Our People

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.

Ute Daley Clune Managing Director, Trust Investment Solutions

Expertise

Head of FCI’s Trust Investment Solutions team and supervisor of our Connecticut and Virginia offices


Experience

Joined FCI in 2009 as a relationship manager and vice president; recently served as a senior client relationship manager and senior vice president for FCI’s Trust Investment Solutions.

Ute has more than 15 years of industry experience, coming to FCI from Wright Investors’ Service where she focused on client service and business development in the community bank trust department market.

She began her investment career as an investment banking analyst performing due diligence on financial institutions at Morgan Stanley.


Education

BA, Middlebury College

Certificate in Financial Planning, Boston University



Our People