Kevin G. Carter, CFP® Joins Fiduciary Trust International as New York-Based Senior Portfolio Manager
March 18 2020 - 9:15AM
Business Wire
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Kevin
G. Carter, CFP® has joined the firm as senior portfolio manager.
Mr. Carter, who has more than 25 years of wealth and asset
management experience, is based in Fiduciary Trust International’s
New York office.
“Kevin’s in-depth knowledge of broad investment strategies and
macroeconomic trends will help us continue to enhance the
customized solutions, and the peace of mind, we provide to
high-net-worth clients,” said Paulina Mejia, regional managing
director, trust counsel, and head of Fiduciary Trust
International’s New York office. “In addition, his experience
managing equity and fixed-income portfolios will further strengthen
the suite of holistic services, including trust and estate
management and tax planning, we offer multiple generations of
clients.”
Mr. Carter was most recently vice president and senior portfolio
manager at PNC Wealth Management, where he was responsible for
developing and executing broad investment strategies tailored to
client goals and objectives. He previously served in the same roles
at Morgan Stanley Private Bank, where he established the Morgan
Stanley Personal Trust fixed-income portfolio management
capabilities. Earlier in his career, Mr. Carter was director and
equity portfolio manager at UBS Financial Services, and assistant
vice president and portfolio manager at JPMorgan.
“Fiduciary Trust International is dedicated to working closely
with clients to personalize sophisticated investment solutions and
strategies that can bring them closer to meeting their long-term
goals,” said Mr. Carter. “I am excited to be part of an
organization that possesses the commitment and institutional-level
expertise necessary to assist clients and their families with
protecting and growing their wealth, while seamlessly navigating
changes in regulations and market conditions.”
Mr. Carter, who holds the Certified Financial Planner™
designation, received his MBA in finance and taxation from Fordham
University. He graduated cum laude from St. John’s University with
a bachelor of science in finance and a minor in Asian studies.
Mr. Carter is the most recent addition to Fiduciary Trust
International’s New York office, which has experienced consistent
growth over the past 24 months. In September 2019, the firm
announced that Jennifer McCarthy joined as New York-based trust
counsel and managing director. Rod Sayegh, who came aboard as head
of digital strategy in the spring of last year, and Noah Uzal, who
started as wealth director in September 2018, also work in the New
York office. In addition, Isaac Barrocas and Nita S. Vyas began
working in the New York office as senior portfolio manager and
trust counsel, respectively, in June 2018.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm,
has served individuals, families, endowments and foundations since
1931. With over $77 billion in assets under management and
administration as of December 31, 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, Lincoln, MA, 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 Resources
Franklin 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$656 billion in assets
under management as of February 29, 2020. For more information,
please visit franklintempleton.com.
Copyright © 2020. Fiduciary Trust Company International. All
rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20200318005376/en/
Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Laura Simpson: 973-850-7319 lsimpson@jconnelly.com
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