Freda Lam Zietlow, CFA Joins Fiduciary Trust as Senior Portfolio Manager and Managing Director in Northern California, a Regi...
November 04 2019 - 11:30AM
Fiduciary Trust Company International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Freda
Lam Zietlow, CFA has joined the firm in Northern California as
senior portfolio manager and managing director. She will focus on
serving clients in Fiduciary Trust’s San Mateo office as well as
the firm’s new office in San Francisco, located at 201 Mission
Street in the city’s financial district. Ms. Zietlow brings more
than 20 years of experience in private wealth and institutional
investment management to her new role at Fiduciary Trust.
“Freda has accumulated wide-ranging expertise across portfolio
management, public and private securities, and cross-border wealth
strategies, and she is a welcome addition to our growing team in
this region,” said Suzanne E. Kline, Fiduciary Trust Company
International’s regional managing director for Northern California.
“Her experience working closely with ultra-high-net-worth and
high-net-worth individuals and families in Northern California and
internationally, and helping them identify approaches for reaching
their long-term financial goals, will be invaluable as we continue
to expand our regional presence and capabilities.”
Prior to joining Fiduciary Trust, Ms. Zietlow was founder and
managing principal of Peridot Capital Partners LLC, an independent
registered investment advisor which provided ultra-high-net-worth
and high-net-worth clients with customized and comprehensive
investment management and financial planning services. She
previously served as portfolio and wealth management director at
Bingham Osborn & Scarborough LLC, where she counseled UHNW and
HNW clients on estate planning, tax, wealth transfer, charitable
giving, and other planning matters. Ms. Zietlow also developed,
built, and managed globally diversified and multi-asset class
portfolios for clients, and served on Bingham Osborn &
Scarborough’s investment committee.
Earlier in her career, Ms. Zietlow was vice president of Fremont
Realty Capital, which is part of the Bechtel family office, from
2003 to 2009. During her tenure, she underwrote and negotiated
opportunistic private real estate equity and debt investments, and
served on the management committees of portfolio companies and
joint ventures. Currently, Ms. Zietlow serves as chair of Bank of
the Orient’s asset and liability committee, and is a member of the
bank’s loan committee. She is also chair of the Give2Asia nonprofit
organization’s investment committee.
Ms. Zietlow’s arrival at Fiduciary Trust, and the opening of the
firm’s new office in San Francisco, are the latest milestones in
the firm’s ongoing expansion in Northern California. In June 2019,
Fiduciary Trust welcomed Christine Brown as trust counsel and
managing director dedicated to serving clients in the region with
fiduciary and wealth planning advice. That same month, Bryan D.
Kirk, who joined Fiduciary Trust as a San Mateo-based trust counsel
and managing director in June 2015, was named the firm’s director
of financial and estate planning. Last year, Ms. Kline, who has
more than 30 years of experience in investment and wealth
management, joined Fiduciary Trust as regional managing director
for Northern California, including the San Francisco Bay Area and
Silicon Valley. Fiduciary Trust’s parent company, Franklin
Templeton, has been providing advice and investment solutions to
meet client needs from its Northern California headquarters since
1973, and has supported the region through many community
initiatives, including its own employee volunteer program,
Involved.
“Fiduciary Trust is well-known and respected in our industry for
its capabilities to effectively manage multi-generational and
multi-national family relationships,” said Ms. Zietlow. “I am
excited to partner with ultra-high-net-worth and high-net-worth
families to customize sophisticated planning strategies and
solutions, so they can protect and grow their wealth across
generations.”
Ms. Zietlow earned her MBA in finance from The Wharton School at
the University of Pennsylvania and received her master of science
in real estate from Columbia University. She graduated with high
honors from the University of California-Berkeley with a bachelor
of arts in architecture. Ms. Zietlow is multilingual, possessing
fluency in English and German as well as Cantonese and Mandarin
Chinese.
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 September 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 over US$692 billion in assets under
management as of September 30, 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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