Fiduciary Trust International Welcomes New Senior Relationship Manager in New York Office
06 Agosto 2024 - 10:30AM
Business Wire
Mr. Flood Brings Over Three Decades of Private
Wealth Management Expertise and a Strong Industry Reputation for
Driving Revenue Growth, Managing Complex Multi-Generational
Relationships, and Upholding High Service Standards
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.
“Meeting the needs of intricate client relationships, especially
those involving high-net-worth and multi-generational dynamics, is
a top priority for Fiduciary Trust International,” said Anne
Fitzpatrick Donahue, Fiduciary Trust International regional
managing director for the New York office. “Kevin’s track
record in private wealth management, tax and estate planning, and
his proven ability to manage multi-generational relationships make
him an ideal fit for catering to the needs of our firm’s most
sophisticated and complex portfolios. His client-focused approach,
exceptional leadership, and commitment to fiduciary excellence will
enhance our offerings and drive growth.”
Mr. Flood brings more than three decades of experience in
private wealth management to the team. Before joining Fiduciary
Trust International, he spent over a decade as senior vice
president and senior wealth advisor at Wilmington Trust, where he
managed a client relationship team overseeing $870 million in
assets under management and $1.3 billion in assets under
administration. Prior to that, he held vice president positions at
U.S. Trust/Bank of America and at Mutual of America Life Insurance
Company.
“I am honored to join Fiduciary Trust International, a firm
renowned for its exceptional client service and fiduciary
excellence,” said Mr. Flood. “Fiduciary Trust
International’s commitment to innovation and global reach offers a
unique platform for growth and development. I look forward to
working with our talented team and leveraging our advanced
offerings to address the complex needs of clients, especially those
with multi-generational wealth.”
Mr. Flood earned his Bachelor of Science in Finance from St.
Thomas Aquinas College and holds the CERTIFIED FINANCIAL PLANNER™
(CFP®) and Sports & Entertainment Accredited Wealth Management
Advisor™ (SE-AWMA™) designations. He also holds licenses in Life
and Health Insurance for New York, New Jersey, and Delaware, as
well as for Real Estate in New Jersey.
Mr. Flood earned Executive and Performance Leadership
Certificates from Cornell University and is actively involved in
the Financial Planning Association, serving both national and New
York Metro chapters. He is also a recipient of the Wilmington Trust
Chairman’s Club Award and the Wilmington Trust President’s Council
Award.
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 $102 billion in
assets under management and administration as of March 31, 2024,
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 1,500 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
June 30, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, X and
Facebook.
Copyright © 2024 Fiduciary Trust International. All rights
reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240806550680/en/
Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Sabrina Scarpa: 973-309-0051 ft@jconnelly.com
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