Articles from Fiduciary Trust International

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a key growth market for the firm. Mr. Thomas previously served on the advisory board for Fiduciary Trust International’s Atlanta market.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kevin F. Flood, CFP®, SE-AWMA™, has joined its New York office as a senior relationship manager.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Debjani Bagchi, CFA, and Peter E. McEvoy, CFP®, have joined its New York office as portfolio managers.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Laura C. Pease, CTFA, and James T. Farmer, CAIA®, have joined the firm as managing director, senior trust officer and managing director, senior portfolio manager, respectively. Both professionals are based in Atlanta, GA, a key growth market for the firm.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Erica B. Landeros has joined as trust counsel in the firm’s New York office. She will provide clients in the Greater New York region with expertise and guidance on estate planning, advanced tax planning, and trust and estate administration.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Meta shareholder Lisette Cooper, PhD, vice chair, has filed a resolution for shareholders to vote upon at Meta’s annual meeting in Menlo Park, CA on May 29, 2024.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Edward J. Mooney is joining the firm as managing director and financial planning director. He will oversee the continuous innovation of the firm’s financial planning offering.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Maris A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP®, have joined the firm as managing director and senior portfolio manager, both based in its Radnor office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Matt McKean has joined the firm as a wealth director based in its Boca Raton office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Gene Todd has been appointed president in addition to his role as head of regional markets.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kenneth J. Kito, CFP® has joined the firm as a wealth director based in the New York office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Christina C. D’Elia has joined the firm as trust counsel based in its New York office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has published Plugging into the Energy Transition: Harnessing Clean Energy Investments from Emerging Technologies to Proven Solutions, a multimedia resource for portfolio managers and investors. This guide provides the knowledge and insights needed to navigate the global economic shift to renewable energy sources—and offers a framework to help better understand the range of investment opportunities presented by clean energy and related technologies.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Emily Guadagnoli has been promoted to head of marketing.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Scott Small has joined the firm as a trust counsel based in its Radnor office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kimberly Rescorla has been named as director of trust administration, responsible for overseeing trust administration across the firm.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office. Paulina Mejia, who previously managed the New York office, will transition into a new role as national fiduciary counsel, where she will serve the firm’s largest clients, as well as clients with the most complex needs. Ms. Mejia will report to Gail E. Cohen, chair of Fiduciary Trust International’s board of directors and general trust counsel, and will also be responsible for attorney outreach.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Leslie Gillin Bohner has been named chief fiduciary officer. In this newly created role, Ms. Bohner will oversee all trust operations and administration, and will continue to lead the firm’s Delaware business. She will also join the Executive Committee.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Allison Chance Carter and Timothy Barton, CFA have joined the firm as managing directors and senior trust officer/trust counsel and senior portfolio manager, respectively. They are based in Atlanta, GA, a region where Fiduciary Trust International is expanding its presence.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Gene Todd, executive vice president and head of regional markets, has received the Pathfinder Award for Black Business Development Executive of the Year by Wealth Solutions Report. Mr. Todd was honored by the publication’s editorial team as one of the “Top Black Industry Leaders of 2023.”

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, proudly announces that Freda Lam Zietlow, CFA, managing director and senior portfolio manager, has been selected by Women We Admire as one of the honorees on its “Top 50 Women Leaders of San Francisco” list for 2023.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Craig S. Richards, CPA/PFS, CFP®, executive vice president, has been appointed chief administrative officer. He most recently served as director of tax services, and maintains oversight of the firm’s tax services team, which he has led since 2006.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, congratulates Carin L. Pai, CFA, executive vice president and head of portfolio management and equities, on her placement in the Crain’s New York Business 2022 listing of “Notable Asian Leaders.”

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that William Y. Yun, CFA has returned to the firm as a senior advisor, effective October 3. Mr. Yun, who has a 30-year tenure with Fiduciary Trust International and its parent company, Franklin Templeton, is based in Palm Beach, FL. In his new role, he will seek to drive and support Fiduciary Trust International’s growth in the South Florida region.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Sam Fraenkel has joined the firm as a wealth director based in its Coral Gables office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Mindy Johnson, CPPT has come aboard as managing director and relationship manager for custody services. She is based in the firm’s office in St. Petersburg.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Amy Ko has been named regional managing director for Northern California. She will continue to be based in the firm’s San Mateo office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Abby Axelrod has joined the firm as philanthropic director for family office services, foundations, and endowments.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Julie Strong Karnavas has assumed the role of regional managing director for the Pennsylvania market.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that M. Lisa Parry Howard has joined the firm as trust counsel based in its Delaware office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Philip Jodz, CFP® has joined the firm as senior relationship manager based in its Radnor office. In his new role, Phil will manage the delivery of a broad range of services to ultra-high net worth, family office, non-profit clients and their advisors.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Julie Min Chayet has joined the firm’s New York office as wealth director.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Charles “Chase” Johnson has joined the firm as a wealth director based in its San Mateo office. In his new role, Mr. Johnson will be responsible for serving the investment management, trust, estate, tax, family office, and custody needs of high-net-worth investors, their families, and related institutions throughout the Northern California region.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announced a strategic investment in, and collaboration with, Utah-based North Capital Investment Technology.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces its plans to open an office in Atlanta, GA in early 2022, after many years of serving clients in this market. The office will be led by David W. Edmiston, who has joined the firm as regional managing director for Greater Atlanta.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Julio A. Lacayo and Emily Morris, CFP® have joined the firm as wealth directors based in its Washington, DC office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Michael A. Bayles, CFA® has joined the firm as a senior portfolio manager based in its New York office.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Taylor Custis has joined the firm as trust counsel and senior relationship manager. She is based in Atlanta, GA, and will primarily work with clients in the Atlanta area as well as clients and colleagues in Fiduciary Trust International’s offices in the Mid-Atlantic region—including Washington, DC and Radnor, PA—to meet the complex and evolving needs of clients in those markets.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that David Oh has joined the firm as trust counsel serving clients in Northern California. He works out of the organization’s office in San Mateo.

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Paul Cummings to the organization as head of family office services, foundations, and endowments. In this newly created role, he will work with experienced professionals across the organization to manage and continue strengthening the suite of comprehensive services specifically designed for the unique needs of these clients.