Fiduciary Trust International Appoints Lisette Cooper, PhD to Board of Directors
March 31 2020 - 9:30AM
Business Wire
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that
Lisette Cooper, PhD, vice chairman, has been named to the firm’s
board of directors. The other directors voted unanimously to
appoint Dr. Cooper at the most recent board meeting on March 11,
2020.
Dr. Cooper became vice chairman of Fiduciary Trust International
following the company’s acquisition of Athena Capital Advisors, LLC
in a merger transaction in March 2020. She founded Lincoln,
MA-based Athena Capital in 1993 and served as its managing partner
and chief investment officer. Dr. Cooper also led the firm’s
investment committee. Dr. Cooper and her Athena Capital team
developed an endowment investing approach to building diversified
portfolios for a variety of clients, including high-net-worth
clients and their families. They also specialize in risk
management, quantitative investment management, outsourced chief
investment officer (OCIO) services, and family office support.
Dr. Cooper and her Athena Capital colleagues have been pioneers
in the fields of impact investing and socially responsible
investing (SRI), having helped clients align their investment
portfolios with their social values since 2005. In addition, Athena
Capital’s longstanding headquarters in suburban Boston has given
Fiduciary Trust International a strong regional foothold in New
England, expanding its national footprint. In 2019, Athena Capital
was named one of the “Top 100 Women-Led Businesses in
Massachusetts” by The Boston Globe.
“Having an experienced leader like Lisette join our board of
directors and help chart the future of our organization is quite a
coup for us,” said John M. Dowd, chief executive officer of
Fiduciary Trust International. “We look forward to working with her
as a senior investment thought leader in our combined company, and
in her role as a driver of our impact investment offering.”
Prior to establishing Athena Capital, Dr. Cooper served as
manager of consulting services for Barra Inc., now MSCI Barra,
where she and her team specialized in modeling risk and developing
investment solutions for institutional investors. She also worked
as a senior strategist at Merrill Lynch, where she analyzed,
designed and marketed innovative securities to institutional
investors. Dr. Cooper was honored by InvestmentNews in 2017 as one
of the publication’s “Women to Watch,” and she served as an expert
in residence at the Harvard Innovation Lab from 2015 to 2017.
“I am grateful for the confidence that the Fiduciary Trust
International board of directors has placed in me, and I will do my
best to continually strengthen the capabilities of our
organization,” said Dr. Cooper. “I knew Fiduciary Trust
International was an ideal partner for Athena Capital Advisors
based on our shared commitment to putting clients first and
delivering investment excellence, grounded in integrity and
transparency. We have partnered with an organization that takes the
long-term perspective and our shared purpose will carry us forward
to create value and better serve multiple generations of clients.
As the world evolves and clients’ needs change, we now have
additional resources to bring to bear on their unique
circumstances.
Dr. Cooper, who holds the Chartered Financial Analyst (CFA)
designation, earned her PhD from Harvard University and received
her bachelor’s degree from Wesleyan University. She is a member of
the board of directors of the Boston Youth Sanctuary and a board
member and fellow of the Mind & Life Institute. Dr. Cooper is
also a member of the Alumni Council of the Harvard Graduate School
of Arts & Sciences and she serves on the advisory board for
numerous other charitable organizations.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm,
headquartered in New York, 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,
Los Angeles, CA, San Mateo, CA, San Francisco, CA, Lincoln, MA,
Washington, DC, Wilmington, DE, and Arlington, VA. 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 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 International. All rights
reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com Laura Simpson:
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