Rice, Heard & Bigelow, Inc.

Congratulations to our own Adam Rutledge, who has been recognized by the American Bankers Association as a member of the Under 40 in Wealth Management, Class of 2022.

Adam is a shareholder and Director of Rice, Heard & Bigelow, a privately-owned firm of professional trustees serving individuals, families, and charities since 1782. Adam holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Boston. He graduated summa cum laude and Phi Beta Kappa from Wake Forest University, earned a master’s degree summa cum laude at Yale University under Professor Harold Bloom, and completed a doctorate in English Literature at Brandeis University.

Adam has been involved in ESG investing and is Chair of the Socially Responsible Investing Committee for the Trustees of Donations to the Episcopal Church in Massachusetts, and he is President of the Board of the Sears Charitable Trust. He is also Treasurer and Chair of the Investment Committee of the Trustees of Donations to Education in Liberia (TDEL), and he serves on the boards of several arts and letters organizations in the greater Boston area.

Rice, Heard & Bigelow is delighted to recognize Adam for his selection for this national award for his commitment to the highest standards of achievement at work and in our community — well deserved.

Rice, Heard & Bigelow is a privately-owned firm of professional trustees serving individuals, families and charities. The organization of the firm is unique, in that the principals are named as individual trustees, rather than the company being named as corporate trustee. We believe our structure furthers the primary goal of discreet, personal service through long-standing trustee relationships. Many of the families we advise have been with us for generations. In addition to managing and administering funded trusts, the firm also prepares income tax returns for trusts, estates, charities, and individuals. Other services include wealth, tax, estate, and philanthropic planning.

It is our mission to be a safe harbor for those looking for independent advice, honesty, responsiveness and trust, all of which we trace back to the firm’s inception more than 200 years ago.

Adam Rutledge Named a Member of ABA's Under 40 in Wealth Management