Fiduciary Trust Continues Expanding New York Office, Adding Jennifer McCarthy as Trust Counsel and Managing Director
September 24 2019 - 9:28AM
Fiduciary Trust Company International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that
Jennifer McCarthy has joined the firm as trust counsel and managing
director based in the New York office.
“Jennifer has provided personalized trust and estate planning
and administration services to high-net-worth individuals and
families in the Greater New York region for more than 15
years—making her an ideal addition to our team in New York,” said
Lawrence A. Sternkopf, president and chief operating officer of
Fiduciary Trust Company International. “As we continue to enhance
the multigenerational fiduciary and wealth planning advice we offer
clients across the country, we welcome professionals like Jennifer
who understand the nuances of working with clients’ families,
accountants, attorneys, and other advisors to increase and preserve
wealth over the long term.”
Ms. McCarthy was previously counsel at Davidson, Dawson &
Clark LLP in New York, where she represented clients in connection
with estate planning and trust and estate administration matters,
as well as residential real estate transactions. She also oversaw
the preparation and review of trust and estate accountings, helped
secure tax-exempt status for charitable organizations, and assisted
with forming limited liability companies and corporations. Ms.
McCarthy began her career as an associate at Freedman, Fish &
Grimaldi LLP.
“We are committed to working closely with our clients to deliver
the best holistic wealth management advice and services possible,”
said Paulina Mejia, regional managing director, trust counsel, and
head of Fiduciary Trust Company International’s New York office.
“We are thrilled that Jennifer is joining our team, as her broad
planning expertise will help to increase the support we deliver to
help our clients and their families reach their financial
goals.”
Ms. McCarthy was named a “Rising Star” by New York Super Lawyers
for three consecutive years from 2014 to 2016. She is a member of
the New York State Bar Association’s Estate and Trust
Administration Committee, and the organization’s Trusts and Estates
and Elder Law Sections. Ms. McCarthy earned her juris doctor, and
her master of laws (LLM) in taxation, from New York Law School, and
graduated from Iona College with a bachelor of science in criminal
justice.
Fiduciary Trust’s New York office has experienced steady growth.
Rod Sayegh, who joined the firm as head of digital strategy earlier
this year, is based there, along with Noah Uzal, who came aboard as
a wealth director in September 2018. In addition, Isaac Barrocas
and Nita S. Vyas started as senior portfolio manager and trust
counsel, respectively, in the New York office in June 2018.
In addition, Fiduciary Trust continues to add experienced trust
counsel with knowledge of domestic and international trust and
estate laws to its various offices. In June 2019, the firm welcomed
Christine Brown as trust counsel and managing director based in its
office in San Mateo, CA. The previous month, Fiduciary Trust
announced that Anna Soliman had joined its Los Angeles office as
trust counsel. These additions further broadened the firm’s
capability to provide clients in both Northern and Southern
California with fiduciary and wealth planning advice, as well as
personalized wealth and investment management solutions.
About Fiduciary TrustFiduciary Trust Company
International, a global wealth management firm, has served
individuals, families, endowments and foundations since 1931. With
over $75 billion in assets under administration and management as
of June 30, 2019, the firm specializes in strategic wealth
planning, investment management and trust and estate services, as
well as tax and custody services. The firm and its subsidiaries
maintain offices in New York, NY, Coral Gables, FL, Boca Raton, FL,
St. Petersburg, FL, Los Angeles, CA, San Mateo, CA, San Francisco,
CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more
information, please visit fiduciarytrust.com, and for the latest
updates, follow Fiduciary Trust on LinkedIn and Twitter:
@FiduciaryTrust.
About Franklin TempletonFranklin Resources,
Inc. [NYSE:BEN] is a global investment management organization
operating as Franklin Templeton. Franklin Templeton’s goal is
to deliver better outcomes by providing global and domestic
investment management to retail, institutional and sovereign wealth
clients in over 170 countries. Through specialized teams, the
Company has expertise across all asset classes, including equity,
fixed income, alternatives and custom multi-asset solutions. The
Company’s more than 600 investment professionals are supported by
its integrated, worldwide team of risk management professionals and
global trading desk network. With employees in over 30
countries, the California-based company has more than 70 years of
investment experience and approximately US$690 billion in assets
under management as of August 31, 2019. For more information,
please visit franklintempleton.com.
Copyright © 2019. Fiduciary Trust Company International. All
rights reserved.
Contacts:
- Rebecca Radosevich:
212-632-3207rebecca.radosevich@franklintempleton.com
- Laura Simpson:
973-850-7319lsimpson@jconnelly.com
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