Amy Ko Joins Fiduciary Trust International as Senior Relationship Manager & Managing Director Serving Clients in Northern Cal...
November 19 2020 - 11:45AM
Business Wire
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, continues to expand
its presence in Northern California, announcing that Amy Ko has
started her new role as senior relationship manager and managing
director based in the firm’s San Mateo office.
“Amy’s experience working with Silicon Valley clients to meet
their wealth management goals will help us strengthen our long-term
client relationships and strengthen our offering as we continue our
growth in this region—and throughout the country,” said Gene Todd,
executive vice president at Fiduciary Trust International, who is
also based in San Mateo. “We look forward to working with Amy to
bring our holistic, multi-generational investment and wealth
management offering to more clients across Northern
California.”
Ms. Ko reports to Mr. Todd and joins Fiduciary Trust
International from the Silicon Valley Bank Private & Wealth
Advisory Group in San Francisco, where she was a managing director
and relationship manager. During her tenure, she served as an
advisor to families, and was the primary point of contact for all
personal financial relationships with healthcare, software
enterprise, and fintech investors and entrepreneurs in Northern
California. Ms. Ko was previously a senior vice president and
private client advisor at U.S. Trust/Bank of America Private Wealth
Management in San Francisco, where she was responsible for new
client acquisition and business development activities.
Fiduciary Trust International has strong ties to Northern
California. Its parent company, Franklin Templeton, has been
offering investment solutions to clients from its Northern
California headquarters since 1973, and has supported the region
through many community initiatives. Late last year, Freda Lam
Zietlow, CFA joined Fiduciary Trust International as a senior
portfolio manager and managing director serving clients in the San
Mateo office as well as the firm’s new office in San Francisco. In
June 2019, Fiduciary Trust announced that Christine Brown began her
role as a San Mateo-based trust counsel and managing director
providing 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.
“Amy is a strong addition to our Northern California team,
bringing an impressive track record of customizing solutions to
enable clients to grow and protect their wealth,” said Lawrence A.
Sternkopf, president and chief operating officer of Fiduciary Trust
International. “With our growing footprint in the region, and the
impressive professionals who have joined our team, we are very
well-positioned to broaden the expertise we deliver to clients in
Northern California.”
Ms. Ko received her MBA, magna cum laude, from Northeastern
University with a dual specialization in corporate renewal and
marketing. She also graduated cum laude from the University of
Massachusetts in Boston with a bachelor-of-science in general
business management. Ms. Ko holds the Certified Trust and Financial
Advisor (CFTA) designation, and serves as chair of the investment
committee of the San Francisco Society for the Prevention of
Cruelty to Animals (SPCA).
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 $86 billion in
assets under management and administration as of September 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,
multi-asset solutions and alternatives. With offices in more than
30 countries and approximately 1,300 investment professionals, the
California-based company has over 70 years of investment experience
and approximately $1.4 trillion in assets under management as of
October 31, 2020. For more information, please visit
franklintempleton.com and follow us on LinkedIn, Twitter and
Facebook.
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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