Fiduciary Trust International Welcomes Edward J. Mooney as Managing Director and Financial Planning Director
Fiduciary Trust International, a global wealth manager and subsidiary of Franklin Templeton, welcomes Edward J. Mooney as managing director and financial planning director. Mooney's industry experience will enhance the firm's financial planning solutions, setting new industry standards and elevating client experience. His expertise in investments, wealth succession, estate and tax planning, and charitable structures will benefit high-net-worth individuals and families.
Edward J. Mooney's appointment as managing director and financial planning director enhances Fiduciary Trust International's financial planning solutions, setting new industry standards and elevating client experience.
Mooney's extensive experience in investments, wealth succession, estate and tax planning, and charitable structures will benefit high-net-worth individuals, business owners, and families, ensuring personalized financial planning solutions tailored to their unique needs.
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Wealth Management Veteran Joins Firm to Spearhead Innovation in Financial Planning Solutions
“Ed’s extensive industry experience perfectly complements our mission and commitment to delivering exceptional, best-in-class financial planning solutions to our clients,” said Leslie Gillin Bohner, chief fiduciary officer of Fiduciary Trust International. “With his expertise spanning investments, wealth succession, estate and tax planning, and charitable structures, he will drive our financial planning initiatives to set new industry standards and elevate our client experience.”
With more than three decades of industry experience, Mr. Mooney has served as a trusted advisor to high-net-worth executives, business owners, and families, providing sophisticated financial planning solutions tailored to their unique needs. Prior to joining Fiduciary Trust International, he served as a Senior Wealth Strategist at BNY Mellon, where he supported new business and portfolio teams focused on emerging tech wealth, business owners, corporate executives, and wealthy families. Throughout his career, he has contributed to new business generation and has delivered financial advice to C-Suite executives of Fortune 500 companies.
“I’m honored to join the team at Fiduciary Trust International and contribute to the legacy of a firm deeply rooted in familial values, and committed to safeguarding and enhancing our clients’ wealth through generations,” said Mr. Mooney. “Together, we will continue to deliver personalized, comprehensive financial planning solutions tailored to the unique needs of our clients, ensuring their financial well-being for generations to come.”
Mr. Mooney serves as a member of the charitable advisory boards for NewYork-Presbyterian Hospital and Memorial Sloan Kettering Cancer Center (MSKCC). He received his JD from New York Law School and a Bachelor of Science degree from Fordham University.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm headquartered in
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
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Sabrina Scarpa: 973-309-0051
ft@jconnelly.com
Source: Fiduciary Trust International
FAQ
<p>What is the role of Edward J. Mooney at Fiduciary Trust International?</p>
Edward J. Mooney has joined Fiduciary Trust International as managing director and financial planning director, overseeing the innovation of the firm's financial planning offerings.
<p>What is the background of Edward J. Mooney?</p>
Edward J. Mooney has over three decades of industry experience, serving as a trusted advisor to high-net-worth individuals, business owners, and families, providing sophisticated financial planning solutions tailored to their unique needs.
<p>Where did Edward J. Mooney work before joining Fiduciary Trust International?</p>
Prior to joining Fiduciary Trust International, Edward J. Mooney served as a Senior Wealth Strategist at BNY Mellon, supporting new business and portfolio teams focused on emerging tech wealth, business owners, corporate executives, and wealthy families.
