Fidelis Capital Hires Herb Achey from Bank of America as Partner
Registered Investment Advisor (RIA) Fidelis Capital has hired Herb Achey, a former equity strategist at U.S. Trust/Bank of America Private Bank, to develop investment strategies for ultra-high-net-worth clients. This marks the firm's 13th partner since its launch in 2022 and is expected to enhance their capabilities in managing concentrated stock positions and serving high-net-worth families.