Fiduciary Trust International’s Board of Directors Elevates Senior Executives

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Fiduciary Trust International (FTI) announces Gene Todd as the new President, Craig S. Richards as the COO, and Leslie Gillin Bohner as the General Trust Counsel. Todd, who joined in January 2020, will continue to lead regional offices and work on growing market share, revenue, and profitability. Bohner will oversee trust and estate operations and lead the Delaware business, while Richards will manage the delivery of wealth management services. The leadership changes reflect the company's commitment to growth and stability.

Gene Todd Named President; Craig S. Richards Takes on COO Role; and Leslie Gillin Bohner Adds General Trust Counsel Title

NEW YORK--(BUSINESS WIRE)-- Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Gene Todd has been appointed president in addition to his role as head of regional markets.

The firm also has expanded the roles of the following members of its leadership team:

• Leslie Gillin Bohner has been appointed general trust counsel in addition to her role as chief fiduciary officer.
• Craig S. Richards, CPA/PFS, CFP®, has been appointed chief operating officer in addition to his role as chief administrative officer and head of tax.

Mr. Todd joined Fiduciary Trust International in January 2020, and was elevated to head of regional markets in November 2021. Going forward, Mr. Todd will continue to lead teams across the firm’s regional offices along with developing and implementing strategies to grow the firm’s market share, revenue and profitability. Mr. Todd also serves on Fiduciary Trust International’s operating, management, and executive committees, and on the management committee of the parent company, Franklin Templeton. He also serves as head of sales for the firm and will continue to work out of Fiduciary Trust International’s office in San Mateo, CA.

“Gene, Leslie and Craig have proven themselves as dedicated leaders at Fiduciary Trust International, and we look forward to seeing them expand their roles and take on more responsibilities across our organization,” said John M. Dowd, chief executive officer of Fiduciary Trust International. “We are proud of our team and its dedication to our mission to bring clients financial peace of mind across multiple generations, and we are confident that Gene, Leslie and Craig are the right leaders to usher us through this new chapter of growth.”

Ms. Bohner will continue to oversee all trust and estate operations and administration, as well as lead the firm’s Delaware business. Ms. Bohner joined Fiduciary Trust International in 2020 as a result of the firm’s acquisition of Pennsylvania Trust Company and has been a vital leader in strengthening fiduciary standards and practices across the firm.

Mr. Richards will continue to manage the coordination of Fiduciary Trust International’s delivery of sophisticated wealth management services to its clients. Mr. Richards joined the firm in 1984 and has been a key player in enhancing infrastructure and capabilities throughout the organization.

“In today’s market environment, clients and their families are increasingly looking for certainty and stability, and we remain committed to helping new and existing clients protect and grow their wealth—now and in future generations,” said Gene Todd, president of Fiduciary Trust International. “I am honored and excited for the opportunity to continue on this mission in an expanded capacity, and find new ways to widen our reach across the country.”

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 $94 billion in assets under management and administration as of June 30, 2023, 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 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of November 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

Copyright © 2023. Fiduciary Trust International. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20231212400349/en/

Rebecca Radosevich: 212-632-3207

rebecca.radosevich@franklintempleton.com

Laura Simpson: 973-713-8834

ft@jconnelly.com

Source: Fiduciary Trust International

FAQ

Who is the new President of Fiduciary Trust International and when did he join?

Gene Todd has been appointed as the President of Fiduciary Trust International, and he joined the firm in January 2020.

What is the expanded role of Leslie Gillin Bohner at Fiduciary Trust International?

Leslie Gillin Bohner has been appointed as the General Trust Counsel in addition to her role as the chief fiduciary officer. She will continue to oversee all trust and estate operations and lead the firm’s Delaware business.

Who is the new COO of Fiduciary Trust International and what are his responsibilities?

Craig S. Richards has been appointed as the Chief Operating Officer of Fiduciary Trust International. He will manage the coordination of the firm’s delivery of sophisticated wealth management services to its clients.

What is the mission of Fiduciary Trust International according to Gene Todd?

According to Gene Todd, the mission of Fiduciary Trust International is to help new and existing clients protect and grow their wealth—now and in future generations.

Where is Gene Todd located and what are his additional responsibilities?

Gene Todd will continue to work out of Fiduciary Trust International’s office in San Mateo, CA. He also serves as head of sales for the firm and will continue to lead teams across the firm’s regional offices.

What are the key responsibilities of Craig S. Richards as the COO?

Craig S. Richards, as the COO, will manage the coordination of Fiduciary Trust International’s delivery of sophisticated wealth management services to its clients.