Fiduciary Trust International Continues Expanding Radnor Office, Welcoming Julia C. Wirts, CFA® as Portfolio Manager
October 28 2020 - 9:30AM
Business Wire
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Julia
C. Wirts, CFA® has joined the firm as a Radnor-based portfolio
manager.
Ms. Wirts was most recently an investment advisor at Hawthorn,
PNC Family Wealth® in Philadelphia. In this role, she constructed
and actively managed client portfolios for individuals and families
with more than $20 million in investable assets. Ms. Wirts also
worked closely with other firm advisors to deliver an integrated
wealth management experience to these individuals and families. In
addition, Ms. Wirts also helped build out Hawthorn, PNC Family
Wealth’s socially responsible investing (SRI) platform, and wrote
thought leadership papers on SRI and other investment themes. She
was previously a portfolio analyst and international investment
manager at Philadelphia International Advisors, a spinoff from the
Glenmede Trust Company. Ms. Wirts began her career as an associate
at The Pew Charitable Trusts in Philadelphia.
“Julia’s experiences working with clients and colleagues to
customize financial plans and portfolios around individual
investment objectives and risk parameters makes her an ideal fit
within our organization,” said Lawrence A. Sternkopf, president and
chief operating officer of Fiduciary Trust International. “Her
longstanding relationships in the Philadelphia area will also
benefit us as we continue to expand our presence there.”
Ms. Wirts is the second new addition to Fiduciary Trust
International’s Radnor office since the firm acquired The
Pennsylvania Trust Company, which had approximately $4 billion in
assets under management, earlier this year. Fiduciary Trust
International recently announced the arrival of Amanda Rice as a
senior portfolio manager based in Radnor.
“We seek to provide clients with personalized trust, estate,
financial and tax planning, tax preparation, investment management,
and other services as part of a holistic, collaborative wealth
management experience,” said George C. McFarland Jr., regional
managing director and head of Fiduciary Trust International’s
Pennsylvania region. “Now more than ever, we are committed to
adding experienced and dedicated professionals in our Radnor office
who can help us deliver long-term peace of mind to more clients in
Philadelphia and the surrounding communities.”
Ms. Wirts received her master of public administration (MPA),
with a concentration in public finance and management, from the
University of Pennsylvania. She also graduated cum laude from
Trinity College with a bachelor of arts in political science. Ms.
Wirts is a member of the CFA Institute and the CFA Society of
Philadelphia, and belongs to The Acorn Club, where she oversees the
organization’s investment portfolio and sits on the investment and
finance committees.
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 June 30, 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 approximately 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 September 30, 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:
973-713-8834 lsimpson@jconnelly.com
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