Fiduciary Trust Company International is a privately owned investment manager. The firm also provides financial planning, trust and estate planning and administration, tax planning, custody, and supporting services. It primarily provides its services to individuals, families, foundations, and institutions. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity, fixed income, and alternative markets across the globe. The firm typically makes its equity investments in growth-oriented value stocks of small-cap and large-cap companies. It primarily makes its fixed income investments in municipal bonds. The firm employs a top-down approach to ...
600 Fifth Avenue
New York, NY 10020
Founded in 1930
Theresa Kraker McGinley Joins Fiduciary Trust Company International as Managing Director and Trust Counsel
Jan 27 16
Fiduciary Trust Company International announced that Theresa Kraker McGinley has joined the company as Managing Director and Trust Counsel. She is based in the firm's headquarters in New York City. In her new role, Ms. McGinley serves as a senior trust and estate advisor, helping high-net-worth individuals and families with estate planning and trust administration, including tax planning, preparation of estate tax returns, settlement agreements, reporting and valuation. She will also serve as Trust Counsel, providing guidance on complex trust and estate arrangements including estate planning, gifting techniques and charitable strategies. Ms. McGinley joins Fiduciary Trust from Katten Muchin Rosenman where she was an Associate specializing in estate planning and trust administration. Previously she was with Schlesinger Gannon & Lazetera, LLP.
Fiduciary Trust Company International Announces Executive Changes
Jan 8 16
Fiduciary Trust Company International and Franklin Resources Inc. announced the following organizational changes effective January 4, 2016, following the departure of Henry P. Johnson, president and CEO: Gail E. Cohen, age 59, will assume the role of chair of Fiduciary Trust's Board of Directors from James C. Goodfellow. As general trust counsel, Cohen will continue to oversee trust and estate services, as well as client relationship functions. Lawrence A. Sternkopf, CPA, age 46, will become president and chief operating officer of Fiduciary Trust. Sternkopf will continue to oversee operations and technology, as well as custody, tax services, treasury and finance functions, and will assume additional responsibilities for compliance and human resources. William Y. Yun, CFA1, age 56, former president of Fiduciary Trust and current board member, will serve as interim CEO. He will also continue his current responsibilities leading Franklin Templeton's specialized and alternative investment groups. James C. Goodfellow, age 70, will remain on Fiduciary Trust's board and transition his chairman responsibilities to Cohen. Cohen, Sternkopf and Yun will be supported by a long-tenured team of senior leaders, all of whom have more than two decades of experience in the industry. The senior management team includes Ronald Sanchez, chief investment officer; Carin Leong Pai, director, Equity Management; Wayne Sprague, director, Strategic Advisory Services; Warwick Carter, national head, Trusts and Estates; and Elizabeth Hughes, chief compliance officer.
Emma Q. Sobol Joins Fiduciary Trust Company International as Managing Director and Trust Counsel
Mar 10 15
Fiduciary Trust Company International announced that Emma Q. Sobol has joined the firm as managing director and trust counsel. She will be based in New York City. Ms. Sobol joins Fiduciary Trust from Wells Fargo Private Bank where she was a senior wealth planning strategist.