Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients
May 23 2023 - 9:30AM
Business Wire
Ms. Donahue Brings 30 Years of Experience to
New York Office; Ms. Mejia Will Lead Firm’s Attorney Outreach as
National Fiduciary Counsel
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.
“Paulina is an outstanding attorney and leader who understands
the nuances involved in servicing ultra-high-net-worth clients and
families with assets and businesses in multiple countries,” said
Ms. Cohen. “In today’s ever-shifting environment, we remain
committed to ensuring our clients receive services and advice that
are tailored to their specific circumstances. Paulina’s contacts
and standing in the legal community will be highly accretive as we
continue working closely with clients to build customized solutions
for their wealth planning needs and financial goals.”
Ms. Donahue will assume Ms. Mejia’s leadership of Fiduciary
Trust International’s New York office, and will report to Gene
Todd, executive vice president and head of regional markets. She
was most recently senior managing director at Northern Trust, where
she was based in the firm’s New York and Connecticut office and led
one of its two Greater New York teams. Prior to Northern Trust, Ms.
Donahue was senior vice president and regional manager of People’s
United Bank in New York. Earlier in her career, Ms. Donahue served
as senior vice president and market leader for U.S. Bank, where she
spearheaded the launch of U.S. Bank Private Wealth Management in
the Tri-State Area (New York, New Jersey, and Connecticut).
“Anne brings more than 30 years of experience helping clients
craft comprehensive and customized financial plans that meet their
personal and complex goals,” said Mr. Todd. “She is also an
impressive leader who has managed large teams with diverse talent
in the Greater New York marketplace. We look forward to working
with her as we continue to strengthen our footprint in this vital
region.”
“Fiduciary Trust International has been empowering multiple
generations of clients to achieve financial peace of mind for more
than 90 years,” said Ms. Donahue. “The depth and breadth of this
organization’s resources and capabilities, and its many
longstanding relationships with ultra- and high-net-worth clients,
create opportunities for ongoing growth across Greater New
York.”
Ms. Donahue, a Certified Financial Planner™, received her MBA in
international finance and economics from New York University and
her BA in economics and French from Providence College. She serves
on the board of trustees for The Heisman® Trophy Trust, and is a
volunteer for Habitat for Humanity. Ms. Donahue is also on the
Advisory Board for the Apostles of the Sacred Heart in Hamden, CT,
and vice president of Quaker Hill Country Club in Pawling, NY.
Ms. Mejia has over 20 years of trusts and estates practice and
advisory experience, and is a member of Fiduciary Trust’s
management and operating committees. She also serves on Fiduciary
Trust Company of Delaware’s board. Ms. Mejia is a member of the
American Bar Association’s Section of Real Property, Trust and
Estate Law, and is co-vice chair of the Emotional &
Psychological Issues in Estate Planning Committee of the Non-Tax
Estate Planning Considerations Group. In addition, she is a member
of New York-Presbyterian Hospital’s Planned Giving Advisory
Council.
Ms. Mejia graduated, magna cum laude, with a BA from Boston
College and received her JD from Boston College Law School.
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 $87 billion in
assets under management and administration as of December 31, 2022,
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, 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 Twitter: @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 155 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 offices in more than 30 countries and
approximately 1,300 investment professionals, the California-based
company has over 75 years of investment experience and
approximately $1.4 trillion in assets under management as of April
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.
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