Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that
Debjani Bagchi, CFA, and Peter E. McEvoy, CFP®, have joined its New
York office as portfolio managers.
"Expanding our expertise in the Northeast region enables us to
keep our unwavering attention on the unique aspects of our clients’
lives and their financial profiles," said Anne Fitzpatrick Donahue,
Fiduciary Trust International regional managing director for the
New York office. "Debjani and Peter bring decades of industry
experience and a deep commitment to client success, aligning
perfectly with our mission of delivering our best thinking through
personalized wealth management advice and holistic portfolio
construction."
Ms. Bagchi brings nearly three decades of investment management
experience to the team. Before joining Fiduciary Trust, Ms. Bagchi
served for more than 10 years as managing director and senior
portfolio manager at Deutsche Bank Private Wealth Management.
There, she oversaw multi-asset portfolios exceeding $2 billion in
assets under management and led the portfolio management team
managing over $6 billion in assets under management. Prior to that,
she was a portfolio manager at UBS Wealth Management in New
York.
"I am honored to join Fiduciary Trust International and
contribute to its legacy of wealth management leadership and
investment excellence," said Ms. Bagchi. "I look forward to
leveraging our full array of institutional-quality investment
solutions to empower clients in achieving their diverse financial
objectives."
Earlier in her career, Ms. Bagchi held roles at international
financial organizations such as the International Finance
Corporation (IFC), the United Nations Capital Development Fund
(UNCDF), and the Asian Development Bank (ADB), where she served as
an investment consultant and lead analyst. She started her career
as a senior associate for Asia at Women's World Banking, a global
nonprofit based in New York.
Ms. Bagchi, a member of the CFA Institute and CFA Society New
York, holds an MPA in Economics and Development with a Certificate
in Demography from Princeton University. She earned her Bachelor of
Arts (Honors) in Political Science, Economics, and History from the
University of Calcutta. She serves on the board of READ Alliance in
New York and previously served on the board of Deutsche Bank Trust
Company National Association (DBTCNA).
Mr. McEvoy, with nearly four decades of experience, joins
Fiduciary Trust International from Deutsche Bank International
Private Bank, where he was a senior portfolio manager overseeing
large complex family and institutional relationships on both an
agency and fiduciary basis. Before that, he spent almost 20 years
as a senior portfolio manager and northeast team leader at
BlackRock Private Investors (formerly Merrill Lynch Investment
Managers, MLIM). He began his career in 1987 as a portfolio manager
at Bankers Trust.
"I am proud to join Fiduciary Trust International, a firm known
throughout the industry for its leading investment management
solutions," said Mr. McEvoy. "I look forward to leveraging the
flexibility of our comprehensive investment platform and
sophisticated portfolio construction capabilities to provide
clients with tailored service, while also fostering lasting
relationships."
Mr. McEvoy holds a Master of Business Administration (MBA) in
Finance from Fordham University and a Bachelor of Arts in Economics
from Rutgers University. He is an EFFAS Certified ESG Analyst
(CESGA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), a member of the
Financial Planning Association of Metro New York and is a recipient
of the Distinguished Eagle Scout Award from the Boy Scouts of
America.
"Debjani and Peter bring extensive experience in serving
ultra-high-net-worth clients," said Carin L. Pai, CFA, executive
vice president and head of portfolio management and equities at
Fiduciary Trust International. "Debjani's exceptional talents in
managing multi-billion-dollar portfolios and Peter's proven track
record in overseeing complex institutional relationships will
amplify our ability to build and manage personalized investment
portfolios in pursuit of client goals."
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 $102 billion in
assets under management and administration as of March 31, 2024,
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, Fort
Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor,
PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA,
Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For
more information, please visit fiduciarytrust.com, and for the
latest updates, follow Fiduciary Trust International on LinkedIn
and X: @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 150 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 offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,500 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
June 30, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, X and
Facebook.
Copyright © 2024 Fiduciary Trust International. All rights
reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Sabrina Scarpa: 973-309-0051 ft@jconnelly.com
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