operating Officer at Fiduciary Trust Company. MessageCEO provides verified contact information for executives across all major industries.

Is Puneet Nevatia's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Puneet Nevatia's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 23, 2026

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