Cathy Carilli, CFA® Joins Fiduciary Trust International’s New York Office as Senior Portfolio Manager
August 11 2020 - 9:30AM
Business Wire
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, continues to grow
its New York office, welcoming Cathy Carilli, CFA® as senior
portfolio manager. Ms. Carilli has more than 20 years of experience
customizing and managing multi-asset portfolios.
“Cathy has built a solid track record of working with
high-net-worth clients and their families to create portfolios that
are designed to help them meet their long-term financial goals
while effectively navigating different market conditions,” said
Paulina Mejia, regional managing director, trust counsel, and head
of Fiduciary Trust International’s New York office. “Now more than
ever, our clients need trusted partners who can provide them with
peace of mind through holistic wealth management, and Cathy
embodies this client-centric service paradigm.”
Ms. Carilli joins Fiduciary Trust International from U.S. Trust,
Bank of America Wealth Management, where she worked for 24 years,
most recently as managing director and senior portfolio manager.
During her tenure there, Ms. Carilli was a member of the firm’s
Custom Equity Solutions Group and Equity Approval Committee. She
also served on the U.S. Trust Development & Engagement
Committee, where she helped develop a strategy to incorporate open
architecture into the organization and its client portfolios.
Earlier in her career, Ms. Carilli was a vice president and
portfolio manager at Citibank Private Bank, and senior investment
manager and team leader at Citicorp Investment Services.
Ms. Carilli is a CFA® charterholder, and is a member of the CFA
Institute and New York Society of Security Analysts. She received
her MBA in finance from Fordham University and graduated from Iona
College with a BBA in finance. Ms. Carilli is also founder and
president of The Tower of Hope, Inc., a nonprofit organization
which raises funds to train service dogs and pair them with wounded
veterans and people in need.
“We continue to add seasoned professionals in our offices
nationwide to further build upon the expertise we can harness on
behalf of our clients and their families,” said Lawrence A.
Sternkopf, president and chief operating officer of Fiduciary Trust
International. “Cathy has more than two decades of experience
developing solutions for high-net-worth individuals and families,
and we look forward to working with her to help multiple
generations of clients preserve and grow their wealth.”
Ms. Carilli is the latest addition to Fiduciary Trust
International’s New York headquarters, which has experienced
ongoing expansion during the past two years:
- In May 2020, the firm announced that Maudie Long, CFA® and
David DeStefano joined its New York office as senior portfolio
manager and trust officer, respectively.
- In March 2020, Fiduciary Trust International added Kevin G.
Carter, CFP® as a New York-based senior portfolio manager.
- In February 2019, the firm welcomed S.J. Abrams as relationship
manager in its New York office.
- In September 2019, the firm welcomed Jennifer McCarthy as trust
counsel and managing director in its New York office.
- Noah Uzal started at Fiduciary Trust International as a New
York-based wealth director in September 2018.
- In June 2018, Fiduciary Trust International announced that
Isaac Barrocas and Nita S. Vyas came aboard as senior portfolio
manager and trust counsel, respectively, based in the New York
office.
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 $82 billion in
assets under management and administration as of May 31, 2020, 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, 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 with subsidiaries operating as Franklin
Templeton and serving clients in over 165 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 brings extensive capabilities in equity, fixed income,
alternatives and custom multi-asset solutions. With offices in over
30 countries and 1,300 investment professionals, the
California-based company has more than 70 years of investment
experience and approximately $1.4 trillion in assets under
management as of June 30, 2020 (on a pro forma basis for its
acquisition of Legg Mason, Inc.). 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: 973-850-7319 lsimpson@jconnelly.com
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