Fiduciary Trust International Welcomes Matthew W. McKean as Wealth Director in Boca Raton Office
03 Janeiro 2024 - 11:00AM
Business Wire
Industry Veteran Joins Firm to Propel Further
Growth in South Florida
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.
“Matt excels in wealth management, specializing in
multi-generational tax advice and tailored financial strategies for
high-net-worth individuals and families, as well as sophisticated
investment solutions for foundations and endowments,” said Todd
Stoller, regional managing director and senior portfolio manager
for Fiduciary Trust International’s Palm Beach region. “He is an
industry expert committed to excellence and is known for building
trusting and long-lasting relationships to ensure that these
strategies and advice are aligned with a client’s short-, medium-
and long-term needs and objectives. We proudly welcome him and look
forward to many years of collaborative growth to come as he begins
his next chapter at Fiduciary Trust International.”
Mr. McKean most recently served as executive director at J.P.
Morgan Private Bank in Las Olas, FL. In this position, he provided
strategic guidance to families, individuals, and principals,
overseeing the comprehensive management of their wealth. His
responsibilities included advising on wealth-building,
preservation, and management, as well as the implementation of
intricate tax and estate plans for clients.
“In wealth management, every client relationship is built on
trust – without which there is no relationship,” said Gene Todd,
president and head of regional markets at Fiduciary Trust
International. “Matt is a leader in the industry who has been
earning that trust from clients day in and day out for more than
two decades. We know his expertise in trust and estate planning
strategies will bring tremendous momentum to our ongoing business
growth in the greater South Florida area – which has experienced an
influx of wealth and business relocation over the past decade,
increasing demand for investment services that include legacy
planning as part of one holistic offering.”
Earlier in his career, Mr. McKean served as director – trust and
estate specialist/wealth restructuring group at Bank of America
Merrill Lynch, where he also served on the Advisory Council to
Management (ACTM) board, which assists senior management in
strategic planning for the firm. He first joined Merrill Lynch in
2002.
“I'm honored to join Fiduciary Trust International as we look to
serve the growing influx of newcomers to South Florida,” said Mr.
McKean. “With a diverse range of expertise, we can ensure trust,
estate, legacy, and philanthropic goals are met with precision for
high-net-worth families and foundations and endowments. Our team is
dedicated to making sense of these clients’ complex financial
lives, while also offering the seamless delivery of financial piece
of mind. I’m excited to contribute to the firm’s standard of
excellence in South Florida and across the country.”
Mr. McKean earned his BS in business administration from
Villanova University. He also received the Certified Trust and
Financial Advisor (CTFA) certificate from the Institute of
Certified Bankers as well as the Chartered Advisor in Philanthropy®
(CAP®) certificate from the American College.
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 $91 billion in
assets under management and administration as of September 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.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
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