Fiduciary Trust International’s Board of Directors Elevates Senior Executives
12 Dezembro 2023 - 11:30AM
Business Wire
Gene Todd Named President; Craig S. Richards
Takes on COO Role; and Leslie Gillin Bohner Adds General Trust
Counsel Title
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.
The firm also has expanded the roles of the following members of
its leadership team:
- Leslie Gillin Bohner has been appointed general trust
counsel in addition to her role as chief fiduciary officer.
- Craig S. Richards, CPA/PFS, CFP®, has been appointed
chief operating officer in addition to his role as chief
administrative officer and head of tax.
Mr. Todd joined Fiduciary Trust International in January 2020,
and was elevated to head of regional markets in November 2021.
Going forward, Mr. Todd will continue to lead teams across the
firm’s regional offices along with developing and implementing
strategies to grow the firm’s market share, revenue and
profitability. Mr. Todd also serves on Fiduciary Trust
International’s operating, management, and executive committees,
and on the management committee of the parent company, Franklin
Templeton. He also serves as head of sales for the firm and will
continue to work out of Fiduciary Trust International’s office in
San Mateo, CA.
“Gene, Leslie and Craig have proven themselves as dedicated
leaders at Fiduciary Trust International, and we look forward to
seeing them expand their roles and take on more responsibilities
across our organization,” said John M. Dowd, chief executive
officer of Fiduciary Trust International. “We are proud of our
team and its dedication to our mission to bring clients financial
peace of mind across multiple generations, and we are confident
that Gene, Leslie and Craig are the right leaders to usher us
through this new chapter of growth.”
Ms. Bohner will continue to oversee all trust and estate
operations and administration, as well as lead the firm’s Delaware
business. Ms. Bohner joined Fiduciary Trust International in 2020
as a result of the firm’s acquisition of Pennsylvania Trust Company
and has been a vital leader in strengthening fiduciary standards
and practices across the firm.
Mr. Richards will continue to manage the coordination of
Fiduciary Trust International’s delivery of sophisticated wealth
management services to its clients. Mr. Richards joined the firm in
1984 and has been a key player in enhancing infrastructure and
capabilities throughout the organization.
“In today’s market environment, clients and their families are
increasingly looking for certainty and stability, and we remain
committed to helping new and existing clients protect and grow
their wealth—now and in future generations,” said Gene Todd,
president of Fiduciary Trust International. “I am honored and
excited for the opportunity to continue on this mission in an
expanded capacity, and find new ways to widen our reach across the
country.”
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm
headquartered in New York, NY, has served individuals, families,
endowments and foundations since 1931. With over $94 billion in
assets under management and administration as of June 30, 2023, the
firm specializes in strategic wealth planning, investment
management and trust and estate services, as well as tax and
custody services. The New York-based firm and its subsidiaries
maintain offices in Coral Gables, FL, Boca Raton, FL, Fort
Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor,
PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA,
Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For
more information, please visit fiduciarytrust.com, and for the
latest updates, follow Fiduciary Trust International on LinkedIn
and X: @FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 150 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,300 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.4 trillion in assets under management as of
November 30, 2023. For more information, please visit
franklintempleton.com and follow us on LinkedIn, Twitter and
Facebook.
Copyright © 2023. Fiduciary Trust International. All rights
reserved.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20231212400349/en/
Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Laura Simpson: 973-713-8834 ft@jconnelly.com
Franklin Resources (NYSE:BEN)
Gráfico Histórico do Ativo
De Abr 2024 até Mai 2024
Franklin Resources (NYSE:BEN)
Gráfico Histórico do Ativo
De Mai 2023 até Mai 2024